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A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax management ...
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We help people who are drowning in the details of life to create simple systems so they can do what matters most! (Come learn how to build a STEP Command Central and get totally out of the overwhelm...)
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Retire with confidence! Introducing "Michigan's Retirement Coach," podcast- one of Feedspot's "Top Retirement Podcasts You Must Follow!" Join Mike Douglas and his engaging series as he draws upon insights from real clients and their stories to help you make the most of a fulfilling retirement. Mike and the whole team at LifePlan Financial Design can help you navigate the complexities of retirement planning in Michigan. Click for your personalized Retirement Roadmap here! Follow on Facebook, ...
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Work Pants Finance is the show for MBAs, entrepreneurs, and other professionals who want their financial plan to work as hard as they do. Work Pants Finance's theme is learning through experience - the good, the bad, and the ugly! Work Pants Finance sits at the center of life, business, career, and money and brings it all together with humanity, wit, and wisdom.
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The Physician Philosopher Podcast was created to help empower doctors to create a life they love. Join in as we dive into all things physician coaching in mindset, money, and life. Start before you're ready; Start By Starting; Start Now. To book a coaching consult with Jimmy for the Alpha Coaching Experience, click here-- thephysicianphilosopher.com/consult To sign up for the Medical Degree Financial University visit: https://thephysicianphilosopher.com/mdfu
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*Formally known at Worth It Podcast* Welcome to Wealth by Design, a financial planning podcast for successful, modern-day biz owners + creative entrepreneurs. Here, you'll get the tools you need to dream, design, and do what it takes to live life on your terms. Danielle & Dustin, a brother & sister CFP®️ duo, are devoted to educating modern-day entrepreneurs about life, biz, and financial planning so they can create a blueprint to real wealth. Together, they cover topics about the unique cha ...
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Independent Financial Advice - Words of Wisdom and Guidance
Interface Financial Planning & Alan Moran
The Heart of What we are about We are a financial planning company committed to helping our clients appreciate, understand, and achieve their dreams and aspirations. Life is not a rehearsal. We help you to ensure that you have the correct life balance and that your money is there to help you lead the life that you deserve. Unlike many financial advisers who focus only on your money, we put your life first and your money second. We work together with our clients to build their personalised fi ...
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Think Smart, Retire Smarter: Circle of Competence
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In this episode, we delve into the concept of the Circle of Competence, a key principle in the mental mindset arsenal. We also feature Karen's inspiring story of transitioning from accumulation to decumulation, redefining her retirement journey. Join us as we explore the importance of deep knowledge versus surface understanding, and how you can app…
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How to Calm Our Brains So We Can Rest [Episode 262]
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Would you love to go to sleep with a calm mind, instead of a whirlwind of thoughts? I used to struggle with that all the time, but after learning a few simple strategies, I can finally turn my brain OFF, and I can’t wait to show you how! For Show Notes, please visit https://LearnDoBecome.com/Episode262…
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Social Security: Timing is Everything
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Mike discusses the complexities of retirement planning, focusing on social security benefits. He emphasizes the importance of understanding individual circumstances when deciding when to claim social security, the potential benefits of delaying claims, and the tax implications that can affect retirees. Mike highlights various strategies for maximiz…
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Think Smart, Retire Smarter: The Map vs The Territory
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Join us in this insightful episode as we explore the concept of 'The Map vs. The Territory' in retirement planning. Discover how mental models can enhance decision-making and lead to a more fulfilling retirement. Our special guest, Dr. Daniel Crosby, discusses his latest book, "The Soul of Wealth," offering profound insights into achieving soulful …
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Why You Need a Financial Coach
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Mike dives into the disconnect many people have regarding the time spent planning vacations versus planning for retirement. He explains the role of financial advisors and the value of comprehensive financial planning, which includes understanding taxes, estate planning, and income management. Mike also shares insights on client engagement and the i…
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Where to Start on Your To-Do Lists [Episode 261]
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How would you like to have 4 simple criteria to help you know how to get the most important things done? The tasks on our to-do lists are all “important,” and they’re essential to keep our families, homes, and jobs going, but it often feels like our list keeps getting longer and longer and longer. In today's podcast, I'm sharing the exact process I…
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Think Smart, Retire Smarter: Second Order Thinking
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Welcome to the second week of our series on improving decision-making skills with mental models to help you rock retirement! This week, we delve into the concept of second order thinking, also known as the law of unintended consequences. Learn how to think beyond immediate outcomes and explore the long-term impacts of your decisions, whether it's b…
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Routines Made for YOU! [Episode 260]
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Want to learn how to adapt personal and family routines--even when life is unpredictable? This week's episode shares some very practical strategies to give you the support you need--like distinguishing essential tasks from optional ones, creating protected time for catch-up, and involving family members in the work that needs to be done. Join us as…
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Year-End Financial Planning Essentials
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Mike discusses the importance of year-end financial planning, including portfolio reviews, insurance checks, and charitable giving. He highlights the significance of setting goals for the upcoming year, encouraging listeners to start planning for their future aspirations. Need a second opinion on your retirement plan? Visit MichigansRetirementCoach…
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Think Smart, Retire Smarter: Inversion
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Welcome to another insightful episode where we kick off a month-long series on improving your decision-making abilities. This week, we delve into the concept of inversion, a powerful mental model that can significantly enhance your retirement planning. Learn how to avoid common unforced errors and make better decisions to ensure a successful retire…
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Less Stress, More Joy: The Power of Early Holiday Planning [Episode 259]
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Looking to have a stress-free holiday season? This podcast is all about the free LearnDoBecome Holiday Workshop, where we share our favorite tips and tricks for reducing the holiday overwhelm. Let’s make this the most enjoyable holiday season ever! Show Notes can be found at https://LearnDoBecome.com/Episode259 LearnDoBecome Holiday Workshop https:…
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Economic Downturns: What Retirees Need to Know
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Mike discusses the implications of recent interest rate cuts by the Federal Reserve. The discussion highlights the importance of understanding economic indicators, preparing for potential market corrections, and creating a secure retirement plan that can withstand economic downturns. Mike emphasizes the need for proactive financial strategies to en…
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CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Passion and Relationships
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In this episode of the Retirement Answer Man, Roger Whitney wraps up his series on the eight pillars of a great retirement plan by diving into the last two non-financial pillars: passion and relationships. Discover how your hobbies, curiosities, and social connections can significantly impact your retirement happiness. Roger also shares personal st…
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Unlock the Fun of Organization by Getting Creative [Episode 258]
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I used to give up whenever I made something that wasn't "perfect," but over the years--and especially with the encouragement from this amazing LearnDoBecome community, I've learned that the joy of organization isn't perfection. It's the opportunity to CREATE. Here are four ideas to help unlock your creativity, as well! Show Notes can be found at ht…
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Simplifying Your Retirement and Financial Future
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Mike discusses the importance of comprehensive financial planning as individuals approach retirement. He draws parallels between the convenience and holistic approach of Costco and his financial planning services, emphasizing the need for a one-stop solution for income, taxes, estate planning, risk management, and wealth management. The discussion …
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Tax Loss Harvesting: A Year-Round Strategy
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Mike discusses the importance of having a comprehensive retirement plan beyond just a 401k. He delves into the concept of tax loss harvesting, explaining its relevance throughout the year, not just at year-end. Mike elaborates on the different types of investment accounts and their tax implications, emphasizing the significance of understanding sho…
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CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Energy and Mindset
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This week, we continue our journey through the eight pillars of rocking retirement, shifting our focus to the non-financial realm. We delve into the first two non-financial pillars: Energy and Mindset. These pillars are crucial for showing up fully in life and maintaining a growth-oriented perspective. We'll explore how to overcome obstacles like s…
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Squashing the Fear of "Out of Sight, Out of Mind" [Episode 257]
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Do you leave things on flat surfaces because you're afraid you'll forget to deal with them if they're put away somewhere? Join us today as we discuss a few habit changes that will leave your spaces calm and clear--without the worry! Show Notes can be found at https://LearnDoBecome.com/Episode257
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Social Security Breach: Protecting Your Personal Information
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Mike discusses the recent data breach affecting three billion individuals, emphasizing the importance of understanding the dark web and protecting personal information. He provides insights on how to check if one's data has been compromised and offers practical steps to safeguard against identity theft. Visit NPD Breach Check to see if your sensiti…
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CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Resilience and Optimization
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This month, we're revisiting the eight pillars of rocking retirement. Today, we focus on the second two financial pillars: having a resilient plan of record and optimizing the plan to enhance the journey. Many people are good at setting goals and determining feasibility, but often overlook the importance of resilience in their retirement plan. We d…
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How to Organize All the Organizing Advice :) [Episode 256]
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Learning new organizing skills can give us a huge boost, but it can also cause overwhelm if we learn a lot, but never implement those new ideas. Today I'm featuring three great YouTube videos by professional organizers--and sharing how you can actually implement what they teach! (And you can apply these skills to other areas of your life, as well!)…
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CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Vision and Feasibility
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This September, we're doing something a bit different. We're revisiting the basics with a refresher on the eight pillars of rocking retirement—four financial and four non-financial pillars that form the foundation for a great life. Too often, retirement planning gets bogged down with too many details and the pressure to get everything right. But in…
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The Role of a Financial Advisor in Retirement Planning
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In this conversation, Mike discusses the importance of having a proper financial plan in place for retirement. He uses the analogy of music to explain the different approaches to retirement planning, comparing the disciplined and rule-following classical musicians to the more improvisational jazz musicians. Mike emphasizes the need for a retirement…
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I Built a Machine that Makes Order Out of Chaos [Episode 255]
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If it were SIMPLE to transform chaos into order, would you do it? What if you could build a system that would make that transformation FOR you? Today I'm sharing exactly how I built mine and giving specific examples of how it works! Show Notes can be found at https://LearnDoBecome.com/Episode255
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Stories from Unique Retirements
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If you are exploring a unique retirement, it is important to do your research. The best way to research something is to talk to someone who has walked the walk. That’s why, on this episode of Retirement Answer Man, I chat with people who are living their own unique retirements. Press play to hear these unique stories. OUTLINE OF THIS EPISODE OF THE…
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Being Prepared For Long-Term Economic Downturns
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Mike discusses the importance of preparing for a recession and offers advice on how to recession-proof your retirement. He emphasizes the need to minimize discretionary spending, raise your cash position, and de-risk your future portfolio. Mike also highlights economic indicators to watch for, such as consumer credit card spending, layoffs, and cha…
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Teaching with STEP: Community Ideas and Strategies for a More Organized Classroom [Episode 254]
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Ready to discover how STEP principles and the power of community has been transformational for teachers across the world? In today's podcast, I'm sharing several great ideas, success stories, and practical tips from educators who have created balance and organization with their Command Centrals. STEP Momentum is starting on August 28th, 2024! Ready…
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Teamwork and Consistency: How We Create Brand-New Routines That Stick! [Episode 253]
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In today’s podcast, I (Alia) share my favorite way to establish and maintain new routines amidst life changes--sharing insights following a big move and my husband starting medical school. I'm sharing our step-by-step process for creating effective routines, our daily calendar structure, and the apartment reset routine that keeps things feeling org…
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Nightly Reset with Alia: Extract, Process, and Relax! [Episode 252]
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How are we supposed to handle all the "stuff" that comes into our lives each day? The emails, papers, messages, phone calls, new ideas, and physical things can seem endless, but with a STEP Command Central, everything has a place and you can trust that each of these items will be safe until they're needed again! Join me today as I do my end-of-the-…
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