))
Retirement and income planning in a fast paced format. Kevin has focused on helping investors age 50+ preserve and grow their assets, increase their income, and reduce overall income and estate taxes. Many conservative investors have used his advice to invest their savings prudently and transfer more wealth to their heirs efficiently. Visit silverleaffinancial.com for more information.
…
continue reading
Len Hayduchok is a Certified Financial Planner™ with over 25 years of experience in the financial services profession. He is the founder and President of Dedicated Financial Services and Dedicated Senior Advisors, providing comprehensive wealth management programs to individuals in their retirement and retirement-planning years. Len is committed to advising clients based on their best interests and has extensive training in securities and life insurance. He is a graduate of the Wharton Schoo ...
…
continue reading
Live freely! Prashant Sabapathi and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their inc ...
…
continue reading
Fred Saide discusses proper planning to and through retirement. His goal is to provide information on financial matters related to planning a successful retirement. Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement.
…
continue reading
The SMSF Adviser Show features insights from the leading experts in the SMSF industry and explores the biggest themes shaping the SMSF landscape today. Join us as we dive into the latest headlines and developments in the industry.
…
continue reading
Financial and retirement planning guidance with Mark Howard of the Howard Financial Group in Savannah. Mark has almost three decades of experience in the financial industry, has been published in the Wall Street Journal, Barron's, South Magazine and several other publications. He has also been featured on the Savannah Morning News. In addition to clients in Savannah, Mark also serves Hilton Head, Bluffton, Statesboro, and the rest of the Low Country. To get your own Financial Game Plan, cont ...
…
continue reading
401(k) Specialist’s new biweekly podcast series “The 401(k) Specialist Pod(k)ast” provides retirement and 401(k) advisors with tips and strategies to optimize their business and outperform for their clients. High-profile pundits and personalities engage in smart discussions of relevant topics to educate, inform and entertain listeners.
…
continue reading
Joe Murphy and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes ...
…
continue reading
Exploring timely insurance and retirement planning topics for today's forward-thinking financial professionals. Crump Insights is a presentation of Crump Life Insurance Services, a leading third-party distributor and service provider of insurance and retirement products. Join us for the latest market updates, sales strategies and information that impact the industry, your practice, and your clients.
…
continue reading
Garry Thurman brings everything you need to know about retirement and income planning in a fast paced format. Each week, Garry and his guests reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes. For more informatio ...
…
continue reading
The NZ Everyday Investor! A podcast designed for the the everyday person, who's keen to build new wealth in the new world using existing, and new tools to get the job done. We select guests for our show who have a genuine story to tell - not just industry experts but people who have made great financial moves, some on purpose and some totally by accident! We hope you enjoy the show.
…
continue reading
This podcast taps the expertise of Keith Dee, President and CEO of Osage Advisors, with more than 30 years of experience advising business owners and families of midsize companies and helping them maximize value through M&A and capital transactions.
…
continue reading
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
…
continue reading
Your REAL personal finance questions answered by CERTIFIED FINANCIAL PLANNER™ professionals, Scott Frank and Meg Bartelt. With all of the misinformation and jargon in the financial industry, it's no wonder most people are confused about how to best manage their money. Scott and Meg are here to give clear answers to the important questions they hear most often. If you're ready to use your finances to create a more secure financial future, this show is for you.
…
continue reading
MoneyBriefings.com explores ideas on the financial markets, the economy, and other issues that matter to investors.
…
continue reading
The Purposeful Investor is a fortnightly podcast, featuring digestible but thought-provoking and intelligent conversations about markets, leadership, psychology, and the lessons learnt along the way. Your hosts, Aden and David are from Capital Partners Private Wealth Advisers. They support successful Australian families to create a prosperous future for themselves and those they care for. Disclaimer: The information on this podcast is of a general nature only and may not be relevant to your ...
…
continue reading
The Get Rich Slow Club podcast will empower you to go from beginner to confident investor. Follow along with Tash Etschmann from @TashInvests and Ana Kresina from Pearler as they take you step by step to build your wealth. This isn't a get rich quick scheme, instead it's all about being consistent, and focusing on long-term growth. So let's all Get Rich Slow together. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
The Advised podcast is hosted by Financial Planner and entrepreneur Rick Luchini. On this podcast you’ll find interviews and insights on a wide range of financial topics. Rick’s mission is to lift the veil on personal finance and help you make better decisions.
…
continue reading
Introducing clarityON, the podcast that illuminates the world of finance. Join us as we delve into the complexities of the market, unravel the mysteries of pensions, and explore all things related to wealth management. In each episode, our team including chartered financial planners, investment managers and paraplanners will share their expertise and real-world experiences, ensuring you stay ahead of the game in the world of finance. But clarityON goes beyond numbers and charts; we're passio ...
…
continue reading
"Do Business. Do Life." is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their business AND life. Having been a coach for the top 1% of independent financial advisors for 15+ years, Brad Johnson has seen far too many leaders in financial services sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and Brad's on a m ...
…
continue reading
IFA Magazine‘s ground-breaking weekly editorial perspective on the news that is shaping the global investment and economic landscape. Featuring exclusive conversations with the financial service’s most influential voices.
…
continue reading
Financial Strategies Group, Inc. is an all-around financial advising firm specializing in effective comprehensive financial plans. We offer financial services, including wealth and asset management, retirement planning, and life insurance.
…
continue reading
Risk Parity Radio is a podcast about investing located at www.riskparityradio.com. RPR explores risk-parity style portfolios comprised of uncorrelated or negatively correlated asset classes -- stocks, selected bonds, gold, managed futures, and other easily accessible fund options for the DIY investor. The goal is to construct portfolios that are robust and can be drawn down on in perpetuity, and to maximize projected Safe Withdrawal Rates regardless of projected overall returns.
…
continue reading
Gerald, Chad, and Grant Simon bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce ...
…
continue reading
A podcast that is centered around the life story of the podcast guest.
…
continue reading
Welcome to the Podcast 'Don't Retire, Refire'! If you reject the notion of traditional retirement and want to continue to do something meaningful with your next chapter in life, this podcast if for you! You'll find ideas, tips and inspiration from experts, role models and authorities with host Alf Priestley. Having spent over twenty five years advising CEOs, business owners and professionals on optimising their lives, Alf Priestley serves his clients and their families as an experienced advi ...
…
continue reading
Listen Weekly to Nationally Recognized Financial Expert and Founder of Crown Haven Wealth Advisors, Casey Marx, talk about the latest must-know financial happenings from around the globe, tips and tricks for sustained financial freedom, and the business and life lessons Casey has learned along his path building one of America's Elite Independent and Fiduciary Financial Planning Practices.
…
continue reading
An Australian podcast that provides useful information on retirement planning, superannuation, and the financial world in an easy-to-understand manner. Contact the financial planning experts Michael Hogue and Ali Hogue of Money Over 50 Financial Advisers via email at podcast@mo50.com.au
…
continue reading
Kimberlee Davis is your host of The Fiscal Feminist, a show about women and our relationship with money and finances. Kimberlee Davis is Managing Director and Partner at The Bahnsen Group, a private wealth management firm. She specializes in personal wealth advising and oversees financial and retirement planning solutions for high net worth individuals and multi-generational families. Her proficiency also includes helping individuals transition to financial independence after life altering e ...
…
continue reading
The rules are changing for growth-focused investors – but what comes next? Join independent registered investment adviser Tyrone Ross as he explores, educates and explains the emerging world of bitcoin and cryptocurrency for the modern financial professional. This show is for advisers, by advisers on all things crypto and we appreciate you.
…
continue reading
The Fiduciary Talk podcast series centers around pertinent industry topics and provides important overviews of what’s happening in regulation, in the marketplace, and technology to affect the standard of care for investment advice. The podcasts are a great way to get up-to-date on current trends and receive helpful insights from subject matter experts at Fi360 and from across the financial industry.
…
continue reading
Behind every yearbook is a great story, and Jim Jordan is exploring those stories. Join Jim as he interviews the people behind the yearbook in Yearbook Chat with Jim, part of the Walsworth Yearbooks Podcast Network (WYPN). From new advisers who just made it through their first year, to long-time yearbook lovers looking at retirement, Yearbook Chat with Jim shows the human side of creating a yearbook.
…
continue reading
Everyone wants to be financially free, but what stands in the way maybe a lack of financial education, how we feel and think about money, or living a lifestyle we can’t afford. Knowing that money can be emotional and uncomfortable to talk about and hard to ask for advice on, we created a space where there's no judgment, no pretending, no BS, no appointment needed, and we'll ask all the questions. Here on The Money Party, we don’t just talk about budgets and financial planning; we also dive d ...
…
continue reading
Suddenly Single: A Money Podcast for Women is a groundbreaking podcast hosted by the father-son financial advising team, Dan and Wes Cuprill. Suddenly Single offers empowering financial insights specifically tailored for women, especially those experiencing significant life transitions such as divorce or widowhood. Dan and Wes combine their extensive financial expertise with real-world experiences to address the unique financial challenges and opportunities women face. The podcast covers a w ...
…
continue reading
1
Better conversations. Better outcomes. | Presented by BMO Global Asset Management
Ben D. Jones and Emily Larsen with BMO Global Asset Management
In today’s environment, financial advisors are faced with many challenging conversations that meet at the intersection of money and emotions. Enter Better conversations. Better outcomes., presented by BMO Global Asset Management. This podcast seeks to enhance advisor conversations by exploring topics relevant to today’s trusted advisors. Ben D. Jones and Emily Larsen interview experts covering wealth advising from every angle and provide ideas for client engagement, portfolios and practice m ...
…
continue reading
1
Smart Wealth: Navigating Your Financial Future
Smarth Wealth- Navigating Your Financial Future with Brett Cranson & Omari Whyte
Welcome to "Smart Wealth: Navigating Your Financial Future", where we bridge the gap between financial jargon and real-world solutions. Every two weeks, we bring you practical advice, expert insights, and actionable steps to improve your financial literacy and accelerate your wealth-building journey. Whether you're a novice in investing, aiming to master your budget, or an experienced wealth manager looking to refine your strategies, we've got you covered. We delve into a variety of topics i ...
…
continue reading
Christopher Bulman is the leading financial adviser at Bulman Wealth Group. Chris has 15 years of experience in the financial services arena and is licensed in both securities and life insurance. Chris has helped hundreds of clients make important decisions affecting their financial futures and those of loved ones. Focusing in retirement planning, he assists clients with life insurance, long-term care insurance and income planning strategies.
…
continue reading
Get advice on getting ahead from The Wall Street Journal. Fuel your ambitions and learn how to make yourself healthy, wealthy and wise.
…
continue reading
Insights and analysis on the bank wealth management channel from Bank Investment Consultant.
…
continue reading
Podcast of DollarsAndSense.sg, Singapore's leading personal finance website.
…
continue reading
History hasn't just happened, usually there is someone who makes it happen and sometimes. of course - it was us.
…
continue reading
A Dab Of Investment is a show all about making your money work as hard for you as possible. Join David and Alex Pritchard as they share over 30 years of experience as independent financial advisers, and provide you with the information you need to plan for a happy, financially secure future.
…
continue reading
A companion podcast to L.A. Times columnist Patt Morrison's weekly interview series "Patt Morrison Asks." Patt Morrison is a longtime Los Angeles Times writer and columnist who has a share of two Pulitzer Prizes. Her broadcasting work has won six Emmys and 11 Golden Mikes. Her book about the Los Angeles River was a bestseller, and she was the first woman in nearly 25 years to be honored with the L.A. Press Club’s lifetime achievement award. Pink’s, the legendary Hollywood hot dog stand, name ...
…
continue reading
1
Retirement income covenant – how it can help SMSF trustees navigate retirement
36:07
36:07
Spela senare
Spela senare
Listor
Gilla
Gillad
36:07
In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Julie Steed, senior technical services manager at MLC Tech Connect, to discuss how advisers can refer to the retirement income covenant to help their SMSF clients. As the RIC approaches its second year and new guidance is added, it is becoming clear how well-pre…
…
continue reading
1
Four Seasons of Retirement, Don't be left out in the Cold
48:53
48:53
Spela senare
Spela senare
Listor
Gilla
Gillad
48:53
Coming up on Plan Today, Own Tomorrow, we're going to celebrate the changing of the seasons and make sure you don't get left out in the cold. Don't miss our special seasonal tips that you need to know to maximize financial success from the sunny start of the spring to the freezing chill of winter. If you have any questions about your retirement pla…
…
continue reading
In episode 166 of Money Matters USA, Fred Saide discusses the various traps retirees face due to hasty decisions made during retirement planning. He emphasizes the importance of understanding the changing landscape of retirement, the critical role of Social Security, and the need for effective income strategies, including annuities. The conversatio…
…
continue reading
1
The Financial Impact of Natural Disasters: What You Need to Know
46:48
46:48
Spela senare
Spela senare
Listor
Gilla
Gillad
46:48
Severe weather events are increasingly frequent and costly, and they can lead to declines in credit scores, increased debt collection, and mortgage delinquencies. Today's Stocks & Topics: RIO - Rio Tinto PLC ADR, XOM - Exxon Mobil Corp., Energy Diversification, TFII - TFI International Inc., Market Wrap, HIMS - Hims & Hers Health Inc., The Financia…
…
continue reading
1
Special guest Jon Shurr provides insights into Medicare options, open enrollment, and the differences between Medicare Advantage plans and supplements.
53:06
53:06
Spela senare
Spela senare
Listor
Gilla
Gillad
53:06
In this episode of Wealth Health Radio, Joe Murphy and Steve Sedahl delve into the complexities of IRAs and Medicare. They discuss the differences between traditional and Roth IRAs, the importance of planning for retirement, and the nuances of Medicare, including parts A, B, and D. Special guest Jon Shurr provides insights into Medicare options, op…
…
continue reading
1
Kevin Brucher discusses the evolving landscape of retirement planning.
35:09
35:09
Spela senare
Spela senare
Listor
Gilla
Gillad
35:09
Kevin Brucher discusses the evolving landscape of retirement planning, focusing on the implications of the 4% rule, the challenges posed by national debt, and the importance of understanding Social Security and Medicare options. He emphasizes the need for responsible tax policies and the impact of wealth disparity on retirement security. The conver…
…
continue reading
1
Strong Jobs Data: What It Means for Interest Rates and the Markets
46:54
46:54
Spela senare
Spela senare
Listor
Gilla
Gillad
46:54
Robust employment figures for September surpassed expectations and may lead to a more cautious approach from the Fed regarding rate cuts. Today's Stocks & Topics: WCC - Wesco International Inc., Market Wrap, LMT - Lockheed Martin Corp., COIN - Coinbase Global Inc., Strong Jobs Data: What It Means for Interest Rates and the Markets, DMB - BNY Mellon…
…
continue reading
1
Making Moves During Open Enrollment? Learn More About Life Insurance, Disability Coverage, 401(k), and More
30:32
30:32
Spela senare
Spela senare
Listor
Gilla
Gillad
30:32
We’re back with another look at open enrollment decisions! This time, we’re talking life insurance, disability coverage, 401(k)s and more. Join us as we discuss which options make sense, and which you could probably ignore. Ready to learn more? Scott Frank on LinkedIn Stone Steps Financial Meg Bartelt on LinkedIn Flow Financial Planning Leave us a …
…
continue reading
1
Building Strong Teams for Successful Business Acquisitions with guest Jack McGlinn
23:29
23:29
Spela senare
Spela senare
Listor
Gilla
Gillad
23:29
Building a strong team is key to business growth, and finding the right talent infuses your organization with fresh energy and innovative ideas while unlocking access to new markets. Hear more about the importance of assembling a top team to expand your business reach and grow your top line in our latest episode of ‘The Ins and Outs of Selling a Bu…
…
continue reading
1
Strategies for RMDs: What to Do When You Don't Need the Money
46:31
46:31
Spela senare
Spela senare
Listor
Gilla
Gillad
46:31
Reinvesting RMD proceeds and utilizing tax-efficient investments like ETFs are just two strategies that can help retirees better manage mandatory withdrawals. (Understanding the options can show retirees how to align their financial decisions with their long-term goals and tax planning.) Today's Stocks & Topics: NTES - NetEase Inc. ADR, DIS - Walt …
…
continue reading
1
99. Travelling on a budget - our best travel hacks
18:54
18:54
Spela senare
Spela senare
Listor
Gilla
Gillad
18:54
Smashed avo on toast incurs a lot of blame for the wealth divide, but there’s another pursuit that attracts even more criticism: travel. “No wonder young people can’t afford a home,” a lot of headlines decry. “They’re spending all of their money on trips overseas!” It likely won’t surprise you to hear this, but we’ll say it anyway: getting rich slo…
…
continue reading
In this episode of Smart Wealth, hosts Brett Cranson and Omari Weitz discuss the challenges of managing debt, particularly in the context of rising interest rates and financial stress. They explore strategies for overcoming debt, including the importance of budgeting, understanding different types of debt, and the methods of repayment. The conversa…
…
continue reading
1
Episode 369: Managing Treasury Bond Funds, How An AI-Bot Translates This Podcast, And Monte Carlo Based Variable Withdrawal Strategies
49:52
49:52
Spela senare
Spela senare
Listor
Gilla
Gillad
49:52
In this episode we answer emails from Frank, John, Aaron and Pete. We discuss bond allocations in treasuries of various durations, when retirement account space is limited and the tax bracket is high, the reasons for the strange presentation of this podcast and how to use a new AI-Bot to circumvent them (with an embedded example of an AI-Bot podcas…
…
continue reading
1
Podcast #95: Why your advice business needs to take marketing seriously – and how to be better at doing it
23:11
23:11
Spela senare
Spela senare
Listor
Gilla
Gillad
23:11
Getting to grips with marketing is the subject for this week’s IFA Talk. Sue and Brandon’s guest is Nicola McCoosh. Nicola is founder of Yada Yada Finance, a financial marketing business based in Northern Ireland. It was set up by Nicola – a seasoned marketing professional herself- to help financial services firms to bridge the gap between the need…
…
continue reading
1
085: Solo - Honoring John Ruhlin: The Greatest Relationship Builder of Our Time
52:33
52:33
Spela senare
Spela senare
Listor
Gilla
Gillad
52:33
Today’s episode is a tough one, but an important one. I wanted to take a moment to honor someone who profoundly impacted my life – my friend, John Ruhlin. Tragically, John passed away unexpectedly about 2 months ago at just 44 years old. When I first heard the news, I was in complete shock, and I’ve been doing my best to process it ever since. For …
…
continue reading
1
Diagnosed with Autism at 4, Sam Mitchell Hosts His Own Podcast & Much More
35:03
35:03
Spela senare
Spela senare
Listor
Gilla
Gillad
35:03
Sam Mitchell hosts his own podcast, Autism Rocks and Rolls. Sam was diagnosed with autism at age 4 but as he would say, the spectrum is vast and he's been able to accomplish much. Sam started Autism Rocks and Rolls Corporation in October of 2019 at age 20. It began with a simple interest in media when he was a junior in high school and has led to h…
…
continue reading
1
How to Save Big on Homeowners Insurance
46:37
46:37
Spela senare
Spela senare
Listor
Gilla
Gillad
46:37
Strategies such as bundling policies, increasing deductibles, and exploring discounts for safety features or claims-free history can lead to substantial savings. Today's Stocks & Topics: FRO - Frontline PLC, Market Wrap, Required Minimum Distributions (RMDs), How to Save Big on Homeowners Insurance, WFC - Wells Fargo & Co., How to Invest, The Dolla…
…
continue reading
1
Joe Murphy breaks down the Federal Reserve interest rate cut and what it means for retirees of the past, present and future
53:04
53:04
Spela senare
Spela senare
Listor
Gilla
Gillad
53:04
On a new episode of Wealth Health Radio with Joe Murphy, Joe explores the latest from the Federal Reserve and explores the impacts of the latest decision regarding interest rates, outlining how they might affect you on your retirement planning journey. Joe covers the different pieces of “advice” to challenge when planning for retirement and how to …
…
continue reading
1
Brian Feutz: Redefining Retirement: Embracing Identity, Community, and Personal Growth
39:28
39:28
Spela senare
Spela senare
Listor
Gilla
Gillad
39:28
Our vision for retirement is often too small when it should be a capstone time of enjoyment and fulfillment. Each episode explores how different interviewees flourish in this season, with reflection on strategic takeaways for our listeners. Brian Feutz, a renowned writer and speaker on retirement planning, shares his unique insights on navigating t…
…
continue reading
1
5 Critical Year-End Tax Deadlines for Retirees
46:18
46:18
Spela senare
Spela senare
Listor
Gilla
Gillad
46:18
Understanding deadlines for RMDs, Roth conversions, and charitable giving can help retirees optimize their tax planning. Today's Stocks & Topics: P.E. Ratio Calculation, NAC - Nuveen California Quality Municipal Income Fund, OXY - Occidental Petroleum Corp., VST - Vistra Corp., 5 Critical Year-End Tax Deadlines for Retirees, Railroad Stocks, CTAS -…
…
continue reading
1
98. “How do I make long-term investing less boring?”
18:00
18:00
Spela senare
Spela senare
Listor
Gilla
Gillad
18:00
Recently, a Get Rich Slow Club listener sent Tash and Ana an interesting question: “I’ve been investing into low-cost ETFs for almost a year now. Everything is going really well; I’ve automated all of the payments, so I don’t have to lift a finger. “The only problem is that it’s really boring. Everyone says it’s how investing should be, but I reall…
…
continue reading
1
Episode 368: Analysis Tools, Tactical Allocation Strategies, International Accounts And Portfolio Reviews As Of October 4, 2024
27:02
27:02
Spela senare
Spela senare
Listor
Gilla
Gillad
27:02
In this episode we answer emails from Andrew, Jeff, Ron and Javier. We discuss analysis tools for leveraged funds like UPRO and TNA, Tactical Allocation Strategies, how and where this podcast is distributed, and brokerage account options for foreign (to the US) nationals. And THEN we our go through our weekly portfolio reviews of the eight sample p…
…
continue reading
1
It's About "The Money" Ep 438 / Mikey Smith
1:02:21
1:02:21
Spela senare
Spela senare
Listor
Gilla
Gillad
1:02:21
Today, I’m talking with fellow financial adviser and CEO of Guardian Smith Mortgages, and co-host of the Keep The Change podcast - Mikey Smith. We’re talking about money, how property wealth is actually created, and how central banks of the world are on a mission further digitise the money we use. Read more ______________________ Online courses: Th…
…
continue reading
1
Cooking Up Your Perfect Retirement Plan
47:31
47:31
Spela senare
Spela senare
Listor
Gilla
Gillad
47:31
On this edition of Retire Smart Maryland Radio: While we all understand the importance of saving for retirement, the multitude of choices and financial advice can often leave us feeling overwhelmed. To simplify the process, we'll explore some crucial retirement guidelines that can help you navigate your retirement strategy. All that and more today …
…
continue reading
1
Real Emotions and How they Relate to Retirement Planning
48:49
48:49
Spela senare
Spela senare
Listor
Gilla
Gillad
48:49
On this edition of Plan Today Own Tomorrow, it's time to get in touch with your feelings. We all have six main emotions, and we're going to talk about making each one of them work for you so that your financial future feels ideal. If you have any questions about your retirement planning call Guardian Investment Advisors 800-517-1575 or click here t…
…
continue reading
1
HELOC Pros and Cons: Is It Right for You in 2024?
46:20
46:20
Spela senare
Spela senare
Listor
Gilla
Gillad
46:20
Understanding the benefits and potential drawbacks of HELOCs (Home Equity Lines of Credit) allows homeowners to make informed decisions about leveraging their equity. Today's Stocks & Topics: HACK - Amplify Cybersecurity ETF, Market Wrap, CB - Chubb Ltd., HELOC Pros and Cons: Is It Right for You in 2024?, IBTM - iShares iBonds Dec 2032 Term Treasur…
…
continue reading
Episode 165 features the three-year podcast anniversary. It actually should have been held on Episode 156 but better late than never. Fred discusses the current economic uncertainties and provides actionable steps for listeners to navigate these challenges. He emphasizes the importance of retirement planning strategies, particularly in optimizing R…
…
continue reading
1
How the 2024 Election Could Impact Nvidia, Snap, and Tesla Stocks
34:58
34:58
Spela senare
Spela senare
Listor
Gilla
Gillad
34:58
Understanding the potential impact of election results on these stocks can provide valuable insights into their future performance in a politically charged environment. (Each company is strategically positioned in areas likely to be influenced by political outcomes, such as technology regulation and renewable energy policies.) Today's Stocks & Topi…
…
continue reading
1
Episode 21 | How to start planning for retirement
20:49
20:49
Spela senare
Spela senare
Listor
Gilla
Gillad
20:49
In this episode Aden sits down with Rakesh Shah and Damon Sugden, Principals and Wealth Advisers at Capital Partners, to discuss the importance of looking beyond just simply the financial aspects of retirement planning. They share their personal journeys and insights on how to create a truly fulfilling and purposeful retirement, going beyond the co…
…
continue reading
When it comes to financial planning and saving for retirement, there’s a lot to know! For instance, what scares people the most about the idea of retiring? Not knowing if they have enough money to last them! Mark explains that this fear, known as longevity risk, can be mitigated through proper planning. By building a mathematical plan, you can ensu…
…
continue reading
1
Episode 367: A Mini-Rant About Covered Call Funds (Again), The Future Of Levered Portfolios And Principles Of Using Historical Data
31:52
31:52
Spela senare
Spela senare
Listor
Gilla
Gillad
31:52
In this episode we answer emails from Mark, Jon and Richard. We discuss the perils of income investing, covered call funds and SPYI, one potential future of DYI investing using levered and unlevered risk-parity style portfolios, and the use and misuse of historical data in various analyses with a reference to a blog post from Cliff Asness. Links: V…
…
continue reading
1
Apple's AI Strategy: Economic Implications of iPhone 16 Rollout
46:46
46:46
Spela senare
Spela senare
Listor
Gilla
Gillad
46:46
Apple's integration of artificial intelligence features in the iPhone 16 has analysts projecting that this move could add $10 billion in annual services revenue. Today's Stocks & Topics: CHRD - Chord Energy Corp., Market Wrap, ATKR - Atkore Inc., WMB - Williams Cos., Apple's AI Strategy: Economic Implications of iPhone 16 Rollout, MU - Micron Techn…
…
continue reading
1
97. Tash's career journey: from support worker to finfluencer
30:30
30:30
Spela senare
Spela senare
Listor
Gilla
Gillad
30:30
We love questions at the Get Rich Slow Club. And since launching, one question has appeared frequently from our community. People have used different wording, but it pretty much boils down to: “How did @Tashinvests become @Tashinvests?” Sure enough, her transformation from Natasha Etschmann the support worker into @Tashinvests the content creator d…
…
continue reading
1
Ep 34 How much money do you need to retire?
23:38
23:38
Spela senare
Spela senare
Listor
Gilla
Gillad
23:38
In this episode of Smart Wealth, Brett Cranson and Omari Whyte discuss the essential elements of retirement planning, focusing on how much money one needs to retire comfortably. They explore the changing landscape of retirement savings, the importance of understanding individual needs, and the impact of lifestyle choices on retirement income. The c…
…
continue reading
1
Podcast #94: Boosting the uptake of advice in the approach to retirement with TPT’s Philip Smith
18:41
18:41
Spela senare
Spela senare
Listor
Gilla
Gillad
18:41
In this episode of IFA Talk, we are joined by TPT's Philip Smith to discuss the main reasons why so few people approaching retirement will use an adviser, how advisers can boost the uptake of professional advice at this key point and also set out a wish list for what some the biggest priorities might be for the new Labour government when it comes t…
…
continue reading
1
084: Triad Member - The Story Behind 20% Growth in Less Than 7 Months with John McNeil and Virginia O’Brien
1:26:08
1:26:08
Spela senare
Spela senare
Listor
Gilla
Gillad
1:26:08
Today, I’m sitting down with Triad members John McNeil and Virginia O’Brien, the father-daughter team behind a 103-year-old family firm, to learn how they grew their net AUM by 20% in just 7 months by combining legacy with innovation. Mobile Bay Financial Solutions has had four generations of family leadership, and in this conversation, we dive int…
…
continue reading
1
Global Economy 2024: Stabilization Amidst Challenges
46:50
46:50
Spela senare
Spela senare
Listor
Gilla
Gillad
46:50
The latest outlook from the World Economic Forum sees a stabilizing global economy with significant vulnerabilities due to high public debt levels that threaten economic stability. Today's Stocks & Topics: TPC - Tutor Perini Corp., Market Wrap, Transfer Regular I-R-A to Roth I-R-A, NVO - Novo Nordisk A/S ADR, Global Economy 2024: Stabilization Amid…
…
continue reading
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: Finance Books, ADRs vs. Buying Foreign Stocks, Buying in Credit Card Companies, KPP Management of ETFs, Asset Allocation, Annuities, Investing in Other M…
…
continue reading
1
96. Which micro-investing platform is best for you?
15:10
15:10
Spela senare
Spela senare
Listor
Gilla
Gillad
15:10
Last episode, the Get Rich Slow Club explored micro-investing – the idea of creating an investment portfolio with as little as $5. In that chat, they covered what it’s all about, and how it stacks up against other investing strategies. This time around, Ana is chatting to Hayden Smith from Pearler and they are taking it even deeper. Join the Get Ri…
…
continue reading
1
Solving the Portability Puzzle with Allianz Life’s Ben Thomason
14:28
14:28
Spela senare
Spela senare
Listor
Gilla
Gillad
14:28
Considerable resources have been devoted to solving the challenge of portability in retirement savings over the past few years, and the stakes are high to get it right and cut down on costly an unnecessary retirement plan leakage. In this episode, we talk with Ben Thomason, Head of Defined Contribution Distribution at Allianz Life Insurance Company…
…
continue reading
1
Kevin Brucher discusses the complexities of retirement planning, emphasizing the importance of saving, understanding economic influences, and the role of financial advisors
34:34
34:34
Spela senare
Spela senare
Listor
Gilla
Gillad
34:34
Kevin Brucher discusses the complexities of retirement planning, emphasizing the importance of saving, understanding economic influences, and the role of financial advisors. They explore current market trends, the impact of tariffs and economic policies, and provide insights on smart investing strategies. The conversation encourages listeners to pr…
…
continue reading
1
A Property Boom, Interrupted? Ep 437 / Kieran Trass
1:18:22
1:18:22
Spela senare
Spela senare
Listor
Gilla
Gillad
1:18:22
Those with too much, or too little testosterone may wish to quibble about the exact lengths of a property cycle, but the relevant thing is that the property cycle is slower than other asset classes. This affords the everyday investor an opportunity to jump on board at more optimal times than others. Should you factor this into your decisions when b…
…
continue reading
1
Episode 366: Managed Futures, Tools For Varying Cash Flows, 529 Management And Portfolio Reviews As Of September 27, 2024
42:23
42:23
Spela senare
Spela senare
Listor
Gilla
Gillad
42:23
In this episode we answer emails from Mark, James and Anderson. We discuss differing performances in managed futures funds, a Portfolio Visualizer calculator and what to do with a TSP, and what to do about 529s when approaching the use date. And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portf…
…
continue reading
1
Mastering The Moving Parts of Retirement
47:52
47:52
Spela senare
Spela senare
Listor
Gilla
Gillad
47:52
Most of the financial articles you read are about the importance of saving for your retirement. Now saving is important, but saving alone isn't always enough to retire successfully. Retirement has a lot of moving parts and we'll break it all down today. If you have any questions call Elite Income Advisors 800-653-8404 or click here to visit our web…
…
continue reading
1
Don't Be Overwhelmed by Retirement Planning
48:53
48:53
Spela senare
Spela senare
Listor
Gilla
Gillad
48:53
While we all understand the importance of saving for retirement, the multitude of choices and financial advice can often leave us feeling a little bit overwhelmed. To simplify the process, let's explore some crucial retirement guidelines If you have any questions concerning your retirement call Guardian Investment Advisors 800-517-1575 or click her…
…
continue reading
Intrinsic value is a fundamental principle in investment analysis. By understanding intrinsic value, investors can better assess whether an asset is overvalued or undervalued, enhancing their ability to make informed decisions in stock valuation and options pricing. Today's Stocks & Topics: CAPR - Capricor Therapeutics Inc., Market Wrap, CRQ - iSha…
…
continue reading
1
Remove the Bewilderment of Retirement
45:29
45:29
Spela senare
Spela senare
Listor
Gilla
Gillad
45:29
In Episode 164, Fred discusses the complexities of retirement planning, emphasizing the importance of having a written plan, setting realistic goals, and understanding the implications of investment strategies and taxes. He highlights the need for professional guidance in navigating these challenges, especially in light of potential political chang…
…
continue reading
1
Joe Murphy discusses the importance of financial planning and the need for a thorough 'deep cleaning' of one's financial situation, especially as retirement approaches.
52:52
52:52
Spela senare
Spela senare
Listor
Gilla
Gillad
52:52
Joe Murphy discusses the importance of financial planning and the need for a thorough 'deep cleaning' of one's financial situation, especially as retirement approaches. He emphasizes the significance of understanding interest rate changes, decluttering financial accounts, rebalancing investment portfolios, and preparing for unexpected expenses. The…
…
continue reading
