Podcast by Retirement Lifestyle Advocates
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A concise, straight talk show focused on retirement planning issues that'll get you the information you need to have a comfortable and fulfilling retirement.
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Financial and retirement planning guidance from Des Moines’ Eric Peterson of Peterson Financial Group.
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An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional. Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on t ...
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Retirement insights from Greensboro‘s Glenn Mosseller. Learn about important financial topics and retirement planning tips each week on the show.
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Our weekly show dedicated to giving you the confidence to make retirement the best part of your life.
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Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
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The Retirement Income Hour" with Mark Falter is a podcast dedicated to helping you navigate the complexities of retirement planning. Each episode offers expert insights on building sustainable income, preserving wealth, and making informed financial decisions to ensure a secure and comfortable retirement. Tune in for practical tips, real-life strategies, and common sense advice to make the most of your retirement years.
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In the Retirement Revealed podcast, Jeremy Keil, CFP®, CFA shows you how to turn your retirement savings into retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions. Get free resources and learn how to have Jeremy and his team develop your own Retirement Revealed income plan at 5stepRetirementPlan.com. For important disclosures, see www.keilfp.com Keil Financial Partners may utilize third-party websites, inclu ...
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Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will help you achieve your retirement goals. When it comes to retirement planning, it can quickly become overwhelming and easy to not take action. I designed this podcast because I want you to have the knowledge and confidence to create your secure retirement. My ultimate goal for all of my clients (and listeners) is to create peace of mind and that starts with having a strategy. I want you to spe ...
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Just like how a roux is the essential base for many iconic Cajun and Creole dishes, a proper plan is essential for a healthy retirement. Join "Acadiana's Retirement Strategist" John Blanchard as he discusses concepts on how to set yourself up for a financially bulletproof retirement. Questions about your retirement? Reach out to the team at Matthew James Tax & Wealth Management by calling 337-366-8366 or head over to www.MatthewJames.com.
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We discuss life's hard financial questions to help you make smart choices with your money. New Episodes each week.
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With over 2 million downloads, Sound Retirement Radio is a leading podcast in the retirement and retirement planning categories. Our topics cover a broad range, including investing strategies, tax planning, and Roth conversions. We provide both fundamental and advanced ideas to help you create a Sound Retirement Plan. Our commitment is to offer you concepts, ideas, and strategies that can help you achieve clarity, confidence, and freedom as you prepare for and transition into retirement. Jas ...
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Grant Dorhout, Founder and Wealth Advisor of Dorhout Retirement Services shares his thoughts on investing and helping secure your retirement in his weekly radio broadcast, The Retirement Blueprint. Grant is a full service advisor and has been helping families live out the retirements they deserve by giving them experienced, common-sense advice. Dorhout Retirement Services 4611 S 96th St, Omaha, NE 68127. (402) 281-0750. Investment advisory services offered through CWM, LLC, an SEC Registered ...
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Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.
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Federal retirement expert, Chris Kowalik, empowers federal employees to make confident decisions as they plan for the days when they no longer have to work. Chris' candid and straightforward nature allows employees to get the answers they need, and to understand the impact these decisions have on their retirement.
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Retirement Talk is a weekly podcast intended for seniors, boomers and retirees. We will examine all aspects of retirement: actions, ideas, memories, and plans. We will consider travel, life goals, family, community, exercise, relocating, housing, continuing education, friends, health, and end of life issues.
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Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
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Investment ideas and strategies for those in or near retirement. Stocks, Bonds, money market funds, Treasury Inflation-Protected securities, TIPs, life insurance, 401k, IRA, Roth IRA, Pensions, social security all covered.
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Talking Retirement is a comprehensive podcast that covers a wide range of topics related to retirement. From health and finances to caregiving and estate planning, our guests share valuable insights and actionable tips to help you navigate this important phase of life. Whether you're retired, planning for your own retirement or helping a loved one, Talking Retirement is your go-to resource for all things retirement-related. Join us to stay informed, educated, and empowered as you embark on t ...
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Retirement Answers Today is your go-to podcast for clear, actionable guidance to build your dream retirement. Hosted by experienced Dave Ramsey SmartVestor Pros, each episode simplifies the complexities of retirement planning and wealth management, giving you strategies you can confidently implement today. Whether you’re nearing retirement or already there, we’ll cover crucial topics such as creating sustainable retirement income, managing taxes strategically, making smart investment decisio ...
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Join Kevin Madden for helpful answers to the retirement planning questions and concerns that keep you up at night.
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Is your retirement plan rock solid? At MasterPlan Retirement Consultants, we specialize in constructing retirement plans designed to meet the challenges you could face in the course of a 20, 25 or 30-year retirement - or longer. Our tax planning, income planning, Social Security maximization, estate planning, healthcare planning, pension maximization, long-term care planning and other strategies are designed to maximize your retirement savings and income, while minimizing taxes and protectin ...
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When it comes to retirement, many waste precious time by letting their emotions and behaviours overtake their dreams and desires. Humans are not wired for a modern retirement and are in a battle to ensure their life after work gives them freedom & joy. Each episode of The Humans vs Retirement Podcast contains expert opinions and real retirement stories that look at the emotional, behavioural and financial challenges of life after work, which will give you tools and tips to live a happy, heal ...
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Discover stories from real people who are living out their definition of a secure retirement.
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If you’re retired or getting close this is the show for you. Here at Retirement Lifestyles it’s all about having the Health, Wealth and Freedom to live your dream retirement. Join me and I’ll teach you the secrets successful retirees use to create an abundant retirement lifestyle.
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Helping listeners within 5 years of retirement invest wiser and retire better, as we discuss key financial topics like investing, retirement planning, behavioral finance, taxes, Social Security, Medicare, and more.
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Financial and retirement planning guidance from Sean Lee of Elevated Retirement Group in Salt Lake City, Utah.
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Financial and retirement planning guidance from Scott Searles of Skybox Asset Management, serving the greater Cleveland area and Bradenton, Florida. If you want a clear view of your financial situation then this is the podcast for you. We'll make sure you're poised for a successful financial future.
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Retire Smarter
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Mike Riedmiller, President of Riedmiller Wealth Management joins you on Smart Retirement Strategies each week to break down retirement and offer up creative solutions for your future. Listen as Mike Riedmiller talks about his passion for helping people, the importance of holding a fiduciary standard, and offers up transparent advice.
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Tune in every Wednesday to "Cortburg Speaks Retirement," your go-to podcast for the latest insights on investing, financial planning, and retirement strategies! Join Certified Retirement Counselor, Miguel Gonzalez, as he delves into timely investment topics, offers expert advice on money management, and addresses common concerns about navigating the stock market.
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The Make Retirement Great Podcast is your go-to resource for creating a retirement that truly excites you. If you’re ready to simplify retirement planning and learn proven strategies that lead to financial confidence and peace of mind, you’re in the right place. Each week, we’ll dive deep into essential retirement topics, including investment strategies, tax optimization, income withdrawal techniques, Social Security benefits, Medicare and insurance planning, and more. Retirement doesn’t hav ...
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Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you! Find more at http://successinthenewretirement.com. Be sure follow us on social media! Acute Wealth Blog: http ...
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Welcome to the Retirement Planning Simplified Podcast. Join Joseph Curry, CFP Professional and retirement planning specialist, to learn how to simplify your retirement planning. If you're approaching retirement or have already entered your early retirement years, this podcast is designed to help you answer your big retirement questions like... Can I afford to retire? How do I create a paycheck in retirement? How do I pay less tax in retirement? And even big questions about life after work. T ...
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Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be! The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement. Follow along as I publish a new episode each week covering everything f ...
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Your retirement is under attack from taxes, inflation, and skyrocketing healthcare costs. In the Retirement Wars! podcast, the J-team outlines strategies to help you fortify and protect the retirement you've worked so hard to build.
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Weekly financial and retirement planning guidance with Mike Kojonen of Principal Preservation Services. Mike serves western Wisconsin and the Twin Cities areas of Minnesota. He's the co-author of Momma's Secret Recipe for Retirement Success and will impart financial wisdom each week on this podcast.
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The Remote Work Retirement show helps semi-retirees, working retirees, and people leaving the traditional workforce, bridge the gap between their working years and retirement. Remote work is a solution to help folks get the income they need to enjoy a flexible lifestyle and have peace of mind that they won't run out of money.
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Design Your Joyful Retirement is for Gen X women who want to prepare for thriving in retirement. We’re talking about everything from financial freedom, health & wellness, perimenopause and menopause to travel, relationships, downsizing and more. Get ready for expert interviews, actionable tips, and inspiring stories that will help you create the retirement you desire. We're diving deep into the areas that matter most to Gen X women. Everything that we’ll be talking about is to highlight the ...
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Dive into the world of financial and retirement planning with the experts at Evermont Wealth. Led by President Brent Pasqua, alongside CERTIFIED FINANCIAL PLANNER™ Matthew Theal and Joshua Winterswyk, each episode is packed with insightful discussions on money, life, and securing your retirement. Tune in to ”The Retirement Plan Playbook” for advice that turns financial goals into achievements, ensuring you’re well-equipped for a prosperous retirement.
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The Retirement Trainer with Ed Siddell: A podcast about helping you find ways to become financially fit for your future, no matter what kind of shape you’re in now.
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Gregg MacInnis, Owner and President of Gmac Family Financial, joins you on Countdown to Retirement to offer up innovative financial strategies, solutions, security, and overall financial health. Listen as Gregg talks about his passion to serve his community and break down financial planning for your retirement.
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The State of Retirement: Shaping the Future
Georgetown University Center for Retirement Initiatives
Georgetown Center for Retirement Initiatives (CRI)’s Executive Director Angela Antonelli talks with industry innovators, leaders, and influencers shaping the future of retirement.
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Welcome to Perfect Game Retirement, hosted by Ryan Ledden of Black Oak Asset Management. As a former pro ballplayer and CFP, Ryan combines his love of the game with financial expertise to guide you to a confident retirement. Securities and Advisory Services offered through Silver Oak Securities, Inc., Member FINRA/SIPC. Black Oak Asset Management and Silver Oak Securities, Inc. are not affiliated.
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The Retirement House Podcast is hosted by a group of six senior citizens that have become a viral sensation across social media. The group is made of working actors that never gave up on their dreams and became breakout stars in their 70s and 80s - through TikTok nonetheless. They’ve become a group of best friends full of life, laughs, and roasts. This is not an ordinary podcast, and this is not an ordinary group of seniors!
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Podcast by Kristian Finfrock
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451 The Risk Your Not Getting Paid For
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10:46I recently came across a fascinating paper by Hendrik Bessembinder titled “Which U.S. Stocks Generated the Highest Long-Term Returns?” The research is based on nearly 100 years of stock market history, and it delivers some surprising and important lessons for retirees.Par Jason Parker
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Spring Clean Your Retirement Plan: Part II
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24:44We explore strategies for optimizing your retirement plan with timely adjustments that can significantly impact your financial future. Spring cleaning your retirement plan involves reviewing multiple interconnected elements that work together to help secure your financial well-being. • Roth conversion strategies while taxes are potentially at histo…
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Spring Training (for the Rest of Your Life) – John Kaag
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25:08In today’s complex, fast-paced world, what can we learn from philosophers? John Kaag thinks we can learn a lot. He’s created an audiobook Spring Training (for the Rest of Your Life), discussing his ideas highlighting Thoreau, Emerson and William James. He’s also the co-founder of Rebind, an AI company transforming classic literature into interactiv…
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Tax Time, Gold, and AI IPOs—What’s Hot in Spring 2025 (Ep.120)
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35:31In this episode of the Retirement Plan Playbook, Matthew Theal and Joshua Winterswyk cover the spring 2025 financial landscape—from filing taxes to hot market trends like gold, Chinese stocks, and AI IPOs. Whether you’re wrapping up your return or wondering where to invest next, this episode offers clarity in a time of questions. 📊 Here’s what we c…
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Ep #134: Smart Tax Strategies for More Efficient Retirement Planning
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26:21In this episode of Your Retirement Planning Simplified, we dive into smart tax strategies for retirement, and common mistakes to avoid when drawing income. We cover essential topics like income splitting, RRSP vs. RRIF withdrawals, TFSA strategies, and how to minimize OAS clawback. You'll learn how to optimize your withdrawal order, take advantage …
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The Money Questions Every Couple Needs To Discuss
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13:38Valentine’s season is all about love, but let’s be honest, money plays a huge role in any relationship. Whether you’ve been together for decades or just starting out, financial stress can put a strain on even the strongest partnerships. So, how do you talk about money without killing the romance? In today’s episode, looking at the questions every c…
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Bracket Busters and Stock Flops: The Risky Game of Picking Winners
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14:23March Madness is here, and just like filling out a bracket, picking individual stocks can feel like a thrilling gamble. But the odds of winning big are slim. In fact, history shows that most stock picks, like most brackets, end up busted. Many investors can’t resist chasing big wins, even though diversification is a smarter play. One economist, Hen…
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#144 - Q&A edition...Rule of thumb for retirement income needs, qualified vs ordinary dividends, Social Security taxation and MORE!
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41:18Listener Q&A where Andy talks about: Whether the rule of thumb saying in retirement you'll need about 80% of what you were making in wages is on a gross or net of taxes basis ( 6:49 ) Understanding why some dividends are "qualified" and some are not, why they're taxed differently, and why dividends from bond funds aren't qualified ( 14:15 ) Whether…
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In this episode, hosts Joseph and Chris Cervinka discuss critical aspects of retirement planning, focusing on the Secures Act and its implications for retirement accounts, as well as the significant costs associated with long-term care. They explore the changes brought by the Secures Act, including the new rules for required minimum distributions. …
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Don't Go Out Like Gene Hackman, Ep #105
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12:44Legendary actor Gene Hackman passed away in February. Coincidentally, he passed away just 7 days after his wife. Yet it gets even worse than that. Gene, who had Alzheimer's, lived in his home with his deceased wife for 7 days before he passed away. And it took an additional week for their bodies to be discovered. In this episode I discuss what happ…
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Financial stress can feel overwhelming, but finding your financial zen is possible! In this episode, Miguel Gonzalez, CRC®, shares simple yet effective strategies to create balance in your finances—helping you budget smarter, save wisely, and invest in a stress-free future. Cortburg Retirement Advisors is a boutique financial planning firm committe…
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2025’s Biggest Long-Term Care Health Insurance Update with Mike Smith
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40:19Insurance expert Mike Smith breaks down how long-term care health insurance options have evolved in 2025 to provide a wider variety of coverage choices in retirement. The way we think about long-term care insurance has evolved–is your retirement health plan up to date? In this episode of the Retirement Revealed podcast, I sat down with Mike Smith, …
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17. Self-Care During Transitions with Theresa Falvey-Hunt
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48:51Life transitions can feel overwhelming, but they also offer a powerful opportunity to define or redefine how you show up in the world. In this episode with Theresa Falvey-Hunt, we explore how Gen X women can navigate change with intention, choosing to step into each new chapter with clarity and self-compassion. Theresa shares insights on the import…
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Five Ways to Increase Remote Work Opportunities This Year
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37:10This episode focuses on increasing remote work opportunities despite headlines suggesting a decline. Some companies are recalling employees to the office, while others have maintained or expanded remote work options, including hybrid models. Camille emphasizes that despite job market shifts, you can take proactive steps to create or find remote wor…
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DO THIS To Spend Confidently in Retirement
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15:59The fear and unknowns of retirement make it hard for most retirees to spend confidently. In fact, I think spending with confidence in retirement might be the hardest thing to do. Will you run out of money? Are you spending too much? What if the market crashes and you never recover? All of the "what ifs" lead to under spending in the prime retiremen…
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The Ikigai Way: How to Uncover Your Purpose with David Marlow
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59:50Episode Summary In this inspiring and heartfelt episode, I sit down with David Marlow, veteran leader, coach, and author of The Ikigai Way to explore how the ancient Japanese concept of Ikigai can powerfully guide us into a more fulfilling and purposeful retirement. From personal stories of career transitions to uncovering identity after work, Davi…
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Why many retirees REGRET relying on Social Security Income
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13:20Relying too much on Social Security? You’re not alone—over 40% of retirees count on it for at least half their income. But that safety net has some major gaps. In this video, I break down four key reasons why Social Security isn’t enough—and what you can do to secure a more stable retirement. Questions answered: 1. Why is it a mistake to rely too h…
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Navigating the New Retirement Landscape
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11:07This week, Damon Roberts & Matt Deaton explore the complexities of retirement planning, emphasizing the importance of understanding how long savings will last, the need for tailored investment strategies, and the critical role of financial planning in ensuring a comfortable retirement. Damon & Matt discuss the evolving landscape of retirement, the …
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Mike Riedmiller digs into the importance of understanding hidden fees in investments, particularly in retirement accounts like 401ks. He also covers the complexities of annuities and the potential for early exits from these financial products. To schedule your complimentary portfolio review with Riedmiller Wealth Management visit www.smartretiremen…
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Navigating Tariffs and Inflation: A Retirement Perspective
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17:58In this episode of Your Retirement Radio Podcast, Kevin explores the economic impact of tariffs, the challenges of inflation, and the sustainability of Social Security. It emphasizes the importance of diverse income sources for retirement and discusses the role of annuities in financial planning. The host encourages listeners to reassess their reti…
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#154 DOGE, Tariff's & Taxes
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51:11Are You Ready to Retire?? ✅ Schedule a Discovery Call: HERE's my calendar Get your questions answered and make sure your prepared for the next step. ✅ Join the Retirement Lifestyles Inner Circle for FREE: CLICK HERE Receive daily email tips and strategies to take your retirement planning to the next level. Stay up to date with current Social Securi…
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Retirement Income Strategies - Trade War Talk Affects the Markets
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59:55Par Kristian Finfrock
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Should You Ever Use Your Roth IRA? (Hint: Yes!)
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21:21Maximizing Your Roth IRA: When and How to Tap Into Your Retirement TreasureIn this episode, financial advisor Jim Martin and Casey from Martin Wealth Solutions tackle the myths and realities surrounding Roth IRAs. You'll learn the pros and cons of Roth IRAs, why the industry often recommends not touching these accounts, and when it might actually m…
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Becoming the Uber of tax planning with Libby Greiwe
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34:05Steven is once again joined by Libby Greiwe to talk all things process and client experience. Libby shares her first-hand experiences with building an incredibly successful and efficient practice that emphasized creating remarkable client experiences, even on topics like tax planning. Steven and Libby discuss the importance of continually leveling …
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Breaking the Myth: Why 'Never Touch Your Roth IRA' Is Wrong
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21:21Ever heard the advice "never touch your Roth IRA"? In this episode, Jim Martin and Casey from Martin Wealth Solutions unpack the truth behind that common piece of wisdom. They’ll guide you through the pros and cons of Roth IRAs, discuss why the financial industry typically warns against withdrawals, and highlight specific situations when tapping in…
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Episode 61 - Max Kayes Talks Building a Healthy Relationship with Money Pt. 2
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25:00In episode 2 of this 2 part series, Laura and Jeremiah are once again joined by Max Kayes, a licensed Marriage and Family Therapist and life coach, to discuss the relationship with money. Max explains Neuro-Linguistic Programming (NLP) and its role in personal development. He outlines the six basic human needs: certainty, variety, significance, lov…
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"Why" has to be among the first words we learn. Little children have a way of repeating it over and over until we just wind up saying, "It just is. I don't know why.” It is strange how this simple exchange seems to hold over the years.Par Del Lowery
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WORST DATES YOU’VE BEEN ON?! l EP 5
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51:08Join us as we share hilarious worst date stories, cringe at the most awkward moments, and dish out advice on surviving dating disasters! Check out our episode, WORST SUGAR DADDY OFFER EVER?!: https://youtu.be/LXJeH5uklhQ Episode Highlights 00:00 Intro 00:42 Two truths and a lie 19:27 Mystery questions 35:31 Worst Trouble You've Been In 46:23 Worst …
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2025-03-23 Retirement Lifestyle Advocates Radio w/ Mark Jeftovic
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44:012025-03-23 Retirement Lifestyle Advocates Radio w/ Mark Jeftovic by Retirement Lifestyle AdvocatesPar Retirement Lifestyle Advocates
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Portfolio into Paycheck - Simplicity on the Other Side of Complexity (March 22, 2025)
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54:29Par Russell Pedersen
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037: Navigating Retirement Amidst Market Volatility & Tax Challenges
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52:00In this episode of the "Own Your Retirement Show," Josh Bretl dives into the complexities of retirement planning amidst market volatility and political uncertainties. They begin the discussion by highlighting the significance of community celebrations in Chicago, particularly St. Patrick's Day, which serves as a metaphor for rejuvenation and new be…
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John asks about buying the individual sectors of the S&P 500 and rebalancing based on performance instead of simply buying an index fund. Devin shares the pros and cons that he can see with this strategy and shares what he thinks is a better approach. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin…
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Presidential Wisdom For Your Retirement Plan
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22:28Presidents aren’t just leaders of a nation. They’re decision-makers who navigate uncertainty, make tough calls, and plan for the future. Today, we’re looking at how the leadership lessons of some of America’s greatest presidents can help you build a smarter, more secure retirement plan. Show Notes & Info: Schedule A Call With Scott: talkwithscott.n…
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ESG Investing: The Hidden Costs, Real Impact, and How to Avoid the Hype
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35:35ESG investing is exploding in popularity—but it's also a giant, confusing mess. Over $35 trillion in global assets now follow ESG guidelines. 🤯 But despite the rapid growth, most retirement investors still don't fully understand ESG investing... ...or how to spot legitimate ESG strategies from clever marketing hype. To help break through the confus…
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Do Smart Investors Really Need a Financial Advisor?
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16:41Do you really need a financial advisor, or can you handle your investments on your own? We received a question from someone who has been a successful investor and is wondering whether they would get value out of a financial advisor. Let’s dive into the pros and cons of DIY investing and explain how working with an advisor can actually save you mone…
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Did you know the government has a reserve of helium? We'll tell you what else the President wants to stockpile.
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53:55In this episode, Grant and Bill discuss what else the President wants to stockpile, which is easier...saving or spending, how focused conversions might be able to save you money on taxes, and how you would vote on Daylight Savings Time.Par Grant Dorhout
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Improving Access To Hearing Health - Ira Fleischer and Sharon Stoor from HearingLife
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58:10Host Ken Connolly welcomes Ira Fleischer, Area Director for Hearing Life, and Sharon Stoor, BC-HIS, ACA, Board Certified Hearing Instrument Specialist with almost 40 years of experience in hearing health. In this informative episode, our experts discuss how Hearing Life is making quality hearing care accessible to everyone through: - Free hearing e…
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Navigating Inherited IRAs, Market Volatility, and Debt Management
17:54
17:54
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17:54In this episode, John Blanchard discusses critical retirement strategies, focusing on the implications of inheriting an IRA, understanding market returns, and the importance of managing debt as one approaches retirement. He emphasizes the risks associated with market volatility and the need for tactical investment strategies over emotional decision…
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Retirement is Complicated – Why Not Hire a Financial Advisor? There are so many complexities about retirement – how to stack your 401(k), when to claim Social Security and what investments to make in the market. It can be overwhelming! In this episode of Countdown to Retirement, Gregg MacInnis explains how choosing the right financial advisor can n…
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Retirement Planning Temptations
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17:52
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17:52Are you allowing temptations to jeopardize your retirement? On this episode, we discuss several financial temptations that can sometimes stymie retirement plans. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime…
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103: Tariffs, Inflation and the Debt Bubble: Examining Market Trends in 2025
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28:44
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28:44Market uncertainty continues to dominate headlines in 2025. With inflation, rising debt, tariffs, and economic policies creating a ripple effect, how will these factors shape the financial future for investors and retirees? In this episode, Ed and LeAnne Siddell break down the latest market trends, including the disconnect between Wall Street and M…
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ProFeds Founder, Chris Kowalik, reviews the IRS rules which allow federal employees to take from their TSP at various ages if they are RIF’ed. KEY TAKEAWAYS: How do employees access TSP after they have separated (resigned or retired) How long employees have to wait take withdrawals from TSP What penalties may apply to withdrawals prior to age 59 ½ …
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Episode 47: Post-Election Retirement Landscape: What Can We Expect from a New Congress and Administration?
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37:26Kendra Isaacson, Principal, Mindset and Michael Kreps, Principal, Groom Law Groom offer their predictions about the focus and priorities of a new Congress and a new Administration shaping retirement policy in 2025. Both Mindset and the Groom Law Group are general supporters of the Center for Retirement Initiatives. The views and opinions expressed …
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Great Side Gig Ideas for Retirees
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11:17For some people, the idea of retiring and then getting another job is detestable. For others, they can’t sit still and have to go find some other job. In this show, we discuss the benefits of taking on side gigs during retirement and explore five practical ideas that can help retirees stay engaged and financially secure. Here’s what we discuss in t…
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What Are Tariffs, and Will They Affect Me?
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18:35Are tariffs about to hit your wallet and your investment portfolio? In this episode of Retirement Power Hour, Joe Allaria, CFP®, breaks down exactly what tariffs are, how they work, and most importantly—what they mean for your retirement savings and day-to-day expenses. From the latest moves by the U.S., China, Canada, and Mexico to expert opinions…
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