Podcasts about your retirement

FEATURING: Jeff Wilson MINISTRY: Former iWork4Him Ministries Board Chairman In this inspiring episode, Jim sits down with Jeff Wilson—longtime friend, brother-in-law, and faithful servant-leader—to explore how retirement can be a season of joyful purpose and ministry. Jeff reflects on his first year of retirement and how he's rediscovering meaning through family, church involvement, and a soon-to-begin part-time job in transit driving. If you're contemplating retirement or wondering what comes next, Jeff’s story is a testament to the idea that retirement is not the end—it’s a new beginning. Key Highlights: Serving Through Simplicity Jeff shares how he's embraced roles like leading a small group at church and preparing to drive a community transit bus—all with a heart to serve. Family and Faith Connections In a fun twist, listeners learn that Jeff is Jim’s brother-in-law—and has known him since age 11! They reflect on the examples set by their parents and the different ways retirees are embracing (or avoiding) purposeful living. A Call to Engage Jeff urges retirees to plug into their local church and community, offering themselves for whatever is needed—whether sweeping floors or leading Bible studies. GIVEAWAY ALERT: Win a FREE autographed copy of iRetire4Him: Unlock God’s Purpose for Your Retirement! Here’s how: Subscribe to the iRetire4Him YouTube channel. Email your YouTube username to Jim@iWork4Him.com. Be one of 3 lucky winners! Final Word: “Seek, and God will provide.” — Jeff Wilson Whether you’re nearing retirement or already in it, this episode will encourage you to see this life stage as one full of Kingdom potential. See omnystudio.com/listener for privacy information.

Let's look at today's hot topics! Take Control of Your Retirement! Shield your savings from market risks with a Self-Directed IRA. ⁠https://www.colonialmetalsgroup.com/rtd⁠ or call 888-521-2448 to speak with the professionals today.Get the latest news and updates directly from RTD News: http://rtd.news✅Turn your fading dollars into real value — get affordable, spendable 24K GoldNotes now!

Let's look at today's hot topics! Take Control of Your Retirement! Shield your savings from market risks with a Self-Directed IRA. ⁠https://www.colonialmetalsgroup.com/rtd⁠ or call 888-521-2448 to speak with the professionals today.Get the latest news and updates directly from RTD News: http://rtd.news✅Turn your fading dollars into real value — get affordable, spendable 24K GoldNotes now!

Let's look at today's hot topics! Take Control of Your Retirement! Shield your savings from market risks with a Self-Directed IRA. ⁠https://www.colonialmetalsgroup.com/rtd⁠ or call 888-521-2448 to speak with the professionals today.Get the latest news and updates directly from RTD News: http://rtd.news✅Turn your fading dollars into real value — get affordable, spendable 24K GoldNotes now!

Let's look at today's hot topics! Take Control of Your Retirement! Shield your savings from market risks with a Self-Directed IRA. ⁠https://www.colonialmetalsgroup.com/rtd⁠ or call 888-521-2448 to speak with the professionals today.Get the latest news and updates directly from RTD News: http://rtd.news✅Turn your fading dollars into real value — get affordable, spendable 24K GoldNotes now!

Let's look at today's hot topics! Take Control of Your Retirement! Shield your savings from market risks with a Self-Directed IRA. ⁠https://www.colonialmetalsgroup.com/rtd⁠ or call 888-521-2448 to speak with the professionals today.Get the latest news and updates directly from RTD News: http://rtd.news✅Turn your fading dollars into real value — get affordable, spendable 24K GoldNotes now!

In this episode of 'Your Family and Your Retirement', Abe Ashton and Ethan Glasgow discuss the current state of the stock market, the implications of tariffs on the economy, and the importance of conservative investment strategies in retirement planning. They emphasize the need for clients to stay informed and proactive in their financial planning, especially during times of market volatility. As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for. To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.comSee omnystudio.com/listener for privacy information.

Let's look at today's hot topics! Take Control of Your Retirement! Shield your savings from market risks with a Self-Directed IRA. ⁠https://www.colonialmetalsgroup.com/rtd⁠ or call 888-521-2448 to speak with the professionals today.Get the latest news and updates directly from RTD News: http://rtd.news✅Turn your fading dollars into real value — get affordable, spendable 24K GoldNotes now!

Are stablecoins really being used to prolong the dollar hegemony? Turn your fading dollars into real value — get affordable, spendable 24K GoldNotes now!

Let's look at today's hot topics! Take Control of Your Retirement! Shield your savings from market risks with a Self-Directed IRA. ⁠https://www.colonialmetalsgroup.com/rtd⁠ or call 888-521-2448 to speak with the professionals today.Get the latest news and updates directly from RTD News: http://rtd.news✅Redeem dying dollars for affordable, spendable 24K GoldNotes today! http://buygoldnotes.com✅ Claim Your FREE Silver Today! Discover the Quick Silver program and start earning now: https://bit.ly/FREEQUICKSILVER✅ Build Wealth with Silver! Start a QuickSilver Accelerated business. Automate monthly shipments, help others, and grow your income: http://mysilverteam.com✅ Silver at Unbeatable Prices - Get the most affordable Silver Round online: https://bit.ly/Freedom_Round✅ 5 Steps to Financial Freedom - Escape the matrix and take charge of your finances: https://www.rethinkingthedollar.com/Keep Up with the Latest: Subscribe for the latest news and trends to never miss out!Stay Informed, Stay Ahead! Subscribe for breaking news and trends you can't miss.Follow us: https://www.rethinkingthedollar.com/social-mediaSupport the RTD Mission - Help us wake up the masses with truth. Every contribution counts: https://www.rethinkingthedollar.com/donate/DISCLAIMER: The financial and political opinions expressed in this video are those of the guest and not necessarily of "Rethinking the Dollar." Views expressed in this video should not be relied on for making investment decisions or tax advice and do not constitute personalized investment advice. The information shared is for the sole purpose of education and entertainment only.

Let's look at today's hot topics! Take Control of Your Retirement! Shield your savings from market risks with a Self-Directed IRA. ⁠https://www.colonialmetalsgroup.com/rtd⁠ or call 888-521-2448 to speak with the professionals today.Get the latest news and updates directly from RTD News: http://rtd.news✅Redeem dying dollars for affordable, spendable 24K GoldNotes today! http://buygoldnotes.com✅ Claim Your FREE Silver Today! Discover the Quick Silver program and start earning now: https://bit.ly/FREEQUICKSILVER✅ Build Wealth with Silver! Start a QuickSilver Accelerated business. Automate monthly shipments, help others, and grow your income: http://mysilverteam.com✅ Silver at Unbeatable Prices - Get the most affordable Silver Round online: https://bit.ly/Freedom_Round✅ 5 Steps to Financial Freedom - Escape the matrix and take charge of your finances: https://www.rethinkingthedollar.com/Keep Up with the Latest: Subscribe for the latest news and trends to never miss out!Stay Informed, Stay Ahead! Subscribe for breaking news and trends you can't miss. Follow us: https://www.rethinkingthedollar.com/social-mediaSupport the RTD Mission - Help us wake up the masses with truth. Every contribution counts: https://www.rethinkingthedollar.com/donate/DISCLAIMER: The financial and political opinions expressed in this video are those of the guest and not necessarily of "Rethinking the Dollar." Views expressed in this video should not be relied on for making investment decisions or tax advice and do not constitute personalized investment advice. The information shared is for the sole purpose of education and entertainment only.

Recorded on February 24th, 2025, join us for this Social Security Update.What is the Social Security Fairness Act? How does it impact individuals filing for or currently receiving Social Security benefits? Catch this TRS Talks segment as Cindy Lundquist, Social Security expert, answers these questions and provides a Social Security Fairness Act update, discusses other Social Security topics, and more. The Social Security Fairness Act was signed into law on January 5, 2025 and details are still being revealed by the Social Security Administration. Please visit the Social Security Administration website at www.ssa.gov or contact your local Social Security office for additional information.Host: Winston Buckley, TRS Communications DirectorGuest: Cindy Lundquist, Social Security ExpertTRS Talks is the health and wealth series of Your Retirement in Focus. It includes conversations with experts and community leaders covering healthcare, investing, and social security. You may view additional videos on our YouTube channel: ⁠www.youtube.com/@trsgeorgia

Send us a text In this episode of The Retirement Evolved Podcast, Adam and Lauren welcome attorney Courtney Lovejoy to discuss key estate planning topics, including probate, trust administration, Medicaid planning, and VA benefits. Courtney explains the importance of proactive estate and Medicaid planning to protect assets, avoid costly mistakes like Medicaid's five-year look-back period, and maximize benefits for long-term care. The episode also highlights valuable strategies such as irrevocable trusts, Medicaid-compliant annuities, and VA Aid and Attendance benefits, emphasizing the need for early planning to secure financial stability for retirees and their families. Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!

Can a live-streamed audit restore public trust? Redeem dying dollars for affordable, spendable 24K GoldNotes today! http://buygoldnotes.comDive into the unprecedented initiative led by President Donald Trump and Elon Musk to audit the gold reserves at Fort Knox. With concerns about the integrity of the nation's 400 tonnes of gold, this live-streamed event aims to provide transparency and assurance to the public. Key questions addressed include:1. Is America's gold reserve intact?2. What prompted this sudden audit?3. How will the live-stream impact public trust?Join us as we explore the motivations behind this bold move and its potential implications for national security and public confidence.✅ Take Control of Your Retirement! Shield your savings from market risks with a Self-Directed IRA. ⁠https://www.colonialmetalsgroup.com/rtd⁠ or call 888-521-2448 to speak with the professionals today. ✅ Claim Your FREE Silver Today! Discover the Quick Silver program and start earning now: https://bit.ly/FREEQUICKSILVER✅ Build Wealth with Silver! Start a QuickSilver Accelerated business. Automate monthly shipments, help others, and grow your income: http://mysilverteam.com✅ Silver at Unbeatable Prices - Get the most affordable Silver Round online: https://bit.ly/Freedom_Round✅ 5 Steps to Financial Freedom - Escape the matrix and take charge of your finances: https://www.rethinkingthedollar.com/Keep Up with the Latest: Subscribe for the latest news and trends to never miss out!Stay Informed, Stay Ahead! Subscribe for breaking news and trends you can't miss.

You don't need to work longer; you just need a better plan. Schedule a peace of mind visit for your retirement planning with this link: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call"15 minutes could save you a pile of money in taxes."Chapters: 0:00 - What happened to Charles?3:16 - The era of the Trump Administration 3:38 - What is the Deferred Resignation Program? 4:50 - Eligibility and Requirements for DRP 6:03 - How to Fill Out Elections 6:40 - DRP and Your Health Benefits 17:40 - Impact of DRP on Your Retirement Plans 19:20 - Managing Your Finances Under DRP Deferring or Not19:55 - Common Questions About DRP Answered 23:21 - Future Projections: What DRP Means for Your Retirement 23:51 - Health Tip: Stress Management During Retirement Planning 28:50 - Recap and ClosinConnect with CD Financial for More Insights:Twitter: /CDFinancial_LLCInstagram: /CDfinancial.llcFacebook: /CDFinancialLLCLinkedIn: /cd-financial-llc Visit our Website: https://cdfinancial.org/Subscribe and Stay Updated: Don't miss out on crucial advice for your financial journey. Subscribe now for weekly insights and strategies to secure your retirement.Get More from CD Financial: Looking for personalized advice? Schedule a consultation with Charles to tailor a plan that suits your unique financial situation: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call#RetirementPlanning #OpenSeason2024 #FEHB #FederalEmployees #HealthInsurance #Podcast #FinancialWellness #CDFinancial #HealthMeetsWealth #InsuranceComparisonAdvisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.Support the show

Let's look at today's hot topics! Get the latest news and updates directly from RTD News: http://rtd.newsTake Control of Your Retirement! Shield your savings from market risks with a Self-Directed IRA. ⁠https://www.colonialmetalsgroup.com/rtd⁠ or call 888-521-2448 to speak with the professionals today.✅Redeem dying dollars for affordable, spendable 24K GoldNotes today! http://buygoldnotes.com✅ Claim Your FREE Silver Today! Discover the Quick Silver program and start earning now: https://bit.ly/FREEQUICKSILVER✅ Build Wealth with Silver! Start a QuickSilver Accelerated business. Automate monthly shipments, help others, and grow your income: http://mysilverteam.com✅ Silver at Unbeatable Prices - Get the most affordable Silver Round online: https://bit.ly/Freedom_Round✅ 5 Steps to Financial Freedom - Escape the matrix and take charge of your finances: https://www.rethinkingthedollar.com/Keep Up with the Latest: Subscribe for the latest news and trends to never miss out!Stay Informed, Stay Ahead! Subscribe for breaking news and trends you can't miss. Follow us: https://www.rethinkingthedollar.com/social-mediaSupport the RTD Mission - Help us wake up the masses with truth. Every contribution counts: https://www.rethinkingthedollar.com/donate/DISCLAIMER: The financial and political opinions expressed in this video are those of the guest and not necessarily of "Rethinking the Dollar." Views expressed in this video should not be relied on for making investment decisions or tax advice and do not constitute personalized investment advice. The information shared is for the sole purpose of education and entertainment only.

Get the latest news and updates directly from RTD News: http://rtd.newsFor 50 years, the U.S. government has refused to conduct a full audit of Fort Knox, where nearly 5,000 tons of gold are supposedly stored. No independent inspections. No public verification. Just secrecy.

What if inflation is just the beginning? Redeem dying dollars for affordable, spendable 24K GoldNotes today! http://buygoldnotes.comThe latest CPI and PPI reports confirm what many expected—inflation is NOT under control. Meanwhile, gold and silver prices continue to surge, and the U.S. budget deficit is hitting record highs. But what does this mean for YOU? Will Trump's economic policies help or hurt the dollar?In today's video, we break down:

Is eliminating the penny the first cashless step? Redeem dying dollars for affordable, spendable 24K GoldNotes today!http://buygoldnotes.comPresident Donald Trump has officially ordered a halt on minting new pennies, citing wasteful costs. This move raises major questions about the future of U.S. currency. But is this just the beginning? Could this signal a push toward a cashless society?Meanwhile, Elon Musk and Ron Paul are making headlines by calling for auditing the Federal Reserve and IRS. Could this be the moment financial elites have feared?

Why is Trump funding Gaza but ignoring California? Redeem dying dollars for affordable, spendable 24K GoldNotes today! http://buygoldnotes.com

Will fiat money survive the next crisis? Redeem dying dollars for affordable, spendable 24K GoldNotes today! http://buygoldnotes.com Get the latest news and updates directly from RTD News: http://rtd.news ✅ Take Control of Your Retirement! Shield your savings from market risks with a Self-Directed IRA. ⁠https://www.colonialmetalsgroup.com/rtd⁠ or call 888-521-2448 to speak with the professionals today. ✅ Claim Your FREE Silver Today! Discover the Quick Silver program and start earning now: https://bit.ly/FREEQUICKSILVER ✅ Build Wealth with Silver! Start a QuickSilver Accelerated business. Automate monthly shipments, help others, and grow your income: http://mysilverteam.com ✅ Silver at Unbeatable Prices - Get the most affordable Silver Round online: https://bit.ly/Freedom_Round ✅ 5 Steps to Financial Freedom - Escape the matrix and take charge of your finances: https://www.rethinkingthedollar.com/ Keep Up with the Latest: Subscribe for the latest news and trends to never miss out! Stay Informed, Stay Ahead! Subscribe for breaking news and trends you can't miss.

Get the latest news and updates directly from RTD News: http://rtd.news ✅ Take Control of Your Retirement! Shield your savings from market risks with a Self-Directed IRA. ⁠https://www.colonialmetalsgroup.com/rtd⁠ or call 888-521-2448 to speak with the professionals today. ✅ Claim Your FREE Silver Today! Discover the Quick Silver program and start earning now: https://bit.ly/FREEQUICKSILVER ✅ Build Wealth with Silver! Start a QuickSilver Accelerated business. Automate monthly shipments, help others, and grow your income: http://mysilverteam.com ✅ Silver at Unbeatable Prices - Get the most affordable Silver Round online: https://bit.ly/Freedom_Round ✅ 5 Steps to Financial Freedom - Escape the matrix and take charge of your finances: https://www.rethinkingthedollar.com/ Keep Up with the Latest: Subscribe for the latest news and trends to never miss out! Stay Informed, Stay Ahead! Subscribe for breaking news and trends you can't miss.

Can tariffs truly replace income tax revenue? Redeem dying dollars for affordable, spendable 24K GoldNotes today! ⁠http://buygoldnotes.com⁠ What if the federal income tax disappeared? In this thought-provoking discussion, we explore the latest updates on Donald Trump's push to abolish federal income tax and replace it with tariffs or consumption taxes. What could this mean for America's economy, debt, and the average citizen? We'll also dive into the historical context, the 'Fair Tax Act,' and its potential impact on the Federal Reserve's power.

Did Trump's actions signal a bigger hidden plan? Redeem dying dollars for affordable, spendable 24K GoldNotes today! http://buygoldnotes.com Trump signs 78 executive orders on Day 1, reversing key Biden-era policies—but did he miss a crucial one? Executive Order 14067, which laid the groundwork for CBDCs, was noticeably absent. Is this a strategic move or a concerning oversight? ✅ Take Control of Your Retirement! Shield your savings from market risks with a Self-Directed IRA. ⁠https://www.colonialmetalsgroup.com/rtd⁠ or call 888-521-2448 to speak with the professionals today. ✅ Claim Your FREE Silver Today! Discover the Quick Silver program and start earning now: https://bit.ly/FREEQUICKSILVER ✅ Build Wealth with Silver! Start a QuickSilver Accelerated business. Automate monthly shipments, help others, and grow your income: http://mysilverteam.com ✅ Silver at Unbeatable Prices - Get the most affordable Silver Round online: https://bit.ly/Freedom_Round ✅ 5 Steps to Financial Freedom - Escape the matrix and take charge of your finances: https://www.rethinkingthedollar.com/ Keep Up with the Latest: Subscribe for the latest news and trends to never miss out! Stay Informed, Stay Ahead! Subscribe for breaking news and trends you can't miss.

Will Trump's actions reshape America's future? Redeem dying dollars for affordable, spendable 24K GoldNotes today! http://buygoldnotes.com Donald Trump kicks off his second term with over 200 executive orders on Day 1! What does this mean for the economy, politics, and the global financial system? From controversial pardons to the launch of Melania Coin and Trump Coin, we're breaking down everything you need to know. Are these moves part of a new financial revolution—or just distractions from a larger agenda? Tune in as we discuss Trump's executive orders, crypto hype, and the real impact on America's future. Key Takeaways: 1. What's inside Trump's 200 executive orders? 2. The truth behind Melania Coin and Trump Coin. 3. Why the pardons of Fauci, Milley, and others matter. Will this financial shift benefit the people—or the elites? Don't miss this deep dive into the week's most shocking political and financial developments!

The Cleveland Fed's expectations for increased inflation; Oil prices rise on increased Russia sacntions (thanks, Joe Biden); economic impact of California wildfires & the Broken Window Theory: There will be a short-term uptick from rebuilding activity. Markets point lower on hawkish Fed tone; current correction process is normal. There is not data to support investor sentiment on inflation sparked by tariffs; how we really create inflation. Employment increases inflation. Companies are front-running tariffs. Rising interest rates lead to valuation reversals. Every year, Dalbar Research publishes an extensive study that repeatedly shows three primary reasons for investor failure. The key issues are a lack of capital to invest and psychology. Lance Roberts examines nine irrational investment behavioral biases specifically, and suggests investing resolutions for the new year, including the Top Investment Strategies 2025, Financial Planning Resolutions, Smart Money Habits for 2025, Wealth Growth Tips, and Retirement Savings Goals. SEG-1: Economic Impact of Cali Fires SEG-2: No Data to Support Current Sentiment SEG-3: Investor Resolutions for 2025, Pt-1 SEG-4: Investor Resolutions for 2025, Pt-2 Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=bVOZkx7iz8k&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Articles mentioned in this report: "Consolidation Continues" https://realinvestmentadvice.com/resources/newsletter/ "Investor Resolutions For 2025" https://realinvestmentadvice.com/resources/blog/investor-resolutions-for-2025/ ------- The latest installment of our new feature, Before the Bell, "How Low Can Markets Go?" is here: https://www.youtube.com/watch?v=CoFcgImM--k&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "What the Social Security Fairness Acts Means for Your Retirement" https://www.youtube.com/watch?v=JrToO7K7Fsg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2236s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestorResolutions2025 #SmartInvesting #FinancialFreedom #WealthBuilding #MoneyGoals2025 #InflationFear #HawkishFed #MarketCorrection #JanuaryBarometer #DMACrossOver #DownwardPricePressure #MarketRisk #OverBought #OverSold #100DMA #200DMA #MarketSupport #MarketCorrection #MarketRally #Expectations #MarketIndicators#JanuaryBarometer #DMACrossOver #DownwardPricePressure #Finance2025 #BondYields #FinancialMarkets #InterestRates #EconomicTrends #EconomicOutlook #MarketReversal #InvestmentInsights #StockMarket2025 #EconomicForecast #FinancialStrategies #WealthManagement #MarketTrends #Complacency #MarketRisk #OverBought #OverSold #20DMA #50DMA #MakretRally #Expectations #MarketIndicators #CurbExpectations #StockMarket2025 #Expectations #MarketIndicators #CurbExpectations #InvestingAdvice #Money #Investing

The Cleveland Fed's expectations for increased inflation; Oil prices rise on increased Russia sacntions (thanks, Joe Biden); economic impact of California wildfires & the Broken Window Theory: There will be a short-term uptick from rebuilding activity. Markets point lower on hawkish Fed tone; current correction process is normal. There is not data to support investor sentiment on inflation sparked by tariffs; how we really create inflation. Employment increases inflation. Companies are front-running tariffs. Rising interest rates lead to valuation reversals. Every year, Dalbar Research publishes an extensive study that repeatedly shows three primary reasons for investor failure. The key issues are a lack of capital to invest and psychology. Lance Roberts examines nine irrational investment behavioral biases specifically, and suggests investing resolutions for the new year, including the Top Investment Strategies 2025, Financial Planning Resolutions, Smart Money Habits for 2025, Wealth Growth Tips, and Retirement Savings Goals. SEG-1: Economic Impact of Cali Fires SEG-2: No Data to Support Current Sentiment SEG-3: Investor Resolutions for 2025, Pt-1 SEG-4: Investor Resolutions for 2025, Pt-2 Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=bVOZkx7iz8k&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Articles mentioned in this report: "Consolidation Continues" https://realinvestmentadvice.com/resources/newsletter/ "Investor Resolutions For 2025" https://realinvestmentadvice.com/resources/blog/investor-resolutions-for-2025/ ------- The latest installment of our new feature, Before the Bell, "How Low Can Markets Go?" is here:  https://www.youtube.com/watch?v=CoFcgImM--k&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "What the Social Security Fairness Acts Means for Your Retirement" https://www.youtube.com/watch?v=JrToO7K7Fsg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2236s ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestorResolutions2025 #SmartInvesting #FinancialFreedom #WealthBuilding #MoneyGoals2025 #InflationFear #HawkishFed #MarketCorrection #JanuaryBarometer #DMACrossOver #DownwardPricePressure #MarketRisk #OverBought #OverSold #100DMA #200DMA #MarketSupport #MarketCorrection #MarketRally #Expectations #MarketIndicators#JanuaryBarometer #DMACrossOver #DownwardPricePressure #Finance2025 #BondYields #FinancialMarkets #InterestRates #EconomicTrends #EconomicOutlook #MarketReversal #InvestmentInsights #StockMarket2025 #EconomicForecast #FinancialStrategies #WealthManagement #MarketTrends #Complacency #MarketRisk #OverBought #OverSold #20DMA #50DMA #MakretRally #Expectations #MarketIndicators #CurbExpectations #StockMarket2025 #Expectations #MarketIndicators #CurbExpectations #InvestingAdvice #Money #Investing

How will inflation reshape our financial future? Turn dying dollars into 24K GoldNotes! Secure your wealth today: http://buygoldnotes.com With inflation a major concern, the Fed is cautious. At their December meeting, policymakers discussed Trump-era trade and immigration policies and slowed interest rate reduction due to economic uncertainties. As inflation remains above 2%, consumers and companies are under pressure. What will Fed decisions mean for 2025 and beyond? Watch the latest FOMC minutes for important risks, strategies, and projections. Take Control of Your Retirement! Shield your savings from market risks with a Self-Directed IRA. ⁠https://www.colonialmetalsgroup.com/rtd⁠ or call 888-521-2448 to speak with the professionals today. ✅ Your Daily News Fix! Stay ahead with the latest stories! Bookmark http://rtd.news and never miss a beat. ✅ Claim Your FREE Silver Today! Discover the Quick Silver program and start earning now: https://bit.ly/FREEQUICKSILVER ✅ Build Wealth with Silver! Start a QuickSilver Accelerated business. Automate monthly shipments, help others, and grow your income: http://mysilverteam.com ✅ Silver at Unbeatable Prices - Get the most affordable Silver Round online: https://bit.ly/Freedom_Round ✅ 5 Steps to Financial Freedom - Escape the matrix and take charge of your finances: https://www.rethinkingthedollar.com/ Keep Up with the Latest: Subscribe for the latest news and trends to never miss out! Stay Informed, Stay Ahead! Subscribe for breaking news and trends you can't miss.

Send us a textGet your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!

Send us a text In the latest episode of The Retirement Evolved Podcast, Adam and Lauren welcomed Chris Austin, a fiduciary, guardian, and advocate dedicated to managing estates for individuals without family or trusted connections. They discussed his unique role in protecting and honoring clients' legacies while ensuring their financial and personal needs are met. Tune in for an inspiring conversation about serving others and planning for the unexpected. Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!

Is it time to work on what you'll be retiring to? Join our upcoming Designing Your New Life Group Program Choose from two groups: Thursday (6pm ET) or Friday (12 pm ET) starting in January.

Send us a text In the latest episode of The Retirement Evolved Podcast, we sit down with Kevin Kyle, an estate planning attorney and partner from Green, Schoenfeld & Kyle LLP, to dive into the essentials of estate planning. Kevin shares insights on how to protect your legacy, minimize tax burdens, and ensure your assets are distributed according to your wishes. This episode is packed with expert advice to help listeners navigate the complex but crucial aspects of planning for the future. Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!

Send us a textGet your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!

Did you know scammers are targeting your retirement savings and leaving you with massive tax bills?

Send us a textGet your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!

“Retirement is a blank sheet of paper.   It is a chance to redesign your life into something new and different.” One of the transitions that eventually most of us will experience is the transition of retirement.   We know this season is coming into our lives and we know it is inevitable, so how do we prepare?Can retirement be more than financial security? My guest today, Milan Schwarzkopf is a Purposeful Retirement Expert.MSc. Milan Schwarzkopf, Ph.D., MBA, spent his working years as a Senior Project Manager on complex global projects. Milan has learned the secret to having an exciting and meaningful retirement is more than just financial security, but IT'S ALSO ABOUT relationships, health, and a new life purpose. He redesigned his own life to reflect the ideal life of his retirement desires, his own Third Act. Milan shares:I believe everyone deserves a healthy, wealthy, happy, and fulfilledretirement.I teach people to retire with no fear of how they will transit into their third act of life.If you are thinking about retirement, planning for retirement, or are already in retirement, then you may need my help.Milan wrote his own book, Living Your Best Third Act, How to Live Healthy, Wealthy and Happy in Your Retirement, Giving practical tips and a simple step-by-step plan to help you as you step into the transition of retirement. His book can be found on Amazon on the link below. Connect with MilanWeb: https://www.thirdactresources.comLinkedIn: https://www.linkedin.com/in/milanschwarzkopf/My book: https://www.amazon.com/dp/B0CXPYH85GConnect with me: linkedin.com/in/milanschwarzkopfFB group: https://www.facebook.com/groups/650316156383339/Video on YouTube: https://youtu.be/KBQA9rPXb6AEmail: milanschwarzkopf@gmail.com CONNECT WITH DEBIDo you feel stuck?  Do you sense its time for a change but unsure where to start or how to move forward?  Schedule a clarity call!Free Clarity Call: https://calendly.com/debironca/free-clarity-callWebsite – https://www.debironca.comEmail – info@debironca.comCheck out my online course!                                                                                                                                                                                                                                     Your Story's Changing, finding Purpose in Life's Transitionshttps://course.sequoiatransitioncoaching.com/8-week-programThe Family Letter by Debi Ronca – International Best Sellerhttps://www.amazon.com/dp/B07SSJFXBD

Your RETIREMENT should be full of joy, fun, excitement and many wonderful memories.   In today's video I talk about a concept called Memory Dividends.  Simply, it means creating a life today full of that joy, fun and excitement to ensure you have those wonderful memories as we age and move into retirement.  It's a fabulous concept and in this video I share a few tips on how to make these memories and ensure your RETIREMENT will be remarkable. Please join our Facebook group at www.facebook.com/groups/lifestartsatretirement

Send us a Text Message.Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "The Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!

Send us a Text Message.Thank you to all our listeners for subscribing and being the driving force behind The Retirement Evolved Podcast. With your support, we've reached an incredible milestone of 50 episodes and thousands of downloads. We couldn't have done it without your engagement and enthusiasm—here's to many more episodes together!Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "The Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!

Clarkonomics! Clark discusses how the US economy stacks up against the rest of the world, including concerns about our deficit. Also, Clark and Christa have a long running disagreement about a payment practice. Christa was right. Clark has changed his mind. Clarkonomics: Segment 1 Ask Clark: Segment 2 Automatic Payments: Segment 3 Ask Clark: Segment 4 Mentioned on the show: The US dollar is strengthening. Here's what's driving the rally and what it means for Americans America's debt problem is storing up trouble for the rest of the world Inflation Is Stubborn. Is the Federal Budget Deficit Making It Worse? Stubborn Inflation Could Prod Fed to Keep Rates High for Longer With Inflation This High, Nobody Knows What a Dollar Is Worth Where Should I Set Up My Health Savings Account (HSA)? Florida Department of Agriculture and Consumer Services (FDACS) Money Talk with Liz Weston: Can my credit score really be marred over $20?  Automatic Bill Pay: How It Works and How To Do It Safely Credit Score Guide   /   Should You Get a Store Credit Card? Is a Self-Directed Real Estate IRA Right for Your Retirement? Real Estate Investing: What To Know BEFORE You Start What Should You Do if Your Insurance Claim Is Denied? Thank you for listening today, Clarkies! If you want to be part of our “Clarkie” segment, call 404-981-2071 to leave a comment or story. We may play it during a future episode! Clark.com resources Episode transcripts Community.Clark.com Clark.com daily money newsletter Consumer Action Center Free Helpline: 636-492-5275 Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

In episode 49 Adam and Lauren talk about IRMAA or Income-Related Monthly Adjustment Amount and the unique challenges facing baby boomers entering retirement.Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "The Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!

Here's one of our best podcasts from the archive that you may have missed.Thanks for listening to Money Talks News…the podcast!   Let's start with a question: Do you have enough in your retirement account? According to a recent report from Vanguard, the average American has around $140,000 saved for retirement. For those 65 and older, that average balance is about twice that, or $280,000. Sounds like a lot, right? But for many people, even with Social Security, it's not going to be enough. If that's you, let's fix it. In this podcast, we help you create a plan to beef up those retirement savings. As usual, host Stacy Johnson is joined by financial journalist Miranda Marquit. Listening in and sometimes contributing is producer Aaron Freeman. This week's guest is a friend of the show, Joe Saul-Sehy from Stacking Benjamins. Disclaimer:Remember, even though we sometimes talk about money and specific investments, never take them as recommendations. Before investing in anything or making any other money moves, do your own research and make your own decisions. You can watch this episode below, or if you'd prefer to listen, you can do that with the player at the top of this article or download the episode wherever you get your podcasts: Listen on Apple PodcastsListen on Google PodcastsListen on Spotify Don't forget to check out our podcast page for more episodes designed to help you make the most of your money and our YouTube page for more videos. Are you ready for retirement? The Employee Benefit Research Institute points out that 7 in 10 workers are confident they can retire comfortably. In this show, we talk about the potential disconnect between what you might think is enough and what's actually enough. Here are some articles that can help. How Much People Have Saved for Retirement at Every Age6 Big Obstacles to Having a Comfortable RetirementMost People Say They've Reduced or Stopped Saving for Retirement Because of Inflation4 Generations Share the Age They Started Saving for RetirementHere's the New Magic Number for Living Comfortably in Retirement6 Reasons Americans Are Fast-Tracking Their Retirement9 Signs Your Retirement Is on TrackEven Millionaires Share These 4 Retirement Worries7 Reasons Americans Seniors Stay Frugal in Retirement10 Reasons Today's Older Workers Are Delaying Retirement How to create a retirement plan that works for you Stacy mentions his book "[amazon url="https://www.amazon.com/Life-Debt-2010-Financial-Freedom/dp/1439168601" text="Life or Debt"][/amazon]," as a good starting point to help you figure out what you want out of life—and how to prioritize it. Joe and Miranda also have some good ideas for creating a retirement plan you'll stick with. We also mention our podcast on paying off your mortgage aggressively so you have more money available in retirement. Let's take a look at some great Money Talks News resources about planning for retirement. 15 Tips for Those Within 10 Years of RetirementPre-Retirement Checklist: What to Do Within 5 Years of RetiringFinancial Advisers Say These Are the Top 10 Retirement Planning MistakesOver 50? Here's How to Catch Up on Retirement SavingsHealth Savings Accounts and Why They Are Great for Retirement (Miranda never gets tired talking about HSAs.)Is a Bond Ladder Strategy Right for Your Retirement?4 Things You Can Control in Retirement13 Types of Retirement Income That Are Not Taxable3 Things You Should Do – and Not Do – to Prepare for Your Retirement6 Ways to Guarantee Yourself a Steady Retirement IncomeSequence of Returns Risk and How to Protect Your Retirement From It Meet this week's guest, Joe Saul-Sehy Joe is a former financial adviser (16 years) and represented American Express and Ameriprise Financial in the media. He was the "Money Man" at Detroit television station WXYZ-TV, appearing on air twice weekly. He's appeared in Bride, Best Life, and Child magazines, and in the Los Angeles Times, Chicago Sun-Times, Detroit News and Baltimore Sun newspapers. He's also appeared online in more than 200 different places, including CNBC.com and WSJ.com. WebsiteStacking Benjamins PodcastTwitterInstagramLinkedIn 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.

What can a banker do for you? Find out in Episode 48!Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "The Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!

In episode 47 Adam & Lauren dive into local events in Southwest Florida as well as what to do in pre and post-retirement. Don't forget-- your questions drive the agenda for this podcast! Email us at Info@evoretire.com to submit your questions.Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "The Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!

Dive into Episode 46 where Adam, Tom and Martha discuss winning by not losing, tax trouble, The 3 E's and projectile wieners- the WURST!Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "The Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!

In today's financial landscape, the market has been hitting new highs and interest rates remain at elevated levels. You might have even heard some of the buzz surrounding the Federal Reserve and interest rate adjustments. We're here to bring some clarity to the question on many investors' minds: What does all of this mean for my investments and retirement plans? Is all of this exciting or cause for concern?   Here's some of what we discuss in this episode: 0:00 – Intro 3:20 – Understanding S&P 500 + Recent Market Highs 7:36 – Impact of Economic Indicators on Market Performance 9:56 – Analyzing Historical Returns + Being Cautious of Market Noise 15:12 – Market Performance Impact on Your Retirement 19:40 – Understanding the Federal Funds Rate 25:18 – Interest Rates Impact on Your Retirement 32:06 – Listener Question: Financial Indecision     Resources for this episode: JP Morgan Chart – Investing during all time highs https://www.jpmorgan.com/content/dam/jpm/securities/documents/cwm-documents/Is-it-worth-considering-investing-at-all-time-highs.pdf Additional Information https://awealthofcommonsense.com/2024/01/new-all-time-highs-after-a-bear-market/ https://ofdollarsanddata.com/should-you-invest-in-stocks-at-all-time-highs/   Interest Rates USA Today Article - https://www.usatoday.com/story/money/2024/01/31/january-federal-reserve-meeting-live-updates/72409059007/ Nasdaq.com article - https://www.nasdaq.com/articles/wall-street-banks-readjusts-2024-interest-rate-predictions-after-feds-dovish-turn Bankrate – Biggest Winners & Losers - https://www.bankrate.com/banking/federal-reserve/fed-interest-rate-decision-biggest-winners/ https://www.investopedia.com/terms/f/federalfundsrate.asp   Want to get in touch? Web: https://sierensfinancialgroup.com/ Email: office@sierensfinancialgroup.com Phone: 847-235-6989 Read more and get additional financial resources here: http://lifemoneyshow.com  Check out our YouTube channel: https://www.youtube.com/channel/UCPhQ-u12d60Z0HNCwwVubdQ 

Meet Tom Johnson, CFA, a seasoned financial advisor at Evolution Retirement Services. With over a decade of experience in the financial industry, Tom brings a wealth of expertise in retirement planning and investment management.  Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "The Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!

In Episode 44, we dive into Liquid Strategies with Kurt, our Vice President and Co-Founder of Evolution Retirement Services.Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "The Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!

Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "The Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!

On the podcast today, we welcome back real estate expert and author Ilyce Glink. Ilyce writes a nationally syndicated column on real estate matters, and she has written more than a dozen books on real estate and homebuying, including 100 Questions Every First-Time Home Buyer Should Ask, which is now in its fourth edition. She is also a regular contributor to WGN Radio. In addition, she is founder and CEO of Best Money Moves, an award-winning financial wellness company that helps employees of more than 1,000 companies to improve their financial wellness and reduce financial stress. Ilyce received her bachelor's degree in English literature from the University of Illinois at Urbana-Champaign.BackgroundBioWGN Radio100 Questions Every First-Time Home Buyer Should Ask, Fourth Edition, by Ilyce GlinkBest Money Moves“Ilyce Glink: The State of the U.S. Residential Real Estate Market,” The Long View podcast, Morningstar.com, June 28, 2022.State of the Housing Market“Home Prices, Rents Will Continue to Rise With Short Supply of Houses on Market, Analysis Finds,” by Ilyce Glink and Samuel J. Tamkin, Washingtonpost.com, July 28, 2021.“Homeowners Don't Want to Sell, so the Market for Brand-New Homes Is Booming,” by Nicole Friedman, wsj.com, July 19, 2023.“Love, Money + Real Estate #014,” by Ilyce Glink, glink.stubstack.com, May 3, 2022.“2023 Home Buyer Resolutions,” by Ilyce Glink, thinkglink.com, Dec. 26, 2022.“Want to Buy a Home? Good Luck. We're 4 Million Homes Short,” by Ilyce Glink, thinkglink.com, April 20, 2021.“Underbuilding Has Led to ‘Acute Shortage' of Housing and ‘Affordability Crisis' Study Says,” by Ilyce Glink and Samuel J. Tamkin, Washingtonpost.com, July 19, 2021.“Real Estate Trends for 2022,” by Ilyce Glink, thinkglink.com, Dec. 14, 2021.“Advice for a First-Time Homebuyer in 2023,” by Ilyce Glink and Samuel J. Tamkin, tribunecontentagency.com, Feb. 7, 2023.Rental Properties“Real Estate Matters: Homeowner Weighs Renting vs. Buying for Next Stage in Life,” by Ilyce Glink and Samuel J. Tamkin, heraldtribune.com, Aug. 8, 2021.“Is It Better to Rent or Own Your Home in Retirement?” by Ilyce Glink, thinkglink.com, Dec. 11, 2020.“Should Rental Income Be Part of Your Retirement?” by Chris Taylor, aarp.org, Aug. 1, 2022.The Home as an Investment“Capital Gains Tax on Inherited Property?” by Ilyce Glink, thinkglink.com, June 28, 2023.IRS Publication 523: Selling Your Home“Ramit Sethi: Investing Shouldn't Be Your Identity,” The Long View podcast, Morningstar.com, June 6, 2023.“JL Collins: The Case for Simplicity,” The Long View podcast, Morningstar.com, April 5, 2022.(Please stay tuned for important disclosure information at the conclusion of this episode.)