Podcasts about successful retirement

What really matters in retirement? After the spreadsheets are done, the portfolio's in place, and the paycheque has stopped, what's left? In this powerful and deeply human conversation, I sit down with Fritz Gilbert, author of Keys to a Successful Retirement and founder of The Retirement Manifesto, to explore the non-financial side of life after work. We dive into the real questions: How do you stay fulfilled? Where do you find purpose? And how do you avoid the emotional pitfalls so many retirees never see coming? Fritz shares his “10 Commandments of Retirement”, a personal code he created before stepping away from corporate life and how each one has guided his journey. From “Make No Obligations” to “Keep Eternity in Mind,” these principles offer a practical, heartfelt framework for anyone who wants to retire with intention, freedom, and joy. What You'll Learn Why mindset matters more than money in retirement How to create your own guiding principles for life after work The 90/10 Rule: Why most people focus on the wrong things before retiring How Fritz skipped the “retirement depression” so many experience Why giving yourself space and grace in your first year can change everything How to find (or rediscover) your purpose in the second half of life The surprising power of legacy, contribution, and shared purpose Key Topics Discussed Fritz's “10 Commandments of Retirement” and how they've held up over time The emotional challenges many retirees face and how to prepare for them What it means to shift from saving to spending, from doing to being The founding story of Freedom for Fido and how it brought deeper meaning to retirement The role of mindset, curiosity, and experimentation in building a rich post-career life Why “retirement planning” must include much more than your finances How to craft your own post-career mission, values, and personal compass Resources & Mentions The Retirement Manifesto Blog Keys to a Successful Retirement by Fritz Gilbert – Buy on Amazon Fritz's article: The 10 Commandments of Retirement Freedom for Fido Charity Your Next Step Want to retire well? Start by writing your own commandments. Define your values, your purpose, and what a great life looks like before you leave work. Let's Keep the Conversation Going Follow & connect with Fritz: LinkedIn Subscribe to Humans vs Retirement on Apple, Spotify, or wherever you get your podcasts Connect with Dan: LinkedIn Leave us a ⭐⭐⭐⭐⭐ review if this episode helped shift your perspective!

Are you worried about the future of your wealth? You're not alone. Sweeping reforms to pensions, inheritance tax, business relief, and agricultural relief are coming in 2026 and 2027 — and they could have a major impact on your estate and the legacy you leave behind. In this must-listen episode of The Retirement Café Podcast, I'm joined by Lucy Obrey, Partner and Head of Private Client at Higgs LLP, to break down what these proposed changes really mean for business owners, landowners, and pension holders — in other words, most of us. You'll learn:

How do you build a retirement that's financially secure and personally fulfilling? Josh sits down with retirement expert Fritz Gilbert, founder of The Retirement Manifesto and author of Keys to a Successful Retirement, to break down the financial and emotional side of life after work. Fritz shares his own journey from corporate America to an early retirement in the Appalachian Mountains, where he now writes, volunteers, and helps others navigate the transition. He and Josh dive into strategies for managing market downturns, the importance of a diversified withdrawal plan, and why so many retirees underspend out of fear. They also tackle the psychology of retirement: how to stay engaged, find purpose, and avoid the common traps that can lead to financial and emotional stress. Can't get enough of The Financial Quarterback? Click ‘Subscribe' so you never miss a play. If you're enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

Retiring can be a difficult transition, but good financial and psychological planning may help. Today, John Walker, Regional Vice President, Mercer Advisors, and CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors, welcome Fritz Gilbert, author of “Keys to A Successful Retirement” and founder of the popular blog “The Retirement Manifesto.” Fritz outlines his 3 levels of retirement readiness that can help smooth your transition into retirement. Listening Time: 22 minutes

Are you ready to secure your financial future? Join Sean as he dives into the essential elements of a successful retirement plan. In this episode, Sean will guide you through maximizing your Social Security benefits, developing a strategic investment plan, and reducing tax liabilities. He also covers how to protect yourself against rising healthcare costs and ensure your legacy is preserved and your assets are passed on tax-efficiently. Sean emphasizes the importance of not only creating but also highly monitoring your plan, ensuring it adapts to your evolving needs over time. Whether you're nearing retirement or just starting to plan, Sean's expert insights will help you navigate every aspect of retirement planning with confidence. Tune in to create a retirement plan that supports your dreams and secures your future!

In this episode, Kevin discusses the comprehensive approach to retirement planning through the Six Pillars of a Successful Retirement. He emphasizes the importance of tax planning, healthcare considerations, and legacy planning, while also highlighting the value of working with a financial advisor to navigate these complex areas effectively. Get your Complimentary Portfolio Review TODAY! Social Media: Facebook I LinkedIn See omnystudio.com/listener for privacy information.

Today, I'm very excited to welcome Christine Benz back to the podcast. Christine is the Director of Personal Finance and Retirement Planning at Morningstar. She has become a trusted voice in the industry and has been recognized as one of Barron's Top 100 Most Influential Women in Finance and one of the Ten Most Influential Women in Wealth Management. She's also the co-host of The Long View and How to Retire podcasts where she brings a wealth of expertise and real-world insight to every conversation. In her newest book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement, Christine draws from her “Me Search” project and lays out practical strategies that help you transition from a lifetime of accumulation to a lifestyle rich in purpose and meaningful spending. In our conversation, Christine outlines the importance of practicing your retirement lifestyle before you fully commit. She explains how experimenting with sabbaticals and trial runs can help you strike the right balance between structure and flexibility. We discussed the movement of rethinking the traditional 4% rule with a bucket strategy—so you can build confidence in managing your cash flow and spending. GET FREE ACCESS TO CHRISTINE'S BOOK TITLED, HOW TO RETIRE: 20 LESSONS FOR A HAPPY, SUCCESSFUL, AND WEALTHY RETIREMENT Here's all you have to do... Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Text the word BOOK to 866-599-4491 and we'll make sure you get signed up for free. It's that simple! In this podcast interview, you'll learn: Why testing your retirement lifestyle before you retire can save you stress later. How a balanced mix of routine and flexibility fuels a fulfilling daily life. Why rethinking the 4% rule with a bucket strategy builds spending confidence. How proactive long-term care planning can shield you from future costs. Why syncing your spending with your portfolio and other income sources reduces fear and anxiety. The smart steps women can take to overcome unique retirement challenges. Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register. Show Notes: RetireWithPurpose.com/488 Rate & Review the Podcast: RetireWithPurpose.com/review

David Stryzewski gives his 7 steps for a successful retirement, saying it goes beyond just having a retirement account. They include “tax diversification”, health care planning, and more. He discusses the 4% rule and talks about planning holistically with different types of financial accounts. His picks include Amazon (AMZN) and Barrick Gold (GOLD).======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

In this episode of Finding Financial Freedom Podcast, Dr. Disha Spath sits down with Fritz Gilbert, founder of The Retirement Manifesto and award-winning blogger, to uncover the secrets of a successful retirement. Fritz shares how he planned his early retirement, built financial security, and navigated the emotional and relational aspects of this major life transition.   Discover the strategies behind his three-year cash cushion, the bucket system for managing retirement spending, and how he handled investments during market downturns. Plus, get insights on Roth IRA conversions, the 72(t) rule, and why non-financial aspects of retirement are just as important as the numbers.  Key Topics Covered: 1. Preparing for Early Retirement What inspired Fritz to retire early and how he planned for it.   2. Building a Three-Year Cash Cushion How cash reserves provide security in retirement.   3. Estimating Retirement Spending Using cash buckets to create a sustainable withdrawal strategy.   4. Investment Strategy During Market Downturns Did Fritz pause withdrawals during COVID?   The 72(t) Rule Explained 5. How it allows penalty-free early retirement withdrawals.   Roth IRA ConversionsTax-efficient strategies for long-term wealth.   6. Beyond Money The Emotional Side of Retirement Why relationships and purpose matter just as much as finances.   7. Avoiding Common Retirement Planning Mistakes Lessons from Fritz's experience.   Resources Mentioned: Keys to a Successful Retirement by Fritz Gilbert The Retirement Manifest Blog by Fritz Gilbert How to Retire by Christine Benz Listener Takeaways: Build a cash cushion to weather market downturns in retirement.   Structure your retirement paycheck with a clear spending and withdrawal plan.   Understand the key tax strategies, like Roth conversions and the 72(t) rule.   Plan beyond finances—focus on relationships, purpose, and fulfillment.  Connect with Us: Host: Dr. Disha Spath, The Frugal Physician Guest: Fritz Gilbert: Founder of The Retirement Manifesto   Thank you for tuning in! Be sure to share this episode with anyone navigating student loan repayment.   This episode is also sponsored by FacetWealth Discover how Facet is transforming financial planning for physicians with personalized, flat-fee financial planning—visit facet.com/frugalphysician to start building your financial future today.

The Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Download the Rockstar list here: https://moosemarkets.com/rockstars Join the Retirement Loop waitlist here: https://dividendstocksrock.com/loop Why I prefer low yield vs high yield: https://moosemarkets.com/income

In this rewind episode we chat with Casey Weade the creator of the Retire with Purpose Podcast and author of the book Job Optional. He outlines the four pillars of a successful retirement and the role of meaning and purpose in our "post work" life. What role does work play on our lives and should we abandoned in retirement? Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we offer practical tips and strategies for planning a successful retirement. From budgeting wisely and choosing the right savings plans to exploring investment options and understanding Social Security, we discuss key factors that can contribute to a secure future. Join us as we explore how to plan effectively and make informed decisions for your retirement. Don't forget to subscribe for more content from GulfCoast Financial! For more information contact John Kuykendall at (386) 755-9018 and visit https://www.gulfcoastfinancial.net/ #incomestrategies #financialtips

Retirement is a great but challenging transition in one's life. We offer our best tips for making it successful. Join Retirement Loop Waitlist Go back to Part 1 Make sure to check out the complete show notes. Twitter: @TheDividendGuy FB: http://bit.ly/2Z7Q5gF YouTube: http://bit.ly/2Zs6r1r DividendStocksRock.com

What's the key to a successful retirement? What do happy retirees all have in common? It all starts with a vision and a plan... the rest is in the episode! Join Retirement Loop Waitlist Do not miss Part 2 - Subscribe! Make sure to check out the complete show notes. Twitter: @TheDividendGuy FB: http://bit.ly/2Z7Q5gF YouTube: http://bit.ly/2Zs6r1r DividendStocksRock.com

Join Miguel Gonzalez, a Certified Retirement Counselor, as he shares 5 major risks to avoid on your journey to a secure and comfortable retirement.Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.#RetirementPlanning #RetirementRisks #FinancialAdvice #RetirementGoals #FinancialPlanning #InvestingTips #RetirementSecurity #FinancialFreedom #InvestmentStrategies #AvoidMistakes #SecureRetirement #RetirementJourney #RetirementSavings #RetirementTips #FinancialCounseling #RetirementInvesting #PlanForRetirement #FinancialWellness #MoneyMatters #WealthBuildingWelcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

Dr. Daniel Crosby is a psychologist, behavioural finance expert, and New York Times bestselling author, who joins me to discuss his latest book, The Soul of Wealth.  Dr. Crosby, known for his groundbreaking insights into how psychological factors influence financial decisions, shares how his book explores the balance between monetary wealth and what he calls "soulful wealth"—the richness found in relationships, health, and personal fulfilment. With 50 short, actionable essays, The Soul of Wealth serves as a practical guide for those looking to rethink their relationship with money and align their finances with what truly matters in life. During our conversation, Daniel discusses key insights from his previous books, showing how behavioural finance helps retirees make smarter, goal-driven decisions. We explore how emotions can undermine financial success and how understanding our behaviour leads to better choices in retirement planning. From mastering delayed gratification to spending in ways that boost happiness, Daniel shares practical advice for redefining wealth beyond just pounds and pence. USEFUL LINKS Standard Deviations Website: https://www.standarddeviationspod.com/ Standard Deviations Podcast: https://www.standarddeviationspod.com/episodes  Daniel's YouTube Channel: http://www.youtube.com/@drdanielcrosby Buy Daniel's books: The Laws of Wealth - https://amzn.to/3YqmrCW  The Behavioral Investor - https://amzn.to/3UaRgJq  The Soul of Wealth - https://amzn.to/3Ud0dSx  Connect with Daniel on LinkedIn https://www.linkedin.com/in/danielcrosby/ ✔️ Subscribe to my Channel here ➡️ https://www.youtube.com/c/JustinKingMFP/?sub_confirmation=1 

When it comes to creating a successful retirement plan, the financial metrics are going to be a big part of achieving your goals. In order to enjoy your retirement, you need to have the ability to fund your lifestyle and not run out of money. But money isn't the only measurement of success. Here's what we discuss in this episode: 0:00 – Intro 0:23 – What does success look like beyond the financial numbers? 1:43 – How retirement looks can change 4:45 – Creating stability in income 8:03 – Shift happens!   Schedule a 15-minute consultation:  https://calendly.com/erg-slc/15minutediscoverycall Get your free copy of "Rounding Third:"  http://rounding-third.elevatemyretirement.com/   Contact us: (801) 639-0095 slee@erg-slc.com

With the rise of the 401(k) and pensions no longer prevalent, it leaves many if not most Americans to chart a different course in order to fund retirement. It also leaves workers open to a considerable tax burden. On the latest episode of Money Unleashed, Chris Hoffman discusses the strategies to mitigate taxes and create dependable income streams in order to replace that paycheck from your working years.Visit UnleashYourMoney.com and hit "Replace My Paycheck" challenge box, or call 404-341-6767 to schedule your time to speak with the Hoffman Financial Group.

Your bottom line when it comes to successful investing for retirement isn't maximizing returns. Instead, survival should be your primary goal; not only avoiding disastrous financial outcomes, but having the ability to manage your emotions.   In this episode, we discuss:  What it means to “diversify from disaster” Understanding investment longevity How to leverage historical averages Survivorship bias Today's article is from Behavioural Investment titled, Investors Must Survive. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation. Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register. Show Notes: RetireWithPurpose.com/463 Rate & Review the Podcast: RetireWithPurpose.com/review

Retirement is not just about reaching a certain age or financial milestone; it's an opportunity for a new chapter filled with exploration, growth, and fulfillment.In this video, we'll delve into the art of crafting a successful retirement by adopting six essential habits that can make your retirement truly remarkable.Whether you're already retired or planning for the future, these habits can help you design a retirement that's not only financially secure but also emotionally rewarding.Please join our Facebook group at www.facebook.com/groups/lifestartsatretirement

In this episode of the Boldin (formerly NewRetirement) podcast, Steve Chen interviews Fritz Gilbert, a former corporate executive and author of Keys to a Successful Retirement, who has been retired for six years. Fritz discusses his journey to retirement, emphasizing the importance of physical fitness, financial planning, and finding purpose post-retirement. He shares insights on maintaining a healthy lifestyle through activities like trail running and strength training, while managing finances with strategies like the bucket approach and delaying Social Security. Fritz highlights how the transition to retirement requires more than just financial preparation—it also demands planning for purpose and fulfillment. He encourages retirees to focus on what brings them joy, embrace curiosity, and live intentionally, fostering both personal and community connections for a rewarding retirement experience.

George Kinder is a friend, mentor and widely recognised as the Father of the Financial Life Planning movement. For over 30 years, George has trained thousands of financial advisers from 30 countries in life planning, which enables them to help deliver freedom into their clients' lives. George has published seven books, and central to most is this concept of freedom. His most recent book The Three Domains of Freedom sets out to empower readers to experience profound freedoms in their own lives and bring about positive change to our civilisation as a result. In our conversation we explore the book's three core concepts, delve into the challenges of balancing mindfulness with future planning, the feeling of insignificance in a chaotic world, and the potential impact retirees can have on society. George also shares his vision for a more just and sustainable world and the practical steps he suggests for making that vision a reality. USEFUL LINKS George's website: https://www.georgekinder.com/  The Kinder Institute of Life Planning: https://www.kinderinstitute.com/  George's books: The Three Domains of Freedom: https://amzn.to/3Xu1I0H  A Golden Civilisation: https://amzn.to/47cXgGJ  Transforming Suffering into Wisdom: Mindfulness and the Art of Inner Listening: https://amzn.to/3TbKB13  Life Planning for You: https://amzn.to/4g7RNoM  The Seven Stages of Money Maturity: https://amzn.to/4cOjGzk  Lighting the Torch: https://amzn.to/4e8D7nC   CONNECT WITH ME Thanks for checking out my podcast - I'm Chartered and Certified Financial Planner Justin King and I help people to retire successfully.

Kevin emphasizes the need for coordination among various financial professionals to ensure a holistic approach to retirement planning. Kevin highlights the Pillar Planning Process, which covers income needs, assets, taxes, healthcare, legacy planning, and legal considerations. He also addresses the challenges of inheriting money and the importance of educating beneficiaries on how to manage their inheritance wisely.  CLICK HERE TO BOOK YOUR VIRTUAL/PHONE MEETING TODAYSee omnystudio.com/listener for privacy information.

I'm thrilled to have with us a guest whose work has profoundly shaped the way we think about time, productivity, and living a meaningful life. Oliver Burkeman is a renowned British journalist, author, and former columnist for The Guardian, best known for his groundbreaking book 4,000 Weeks, Time Management for Mortals. I loved this book and am honoured that Oliver joined me to share his story and research, and to introduce his latest book, Meditations for Mortals - Four Weeks to Embrace Your Limitations and Make More Time for What Counts, which has sparked a global conversation about the finite nature of our lives and how we can make the most of our limited time, especially as we enter the later stages of life. We chat about how life's too short to wait for the “right” moment, especially for retirees and soon to be retirees, and Oliver urges us to live meaningfully now—not later. After all, time is finite. USEFUL LINKS Oliver's website: https://www.oliverburkeman.com/ Oliver on LinkedIn: https://www.linkedin.com/in/oliver-burkeman-51651b21a/  Oliver on X/Twitter: https://x.com/oliverburkeman  Meditations for Mortals - Four Weeks to Embrace Your Limitations and Make More Time for What Counts book on Amazon: https://amzn.to/46Xa1oY  ✔️ Subscribe to my Channel here ➡️ https://www.youtube.com/c/JustinKingMFP/?sub_confirmation=1 

Jeff Dellinger, the author of The Handbook of Variable Income Annuities, and Bruno Caron, a financial and actuarial professional, discuss the guaranteed lifetime withdrawal benefit and other life insurance options with a financially successful retirement in mind.

Approaching retirement and frustrated with her job, Siobhan Daniels made a big decision: to start living life on her own terms. Rather than feeling broken, voiceless and hiding from life's challenges, she took early retirement, swapped her possessions for a motorhome, and drove off to find them. Since that day five years ago, Siobhan has published a book she called Retirement Rebel: One woman, one motorhome, one great big adventure - an honest and uplifting story of how one woman stepped off the merry-go-round of life. Through her podcast, public speaking and book Siobhan is keen to show older women they can have their adventures and age positively. USEFUL LINKS Siobhan's website: https://www.shuvonshuvoff.co.uk/ Retirement Rebel book on Amazon: https://amzn.to/467OitL Retirement Rebel podcast: https://podcasts.apple.com/gb/podcast/retirement-rebel/id1727857729  The Armchair Adventure Festival 2024: https://www.armchairadventurefestival.com/  ✔️ Subscribe to my Channel here ➡️ https://www.youtube.com/c/JustinKingMFP/?sub_confirmation=1 

Episode Takeaways:  Diversify retirement savings and avoid having all your eggs in one basket. Create a plan for retirement income to replace the paycheck. Consider guaranteed income annuities as a source of lifetime income. Take advantage of the current opportunity to lock in high payout rates. Be aware of inflation, taxes, and market volatility when planning for retirement. Consult with a financial advisor to explore retirement income options. SCHEDULE A MEETING OR PHONE CONSULTATION TODAY!See omnystudio.com/listener for privacy information.

Total Wealth & Wellness Radio - August 10, 2024

This episode addresses the 8-step plan for a successful retirement plan that was recently shared by Dave Ramsey's “sidekick,” George Kamel. Just like in any field of life, a good financial plan benefits from assessing where you are, where you want to be by a given date, and what needs to be done to get there. David dislikes the approach of painting everything with a broad brush and characterizing niche financial planning principles in broad, one-size-fits-all financial planning terms. That's what, in his opinion, many so-called “financial gurus” like Dave Rasmey tend to do. David mentions his upcoming book, The Guru Gap: How America's Financial Gurus Are Leading You Astray, and How to Get Back On Track. George Kamel has found that 8 out of 10 millionaires have reached their millionaire status by investing in their company's 401k plan.  David shares his philosophy: “If you're in a 24% bracket or lower, opt for the Roth 401k. If you're in the 32% bracket or higher, stick with the traditional 401k.” David contradicts Kamel and explains that the reason you invest in a Roth IRA is because you think that your tax bracket in retirement is likely to be higher than it is today. For David, when it comes to millionaires who have paid off their homes, it's important to distinguish between causation and correlation. A problem with Kamel's view on Social Security is that Social Security is likely to never go away. What may happen, says David, is that the retirement age will be changed. Kamel and David are in agreement: investing is a marathon, not a sprint – and it isn't for the faint of heart. According to an April 2024 study by Dalbar, investors continue to be their own worst enemies when it comes to saving for retirement. Except for step 5, David sees George Kamel's 8-step plan as a pretty sound solution.     Mentioned in this episode: David's upcoming book: The Guru Gap: How America's Financial Gurus Are Leading You Astray, and How to Get Back on Track David's books: Power of Zero, Look Before You LIRP, The Volatility Shield, Tax-Free Income for Life and The Infinity Code DavidMcKnight.com DavidMcKnightBooks.com PowerOfZero.com (free 3-part video series) @mcknightandco on Twitter  @davidcmcknight on Instagram David McKnight on YouTube Get David's Tax-free Tool Kit at taxfreetoolkit.com Dave Ramsey George Kamel David M. Walker Dalbar's QAIB

It's time for our annual EO/ESOP Podcast Summer School series. We've selected some of our favorite episodes over the past year for your enjoyment over the summer break. Bret Keisling was joined by Peter Newman, founder of Peak Wealth Planning [www.peakwealthplanning.com/], a boutique financial advisory firm specializing in high net-worth individuals with an emphasis on employee ownership. In this episode, Peter discusses the various considerations someone should make as they begin planning for a successful retirement. Many employee owners may retire with a nest egg that generates more income than the salary. Peter describes how a mindset shift can be necessary to focus on designing and funding a retirement lifestyle, and why making and implementing financial decisions during the career can have a huge impact on retirement. This episode was originally published on January 10, 2023, as the first in a three-part series, which is now available in its entirety on our website. The show notes for this episode also include a helpful PDF called "The Employee Owner's Guide to Diversification and Retirement Planning." https://www.theesoppodcast.com/post/esop-summer-school-43-peter-newman-successful-retirement-planning

Today, we're diving into the perplexing topic of why more people don't buy annuities to provide a guaranteed income in retirement, and who better to have this conversation with than Billy Burrows. 
 Billy is a highly regarded financial adviser with over 30 years' experience and founder of the Retirement Planning Project which aims to make it easier for people to get information and help on all aspects of retirement planning. 

In our conversation Billy and I explore some of the reasons that deter potential annuity buyers from securing their retirement income, explain mortality drag and mortality cross subsidy, plus why buying annuities in stages can be beneficial. We also discuss the impact future government policies could have upon pensions and annuities – in light of the upcoming general election.   USEFUL LINKS Find out more about Billy: www.williamburrows.com  Billy on Twitter / X: https://x.com/BillyBurrows Billy on LinkedIn: https://www.linkedin.com/in/billy-burrows-6ab1521a/   Billy's previous episodes on the podcast: Pension freedoms: https://www.theretirementcafe.co.uk/episodes/pension-freedoms  Annuities: https://www.theretirementcafe.co.uk/episodes/william-burrows  Pension income options – annuity versus drawdown: https://www.theretirementcafe.co.uk/episodes/179-annuity-billy-burrows  ✔️ Subscribe to my Channel here ➡️ https://www.youtube.com/c/JustinKingMFP/?sub_confirmation=1  

Welcome to the Money Talks News Podcast. In this episode we're talking about steps you should be taking right now to achieve financial freedom. No doubt you've imagined being financially independent: No job necessary, no money worries, no debt and plenty of savings. Of course, "financial freedom" means means different things to different people, but one thing's for sure: Not many of us are there yet. One recent survey found that only about 11% of Americans are living their definition of financial independence. But no matter what financial freedom means to you, there are some steps you can take to get there faster. And that's what we're going to talk about today. Today's guest is Jamila Souffrant, the founder of the award-winning podcast Journey to Launch and the author of the book Your Journey to Financial Freedom: A Step-By-Step Guide to Achieving Wealth and Happiness. Remember, even though we sometimes talk about money and specific investments on this show, don't take them as recommendations. Before investing in anything or making any money moves, do your own research and make your own decisions. Listen to the episode using the player at the top of this article or download the episode wherever you get your podcasts: Listen on Apple Podcasts Listen on Google Podcasts Listen on Spotify Don't forget to check out our podcast page for more episodes designed to help you make the most of your money. How to Reach Financial Independence Our guest Jamila has some great insights into reaching financial independence—whatever that means to you. We've also got some resources on how to take the steps to reach financial freedom. Plus, you can also get Stacy's book, Life or Debt. It's got helpful information on taking steps on your path to financial freedom. Side Hustle Success: Financial Freedom From Lipstick and Bras From Overwhelming Debt to Financial Freedom: How National Debt Relief Saved Lindsay's Life How to Reach for Financial Freedom with House Hacking 3 Ways Most Americans Define Financial Happiness 5 Ways to Kick-Start Your Journey to Financial Independence 17 Lessons From Regular People Who Achieved Financial Independence 15 Important Lessons From Financial Independence Blogs 5 Tips to Make Better Financial Decisions Sabotage: 10 Ways You're Crippling Your Financial Future Good vs. Bad Debt: A Quick Guide to Borrowing Wisely for Financial Success 15 Key Financial Terms to Know to Plan a Successful Future 9 Ways to Be More Financially Aware and Successful 11 Guidelines for Building a Financial Plan for the Life You Want Smart money moves for your future Don't forget that some of the money moves you make today can have a big impact on your financial future. Check out how to get more from your money and learn how to plan for the future. The Biggest Risk in Financial Planning: Avoiding Risk How to Boost Your Odds of a Successful Retirement to 97% How and Why to Pass on Financial Values to Your Heirs The Big Con: Outsmarting the 5 Sneakiest Financial Scams How to Balance Taking Care of Your Long- and Short-Term Financial Goals 28 Investing Tips From Today's Financial Geniuses Is a Financial Advisor Better Than a Financial Coach? The 7 Most Common Financial Regrets and How to Avoid Them How to Start Investing — No Matter How Much Money You Have The Top 4 Investing Blunders and How to Avoid Them The Right Advisor Can Double Your Retirement Savings: 4 Tips to Find One 9 Financial Bucket List Items to Check Off Before 60 10 Ways to Get Your Financial Life in Order How To Worry Less and Feel Good About Your Financial Future Boost Your Financial Fitness With These 11 Small Money Moves How to Leave a Financial Legacy of Generational Wealth Meet this week's guest, Jamila Souffrant Jamila Souffrant is the author of "Your Journey To Financial Freedom A Step-by-Step Guide to Achieving Wealth and Happiness" and the host of the Journey To Launch podcast. She is considered a go-to thought leader in the personal finance field and her work has been featured in BuzzFeed, ESSENCE, Refinery 29, Money Magazine, CNBC, CBS, Business Insider and more. The Journey To Launch Podcast has over 4+ million total downloads and was listed by the NYTimes as a podcast to help you get better with your money. Jamila and her husband saved $169,000 in two years, is also a mother of three young children and lives in Brooklyn, NY. Website Podcast Twitter/X Facebook Instagram YouTube Don't listen to podcasts? A podcast is basically a radio show you can listen to anywhere and anytime, either by downloading it to your smartphone, or by listening online. They're awesome for learning stuff and being entertained when you're in the car, doing chores, jogging or riding your bicycle. You can listen to our latest podcasts here or download them to your phone from any number of places, including Apple, Spotify, RadioPublic, Stitcher and RSS. If you haven't listened to our podcast yet, give it a try, then subscribe. You'll be glad you did! About the hosts Stacy Johnson founded Money Talks News in 1991. He's a CPA, and he has also earned licenses in stocks, commodities, options principal, mutual funds, life insurance, securities supervisor and real estate. Miranda Marquit, MBA, is a financial expert, writer and speaker. She's been covering personal finance and investing topics for almost 20 years. When not writing and podcasting, she enjoys travel, reading and the outdoors.Become a member: https://www.moneytalksnews.com/members/See omnystudio.com/listener for privacy information.

In this episode, we discuss the complex yet rewarding journey towards a successful retirement. Joined by guest panelists Connie Inukai, Dr. Ross Andel, and Jamie Patrick Hopkins, we navigate through the psychological shifts, strategic financial planning, and the essence of a fulfilling post-work life. Transitioning to a New Chapter Retirement is not just an end but a new beginning. This episode, "Unlocking the Secrets of Successful Retirement," brings to light the multifaceted aspects of stepping into this new chapter. Our distinguished guests share their expertise and personal experiences, offering a holistic view of retirement beyond financial readiness.

What will you be retiring to? Don't just wing it. Design it. Join our next Design Your New Life in Retirement small group program starting on April 26th. There's one spot left... _________________________ What lessons learned can you glean from a top financial advisor who's helped many people successfully retire? Scott Hanson, of Allworth Financial, joins us to share his insights and discuss the Four Pillars you'll want to put in place to build the satisfying retirement you've earned. Scott Hanson joins us from California. _________________________ Bio Scott Hanson is a founding principal and Vice Chair at Allworth Financial. A nationally recognized financial expert, he's been named to Barron's list of the Top 100 Independent Wealth Advisors  in America numerous times and has been listed as one of the 25 most influential people in the financial services industry nationwide. For over 28 years, Scott has co-hosted Allworth Financial's Money Matters, a call-in, financial topic radio program and podcast, making it one of the longest-running shows of its kind in America. A frequent guest columnist for several national financial publications, Scott is the author of Personal Decision Points: 7 Steps to Your Ideal Retirement Transition and Money Matters: Essential Tips & Tools for Building Financial Peace of Mind. In 2010, Scott was recognized as the Outstanding Philanthropist by the Association of Fundraising Professionals, California Capital Chapter, and has received the Distinguished Alumni Award from his alma mater, California State University, Chico. It 2021, he was recognized by Investment News as one of the 10 “Icons and Innovators” of the financial services industry nationwide. In 2019, Scott was the inspiration behind the founding of Allworth Kids, which has provided laptops, overnight kits, and financial assistance to over 200,000 foster kids to date. Scott and his wife Valerie reside in El Dorado Hills, CA and have four children. ____________________________ For More on Scott Hanson Allworth Financial Allworth Financial's  Money Matters _____________________________ Podcast Episodes You May Like Life in Retirement: Expectations & Realities – Catherine Collinson Live Life in Crescendo – Cynthia Covey Haller Independence Day – Steve Lopez ______________________________ Wise Quotes On Work as an Option "So I think it's really important that people get to a point where retirement's an option and where work is an option, not an obligation. When people get to that point where they have the financial independence, I think it changes their mindset and they can look at work a lot differently. They have other options available to them. And so for us, for financial advisors, it's really about getting to that point where you've got that independence where you can choose your own future." On Planning for Life After You Retire "A lot of people think 'Well, as soon as I retire, I'm going to get rid of all my responsibilities and just going to have all kinds of blank space and a blank canvas to build from.' That's not always a very healthy way to approach retirement. I'll never forget, years ago, I had a client, she was an executive, a CEO of a mid-size company with a couple of hundred employees, and she had done a nice job saving. She'd come in and we'd talk about her retirement preparedness. So we're having the same conversation again - our annual review. And I said to her 'Stacy, let's assume you're retired today. Tell me what your next few weeks look like. How are you spending your time?' She says 'What do you mean? 'I said 'Well, your entire career, you've been coaching people, mentoring people, you've been involved in strategic plans, you've been working as teams. What are you going to do in retirement to still have some of those activities? 'And she sent me an email two weeks after our conversation and she said: Your questions haunted me.

CFP and CPCC Stephanie Richman of EP Wealth on Retirement Roadblocks, What You Need to Know About Crafting Your Retirement, More on Rob's two hour seminar with Stephanie Richman Saturday March 23rd 10am to Noon at Don Tatzin Community Hall at Lafayette Library

CFP and CPCC Stephanie Richman of EP Wealth on Retirement Roadblocks, What You Need to Know About Crafting Your Retirement, More on Rob's two hour seminar with Stephanie Richman Saturday March 23rd 10am to Noon at Don Tatzin Community Hall at Lafayette LibrarySee omnystudio.com/listener for privacy information.

I'm delighted to welcome back Jacqueline Berry, a regular guest celebrated for her passion for making the UK's care system easier to navigate.  Jacqueline is the founding director of My Care Consultant, a market-leader in helping people navigate the care system, and she is a fountain of knowledge in all things care related. in episode 40 she explained the fundamentals of the UK care system and returned in episode 154 to share tips on how to apply successfully for NHS Continuing Healthcare. Well, she's back with exciting news about her latest venture, My Care Hub. Imagine having a guidebook for the labyrinth that is care support in the UK, a pioneering online one-stop shop for care advice – that's what Jacqueline's developed! And it's not just for those who need care themselves; My Care Hub will be a lifeline for the unsung everyday heroes out there, the millions of unpaid carers. It's also a wondered resource for my financial planner friends listening to better support your clients. We also chat about the Carer's Leave Act of 2023 – a big win for carers everywhere. So, grab your cuppa, settle in, and let's get into my conversation with Jacqueline. USEFUL LINKS My Care Consultant Website Register to hear when My Care Hub is launched - My Care Hub (google.com) Free guide to NHS Continuing Healthcare - sign up for newsletter. Episode 40: Navigating the care system, with Jacqueline Berry Episode 154: How to apply successfully fir NHS Continuing Healthcare My Care Consultant on Facebook Jacqueline Berry on LinkedIn Jacqueline Berry on Twitter Thanks for checking out my podcast - I'm Justin King, a Chartered Financial Planner and I specialise in helping people to retire successfully. CONNECT WITH ME  ✔️ Subscribe to my YouTube Channel here ➡️ https://www.youtube.com/@TheRetirementCafe/?sub_confirmation=1

Discover the missing ingredient to a successful retirement in this episode of Retirement Answers with Jacob Duke. Learn why this ingredient is crucial to your retirement plan and how it can impact your decision-making process. Jacob discusses the pitfalls of trying to be exactly right and the importance of being less wrong tomorrow. He also explores the benefits of building flexibility into your plan, including tax diversification, delaying Social Security, and having wiggle room in your distribution rate.(00:00) - Intro (01:06) - Listener Review (02:01) - Secret Ingredient: Part 1 (09:17) - Secret Ingredient: Part 2 (15:07) - Big Takeaways (18:26) - Outro Want help with your retirement plan?

Straight off the NOW Conference, Amanda and Tim are back with another mailbag episode! After a very quick recap of their trip to Dallas for the conference, they dive into a bit of advice for a retiring teacher. The conversation continues with a conversation on DoorDashing supplies to your classroom, some good lessons for third graders, and a quick chat on their favorite parts of teaching fibers. If you have a question for a future mailbag episode, email podcasts@theartofeducation.edu or leave a voice recording at 515-209-2595. Resources and Links Ideas for bringing fibers into your curriculum Planning for a Successful Retirement as an art teacher Dive deeper into PRO Learning to see the weaving pack Amanda mentioned

Part 1 of 3. Bret Keisling is joined by Peter Newman, founder of Peak Wealth Planning [https://www.peakwealthplanning.com/], a boutique financial advisory firm specializing in high net-worth individuals with an emphasis on employee ownership. In this episode, Peter discusses the various considerations someone should make as they begin planning for a successful retirement.  Many employee owners may retire with a nest egg that generates more income than the salary.  Peter describes how a mindset shift can be necessary to focus on designing and funding a retirement lifestyle, and why making and implementing financial decisions during the career can have a huge impact on retirement. The show notes for this episode, including a helpful PDF called "The Employee Owner's Guide to Diversification and Retirement Planning," are available on our website at https://www.theesoppodcast.com/post/263-peter-newman-part-1-planning-retirement-success-with-peter-newman

Ep 095: When we sit down with our clients, one of the greatest fears in retirement is needing Long-Term Care services as we age. But our long-term care needs are often undefined. We don't know how we'll age. Some of us do know a bit about how our immediate family has aged and what their experience with long-term care has been, but is that relevant for us? With our clients, we can roughly game plan whether our current retirement assets and savings might be enough to support one or two people's long-term care needs. But it's certainly a guess and it only discusses the financial component of long-term care. What about the burden on my family? What is their role going to be and how should they be involved in my aging process? Is it possible to strategize an Eldercare strategy for each of us individually? So, that is exactly what this show is about! Our next guest spent 4 years specializing in molecular genetics and data science at UC Berkeley and did all things technical foundations, including biology, chemistry, physics, data science, computer science, statistics, and linear algebra. She has spent the last few years pushing for the early adoption of AI in biotech and healthcare. She is an Ex-NASA data scientist building the future of financial planning tools for eldercare using Artificial Intelligence. She's the founder of WaterLily Planning, a software that leverages AI to help you personalize your long-term care plans. Please welcome Lily Vittayarukskul to The Retirement Success in Maine Podcast! Chapters: Welcome, Lily Vittayarukskul! [3:15] How does the WaterLily software work? [10:46] Examining WaterLily's output, using Ben! [15:00] Caregiving and Long-Term Care. [24:39] What's the future of Long-Term Care in the United States? [37:04] What is a Successful Retirement to Lily? [47:34] Episode conclusion. [50:46]

I always talk about different retirement strategies and things to think about, but I think it's important to zoom out and look at the big picture. It is easy to get overwhelmed when thinking about all the things that must be considered when evaluating your retirement.I received a question from a listener recently asking what the most important parts of a retirement plan are. So, I wanted to share the 4 things I think you need to have in your retirement plan.***Help me make the show better in 2024. Fill out this quick survey!Want help with your retirement plan?

Today, we take a closer look at asset allocation through an empirical lens, by drawing on the work and data of Scott Cederburg and his new article ‘Beyond the Status Quo: A Critical Assessment of Lifecycle Investment Advice'. We unpack what the research tells us about how to establish the optimal mix of assets in a portfolio, the challenges of making the right decisions when you have volatile assets, and why it's critical that you understand your level of risk tolerance. Next, in our Mark to Market segment, we unpack different types of insurance — like life, disability, and critical illness — and when you should own them personally versus making them the property of your corporation. We then review Justin King's new book The Retirement Café Handbook: Nine Accelerators for a Successful Retirement before sitting down with the author himself to discuss the content of his latest work and his long-held interest in helping others optimize for retirement. Tuning in you'll hear Justin share his thoughts on the role of choice, vitality, and joy when it comes to having a successful retirement, the nine accelerators he lays out in his book, and how to become the hero of your retirement story. In our final section, we wrap things up with some wonderful reviews from listeners and our book recommendations. To hear all of the captivating takeaways from today's episode, be sure to tune in! Key Points From This Episode:   Breaking down asset allocation through an empirical lens; finding the right mix of assets in a portfolio, common challenges, and measuring risk. (0:02:12) The role of government pensions when considering asset allocation over one's life. (0:09:10) Investigating whether volatility is risk; modeling the lifecycle of an investor and determining if (and when) it makes sense to shift into bonds over time. (0:11:27) Analyzing the data, modelling, and findings from the paper, ‘Beyond the Status Quo: A Critical Assessment of Lifecycle Investment Advice'. (0:14:02) The challenges of behaving well with volatile assets; advice on how to assess your risk tolerance, your ability to endure short-term declines, and more. (0:23:10) Our Mark to Market segment: unpacking different types of insurance and when you should own them personally or inside your corporation. (0:29:50) A quick look back at our conversation with Dr. Anna Lembke on the subject of dopamine. (0:37:58) This week's book review: Justin King's The Retirement Café Handbook: Nine Accelerators for a Successful Retirement. (0:39:33) Our conversation with Justin King on how to retire successfully. (0:41:19) Unpacking the nine accelerators in Justin's book and where they come from. (0:45:44) How to get the most out of The Retirement Café Handbook. (0:55:47) Sharing some of the wonderful reviews we've gotten recently, plus our book recommendations. (0:59:28) Links From Today's Episode: ‘Beyond the Status Quo: A Critical Assessment of Lifecycle Investment Advice' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4590406 Episode 224: Prof. Scott Cederburg — https://rationalreminder.ca/podcast/224 Episode 169: Prof. John Cochrane — https://rationalreminder.ca/podcast/169 Episode 250: Prof. John Y. Campbell — https://rationalreminder.ca/podcast/250 Episode 278: Juhani Linnainmaa: Financial Advisors, and the Cross Section of Returns —  https://rationalreminder.ca/podcast/278 Episode 177: Dr. Anna Lembke — https://rationalreminder.ca/podcast/177 Anna Lembke — https://www.annalembke.com/ Dopamine Nation: Finding Balance in the Age of Indulgence — https://www.annalembke.com/dopamine-nation Justin King on LinkedIn — https://www.linkedin.com/in/justinking-retirement-planner-ifa/ Justin King on X — https://twitter.com/JustinKingCFP The Retirement Café — https://www.theretirementcafe.co.uk/ The Retirement Café Podcast — https://www.theretirementcafe.co.uk/podcast The Retirement Café Handbook: Nine Accelerators for a Successful Retirement — https://www.amazon.co.uk/Retirement-Cafe-Handbook-Accelerators-Successful/dp/1739410300 Notes from Listener PDF — Episode 30: Larry Swedroe — https://rationalreminder.ca/podcast/tag/Larry+Swedroe Strangers in Paradise: How Families Adapt to Wealth Across Generations — https://www.amazon.com/Strangers-Paradise-Families-Wealth-Generations/dp/0615894356 Wealth 3.0: The Future of Family Wealth Advising — https://www.amazon.com/Wealth-3-0-Future-Family-Advising/dp/B0C9SHFSGM Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://twitter.com/RationalRemind Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.ca Benjamin Felix — https://www.pwlcapital.com/author/benjamin-felix/  Benjamin on X — https://twitter.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://www.pwlcapital.com/profile/cameron-passmore/ Cameron on X — https://twitter.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/

Welcome back to the show! In this episode, Steve discusses the definition of a "successful retirement." Long-time listeners will be a bit confused at first because they know that Steve is not a big believer in the concept of retirement at all. That doesn't matter, though, because while Steve believes that working in service of others until the end is the best way to retire, other people do not. So, how do you define a successful retirement? When does it start? How does it look? Tune in and find out these things and more!  Please remember that Steve is always excited to start a personal conversation with his listeners. Send your questions, comments, and concerns to AskSteve@TotalWealthAcadmey.com to begin your one-on-one with Steve!

Today's episode is a little different. I had the pleasure of being on Dr. Jordan Grumet's Earn & Invest podcast and absolutely loved the content, so I'm sharing it with you all today. This is an in-depth discussion about what it truly means to find purpose at work, home and in retirement. You might recognize Jordan's name as he was my guest in May of this year. For those that don't know, Jordan was an internal medicine physician before leaving his clinical practice to pursue a passion for deep conversations about money and life.  He's the author of Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life, a full-time author and podcaster, and a regular contributor to Medscape, MarketWatch, and many other outlets. In this conversation, we covered a wide range of topics, including the story of my own semi-retirement, what it truly means to be job optional, how to unlock your true potential and set yourself up for success before and during retirement. In this podcast interview, you'll learn: What I learned when my son was born with a congenital birth defect and I was forced into semi-retirement for six months. The value of taking sabbaticals well before you retire to start to understand what real retirement feels like. Why the conversations that should be happening with financial planners and retirement coaches don't happen. How to use data to approach retirement given your unique background and circumstances. Why so many people are working in retirement today compared to the previous generation. Ways to think about and approach long-term care planning. The unique roadblocks likely to affect people planning for retirement in the next 20 years. Show Notes: RetireWithPurpose.com/378 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

Clay Clark Testimonials | "Clay Clark Has Helped Us to Grow from 2 Locations to Now 6 Locations. Clay Has Done a Great Job Helping Us to Navigate Anything That Has to Do with Running the Business, Building the System, the Workflows, to Buy Property." - Charles Colaw (Learn More Charles Colaw and Colaw Fitness Today HERE: www.ColawFitness.com) See the Thousands of Success Stories and Millionaires That Clay Clark Has Coached to Success HERE: https://www.thrivetimeshow.com/testimonials/ Learn More About Attending the Highest Rated and Most Reviewed Business Workshops On the Planet Hosted by Clay Clark In Tulsa, Oklahoma HERE: https://www.thrivetimeshow.com/business-conferences/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire See Thousands of Actual Client Success Stories from Real Clay Clark Clients Today HERE: https://www.thrivetimeshow.com/testimonials/

Clay Clark Testimonials | "Clay Clark Has Helped Us to Grow from 2 Locations to Now 6 Locations. Clay Has Done a Great Job Helping Us to Navigate Anything That Has to Do with Running the Business, Building the System, the Workflows, to Buy Property." - Charles Colaw (Learn More Charles Colaw and Colaw Fitness Today HERE: www.ColawFitness.com) See the Thousands of Success Stories and Millionaires That Clay Clark Has Coached to Success HERE: https://www.thrivetimeshow.com/testimonials/ Learn More About Attending the Highest Rated and Most Reviewed Business Workshops On the Planet Hosted by Clay Clark In Tulsa, Oklahoma HERE: https://www.thrivetimeshow.com/business-conferences/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire See Thousands of Actual Client Success Stories from Real Clay Clark Clients Today HERE: https://www.thrivetimeshow.com/testimonials/

Clay Clark Testimonials | "Clay Clark Has Helped Us to Grow from 2 Locations to Now 6 Locations. Clay Has Done a Great Job Helping Us to Navigate Anything That Has to Do with Running the Business, Building the System, the Workflows, to Buy Property." - Charles Colaw (Learn More Charles Colaw and Colaw Fitness Today HERE: www.ColawFitness.com) See the Thousands of Success Stories and Millionaires That Clay Clark Has Coached to Success HERE: https://www.thrivetimeshow.com/testimonials/ Learn More About Attending the Highest Rated and Most Reviewed Business Workshops On the Planet Hosted by Clay Clark In Tulsa, Oklahoma HERE: https://www.thrivetimeshow.com/business-conferences/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire See Thousands of Actual Client Success Stories from Real Clay Clark Clients Today HERE: https://www.thrivetimeshow.com/testimonials/

Clay Clark Testimonials | "Clay Clark Has Helped Us to Grow from 2 Locations to Now 6 Locations. Clay Has Done a Great Job Helping Us to Navigate Anything That Has to Do with Running the Business, Building the System, the Workflows, to Buy Property." - Charles Colaw (Learn More Charles Colaw and Colaw Fitness Today HERE: www.ColawFitness.com) See the Thousands of Success Stories and Millionaires That Clay Clark Has Coached to Success HERE: https://www.thrivetimeshow.com/testimonials/ Learn More About Attending the Highest Rated and Most Reviewed Business Workshops On the Planet Hosted by Clay Clark In Tulsa, Oklahoma HERE: https://www.thrivetimeshow.com/business-conferences/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire See Thousands of Actual Client Success Stories from Real Clay Clark Clients Today HERE: https://www.thrivetimeshow.com/testimonials/