A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.
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Trust. Respect. Results (847) 749-2295 / [email protected]
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Whether you are in retirement or have yet to make the transition, The Retire With Purpose podcast is a show designed to help you maximize your financial confidence and elevate your fulfillment in this chapter of life. Each week Casey Weade, a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, discusses thoughts and ideas with some of today's foremost names in finance and retirement, as well as trending topics that could impact your bottom line. These strategies can help you ...
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Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
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A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com
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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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How would your life change if you reached Financial Independence and got to the point where working is optional? What actions can you take today to make that not just possible but probable. Jonathan & Brad explore the tactics that the FI community uses to reclaim decades of their lives. They discuss reducing expenses, crushing debt, tax optimization, building passive income streams through online businesses and real estate and how to travel the world for free. Every episode is packed with ac ...
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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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Get new ideas every week from Money Tree Investing Podcast! Come find out why our smart listeners love us. We find the top minds of investing and personal finance to join us on our show. Our guests and panelists talk about investing and personal finance ideas like how to find great investment ideas, building passive income, investing in real estate, financial independence, alternative investments, personal finance, money management, retirement, and finding new investment trends that are not ...
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Join us in The Financial Momentum Podcast where we discuss ideas and tools to build momentum in your business and life. We talk about how you can create a high income retirement, escape from your job, boost your business and build wealth through cash flow.
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Join Nick Davis CFP®, Tori Ten Hagen CFP®, and Connie Davis of Brindle & Bay each episode as they seek to provide clarity and empowerment through a thoughtful and friendly discussion about the important topics that shape our financial lives. The Money Master Retirement Podcast will cover topics ranging from investing to legacy planning, healthcare to income planning, and a wide range of additional conversations that'll help educate you about retirement's most important considerations. If you ...
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By www.TouchstoneFinancialEducation.com Please visit our website for links to our social media (YouTube, FaceBook, Instagram, and LinkedIn. Please Like, Follow, Subscribe and Share! No selling. Just education.
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Join me weekly for discussions about Retirement Tax Planning, Guaranteed Lifetime Income plans, ZERO-LOSS Growth Strategies, Legacy Planning, Long Term Care, Roth Conversions, and more. Hosted by Certified Financial Fiduciary®, member of Ed Slott's Elite IRA Advisor Group℠, Founder of Safe Money Retirement®, and the #1 Bestselling Author of Safe Money Retirement: Your Game Plan for Success, Tim Wood. You can get more info and a FREE copy of my book at www.SafeMoneyRetirement.com.
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Rent To Retirement: Building Financial Independence Through Turnkey Real Estate Investing
Rent To Retirement
Investment real estate can lead to cash flow that allows you to live the life you want, working as much (or as little!) as you desire. The Rent to Retirement show is dedicated to educating you on all the aspects of investing you will need to successfully implement your own, personal, strategy. Hear from the smartest in the business as we cover everything from LLC and tax advice, to 1031 exchanges, to best markets for investing and creating the passive income you need, and more.
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Welcome to the Retirement Road Map by SHP Financial—a podcast empowering today's retirees and pre-retirees to make well-informed financial decisions that will help you spend more time living and dreaming, than worrying and wondering. Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, accounting, and estate planning. The SHP trade ...
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The Remote Work Retirement podcast helps mid-career professionals and retirees design a flexible, fulfilling, and financially secure future through remote work. Whether you're leaving the traditional workforce, looking for part-time remote opportunities, or building a location-independent business, host Camille Attell shares expert strategies, real-life success stories, and practical tips to help you make remote work work for you. Tune in for actionable insights that bring you closer to the ...
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Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question you want us to answer on the show? Head to Jillonmoney.com and click the "Conta ...
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On this podcast we discuss how to create passive income from real estate, investing, side hustles and more. Our mission is to show people that financial independence is possible no matter their income level. This podcast is designed to be an educational tool to help you become financially independent. We want you to beat your debt, build your wealth, and control your future!
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You can afford anything, but not everything. We make daily decisions about how to spend money, time, energy, focus and attention – and ultimately, our life. How do we make smarter decisions? How do we think from first principles? On the surface, Afford Anything seems like a podcast about money and investing. But under the hood, this is a show about how to think critically, recognize our behavioral blind spots, and make smarter choices. We’re into the psychology of money, and we love metacogn ...
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Welcome to the Passive Income Pilots Podcast – the show designed to help pilots climb to new levels of financial success. Join Tait Duryea & Ryan Gibson, both airline pilots, business owners and investors, as they interview top experts and share practical knowledge on real estate, tax strategy, passive income and generational wealth. This one-of-a-kind show created specifically for professional pilots offers applicable strategies and tactics for improving your financial life. Whether you're ...
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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.
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We want to stuff your mailbox with dividends! Our goal is to show you the power of dividend growth investing, and for each year's check to be larger than the last. We analyze specific companies and look at the mindset this strategy requires to be successful long-term. Come explore this not-so-boring world and watch your portfolio's value compound.
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Welcome to ”The Retire Early Podcast,” your essential guide to achieving the retirement you’ve always dreamed of—sooner rather than later! Hosted by Sam Benson and Linwood Fraher, this podcast is tailored specifically for individuals aged 50-65 who are passionate about retiring early and living their best lives. Each week, we’ll dive deep into essential retirement topics including tax-efficient strategies, smart investing, healthcare planning, income optimization, Social Security tips, estat ...
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NerdWallet’s trusted finance journalists answer real-world money questions to help you make smarter financial decisions with confidence. Each episode dives deep into topics like budgeting, saving, investing, home buying, and credit cards, cutting through misinformation to bring you clear, actionable advice backed by thorough research. By the end of every episode, you’ll have the latest financial insights and the tools you’ll need to manage your money wisely, build wealth, and plan for life’s ...
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Welcome to How to Retire on Time, a show that answers your questions about all things retirement, including income, taxes, Social Security, healthcare, and more. This show is an extension of the book How to Retire on Time, which you can grab today on Amazon or by going to www.howtoretireontime.com. This show is intended for those within 10 years of their target retirement date or for those are are currently retired and are concerned about their ability to stay retired.
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The military taught us discipline, leadership, and resilience—but it never taught us how to build wealth or create true financial freedom. That’s where we come in. I’m Markian Sich, a United States Marine turned real estate investor, and I know firsthand how tough it can be to figure out what’s next after service. That’s why I started The Active Duty Passive Income Podcast—to bring you real stories, real strategies, and real success from military investors, entrepreneurs, and industry expert ...
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Investing compass is brought to you by Morningstar Australia. We’ll run through the fundamentals of investing, taking a deep dive of concepts and offer practical explanations, tools and resources that will allow you to invest confidently. The information contained in this podcast is general in nature, it does not take into consideration your personal objectives, financial situation or needs. Hosted on Acast. See acast.com/privacy for more information.
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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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Rental Income Property investing doesn't need to be as difficult as you think it is. Why do we say this? Studies have shown that most Americans believe real estate is the best tool to accumulate wealth, yet only a minority of them use that tool... simply because it seems too complicated. The Not Your Average Investor show will show you how JWB has made it easy for people like you to invest in rental income properties by showing you the fundamentals that make rental income investments succesf ...
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A top retirement podcast dedicated to helping you: Reduce Taxes | Make Work Optional | Maximize Retirement Income | Invest Confidently | Optimize Stock Compensation | Help Future Generations Scott Sierens, financial advisor at Sierens Financial Group, will provide thoughts, strategies, and ideas on each episode to help you thrive in life, wealth and retirement. The goal is to take complex financial subjects and make them simple and easy to understand so you can feel confident to take action, ...
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Retire Right is an Australian Retirement podcast. You only retire once, so retire right. Brought to you by the podcast, 'money money money'. Hosted on Acast. See acast.com/privacy for more information.
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The podcast for people who want financial freedom, without giving up their coffee. That means it's time to make the money world make cents. Join Frances Cook, best-selling author and award-winning journalist, to talk about the proven ways to invest your way to financial independence, buy your first home, or just get your spending under control. Every Monday we have the week's feature interview, with someone who's done something interesting with their money. From paying off a mountain of debt ...
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The Happy Retirement Show with Victor Gray and Colin Hurst
Victor Gray, RICP® and Colin Hurst, CFP®
Hosted by Victor Gray, RICP® and Colin Hurst, CFP®, The Happy Retirement Show is an educational resource designed to help you learn how to achieve a successful and fulfilling retirement. Each episode, Victor and Colin will share expert insights on building a solid foundation for your future. Tune in for thoughtful discussions on income planning, managing risk, tax planning, legacy building, and much more. Whether you're planning your retirement or already in it, the Happy Retirement Show is ...
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Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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Investing in Real Estate publishes three times a week! It's a show hosted by Clayton Morris with a laser focus on buy and hold rental properties in order to create passive income. Clayton shares tried and true methods for acquiring rental real estate, building net worth, and accelerating your financial freedom. This podcast utilizes expert interviews, case studies with normal everyday investors, and Clayton's own methods for achieving passive income. If you want to learn how to acquire turnk ...
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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.
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On Money Meets Medicine, Dr. Jimmy Turner discusses all things career and finance for physicians. With expert guest discussions, Jimmy tackles the personal finance topics you wish you had learned in medical school. The MMM podcast will help you tackle your student loans, achieve financial independence, invest for retirement, and decrease your financial stress and burnout. To get help with free educational content or obtaining own-occupation disability insurance from a source you know you can ...
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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 ...
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This show is created for anybody interested in being financially free and understanding the benefits of generating passive income through long-term investing. The common goal is to reach your time-freedom point (ASAP) and no longer have to exchange time for money. If you find yourself craving early retirement, seeking answers, struggling to take that first step, or just look for new information, you need to tune in! Join Axel and special guests as they discuss many different success strategi ...
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Here reside the full, unadulterated audio files from the daily episodes of The Real Investment Show
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This is the best in Wealth podcast – A show for successful family stewards who want real answers about Retirement and investing so we can feel secure about our family’s future. Scott's mission is simple: to help other family stewards build and maintain their family fortress. A family steward is someone that feels family is the most important thing. You go to your job every day for your family. You watch over your family, you make sacrifices for your family, you protect your family. I work wi ...
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Passive Real Estate Investing
Real Estate Investing with Marco Santarelli, Investor and Entrepreneur.
Learn how BUSY PEOPLE like you can build substantial passive income while creating wealth for the long-term. Gain expert knowledge and advice on real estate investing as Marco Santarelli (of Norada Real Estate Investments) shares his strategies and valuable insights with an emphasis on Passive and Turnkey (done-for-you) real estate investments. Discover proven strategies and a wealth formula for making money with real estate in ANY market and avoid common and costly mistakes. If you're looki ...
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The purpose of Retire With Style is to help you discover the retirement income plan that is right for you. The first step is to discover your retirement income personality. Your hosts Wade Pfau, PhD, CFA, RICP and Alex Murguia, PhD walk you through creating and implementing a retirement plan that will help you reach your goals, and that you’ll be able to stick with. Start by going to risaprofile.com/style and sign up to take the industry’s first financial personality tool for retirement plan ...
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On the Real Estate Investing Mastery Podcast, Joe McCall will share with you the real world secrets on how to make a full-time income through investing in real estate – with a special emphasis on fast cash strategies like Wholesaling and Lease Options. You will learn how to escape the 9-5 through hearing the stories of other successful investors, and discovering strategies that Joe has implemented in their businesses to obtain the freedom many only dream of.
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Your Housing Questions Answered: Down Payments, Mortgage Recasting, and Buying in Tough Markets
34:23
34:23
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34:23Explore strategies to strengthen your finances and get smart answers to common home buying and mortgage questions. When you're looking to buy your next home, should you pay off your current mortgage or save more for a down payment? How does mortgage recasting work? Hosts Sean Pyles and Elizabeth Ayoola answer several questions from listeners about …
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We're looking to increase our retirement contributions and wondering what is the best choice(s) as we would also like to help our children pay for college. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to …
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Unraveling Your Relationship with Money | Shannah Game | Ep 552
52:02
52:02
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52:02Brad chats with certified financial planner Shannah Game, who shares insights from her book Unraveling Your Relationship with Money. They discuss the emotional and psychological aspects of finance, emphasizing the importance of understanding one's money stories, setting intentional spending boundaries, and achieving financial independence beyond ju…
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I spent $20,000 on my hair - and I'm a financial advisor
43:39
43:39
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43:39Welcome to Making Cents, the podcast for people who want financial freedom without giving up their coffee. I’m Frances Cook, an independent financial journalist and fellow financial freedom seeker who makes money simple for you. If your hair really bothered you, to the point where you thought about it all the time, would you spend $20,000 on a perm…
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In this episode, we dive into private assets. What they are, their history, the risks and benefits and whether they suit investors. In this week's Unconventional Wisdom column, Mark runs through the reason why private credit is a hard no for him. As investors rush into the attractive yield offered by private credit providers, he urges caution and w…
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Unlocking the Secrets to a Successful Retirement
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47:38In this episode, Jon DeFeo discusses the common financial missteps individuals make and how to recover from them. He emphasizes the importance of recognizing mistakes, learning from them, and not letting emotions dictate financial decisions. The conversation covers various strategies for building reliable income in retirement, including Social Secu…
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This video explores the idea of creating a reliable and sustainable income for retirement, focusing on key principles rather than specific solutions. It encourages thoughtful planning and consideration of various factors that can impact your financial well-being later in life. Whether you’re beginning your retirement journey or looking to refine yo…
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How To Purchase A Monthly Income Guaranteed For Life
28:39
28:39
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28:39Hans and Robby are back again this week with a brand new episode! This week, they discuss how to purchase a monthly income guaranteed for life. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardina…
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"Hey Mike, can I use CDs and Treasuries only for my reservoir?" Discover risks associated with CDs, Treasuries, and other fixed interest investments/products, and what you could do instead. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.comBy Kedrec Wealth
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How to Retire at 50 While Supporting Aging Parents, with Frank Vasquez
1:20:57
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1:20:57DOWNLOAD the RISK PARITY PORTFOLIO CHEAT SHEET at affordanything.com/riskparity ______________ #618: Frank Vasquez watched his parents, ages 91 and 96, struggle financially in retirement. They were immigrants. His dad was a physician. They raised five kids. They retired in the early 1990’s. But by 2009, they ran out of money. When Frank was 45, in …
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In this episode of Money Matters USA, Fred Saide discusses the significant impact of mindset on financial behaviors and the widespread financial stress affecting individuals today. He emphasizes the importance of a mindset shift to regain control over finances, particularly as one approaches retirement. The conversation explores the role of recency…
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What to Consider Doing Now Incase the Dollar Continues Loses Value
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8:52"Hey Mike, how do you prepare for a potential currency collapse?" Discover places you could put your money in case the United States dollar continues to go down in value. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.comBy Kedrec Wealth
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Kevin Brucher discusses the importance of mindset in making better financial decisions.
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34:57Kevin Brucher discusses the importance of mindset in making better financial decisions. He emphasizes how stress can negatively impact financial choices and suggests strategies for managing stress. The conversation also covers the significance of long-term thinking in financial planning and the current concerns regarding national debt and its impli…
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Ep 479- Does Mentorship matter in Investing?
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6:12
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6:12In this episode, Axel discusses the missed opportunities he had and now shares how you can take advantage of experts in your chosen field of investing, or even in life. Enjoy! Any questions? *** Grab my 10k/month passive income strategy and weekly newsletters at https://tinyurl.com/iwg-strategy BOOK IS OUT! Grab Your Copy and learn how to get your …
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506: The Surplus Bucket Strategy: A Way to Spend More Confidently in Retirement
22:56
22:56
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22:56If you're like many retirees we meet with, you may struggle to spend confidently in retirement, even when you've saved enough. Here, we explore a potential strategy: an alternative to the annuity-based "License to Spend" model. In this episode, we discuss: The dynamics of underspending in retirement How to apply the “Funded Status Metric” and “Surp…
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3 Phases of Wealth Building by Age (Where Are You?)
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46:04Are you focused on the right part of your financial journey? In this episode, we break down the three phases of wealth - Make, Maintain, and Multiply - and show how they apply differently throughout life. From starting your career to entering retirement, we’ll help you identify where your time, energy, and money will have the biggest impact. Ju…
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Digital Advice in 2025: What You Need to Know About Robo-Advisors
24:23
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24:23Lan Tran, manager research analyst for Morningstar Research Services, discusses the benefits and limitations of digital investment advice. Plus, a look at the best and worst robo-advisors of 2025. 00:40 What Is a Robo-Advisor? 01:20 Robo-Advisors vs. Traditional Advisors 03:02 Who Should Use a Robo-Advisor? 04:02 Benefits of Digital Investment Advi…
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I'm 64 and hoping to retire next fall at the age of 65. Am I on track to do it? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: …
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Commodity Cycles And Investor Sentiment Secrets
1:08:26
1:08:26
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1:08:26Mukarram Mawjood is here to share on commodity cycles and investor sentiment secrets. He discusses his focus on alternative assets including precious metals, crypto, and real estate, highlighting silver as his top current pick due to its price lag behind gold and significant upside potential. He explains how gold’s recent surge has largely priced i…
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How to Big Beautiful Bill Could Affect Your Retirement
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14:31
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14:31"Hey Mike, can you breakdown how the Big Beautiful Bill will affect those in retirement?" Discover some of the ways the Big Beautiful Bill could affect your retirement for better and for worse based on what is in the current version. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com…
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Is now the right time to "cash in" before the current overvalued market bubble bursts
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15:31In this week's episode, we'll explore whether now is the right time to "cash in" before the bubble bursts. With the market overvalued, what's next? What does history tell us? Is your retirement plan ready for the bubble to burst? Isn't it time to get answers to the tough retirement questions now? Join Certified Financial Fiduciary® and bestselling …
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TBT: 10 Rules for Successful Real Estate Investing Revisited
38:08
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38:08Click Here for the Show Notes Are you ready to take your real estate game to the next level? Whether you’re just starting out or looking to sharpen your strategy, this week’s episode is packed with insights that could reshape your investment journey. We’ll break down what separates great investors from the rest—covering the importance of continuous…
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1166: The Retirement Crisis Is Here - Episode 1166
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10:33Over the last several decades, the American retirement system has shifted immensely. Working hard used to result in guaranteed retirement income through a pension plan. But today, a pension plan is no more -- and Americans are left with a shell of a retirement plan. On this episode of Investing in Real Estate, we're going to cover the history of th…
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How to Enjoy Life Now Without Ruining Your Retirement
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5:49“How can I enjoy some of my life and my money while I’m young and healthy, without messing up my retirement?” That’s the question one client recently asked, and in this episode, Colin breaks it down. He shares why delaying joy until later doesn’t always make sense, and how smart planning can help you design a lifestyle that balances now and later. …
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Are You Saving Enough in 2025? What the Data Says About Falling Short (Plus: Where to Keep Conservatorship Funds)
25:33
25:33
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25:33Learn whether you’re saving enough money in 2025. Then, learn where to keep conservatorship funds to safely earn interest. What is the average American saving in 2025? Where can you keep conservatorship funds to earn interest? Hosts Sean Pyles and Elizabeth Ayoola tackle a listener’s question about how to grow savings when managing a conservatorshi…
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I just turned 60 and now I'm wondering if I can retire next year? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney…
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Why All Cash May Be Riskier Than You Think
22:28
22:28
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22:28"Hey Mike, I’m concerned about the next market crash. I don’t want to try and time the market, but it still keeps me up at night. Any tips?" Discover the problems with trying to time the market or sitting in cash based on a feeling. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com…
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125. Your Expertise Is Becoming More Important
13:27
13:27
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13:27Have questions? Send me a text here It’s true. Your expertise, your knowledge, and your experience are all becoming more important and more valuable. We are being flooded with AI generated content to the extent that the content is now largely worthless. If everyone is posting all the same or similar content and no one is posting anything original o…
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324 when to cancel life insurance, do I still need it, how much do I need + more
41:22
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41:22If you’ve paid off the mortgage, the kids are grown, and retirement is on the horizon, you might be wondering... do I still need life insurance? In this episode, Glen and insurance adviser Phil Thompson from Skye Wealth dig into how to know if you're overinsured, how to reduce premiums without going cold turkey, and the real reasons people hang ont…
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By age 7, your money personality is locked in — can you change it?
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16:46Welcome to Ask the Experts, where each week we talk to people in the industry to get the inside word on what’s happening right now, and what that means for the tactics that you should use to make the most of your money. Here’s a scary stat for you: there’s research that shows your money personality is already set, done, dusted, by the time you’re s…
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Climbing the Wealth Ladder with Nick Maggiulli
37:02
37:02
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37:02How our spending, investing, and life strategy change as our net worth grows. We consider how skill, luck, discipline, relationships, and AI can allow us to ascend and, in some cases, descend the wealth ladder. Sponsors NetSuite LinkedIn Jobs – Use this link to post your job for free on LinkedIn Jobs Insiders Guide Email Newsletter Get our free Inv…
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The Value Play Hiding Behind a 300-Year-Old Luxury Brand
36:44
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36:44More on dividend growth investing -> Join our market newsletter! The argument has long been made that venturing beyond America’s borders will offer investors higher yields. Many foreign companies do pay attractive dividends, but they lack consistency and predictable growth—factors that have kept us from investing overseas. But in this episode, we b…
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6-18-25 Fed Day Preview - Will They or Won't They?
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46:13It’s Fed Day! Will the Federal Reserve finally cut rates—or kick the can again? Lance Roberts & Danny Ratliff break down what’s at stake, what markets are pricing in, and what it means for your money. Thursday is Juneteenth, markets are closed, and so are we. Lance reviews the track for crude oil prices and the likely effect on inflation as the Ira…
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082: How SMAs Help Optimize Tax Efficiency In Your Portfolio with Cam Iarrobino
35:40
35:40
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35:40Perhaps you’ve heard of Separately Managed Accounts (SMAs) but aren’t quite sure how they work or if they’re only suitable for high-net-worth investors. In this episode, we’ll break down the truth behind SMAs and why more investors are turning to them as a way to gain control, improve tax efficiency, and tailor their portfolios to their unique fina…
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High-margin, Low-complexity Businesses | Franchise Expert
30:08
30:08
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30:08Cliff Nonnenmacher has owned and operated various franchise businesses, including Cartridge World, Personal Training Institute, PuroClean, and Maid Right, as well as non-franchise companies. He has also developed well-known domestic and international brands like Four Seasons Sunrooms, Contours Express, Island Fin Poke, and Krak Boba. [00:00-05:09] …
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Is It Too Late to Save for Retirement in Your 50s? Here's the Truth
4:51
4:51
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4:51Think you’re behind on retirement savings in your 50s? It’s not too late. In this week’s episode, Miguel Gonzalez breaks down smart strategies to catch up and build a solid financial future—starting now. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your firs…
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Buy Now, Pay Later is everywhere, but is it helping or hurting your finances? We uncover the dangerous reality behind BNPL services, how they encourage overspending, and why young consumers are particularly at risk. Then we answer your financial questions about The Financial Order of Operations, down payments, budgeting vs. cash management plans, a…
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The NEW Way to Flip Houses In 2025 (No Cash or Contractor Needed) » 1391
34:58
34:58
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34:58Bobby Triplett has flipped over 40,000 homes and nope, that’s not a typo. Here, I sit down with Bobby (longtime real estate operator and renovations leader at Offerpad) to dig into how he’s revolutionizing the rehab game for investors around the country. From managing 7,000+ homes with Invitation Homes to launching Offerpad’s national renovations d…
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With two teacher pensions on the horizon, are we on track to retire in 12 years or so? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @j…
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There is war in the middle east again! Today we talk about the recent escalation of conflict between Israel and Iran, with speculation that the U.S. may be involved indirectly. Media narratives are particularly frustrating, with uncertainty and conflicting reports make it difficult to know what’s truly happening. This definitely parallels the finan…
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From Skepticism to Success: Investing Out of State with Rent To Retirement Academy
31:44
31:44
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31:44RTR Academy: "Click HERE to learn how to earn $10K/month in rental income & access 50% discount on RTR Academy This episode is sponsored by… NCH: Set up an LLC to protect your investments! – https://nchinc.com/rtr IGNITE FUNDING: Earn 10%-12% fixed annual returns backed by real property, without the hassle of owning and managing rentals.https://lp.…
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Fighting Burnout with Financial Independence
29:57
29:57
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29:57What if I made you pick the one priority that was above all others? And how does money help us actually live that out? In this episode Dr. Jimmy Turner talks with Justin Harvey CFP about his journey through burnout, cutting back from medicine, and eventually coming back to full-time medicine after sorting it all out. What has he learned? How did pe…
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Five Ways to Get Started with Artificial Intelligence
22:02
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22:02This episode helps beginners ease into the world of artificial intelligence by sharing a simple, five-step approach anyone can follow—no tech background required. Rather than getting caught up in the hype or fear, listeners are encouraged to treat AI with curiosity and explore it through tools they already use. From testing out chat-based tools lik…
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In this episode I discuss how to generate income from your portfolio and reduce volatility. I cover Dividend Income, Interest Income from Bonds and Hi Yield Savings Accounts. Thanks for listening, ElliottBy ecoxn
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In this episode of Retire with Style, Alex Murguia and Wade Pfau explore the key elements of comprehensive retirement planning. They discuss the importance of understanding your financial goals, working with a financial advisor, and managing risks like health insurance and long-term care costs. Drawing on listener questions and case studies, they e…
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