Podcasts about taxes

In this episode, Matt Goolsby and team discuss how taxes could get worse as you age, IRMAA, and mid-year tax withholdings. #retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare Between 03/2020 and 06/2025 investment advisory services were offered through Foundations Investment Advisors LLC (CRD#:175083) Investment advisory services are dually offered through Foundations Investment Advisors, LLC, an SEC-registered investment adviser, and Market Investment Group, LLC, an SEC-registered investment adviser. The investment adviser representatives of Market are also affiliated with and registered through Foundations Investment Advisors, LLC, and may provide services on behalf of both firms to clients or prospective clients where properly licensed or exempt. This show is presented by Market Investment Group, LLC, an SEC registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean that the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the show's publication and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this show is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation. Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses. Social Security rules and regulations are subject to change at any time. Always consult with your local Social Security office before acting upon any information provided herein. A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. This is not endorsed by the U.S. government or associated with any federal Medicare program. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options. All client or prospective client names have been changed to protect the identities of the individuals discussed. All rights reserved.

Getting close to retirement? Here are 5 things you should stop doing before you get started.

Who's in charge of the future East Bank Boulevard? It's a potato that's hotter than this weather. Nashville Scene columnist and City Cast Nashville contributor Nicole Williams joins host Marie Cecile Anderson and executive producer Whitney Pastorek for the latest on that, the surprising news about who's paying too much in taxes, the lawsuit seven Metro Councilmembers just filed against the state, and more. Plus, happy Pride, y'all! Learn more about the sponsors of this June 27th episode: Nashville Zoo Want some more City Cast Nashville news? Then make sure to sign up for our Hey Nashville newsletter.  Follow us @citycastnashville You can also text us or leave a voicemail at: 615-200-6392 Interested in advertising with City Cast? Find more info HERE.

In this episode, Jake and Dan discuss the 2025 Los Angeles Chargers Training Camp battles. Specifically, which players at certain positions are coming into camp this year with the most to prove, the most to gain, and the most to lose. Starting positions up for grabs, depth positions up for grabs, roster bubble impact and more. Players include Jasir Taylor Zion Johnson Deane Leonard Hassan Haskins, Kimani Vidal Quentin Johnston, Brenden Rice, Jalen Reagor, Justin Eboigbe,  Otito Ogbonnia, and more. Tune in! Subscribe to Chargers Unleashed Podcast:https://youtube.com/c/chargersunleashedpodcastTwitter: https://twitter.com/LAC_UnleashedFacebook: https://www.facebook.com/ChargersUnleashedPatreon: https://www.patreon.com/chargersunleashed Chargers Unleashed Hosts: Jake Hefner (@JakeTHefner) and Dan Wolkenstein (@DanWSports) Blueprints Host: Jason Balliet (@Syntari13) Chargers Unleashed Podcast, and Blueprints, are weekly Chargers podcasts, part of the LAFB Network, covering all things Los Angeles Chargers. Chargers Unleashed and Blueprints provide listeners with unique and refreshing perspectives on the latest in Chargers news and storylines, along with special guest appearances, player interviews, off-season discussions for NFL Draft, Free Agency, training camps, and weekly updates surrounding Los Angeles Chargers for fans around the globe. Tune in for Chargers interviews, Chargers news, and more! Chargers players discussed include Justin aHerbert, Derwin James, Joey Bosa, Khalil Mack, Rashawn Slater, Josh Palmer, Asante Samuel Jr, Daiyan Henley, Quentin Johnston, Tuli Tuipulotu, and much more. We also discuss Chargers Head Coach Jim Harbaugh, OC Greg Roman, DC Jesse Minter and the rest of the Chargers coaching staff. The LA Chargers 2024 draft class: 1 OT Joe Alt 2 WR Ladd McConkey 3 LB Junior Colson 4 DL Justin Eboigbe 5 CB Tarheeb Still 5 CB Cam Hart 6 RB Kimani Vidal 7 WR Brenden Rice 7 WR Cornelius Johnson THANK YOU PARTNERS! This episode of Chargers Unleashed is brought to you by: *** This episode is brought to you by Mint Mobile: Go to our partner http://trymintmobile.com/chargersunleashed to get premium wireless for as low as $15 a month - Limited time offer. New activation and upfront payment for 3 mo. service required. Taxes & fees extra. Unlimited plans using more than 40GB/mo. will experience lower speeds with video streams at ~480p. Restrictions apply. ***Ombré*** Go to https://ombremen.com/ and use the code UNLEASHED for 20% off your first order. Men's personal care that is crafted for the modern man who prioritize quality, sustainability, and convenience. ***Head over to BetOnline.ag on your desktop or your mobile device to sign up today and receive your 50% Welcome Bonus on your first deposit! Just use our Promo Code: BLEAV to get started. ***RSSM

With fewer transactions to measure, what's happening in real estate capital markets, and what's next? Kev Zoryan (Arselle Investments) joins Richard K. Green (USC Lusk Center for Real Estate) to explore the state of capital markets and how today's environment is reshaping investment strategy. Zoryan shares his path from private equity to launching his own firm addressing the succession gap he sees in real estate organizations.  Highlights include: - Why matching capital to strategy is more critical than ever - How return metrics have evolved and what to prioritize - Where the US stands as a priority for global capital amid uncertainty - What refinancing challenges may still loom for commercial real estate More: http://lusk.usc.edu/perspectives

When fuel soars in price, we need to have a tax that ramps down because the government will still get the same amount of money, Kevin McPartlan of Fuels For Ireland tells PJ Hosted on Acast. See acast.com/privacy for more information.

Marty talks about the importance of mindset in making financial decisions, particularly in retirement planning. He emphasizes the need for a comprehensive plan to alleviate financial stress and provide confidence for the future. The discussion covers various aspects of retirement, including the significance of understanding the 4% rule, tax implications, and managing risk effectively. Marty shares practical tips for building a retirement strategy that ensures a comfortable and secure financial future. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.

If Criss Angel were a sleep guru this episode of Dr. Who would be the misdirection that carries you off to dreamland.Happy Subscriber Summer! This is a special release from the SWM Vault. It's been remastered and re-edited, but it might be a little looser than a new episode. If you want access to the full vault, you can join Sleep With Me Plus at sleepwithmepodcast.com/plusGet your Sleep With Me SleepPhones. Use "sleepwithme" for $5 off!!Are you looking for Story Only versions or two more nights of Sleep With Me a week? Then check out Bedtime Stories from Sleep With MeLearn more about producer Russell aka Rusty Biscuit at russellsperberg.com and @BabyTeethLA on IG.Show Artwork by Emily TatGoing through a hard time? You can find support at the Crisis Textline and see more global helplines here.HELIX SLEEP - Take the 2-minute sleep quiz and they'll match you to a customized mattress that'll give you the best sleep of your life. Visit helixsleep.com/sleep and get a special deal exclusive for SWM listeners!ZOCDOC - With Zocdoc, you can search for local doctors who take your insurance, read verified patient reviews and book an appointment, in-person or video chat. Download the Zocdoc app to sign-up for FREE at zocdoc.com/sleep PROGRESSIVE - With the Name Your Price tool, you tell Progressive how much you want to pay for car insurance, and they'll show you coverage options that fit your budget. Get your quote today at progressive.comQUINCE - Quince sells luxurious, ethically-made clothes and bedding at an affordable price. Transition your bed for the season with soft, breathable bedding from Quince. Go to Quince.com/sleep to get free shipping and 365-day returns on your next order. MINT MOBILE - This year, skip breaking a sweat AND breaking the bank. Get your summersavings and shop premium wireless plans at mintmobile.com/sleepwithme (Upfront payment of $45 for 3-month 5 gigabyte plan required [equivalentto $15/mo.]. New customer offer for first 3 months only, then full-price plan options available. Taxes & fees extra. See Mint Mobile for details.) Learn about your ad choices: dovetail.prx.org/ad-choices

President Trump has the stage at NATO. How the Iran missile launch onto the U.S. base went down. The consensus on the Iranian strikes seems to be that a lot of damage was done on that country's nuclear sites. Not shocking: Rep. Jasmine Crockett (D-Texas) doesn't understand simple terms. A vice mayor in California is urging gangs to push back on federal immigration authorities. "Alligator Alcatraz" is apparently happening in Florida! Zohran Mamdani is an unabashed Marxist, so good luck, New York City! Would Israel's prime minister be arrested in a Mamdani-run NYC? The endless wasteful ways our tax dollars are being spent around the world. Iran claims victory over the U.S. Kari Lake destroys Rep. Greg Stanton (D-Ariz.). People have noticed that Volodymyr Zelenskyy was wearing a suit to the NATO gathering. Remembering Gadahn the American. Big Supreme Court rulings due soon! Ketanji Brown Jackson doesn't understand much, apparently. Why is the Left mad about Jeff Bezos and his wedding plans? 00:00 Pat Gray UNLEASHED 00:24 NBA Draft Picks 02:32 Head of NATO Calls President Trump "Daddy" 06:11 Karoline Leavitt on the Iran Leak 12:09 Iran Admits Damage was Dealt to Nuclear Facilities 19:44 Florida will Employ 'Alligator Alcatraz' against Illegal Aliens 22:24 Will a Socialist Candidate become Mayor of NYC? 26:08 Eric Adams on Fox News Ripping the Policies of Zohran Mamdani 31:19 Zohran Mamdani Wants to Arrest Benjamin Netanyahu 34:11 Illegal Journalist Arrested during 'No Kings' Rally 42:31 OMB Russell Vought talks about What our Taxes are Paying For 48:16 Iran's Supreme Leader says they Delivered a 'Hand Slap to America's Face' 52:34 Kari Lake VS. Greg Stanton 1:05:37 Zelenskyy's NATO Summit Suit 1:08:53 Daddy Donald Trump VS. Baby Donald Trump 1:15:56 Supreme Court will Decide the Legality of Anchor Babies 1:18:13 Ketanji Brown Jackson Doesn't Understand 1:26:32 Pat Gray BINGO! Winner 1:27:25 Deacon Needs a New Truck Learn more about your ad choices. Visit megaphone.fm/adchoices

Rising inequality is a concern for governments and everyday people – but it might be useful to put the current situation into historical perspective. Daniel Waldenstrom is professor of economics and program manager for the research program Taxes and Society at the Research Institute of Industrial Economics in Stockholm. He joins host Krys Boyd to discuss why understanding the metrics of measuring inequality is critical to understanding that not all people — or even countries — are being as hard hit as we might believe. Plus, we'll talk about what might actually work to address poverty. His article in Foreign Affairs is “The Inequality Myth,” and his book published last year is “Richer and More Equal: A New History of Wealth in the West.” Learn about your ad choices: dovetail.prx.org/ad-choices

Listener Q&A where Andy talks about: A short explanation of bonds and "the bond market" ( 2:48 )Are actively managed bond funds better than passive bond funds ( 21:53 )What are the pros and cons of making all of the year's estimated tax payments in the first quarter ( 30:30 )Why insurers don't offer a long term care product with a 2-3 years elimination period or deductible to cover just LTC needs beyond a few years ( 34:07 )His thoughts on getting retirement income from dividends, Treasury interest and municipal bond interest ( 37:20 )Are there any advisors who specialize in working with couples where only one couple is involved in the household finances ( 42:47 )Are there any disadvantages to converting ALL pre-tax account balances to Roth ( 46:20 )Is disability income considered "earned income" and eligible to make IRA or Roth IRA contributions ( 55:30 )To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.comMy company newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

A round-up of the main headlines in Sweden on June 26th, 2025. You can hear more reports on our homepage www.radiosweden.se, or in the app Sveriges Radio. Presenter/producer: Michael Walsh

Net Unrealized Appreciation: If you own company stock in your 401(k), this episode could potentially save you thousands in taxes. Jeremiah and Nic uncover the little-known but incredibly powerful NUA tax strategy. Through a real-world client example, you'll learn how someone turned a $16,000 stock cost basis into a $98,000 gain—and avoided paying ordinary income tax on the entire amount. But this isn't just a story of smart tax planning—it's a roadmap for anyone nearing retirement with company stock in their 401(k). From tracking your cost basis to understanding when NUA makes sense (and when it doesn't), the guys give you the knowledge you need to ask the right questions and avoid costly mistakes.   Listen, Watch, Subscribe, Ask! https://www.therealmoneypros.com Hosts: Jeremiah Bates & Nic Daniels

Markets crash. Taxes shift. Congress waffles on Social Security. You can't control any of that. And stressing over it won't help. What will? Focusing on the four things that can actually help move the needle in retirement. Today, David walks through four key factors you can control and how they could make a lasting difference in your financial future. From managing market risk and creating lifetime income to building tax-smart wealth and planning beyond Social Security, David explains how to stay calm, focused, and strategic, no matter what headlines come your way. Here's some of what we discuss in this episode:

Many dentists unknowingly fall into the trap of passive financial oversight, often relying on external teams who might be more reactive than proactive. This leads us to a critical question: Is your external team a bunch of cheerleaders, or are they truly coaches? Tune in to learn why taking an active role, asking tough questions, and demanding a higher standard from your advisors isn't just smart—it's essential for achieving your financial goals and securing an earlier retirement. Discover the power of a "coaching" approach from your financial team and how it can transform your practice's profitability.Interested in more info on how to: Earn More, Save More, and Retire EarlyUpcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: Four Quadrants Advisory

Markets crash. Taxes shift. Congress waffles on Social Security. You can't control any of that. And stressing over it won't help. What will? Focusing on the four things that actually move the needle in retirement.   Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402

Markets crash. Taxes shift. Congress waffles on Social Security. You can't control any of that. And stressing over it won't help. What will? Focusing on the four things that actually move the needle in retirement.   Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092

The 4% rule gets talked about like gospel in retirement planning. But let's be honest, it's always been more of a rough guess than a golden rule. Now, its original creator is revising it to 4.7%. So, does that mean your retirement paycheck just got a raise, or is this just another headline that oversimplifies a complex decision? In this episode, Ryan explores the implications of the updated withdrawal rate, highlighting the crucial caveats that may make or break your retirement strategy. Here's what we cover in this episode:

Markets crash. Taxes shift. Congress waffles on Social Security. You can't control any of that. And stressing over it won't help. What will? Focusing on the four things that actually move the needle in retirement.   Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

Over 80% of small businesses miss out on valuable tax credits, meaning they overpay each year! In this session, we take a deep dive into these deductions and how you can start staking your claim.Learn more at: https://associatesinaccountingcpa.com/ Associates in Accounting, CPA City: Louisville Address: 9405 Mill Brook Road Website: https://www.associatesinaccountingcpa.com

This week we delve into the labyrinth of hidden taxes that lurk within your business structure. Claire outlines key considerations for business owners, from understanding the nuances of business rates, payroll taxes, VAT, and corporation tax, to the specific risks these pose to smaller group enterprises. We provide practical advice and real-world examples to help listeners navigate these potential pitfalls and optimise their financial planning. ⭐ Rate, Review & Share this episode with fellow business owners, and let's grow together! ⭐ Subscribe to the weekly newsletter to get Expert Advice Straight to Your Inbox: https://www.profitcashgrowth.com/subscribe ⭐ Get a Free copy of Claire's book Profit By Numbers: https://www.profitcashgrowth.com/book   VALUABLE RESOURCES Website LinkedIn YouTube Facebook ABOUT THE HOST: Claire Hancott through Profit Cash Growth helps 6 & 7 figure business owners to increase their profit, improve their cashflow and grow their business using their numbers. As a finance director & chartered management accountant, Claire has nearly 20 years' experience in finance and running businesses of her own. This gives her a unique insight into the information and support business owners need to grow a financially successful business. Claire passionately believes that every business should be run by the numbers because the numbers in your business are telling you a story about what is and isn't working and where your opportunities lie. Claire's mission is to provide insightful management accounts, reports and advice to business owners and support them to make smarter decisions.    *The content of this podcast is for entertainment purposes only and does not constitute professional advice.

Think owning a home will bring surprise expenses that wreck your budget? This episode breaks down exactly what you'll pay—and why it's not as scary as you've heard.Synopsis:In this myth-busting continuation of the 20 Most Frequently Asked Questions, David Sidoni tackles one of the biggest fears holding renters back: hidden costs. From rising property taxes and insurance to repairs and HOAs, David exposes the truth behind these so-called “surprises” and shows how proper planning makes them predictable. If you've been scared off by online horror stories or clickbait headlines, this episode gives you the clarity and confidence to stop renting and start planning. You'll walk away with real numbers, smart strategies, and a clear-eyed understanding of how homeownership costs actually work.Promise Delivered:You'll learn how to predict and plan for every cost of homeownership—so nothing feels “hidden” or unexpected. This episode replaces fear with facts and shows that a well-built budget can make homeownership not only possible, but powerful.Quote:“The taxes and insurance are not surprises—they're scheduled and predictable. And if they go up? They go up in rent too. You're just not paying attention.”Highlights:Why most “hidden” costs are just poorly explained (and how to plan for them)How PITI (Principal, Interest, Taxes, Insurance) gives you a complete budget viewWhy rising property taxes and insurance aren't deal breakersThe renter's blind spot: you're already paying these increases—just for someone else's benefitHow to estimate and plan for HOAs, repairs, and future costs with confidenceWhen fear is valid—and when it's just misinformationThe biggest budgeting mindset shift every buyer needsReferenced Episodes:9 – How Much Money Do I Need To Make To Buy My First Home?75 – Inspection Red Flags, New Tips For 2022 Bidding Wars, And…To Wait, Or Not to Wait?110 – Home Inspections For First-Time Home Buyers162 – How Much Home Can You Afford With Your Salary?174 – How much Income do I need to make to Buy? DETAILS186 – INTERVIEW: Buying a Home with 300K of Student Debt219 – How Much Money Do You Need To Make To Buy A Home - For REALS!220 – Interview With Clarisse - Home Inspections: When And How To Walk Away From The Deal280 – Don't think you can buy a home? - Financial Planning 101322 – Am I Ready to Buy a Home? The 5 Questions You Must Ask339 – Don't Get Pre-Qualified—Get a Plan (INTERVIEW)340 – Down Payment Assistance, Discovery Calls & Lending Myths (INTERVIEW)350 – From ‘Years Away' to Homeowner: Your Last Lease EverConnect with me to find a trusted realtor in your area or to answer your burning questions!Subscribe to our YouTube Channel @HowToBuyaHomeInstagram @HowtoBuyAHomePodcastTik Tok @HowToBuyAHomeVisit our Resource Center to "Ask David" AND get your FREE Home Buying Starter Kit!David Sidoni, the "How to Buy a Home Guy," is a seasoned real estate professional and consumer advocate with two decades of experience helping first-time homebuyers navigate the real estate market. His podcast, "How to Buy a Home," is a trusted resource for anyone looking to buy their first home. It offers expert advice, actionable tips, and inspiring stories from real first-time homebuyers. With a focus on making the home-buying process accessible and understandable, David breaks down complex topics into easy-to-follow steps, covering everything from budgeting and financing to finding the right home and making an offer. Subscribe for regular market updates, and leave a review to help us reach more people. Ready for an honest, informed home-buying experience? Viva la Unicorn Revolution - join us!Visit the Podcast library to check out the rest of this series.

Send Katie a Text Message!! Ever wonder why some interior design firms seem to glide through the ups and downs of business effortlessly, while others always seem stressed about finances? I've learned the key difference is simple but powerful—knowing your numbers.This week,  I'm sharing exactly how I've structured my business around clear, reliable financial practices. Understanding my numbers has enabled me to make informed decisions, avoid unnecessary stress, and sustainably grow my firm.Check out the full show notes and other resources at https://successbydesign.coach/podcast/b/know-your-numbers-cash-flow-taxes-accounting-for-interior-designersThanks to our sponsor, Shaw Contract - Learn more and specify smarter at shawcontract.comThanks so much to our sponsors at Plumtree.it - where they bring specialized technological solutions to interior design. Connect with Katie LinkedInBusiness Strategy Sessions for Interior Designers Free Resources for scaling your interior design firmWebsite This podcast is brought to you in partnership with Leah Bryant Co.

Stay-At-Home Moms typically do not make income for the year, so do they have to file taxes? The answer is a little more complex than you would think. Find out now! Do you have unfiled tax returns that need filing? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/If you want to see more…-YouTube:    / @loganallec  -Instagram: @ChoiceTaxRelief @LoganAllec -TikTok: @loganallec-Facebook: Choice Tax Relief // Logan Allec, CPA -Reddit: u/Logan_Allec

A world of perm possibilities awaits in this first ever live show!Happy Subscriber Summer! All summer long, we'll be giving you a sneak peek of bonus episodes available to SWM+ listeners. Learn more at sleepwithmepodcast.com/plusGet your Sleep With Me SleepPhones. Use "sleepwithme" for $5 off!!Are you looking for Story Only versions or two more nights of Sleep With Me a week? Then check out Bedtime Stories from Sleep With MeLearn more about producer Russell aka Rusty Biscuit at russellsperberg.com and @BabyTeethLA on IG.Show Artwork by Emily TatGoing through a hard time? You can find support at the Crisis Textline and see more global helplines here.HELIX SLEEP - Take the 2-minute sleep quiz and they'll match you to a customized mattress that'll give you the best sleep of your life. Visit helixsleep.com/sleep and get a special deal exclusive for SWM listeners!ZOCDOC - With Zocdoc, you can search for local doctors who take your insurance, read verified patient reviews and book an appointment, in-person or video chat. Download the Zocdoc app to sign-up for FREE at zocdoc.com/sleep PROGRESSIVE - With the Name Your Price tool, you tell Progressive how much you want to pay for car insurance, and they'll show you coverage options that fit your budget. Get your quote today at progressive.comQUINCE - Quince sells luxurious, ethically-made clothes and bedding at an affordable price. Transition your bed for the season with soft, breathable bedding from Quince. Go to Quince.com/sleep to get free shipping and 365-day returns on your next order. MINT MOBILE - This year, skip breaking a sweat AND breaking the bank. Get your summersavings and shop premium wireless plans at mintmobile.com/sleepwithme (Upfront payment of $45 for 3-month 5 gigabyte plan required [equivalentto $15/mo.]. New customer offer for first 3 months only, then full-price plan options available. Taxes & fees extra. See Mint Mobile for details.) Learn about your ad choices: dovetail.prx.org/ad-choices

Today, this is what's important: Blake's chair incident, I Love Lucy, Adam's Karen story, school pick up / drop off, filming locations, hypothetical situations, Isaac's birthday, Hooters, cruise culture, & more. Click here for more information about the This Is Important Cruise.See omnystudio.com/listener for privacy information.

Most retirees think tax planning ends with knowing their tax bracket, but that's just the beginning. In this episode, we unpack how different income sources interact in retirement, and how seemingly smart decisions can trigger hidden taxes, Medicare surcharges, and other costly surprises. Learn how to avoid the traps and make your retirement income work smarter. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 

Todd chats with financial strategist Monica Garcia Duggal about her powerful and practical Financial BITES Method©. Monica breaks down how business owners can master Budgeting, Investing, Taxes, Exit Strategy, and SOPs to create scalable, sustainable growth. Her advice is clear, no-nonsense, and immediately useful—whether you're running a startup or planning your next big move. This episode is a must-listen for anyone looking to simplify their financial systems and make smarter, more confident decisions. Book: The Power of Breath by Monica Duggal Profit First by Mike Michalowicz The Goal by Eliyahu M. Goldratt Pillars of Wealth: 1. Clarity 2. Deep Work 3. Curious Monica Garcia Duggal is a renowned financial expert and billion-dollar business coach with over 30 years of experience blending Wall Street insight with entrepreneurial innovation. With a background in investment banking and a track record of scaling companies across industries, Monica is the creator of the Whole Health Wealth System™ and the Financial BITES Method©—tools that turn financial overwhelm into clarity, strategy, and sustainable growth. Known for her no-nonsense, heart-centered approach, she helps individuals and businesses alike build wealth without sacrificing health, joy, or purpose. If you would like to connect with Monica, you can visit her website www.monicagarciaduggal.com or through LinkedIn or Instagram. Welcome to Pillars of Wealth Creation, where we talk about building financial freedom with a special focus on business and Real Estate. Follow along as Todd Dexheimer interviews top entrepreneurs, investors, advisers, and coaches. YouTube: www.youtube.com/c/PillarsOfWealthCreation Interested in coaching? Schedule a call with Todd at www.coachwithdex.com Listen to the audio version on your favorite podcast host: SoundCloud: https://soundcloud.com/user-650270376 Apple Podcasts: https://podcasts.apple.com/.../pillars-of.../id1296372835... Google Podcasts: https://podcasts.google.com/.../aHR0cHM6Ly9mZWVkcy5zb3VuZ... iHeart Radio: https://www.iheart.com/.../pillars-of-wealth-creation.../ CastBox: https://castbox.fm/.../Pillars-Of-Wealth-Creation... Spotify: https://open.spotify.com/show/0FmGSJe9fzSOhQiFROc2O0 Pandora: https://pandora.app.link/YUP21NxF3kb Amazon/Audible: https://music.amazon.com/.../f6cf3e11-3ffa-450b-ac8c...

This episode will be oh so sweet and sleepy as we catch up with our old friends.Start a 7 day FREE trial of Sleep With Me Plus- The ultimate way to listen to show, based on how YOU listen! Get your Sleep With Me SleepPhones. Use "sleepwithme" for $5 off!!Learn more about producer Russell aka Rusty Biscuit at russellsperberg.com and @BabyTeethLA on IG.Show Artwork by Emily TatGoing through a hard time? You can find support at the Crisis Textline and see more global helplines here.HELIX SLEEP - Take the 2-minute sleep quiz and they'll match you to a customized mattress that'll give you the best sleep of your life. Visit helixsleep.com/sleep and get a special deal exclusive for SWM listeners!ZOCDOC - With Zocdoc, you can search for local doctors who take your insurance, read verified patient reviews and book an appointment, in-person or video chat. Download the Zocdoc app to sign-up for FREE at zocdoc.com/sleep PROGRESSIVE - With the Name Your Price tool, you tell Progressive how much you want to pay for car insurance, and they'll show you coverage options that fit your budget. Get your quote today at progressive.comQUINCE - Quince sells luxurious, ethically-made clothes and bedding at an affordable price. Transition your bed for the season with soft, breathable bedding from Quince. Go to Quince.com/sleep to get free shipping and 365-day returns on your next order. MINT MOBILE - This year, skip breaking a sweat AND breaking the bank. Get your summersavings and shop premium wireless plans at mintmobile.com/sleepwithme (Upfront payment of $45 for 3-month 5 gigabyte plan required [equivalentto $15/mo.]. New customer offer for first 3 months only, then full-price plan options available. Taxes & fees extra. See Mint Mobile for details.) Learn about your ad choices: dovetail.prx.org/ad-choices

Quint and Allie kick off a three part series on investing. They discuss different investment accounts and the taxes of each.

Disclaimer: This is a sponsored episode. Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.  If you've ever struggled with your money mindset, this conversation with renowned subconscious coach Jim Fortin offers the breakthrough you've been searching for.Jim reveals how our financial reality is not just shaped by external factors, but by our internal identity, programming, and subconscious beliefs. This episode is a must-watch for every spiritual entrepreneur, high performer, or growth-minded individual who feels stuck in a loop of scarcity, self-doubt, or plateaued income.Many people looking to improve their money mindset often search for strategies to earn more, budget better, or hustle harder—but Jim explains why none of these tactics work if your internal beliefs are misaligned. He outlines how deep subconscious transformation is the key to truly reprogram your identity for abundance and lasting financial freedom.This powerful personal development podcast episode answers real, raw questions like:“Why do I keep losing money or falling into the same financial patterns?”“Why do I fear money or feel guilt around wealth?”“What's the deeper root of my money struggles?”“How can I make a spiritual income without selling out?”Jim's insights help you confront these limiting beliefs and provide tools to step into a new identity—one built on self-worth, awareness, and empowerment.00:00 – Intro: Who is Jim Fortin?01:00 – Jim's journey from entrepreneur to subconscious expert03:00 – Who Jim serves: spiritual entrepreneurs, healers, and leaders05:00 – The real reason we suffer and self-sabotage07:30 – Media, fear, and identity-based programming10:00 – How to build financial freedom from the inside out12:00 – The truth about money: identity, not hustle14:30 – Healing your relationship with money17:00 – Escaping fear and embracing subconscious power20:00 – Taxes, corruption & sovereignty of thought22:30 – Final insights & free gift offerTo learn more, visit: https://www.jimfortin.com/#MoneyMindset #JimFortin #FinancialFreedom #SpiritualEntrepreneur #SubconsciousTransformation #IdentityShift #ReprogramYourMind #InnerWealth #PersonalDevelopmentPodcast #HealingMoneyBeliefs #SelfAwareness #EntrepreneurMindset To check out the YouTube (video podcast), visit: https://www.youtube.com/@drchrisloomdphdClick here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphdWe couldn't do it without the support of our listeners. To help support the show:CashApp- https://cash.app/$drchrisloomdphdVenmo- https://account.venmo.com/u/Chris-Loo-4Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/supportBuy Me a Coffee- https://www.buymeacoffee.com/chrisJxClick here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-onlineClick here to purchase my books on Amazon: https://amzn.to/2PaQn4pFor audiobooks, visit: https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1FFollow our YouTube channel: https://www.youtube.com/chL1357Follow us on Twitter: https://www.twitter.com/drchrisloomdphdFollow us on Instagram: https://www.instagram.com/thereal_drchrislooFollow our Blog: https://www.drchrisloomdphd.com/blogFollow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1Subscribe to our Medium newsletter: https://medium.com/@drchrisloomdphdSubscribe to our LinkedIn newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6992935013231071233Subscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/Thank you to all of our sponsors and advertisers that help support the show!Financial Freedom for Physicians, Copyright 2025

“For everything there is a season, and a time for every matter under heaven…” – Ecclesiastes 3:1God has designed life to unfold in seasons, and with each one comes new challenges, opportunities, and sometimes, new finish lines. Today, Cody Hobelmann joins us to talk about why it's not only okay to adjust your financial finish line—it's often the wise and faithful thing to do.Cody Hobelmann is a Certified Financial Professional (CFP®), a Certified Kingdom Advisor (CKA®), and a Wealth Advisor at Wealth Squared. He and his brother, Kealan, founded the Finish Line Pledge and also co-host the Finish Line Podcast, where they discuss the intersection of faith, generosity, and personal finance.What Is a Financial Finish Line?A financial finish line is simply an answer to the question, How much is enough? It helps us define what we need for our lifestyle so that everything beyond that can be redirected toward building God's Kingdom.There are two kinds of finish lines:Lifestyle (or Spending) Finish Line – The amount needed to fund your personal lifestyle.Accumulation (or Net Worth) Finish Line – The total assets needed to sustain that lifestyle for the rest of your life.These lines aren't rigid—they're tools to help us hold God's money with open hands, growing in both contentment and generosity.However, there's often a lot of pressure to get it exactly right, but what matters more is having a starting point. You'll grow and refine it as your life and faith journey progress.We recommend revisiting your finish line at least annually—or sooner if significant life changes occur, such as a new dependent, a move to a more expensive area, or a shift in health.The Four Buckets of MoneyTo help clients visualize their financial decisions, Cody teaches a simple framework that divides money into four “buckets”:Personal Spending – Covering day-to-day lifestyle costs.Future Planning – Savings and investments for future needs.Taxes – Obligations to the government.Kingdom Giving – Resources designated for generosity.A lifestyle finish line determines what belongs in the first two buckets, freeing the rest for eternal purposes.The Net Worth Finish Line: How Much Is Enough to Save?A net worth finish line is the amount we believe is appropriate to accumulate over a lifetime. The parable deeply informs us of the rich fool in Luke 12—the man who tore down barns to build bigger ones but failed to consider the brevity of life and the weight of eternal priorities.To set a net worth finish line, Cody walks clients through three core considerations:Lifestyle Needs – How much do you need each year?Wealth Transfer Goals – What will you leave to heirs or ministries?Conservative Margin – A buffer for life's unknowns—but not a replacement for trust in God.What Happens When You Cross the Finish Line?If you find yourself exceeding your finish line—accumulating more than necessary—we encourage asking yourself one essential question:“Why am I holding on to these resources in the first place?”God may have given you more not for personal security, but to fund the “good works He prepared in advance for you” (Ephesians 2:10). In that light, generosity becomes more than a response—it becomes a calling.Rather than letting a higher income raise our standard of living, it becomes an opportunity to increase our standard of giving.Not sure where to start? Try setting a finish line for 90 days. Just set a lifestyle finish line for three months and see what you learn.That short-term experiment opens the door to deeper financial freedom, greater contentment, and a stronger sense of purpose.A Finish Line That Leads to WorshipWe also should remember that at the end of the day, it's not just about money—it's about worship. 2 Corinthians 9:8 reminds us:“And God is able to bless you abundantly, so that in all things at all times, having all that you need, you will abound in every good work”To set a financial finish line, we must first recognize that everything belongs to God. It's not about figuring out how much of our money to give to Him—it's about learning to steward His money faithfully.Your finish line isn't a limit—it's an invitation to freedom, joy, and a deeper life of generosity.Want to Learn More?Ready to take the next step? Visit FinishLinePledge.com to access helpful tools, real-life stories, and free resources that will guide you in defining what “enough” looks like in your financial journey.You can also read Cody's full article, “A Spending Finish Line Is Just the Beginning,” in the latest issue of Faithful Steward magazine. To receive the magazine at your doorstep each quarter, become a FaithFi Partner with a monthly gift of $35 or an annual gift of $400. Learn more at FaithFi.com/Give.On Today's Program, Rob Answers Listener Questions:My father-in-law passed away in March. Next week, we have an appointment with Social Security, and we want to ensure we come prepared, along with my mother-in-law, who will turn 65 next year. She wants to take over his Social Security.I heard about a government program that allows you to consolidate your credit card debt and repay it with no interest, but I'm not sure how to access it. My debt is about $25,000.Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)The Finish Line PledgeChristian Credit CounselorsWise Women Managing Money: Expert Advice on Debt, Wealth, Budgeting, and More by Miriam Neff and Valerie Neff Hogan, JD. Wisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

Tune into WMAC radio for the sleepy structure of an intro that is familiar but different each time.Start a 7 day FREE trial of Sleep With Me Plus- The ultimate way to listen to show, based on how YOU listen! Get your Sleep With Me SleepPhones. Use "sleepwithme" for $5 off!!Learn more about producer Russell aka Rusty Biscuit at russellsperberg.com and @BabyTeethLA on IG.Show Artwork by Emily TatGoing through a hard time? You can find support at the Crisis Textline and see more global helplines here.HELIX SLEEP - Take the 2-minute sleep quiz and they'll match you to a customized mattress that'll give you the best sleep of your life. Visit helixsleep.com/sleep and get a special deal exclusive for SWM listeners!ZOCDOC - With Zocdoc, you can search for local doctors who take your insurance, read verified patient reviews and book an appointment, in-person or video chat. Download the Zocdoc app to sign-up for FREE at zocdoc.com/sleep PROGRESSIVE - With the Name Your Price tool, you tell Progressive how much you want to pay for car insurance, and they'll show you coverage options that fit your budget. Get your quote today at progressive.comQUINCE - Quince sells luxurious, ethically-made clothes and bedding at an affordable price. Transition your bed for the season with soft, breathable bedding from Quince. Go to Quince.com/sleep to get free shipping and 365-day returns on your next order. MINT MOBILE - This year, skip breaking a sweat AND breaking the bank. Get your summersavings and shop premium wireless plans at mintmobile.com/sleepwithme (Upfront payment of $45 for 3-month 5 gigabyte plan required [equivalentto $15/mo.]. New customer offer for first 3 months only, then full-price plan options available. Taxes & fees extra. See Mint Mobile for details.) Learn about your ad choices: dovetail.prx.org/ad-choices

In this episode, we tackle one of the most significant financial decisions tech professionals face: knowing when and how to walk away from a job—whether that's to retire or move to another opportunity—especially when equity compensation is in the mix. We emphasize the mental and financial distinction between retiring permanently and transitioning to a new firm. Retirement means permanently stepping away from income and needing a long-term strategy to generate cashflow from your assets. Switching firms, on the other hand, is temporary unemployment with the potential for new income and equity.We walk through how to determine readiness for either scenario. For retirement, it's essential to assess total wealth, stress test sustainable spending, and build a reliable paycheck from assets. For switching jobs, we need ample cash reserves and liquidity, as job searches are unpredictable in length. Equity compensation plays a central role—particularly what we leave behind. We highlight the importance of reviewing company plan documents to understand if retirement will trigger accelerated vesting or forfeiture of RSUs.When it comes to timing, especially for those with stock options or RSUs, planning ahead is critical. If possible, we want to spread taxable events over multiple years to manage the tax burden more efficiently. We also discuss evaluating whether to hold or sell company stock after departure. The decision hinges on one's financial goals, income flexibility, and risk tolerance. Behavioral aspects come into play too—avoiding regret by making informed, goal-aligned choices and not falling into the “shoulda, coulda, woulda” trap.Taxes are unavoidable, but they can be managed with proper planning, especially when dealing with capital gains, ordinary income, and potential AMT from equity compensation. We stress the importance of integrating equity compensation into a long-term financial plan, using it to meet both short-term liquidity needs and long-term diversification goals.Company-specific events like IPOs, mergers, layoffs, or vesting schedules can all influence the decision to leave. Evaluating those triggers through the lens of your goals helps in deciding whether to act now or wait. Lastly, we return to the value of working with a financial planner and the need for intentionality. Walking away—whether to retire or transition—is rarely simple, and it's okay to find the decision hard. To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.

In today's episode, we explore the complex distribution rules associated with inherited IRAs, focusing on scenarios where a child inherits an IRA from a deceased parent. This episode clarifies the required minimum distributions (RMDs) and the impact of the 10-year rule under the latest regulations. Learn whether your situation falls into the category of non-eligible designated beneficiaries or eligible designated beneficiaries, and understand the tax implications and penalties associated with these rules. Eric simplifies the intricacies of both pre- and post-2020 inherited IRAs, providing practical advice and resources to ensure compliance and optimize your financial outcomes.Sign up for the newsletter here.You can find show notes, resources and more at www.aquilawealth.com.Disclosure: This podcast for information not advice for any one person. Always consult with your tax, legal, or financial advisor first. Aquila Wealth Advisors is a registered investment advisor in CA, TX, LA and states where exempt.

Bernie the Butterfly is here to set the record straight about a certain cat and their high-wire act.Start a 7 day FREE trial of Sleep With Me Plus- The ultimate way to listen to show, based on how YOU listen! Get your Sleep With Me SleepPhones. Use "sleepwithme" for $5 off!!Are you looking for Story Only versions or two more nights of Sleep With Me a week? Then check out Bedtime Stories from Sleep With MeLearn more about producer Russell aka Rusty Biscuit at russellsperberg.com and @BabyTeethLA on IG.Show Artwork by Emily TatGoing through a hard time? You can find support at the Crisis Textline and see more global helplines here.HELIX SLEEP - Take the 2-minute sleep quiz and they'll match you to a customized mattress that'll give you the best sleep of your life. Visit helixsleep.com/sleep and get a special deal exclusive for SWM listeners!ZOCDOC - With Zocdoc, you can search for local doctors who take your insurance, read verified patient reviews and book an appointment, in-person or video chat. Download the Zocdoc app to sign-up for FREE at zocdoc.com/sleep PROGRESSIVE - With the Name Your Price tool, you tell Progressive how much you want to pay for car insurance, and they'll show you coverage options that fit your budget. Get your quote today at progressive.comQUINCE - Quince sells luxurious, ethically-made clothes and bedding at an affordable price. Transition your bed for the season with soft, breathable bedding from Quince. Go to Quince.com/sleep to get free shipping and 365-day returns on your next order. MINT MOBILE - This year, skip breaking a sweat AND breaking the bank. Get your summersavings and shop premium wireless plans at mintmobile.com/sleepwithme (Upfront payment of $45 for 3-month 5 gigabyte plan required [equivalentto $15/mo.]. New customer offer for first 3 months only, then full-price plan options available. Taxes & fees extra. See Mint Mobile for details.) Learn about your ad choices: dovetail.prx.org/ad-choices

Shannon Salmon-Haas joins host Todd Marquardt to talk about San Antonio's Project Marvel on this bonus edition of Talk Law Radio! Attorney Todd Marquardt brings you insightful topics every Saturday morning, but he's not stopping there! Join Todd every Sunday afternoon at 4:30pm for a special bonus segment! He addresses trending and specific topics in more detail with a professional perspective. The mission of Talk Law Radio is to help you discover your legal issue blind spots by listening to me talk about the law on the radio. The state bar of Texas is the state agency that governs attorney law licenses. The State Bar wants attorneys to inform the public about the law but does not want us to attempt to solve your individual legal problems upon the basis of general information. Instead, contact an attorney like Todd A. Marquardt at Marquardt Law Firm, P.C. to discuss your specific facts and circumstances of your unique situation. Like & Subscribe! https://www.youtube.com/@talklawradio3421 Listen here! www.TalkLawRadio.com Work with Todd! https://marquardtlawfirm.com/ Join attorney Todd Marquardt every week for exciting law talk on Talk Law Radio! Follow Shannon Salmon-Haas! Instagram: @shannonrobertasanantonio Tik Tok: @shannonrobertasa Facebook: @Shannon Roberta San AntonioSee omnystudio.com/listener for privacy information.

As the Middle-East conflict continues to escalate with missile strikes between Israel and Iran, President Donald Trump weighs U.S. military action against Iran, giving himself a timeline of two weeks to come to a decision. April Ryan and Alex Ward join The Weekend to discuss factors that may weigh in to the president's final decision. Ankush Khardori also joins The Weekend to discuss a federal judge's decision to release Pro-Palestinian activist Mahmoud Khalil from federal custody.

En este quincuagésimo octavo episodio del ¡Bipartidismo Strikes Back! (una producción del #PodcastLaTrinchera), Christian Sobrino y Luis Balbino discuten los acontecimientos en Iran, la guerra civil dentro del movimiento MAGA en reacción al apoyo de Estados Unidos a Israel, el Big Beautiful Bill y su impacto sobre los sistemas de salud en los Estados, el proyecto de ley para expandir los poderes del Banco de Desarrollo Económico y mucho más.Este episodio es presentado a ustedes por La Tigre,  el primer destino en Puerto Rico para encontrar una progresiva selección de moda Italiana, orientada a una nueva generación de profesionales que reconocen que una imagen bien curada puede aportar a nuestro progreso profesional. Detrás de La Tigre, se encuentra un selecto grupo de expertos en moda y estilo personal, que te ayudarán a elaborar una imagen con opciones de ropa a la medida y al detal de origen Italiano para él, y colecciones europeas para ella. Visiten la boutique de La Tigre ubicada en Ciudadela en Santurce o síganlos en Instagram en @shoplatigre.Por favor suscribirse a La Trinchera con Christian Sobrino en su plataforma favorita de podcasts y compartan este episodio con sus amistades.Para contactar a Christian Sobrino y #PodcastLaTrinchera, nada mejor que mediante las siguientes plataformas:Facebook: @PodcastLaTrincheraTwitter: @zobrinovichInstagram: zobrinovichThreads: @zobrinovichBluesky Social: zobrinovich.bsky.socialYouTube: @PodcastLaTrinchera

DOWNLOAD the RISK PARITY PORTFOLIO CHEAT SHEET at affordanything.com/riskparity ______________ #618: Frank Vasquez watched his parents, ages 91 and 96, struggle financially in retirement. They were immigrants. His dad was a physician. They raised five kids. They retired in the early 1990's. But by 2009, they ran out of money. When Frank was 45, in 2009, his parents would call asking for money to help make ends meet. This reality hit Frank hard and sparked a decade-long quest to crack the code on sustainable retirement withdrawals. At age 45, Frank set an ambitious goal: retire in his early 50's while still supporting his parents financially. The problem? Most financial experts simply told people to spend less rather than optimize their portfolios for higher withdrawal rates. Frank wasn't satisfied with that answer. You'll hear how Frank discovered that many retirees leave money on the table by holding too much cash or following overly conservative allocation models. Through extensive research, he found a sweet spot for stock allocation that maximizes safe withdrawal rates — something most traditional advisors miss entirely. Frank walks us through his approach to portfolio construction, explaining why he believes in balancing growth and value stocks while keeping bonds limited to US treasuries for recession protection. He breaks down the math behind safe withdrawal rates and reveals why property taxes pose a hidden threat to retirement security as home values climb. You'll learn about risk parity strategies, macro allocation principles, and why diversification across uncorrelated assets creates more stability than traditional 60/40 portfolios. The conversation covers Frank's Golden Ratio Portfolio, a structured approach to asset allocation designed specifically for the retirement drawdown phase. Frank figured out how to fix what went wrong with his parents' retirement. His approach could help you avoid the same mistakes. Timestamps: Note: Timestamps will vary on individual listening devices based on dynamic advertising run times. The provided timestamps are approximate and may be several minutes off due to changing ad lengths. (00:00) Introduction (01:04) Frank's parents' financial struggles (05:21) Finding a sustainable retirement portfolio (10:19) Learning from market crashes (13:25) Different types of investments (25:10) Building the perfect portfolio (32:25) Frank's real-world example (39:24) Property taxes and retirement goals (44:21) Safe withdrawal rate basics (45:22) How much to put in stocks (51:03) Why bonds matter (54:23) Adding alternative investments (1:00:14) The Golden Ratio Portfolio (1:12:11) Investment strategies for retirement (1:15:44) Taking money out of your portfolio (1:18:31) Taxes on withdrawals (1:21:14) Where to put your investments (1:23:35) Keeping it simple (1:26:07) How much cash to hold (1:28:20) Market timing risks (1:34:38) Giving back in retirement Learn more about your ad choices. Visit podcastchoices.com/adchoices

Cuddle up with you pillow as I take a hazy look back at our last two series, what inspired them and how they came together.Happy Subscriber Summer! This is a special release from the SWM Vault. It's been remastered and re-edited, but it might be a little looser than a new episode. If you want access to the full vault, you can join Sleep With Me Plus at sleepwithmepodcast.com/plusGet your Sleep With Me SleepPhones. Use "sleepwithme" for $5 off!!Are you looking for Story Only versions or two more nights of Sleep With Me a week? Then check out Bedtime Stories from Sleep With MeLearn more about producer Russell aka Rusty Biscuit at russellsperberg.com and @BabyTeethLA on IG.Show Artwork by Emily TatGoing through a hard time? You can find support at the Crisis Textline and see more global helplines here.HELIX SLEEP - Take the 2-minute sleep quiz and they'll match you to a customized mattress that'll give you the best sleep of your life. Visit helixsleep.com/sleep and get a special deal exclusive for SWM listeners!ZOCDOC - With Zocdoc, you can search for local doctors who take your insurance, read verified patient reviews and book an appointment, in-person or video chat. Download the Zocdoc app to sign-up for FREE at zocdoc.com/sleep PROGRESSIVE - With the Name Your Price tool, you tell Progressive how much you want to pay for car insurance, and they'll show you coverage options that fit your budget. Get your quote today at progressive.comQUINCE - Quince sells luxurious, ethically-made clothes and bedding at an affordable price. Transition your bed for the season with soft, breathable bedding from Quince. Go to Quince.com/sleep to get free shipping and 365-day returns on your next order. MINT MOBILE - This year, skip breaking a sweat AND breaking the bank. Get your summersavings and shop premium wireless plans at mintmobile.com/sleepwithme (Upfront payment of $45 for 3-month 5 gigabyte plan required [equivalentto $15/mo.]. New customer offer for first 3 months only, then full-price plan options available. Taxes & fees extra. See Mint Mobile for details.) Learn about your ad choices: dovetail.prx.org/ad-choices

Hi. Today we're looking at U.S. Immigrations and Customs Enforcement (ICE), the agency that Donald Trump is using to do his Mass Deportations Now. We look at where they came from, why they're allowed to wear masks, and the movement to stop them from taking over American cities. https://ground.news/SMN to compare coverage and see through biased coverage. Subscribe for 40% off unlimited access through our link.Hosted by Cody JohnstonExecutive Producer - Katy StollDirected by Will GordhWritten by David Christopher BellProduced by Jonathan HarrisEdited by John ConwayPost-Production Supervisor / Motion Graphics & VFX - John ConwayResearcher - Marco Siler-GonzalesGraphics by Clint DeNiscoHead Writer - David Christopher BellPATREON: https://patreon.com/somemorenewsMERCH: https://shop.somemorenews.comYOUTUBE MEMBERSHIP: https://www.youtube.com/channel/UCvlj0IzjSnNoduQF0l3VGng/joinGo to https://Leesa.com for 25% off mattresses PLUS get an extra $50 off with promo code MORENEWS, exclusive for my listeners.Start your hair growth journey with Nutrafol. For a limited time, Nutrafol is offering our listeners $10 off your first month's subscription and free shipping when you go to https://Nutrafol.com and enter the promo code SMN.For a limited time get 40% off your first box PLUS get a free item in every box for life at https://Hungryroot.com/smn with code smn.You can get 50% off a new SimpliSafe system with professional monitoring and your first month free at https://SimpliSafe.com/morenews (60-day satisfaction guarantee or your money back.)This year, skip breaking a sweat AND breaking the bank. Get this new customer offer and your 3-month Unlimited wireless plan for just 15 bucks a month at https://mintmobile.com/morenews – Upfront payment of $45 required (equivalent to $15/mo.). Limited time new customer offer for first 3 months only. Speeds may slow above 35GB on Unlimited plan. Taxes & fees extra. See MINT MOBILE for details.Pluto TV. Stream now. Pay never.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Investing Options, Investing Apps, Dentists and Equity Firms, Dollar Cost Averaging, Trading Earnings Reports, Investment Portfolio Percentage, Politicians Stock Trades, CDs & Taxes, Cash-Out Refinancing, Measure the Health of a Dividend, Cash into The Market, How to Begin Investing at 18?, Gold and Silver, Where to Invest After 70, Education Plans, Emerging Market, Price Support.Our Sponsors:* Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

Andy chats with three different "real" people to discuss how they handled the non-financial/emotional transition from working to retirement, and what they do now to provide a sense of fulfillment, meaning and purpose and in retirementLinks in this episode:Tenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com

Can you help me make more podcasts? Consider supporting me on Patreon as the service is 100% funded by you: https://EVne.ws/patreon You can read all the latest news on the blog here: https://EVne.ws/blog Subscribe for free and listen to the podcast on audio platforms: ➤ Apple: https://EVne.ws/apple ➤ YouTube Music: https://EVne.ws/youtubemusic ➤ Spotify: https://EVne.ws/spotify ➤ TuneIn: https://EVne.ws/tunein ➤ iHeart: https://EVne.ws/iheart EVS DOMINATE 2025 AMERICAN-MADE INDEX https://evne.ws/4kVbT7S HUAWEI PATENTS HIGH-DENSITY SOLID-STATE BATTERY https://evne.ws/4kFvjxc SENATE GOP DROP FEDERAL EV FEE SCHEME FROM BIG BILL https://evne.ws/43Qbopx SENATE PLAN TARGETS EV “LEASING LOOPHOLE” INCENTIVE https://evne.ws/43QaJV5 CANADA STICKS TO ZERO-EMISSION CAR QUOTAS https://evne.ws/45u0Ihx STELLANTIS MUST STILL MEET CALIFORNIA EV QUOTAS DESPITE RULE ROLLBACK https://evne.ws/45NihJF GLOBAL OIL DEMAND TO PEAK IN 2029 https://evne.ws/3HL41XL “ZERO-MILEAGE” USED CARS DISRUPT CHINA MARKET https://evne.ws/4jYtmeb TESLA TALENT EXODUS COULD ENDANGER FUTURE AUTO OPERATIONS https://evne.ws/3ZCxp8I DODGE CHARGER EV RECALL OVER SILENT ALERT https://evne.ws/4n7WF0D

The Chase Sapphire Reserve card jacked up its fee to $795… so we did the aluminum math.Why is Florida winning so many Stanley Cup hockey games?... Lower taxes = More trophies.Roblox stock is up 180% in the last year… because Grow a Garden set a video game record.Plus, the hottest trend across food, fashion, tech, and AI?... Guavas (yes, fruit guavas)$RBLX $JPM $NFLXWant more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of… Subscribe to The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks to listen.TBOY Live Show Tickets to Chicago on sale NOW: https://www.axs.com/events/949346/the-best-one-yet-podcast-ticketsAbout Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, TBOY Lite is hosted by Jack Crivici-Kramer & Nick Martell.GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts NEWSLETTER:https://tboypod.com/newsletter SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Anything else: https://tboypod.com/ Our 2nd show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinksEpisodes drop weekly.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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