Podcasts about when can i retire

YMYW friends, welcome to 2025. Today on Your Money, Your Wealth® podcast number 511, we're revisiting your favorite topics of 2024 as Joe Anderson, CFP® and Big Al Clopine, CPA spitball on strategies for building up tax-free retirement income in Roth accounts, determining your appropriate mix of taxable, tax-deferred, and tax-free savings (also known as tax diversification), and whether YMYW viewers and listeners can retire as soon as possible. Access free financial resources and the episode transcript: https://bit.ly/ymyw-511 DOWNLOAD the 2024 Key Financial Data Guide for free CALCULATE your Free Financial Blueprint SCHEDULE your Free Financial Assessment ASK Joe & Big Al for your Retirement Spitball Analysis SUBSCRIBE to YMYW on YouTube DOWNLOAD more free guides READ financial blogs WATCH educational videos SUBSCRIBE to the YMYW Newsletter LISTEN to the Best of the YMYW Podcast 2021,  2022,  2023 LISTEN to the Top Funniest Moments from the YMYW Podcast Vol. 1, Vol. 2 Timestamps: 00:00 - Intro: This Week on the YMYW Podcast 00:59 - Can We Afford to Spend $120k/Year Inflation Adjusted in Retirement? (Joe & Angelina Jolie, Strawberry Plains, TN) From ep. 503: YMYW Most Plays in 2024 on Apple Podcasts, YMYW Most Streamed in 2024 on Spotify 08:14 - Can I Contribute to My Wife's Roth IRA? Can I Max Out Multiple Roth Accounts? Should We Do Roth Conversions? (Theodore & Louise, Seattle, WA) From ep. 504: YMYW Most Consumed in 2024 on Apple Podcasts, YMYW Most New Subscribers in 2024 on YouTube 15:21 - Download the 2024 Key Financial Data Guide for free. Subscribe to the YMYW podcast, the YouTube channel, and the YMYW newsletter, and get the 2025 guide as soon as it's released! 16:46 - We Want to Retire As Soon as Humanly Possible. Brokerage vs. Solo 401(k) for Surplus Funds? (Ricochet J, CO) From ep. 505: YMYW Most Engaged Listeners in 2024 on Apple Podcasts, YMYW Most Listeners in 2024 on Spotify 31:05 - How Much Money Do We Need to Retire ASAP? (Barney and Betty, NE New Jersey) From ep. 493: YMYW Most Engaged Listeners in 2024 on Amazon Music 44:20 - Calculate your Financial Blueprint, Schedule a Financial Assessment 45:39 - Ed Slott: How Much Money Can You Save in Taxes With Good Tax Planning? What About People Who Don't Have the Money to Pay the Tax on a Roth Conversion? From ep. 489: YMYW Most Views & Watch Time in 2024 on YouTube 51:51 - Tax Diversification General Guidelines? (Brian, Naperville, IL) From ep. 468: YMYW Most Downloaded Across All Podcast Platforms in 2024 57:33 - Andi's Favorite Derail of 2024: Clark & Ellen Griswold, Tuktoyaktuk reading Derail from ep. 498 1:01:07 - Outro: 2024 YMYW Podcast Stats

Does it make sense for Alex and his wife in Massachusetts to do Roth conversions now to the top of their eventual tax bracket? Steve in San Diego got serious about saving for retirement after Joe and Big Al gave him some tough love 5 years ago. Is he good to retire now, and should he convert to Roth? That's today on Your Money, Your Wealth® podcast number 510 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, can Barbara in New Jersey's grandson move excess 529 funds to a Roth and withdraw the money after 5 years? PWare has a cunning plan to gift appreciated stock to avoid capital gains tax, but will it work? Should Mike create a limited liability company for his rental properties? And finally, qualified charitable distributions don't make sense to GetSmart Paul. Sherri in California wonders if her kids can inherit her savings account without any tax penalty, and whether there's a safe, high-yielding investment she should put it in. And Houry in New York wonders if her IRA can fund a charitable remainder unitrust, or CRUT. Access free financial resources and the episode transcript: https://lnk.to/ymyw-510 DOWNLOAD The Complete Roth Papers Package DOWNLOAD The Retirement Readiness Guide WATCH Retirement Pop Quiz: 18 Questions to Get You Ready to Retire on YMYW TV LISTEN to Steve in San Diego's 2019 question Al: "Maybe you gotta live in a trailer somewhere." Joe: "that side hustle, you better be able to do that in a wheelchair." LISTEN to YMYW Podcast Best of 2021, 2022, and 2023 REQUEST: Ask Joe & Big Al for your Retirement Spitball Analysis SCHEDULE: free financial assessment SUBSCRIBE: YMYW on YouTube DOWNLOAD: more free guides READ: financial blogs WATCH: educational videos SUBSCRIBE: YMYW Newsletter Timestamps: 00:00 - Intro: This Week on the YMYW Podcast 01:08 - Should We Do Roth Conversions to Our Eventual Tax Bracket? (Alex, MA) 07:51 - YMYW Tough Love Made Me Get Serious. When Can I Retire? Should I Do Roth Conversions? (Steve, San Diego, CA) 14:11 - Download the Complete Roth Papers Package for free 14:59 - Can Grandson Withdraw 529 Funds From Roth After 5 Years? (Barbara, NJ) 18:37 - Can We Avoid Capital Gains Tax With This Appreciated Stock Gifting Strategy? (P Ware) 20:57 - Should I Create an LLC for Rental Properties? (Mike, voice) 23:00 - Qualified Charitable Distributions Don't Make Sense to Me (GetSmart Paul, YouTube) 24:59 - Watch the Retirement Pop Quiz on YMYW TV, Download the Retirement Readiness Guide for free 25:45 - Do My Kids Inherit My Savings Account Without Tax Penalty? What's a Safe, High-Return Investment for Them? (Sherri, CA) 27:18 - Can an IRA Fund a Charitable Remainder Unitrust? (Houry, NY) 31:43 - Outro: Next Week on the YMYW Podcast

I'm 50 with $250,000 Saved For Retirement, When Can I Retire? **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ** Dreaming of early retirement but unsure if your retirement savings are enough? You're not alone! This retirement video dives into factors affecting your retirement timeline, analyzes a $250,000 retirement investments, and offers retirement tips to maximize your chances of an early retirement from the workforce. Learn how much you REALLY need to retire comfortably and create a personalized plan for your retirement years. ️ ❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations. Please call Pearl Wealth Group at 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.** ❌

Harsh realities of life can very quickly change your retirement plans and your entire financial future. In this episode, Joe and Big Al spitball on dealing with these realities. What financial strategies can they suggest for William and his 33-year-old wife, who has metastatic breast cancer? Debbie and Emily each experienced the unexpected sudden passing of their partners. Is it possible to minimize the capital gains tax on Debbie's son's inheritance, and can Emily retire in a year? Josie has lousy longevity in her family and wants to plan for the worst case scenario of dying before her husband. Alfred is 81 and concerned that he's going to run out of money before he runs out of time, and Richard has a sobering story that changed his thoughts about when to collect Social Security. Finally, Irene is subject to the Government Pension Offset (GPO) - can she withdraw the money she paid into Social Security?  Timestamps: 01:03 - Financial Strategies for the Young and Disabled (William, TX) 08:16 - How to Minimize Son's Capital Gains Tax on Inheritance (Debbie, HI) 14:37 - Can I Quit Work in a Year? Should I Do Roth Conversions? (Emily, Rochester, MN) 20:22 - Worst Case Scenario Retirement Spitball Analysis (Josie, Atlanta) 28:45 - Are We Going to Run Out of Money? How Much Can We Safely Withdraw? (Alfred Pennyworth) 32:35 - Life Lesson on When to Take Social Security (Richard) 40:15 - Can I Withdraw the $17,000 I Paid into Social Security? (Irene, Bremerton, WA) 46:00 - The Derails Access this week's free financial resources in the podcast show notes at https://bit.ly/ymyw-443:  Estate Planning Organizer - free download Social Security Handbook - free download 6th Annual YMYW Podcast Survey - one randomly-chosen participant will win a $100 Amazon e-gift card! Episode Transcript Ask Joe & Big Al On Air for your Retirement Spitball Analysis

When Can I Retire?

This week's episode is a celebration of tech and finances!  Bob and Shelly attended FinCon22 and share with you two great interviews for their second annual report on Fintech.  Join them as they spend time with the host of the Fintech competition, Ryan Ruff of ASA, to hear the latest on the impact of technology on financial learning. They also interview Jason Parker with Retirement Budget Calculator, one of the competitors in this year's FinTech Competition and he walks through the powerful tool designed to help all people answer the question, When Can I Retire? Show Notes Watch episode here Ryan Ruff is Head of Fintech Relations at ASA, bridging the gap with the creators of tech and those who want to invest in the development of tech.  He is leading the way to create a bridge between technology development and those who want to invest in the future expansion of important tech. Jason, RICP® is the best-selling author of Sound Retirement Planning, and the host of the podcast Sound Retirement Radio.  He has been seen as a frequent guest on ABC, FOX, & MSNBC.  He is the inventor of the retirementbudgetcalculator.com.  He has earned the advanced retirement designation of a Retirement Income Certified Professional (RICP®).  Jason is the President of Parker Financial LLC, which is an independent, fee-based, registered investment advisory firm, and operates as a fiduciary. FinCon22 Fintech Startup Competition SpendPal ASA Parker Financial, LLC Sound Retirement Planning Podcast Retirement Budget Calculator Retirement Calculator: How much money do I need to retire, by Jason Parker   Be Greater Than Average Gift of Learning Be Greater Than Average Courses Be Greater Than Average Family Fun! Be Greater Than Average A Semester of STEM Activities E-Book   Contact: Ryan Ruff Ryan.ruff@asa.financial (801) 473-5749 Linkedin   Jason Parker info@parker-financial.net (360) 337-2701 Linkedin

This week on The Financial Safari, Coach Pete D'Arruda, along with Thomas Lipscomb and Steve Sedahl talk with special guest Kevin Frisbie.  They answer the ever popular question, "When Can I Retire?" They will also discuss retirement readiness and how to reduce risks when it comes to your retirement.  Morgan Patrick goes back "Through the Years" with a look back at 1966 and a lot more! Call Coach Pete and the team to get your questions answered at 800-661-7383 or text Plan to 600 700.

View the full video here: https://youtu.be/Kpg0WdFNmDc

View the full video here: https://youtu.be/Kpg0WdFNmDc 

Patricia Stallworth, MBA, CFP® Founder & CEO PS WORTH Patricia Stallworth is a Certified Financial Planner™ and the CEO of PS Worth, a financial planning and education firm. She focuses on retirement planning – helping professionals and entrepreneurs create retirements and life/work plans so they can live the lifestyle they desire. She uses a combination of practical money strategies, collaboration and action plans along with accountability to help clients get and stay on track to achieve their goals. And, she is the host of the PS, When Can I Retire? Podcast. She engages clients and audiences through shared experiences, humor, and sometimes tears, challenging them to move, act, and overcome on their way to building a secure future. Her desire is to elevate their confidence around money – to think about possibilities, abundance and who they can become rather than dwelling on past mistakes, a lack mentality or leaving their future to chance. She holds a B.S. in Education, an M.B.A. in Finance. Patricia is the author of several books including: Minding Your Money, How to Get Divorced Without Losing Your Blouse and The Profit Handbook. Check out Patricia's podcast: PS, When Can I Retire Podcast. It’s available on a number of platforms, including Apple Podcasts. Click here to listen to some of the latest episodes. She’s been quoted or featured in Black Enterprise Magazine, Essence, NPR, NerdWallet, the Little Pink Book, the Atlanta Tribune and other platforms. Early in her career, Patricia left her money management to someone else and they lost it all. That became a FLASHPOINT causing her to shift careers from a management consultant to a financial consultant. So, she understands the temptation to pass money management tasks on to others or to not stay engaged. AND, she also understands the consequences of those actions so she offers programs with auto-pilot features to minimize the time needed to work on your goals as well as education so clients always understand the why of decisions and where they stand. Patricia is living out her calling to change lives through strategic planning and education. Her journey continues, and while she says it hasn’t always been easy, she feels that it has certainly been worth it. --- Send in a voice message: https://anchor.fm/thriving-in-chaos/message Support this podcast: https://anchor.fm/thriving-in-chaos/support

Satisfaction 101 // Part 4 // I Hate My Job, When Can I Retire? by Union Road Presbyterian Church

When Can I Retire? Build Your Wealth with Trajan Wealth Podcast featuring Jeff Junior Jeff, and co-host Rusty Humphries talk about when to know if you're ready to retire. When do most people retire? What do I need to review to make sure I'm ready to retire? Do I need to rollover my old 401k's? Should I retire now?   ABOUT Jeff Junior Jeff Junior has spent over two decades in the financial services profession helping individuals and couples in or nearing retirement better understand and prepare for the challenges associated with the ever-changing financial landscape. He holds his Series 65 and Life & Health licenses and has a proven track record of helping clients successfully align assets with objectives to leverage and manage investment portfolios that will weather market fluctuations. A well-known speaker in the greater Phoenix area and an active member of the National Association of Insurance and Financial Advisors (NAIFA), Jeff frequently hosts public educational workshops in the community on a variety of financial and retirement topics. His high degree of knowledge and training has earned him numerous noteworthy awards, including membership in the Circle of Honor Society. Additionally, he has been quoted in articles published by The Boston Globe, CNBC, Reuters, Yahoo! Finance, Morningstar, and countless others. Jeff grew up in a small town in northern Wisconsin. His father owned a 10 lane bowling alley and his mother was a nurse. They instilled a strong pursuit of doing things correctly, working hard, and a passion to care for others. Jeff became a “devil dog” of the United States Marine Corps, where he proudly served in a Marine Expeditionary Unit.  He obtained his degree in 1997 from Campbell University in Buies Creek, NC, and immediately entered the financial services and insurance sector. Jeff has served corporations large and small in roles such as financial advisor, vice president, senior partner, and now president and owner of Trajan Wealth. He met his wife Brenda while stationed in Camp Lejeune N.C., who is also a veteran. While Jeff decided to pursue the financial sector, Brenda became a nurse practitioner. She then joined the ranks of Trajan Wealth as the Chief Operating Officer in 2020. Their son, Conner, is an Air Traffic Controller in the Air Force and their daughter, Bree, is going to WP Carey School of Business. Jeff continues to pursue his core values and serves his clients and employees with the utmost service and respect. https://trajanwealth.com/ Get more tips and get social with us! https://linktr.ee/trajanwealth *Advisory services offered through Trajan Wealth L.L.C., an SEC Registered Investment Advisor. Fiduciary advisor not dually licensed as a securities broker and not able to sell securities for a commission.

- We learn about United Way Greater Toronto's new magazine LocalLove.ca where readers can find easy ways to live well and do good. Editor-in-Chief Adrienne Clarke joins us in-studio. Learn more: http://www.LocalLove.ca - Wellness warrior and two-time cancer survivor Lidia Sicilia shares her story and message of overcoming life’s curveballs. Learn more: https://www.lidiasicilia.ca - Musicologist Eric Alper talks 5 of Music’s Biggest Forgotten Supergroups in #OnTheRecord - http://www.twitter.com/thatericalper - Financial expert Renée Rebelo from Life Coach Financial Strategies answers the age old question - When Can I Retire?! https://www.mylcfs.ca - York Regional Police's Susan Gibbs on what Pride Month means to her and why it's so important to always show your support for members of the #LGBTQ2+ community - #WeBelong https://www.yrp.ca/en/community/We-Belong---Pride-Breakfast.asp - Canadian indie rock artist Havens performs new single 'Peace In Darkness' LIVE in our #StudioSessions - http://www.musicbyhavens.com http://www.whatshesaidradio.com/what-she-said/contest-disneys-a-wrinkle-in-time-and-peter-pan-blu-ray-giveaway/ SUBSCRIBE to What She Said & never miss an interview! http://www.youtube.com/WhatSheSaidTalk Miss a show? Stream & download full shows for free on iTunes: http://www.apple.co/1U700c0 Follow us on Facebook/Twitter/Instagram: @WhatSheSaidTalk Website: http://www.whatshesaidtalk.com What She Said! aims to inspire and uplift women by giving them a voice in pursuing their professional and personal goals through showcasing successful women across Canada and by creating opportunities for others to do the same. Tune in Saturdays & Sundays at Noon on 105.9 The Region or listen live: http://www.1059theregion.com

The post When Can I Retire? appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

The post When Can I Retire? appeared first on AIO Financial Advisors Fee Only Fiduciary.

The post When Can I Retire? appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

The post When Can I Retire? appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.