Best Independentadvisor Podcasts (2025)

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500: Freedom After 50: 6 Crucial Signs You're Ready for a New Direction 38:38

1d ago38:38

38:38

Do you ever experience those moments when something doesn’t feel quite right? Your body and spirit have ways of alerting you when it's time for recalibration, often with persistent whispers that grow louder the longer you ignore them. In this episode, we discuss: The power of listening to your intuition Daily actions that can reconnect you to your …

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499: Retirement Income Strategies to Quell Inflation Fears and Spend Comfortably with David Blanchett 57:04

5d ago57:04

57:04

Today, I'm thrilled to welcome David Blanchett back to the podcast. David is the Managing Director and Head of Retirement Research at PGIM DC Solutions and one of the most respected voices in retirement income planning today. You've likely come across his work in Morningstar, Kiplinger, and our Weekend Reading series—and for good reason. His resear…

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498: 4 Ways to Cultivate Character Amid Market Chaos 25:22

8d ago25:22

25:22

How can you use the recent market crisis to refine both your portfolio and your character? In this episode, we discuss: Why times of turmoil are opportunities for personal growth How to reinterpret stressors as forward-thinking steps Inaction vs. action: How to decide which is best for your portfolio amidst times of turmoil Today's article is from …

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497: Freedom After 50: 5 Numbers Stealing Your Time, Wealth, and Joy 38:54

15d ago38:54

38:54

True financial and personal well-being requires alignment between your money, values, and purpose. But how do you bridge the gap between merely accumulating wealth and living a life rich with meaning? In this episode, we discuss: The 50/30/20 Rule and how to align it with your values Debt ratios: Is your debt for survival or for status? Meaningful …

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496: Claiming Social Security Early: Is it the Right Strategy for You? 22:46

22d ago22:46

22:46

Conventional financial wisdom encourages you to delay collecting Social Security benefits until age 70, but in certain cases, your “optimal” claiming age might actually be to pull benefits early. In this episode, we discuss: Factors that benefit filing early Your “breakeven” number of filing early vs. later How your rate of return should factor int…

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495: Freedom After 50: The World is Ending… What’s Next? 34:58

29d ago34:58

34:58

If you saw the amount of time you had left to live—whether it was one day or one year—how would you spend it? What would you worry about? In this episode, we discuss: How to let go of always trying to control your narrative Why the pursuit of contentment is greater than the pursuit of happiness 5 questions to help you find pure contentment in the p…

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494: Beyond the Headlines: How Retirees Can Navigate Investment Risks with Larry Swedroe 1:08:36

1M ago1:08:36

1:08:36

Today, I’m speaking with Larry Swedroe. Larry is the former Chief Research Officer at Buckingham Strategic Wealth, an accomplished author with 18+ books on investing, and a true pioneer in evidence-based investing. He’s also a well-known advocate for cutting through the financial media noise to focus on strategies that actually work. In Larry’s lat…

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493: Chaotic Markets: A 4-Point Checklist to Safeguard Your Retirement Savings 27:45

1M ago27:45

27:45

Are you feeling uneasy right now? If market turmoil is causing you stress, it’s time to determine if your retirement plan is truly built for the unexpected. In this episode, we discuss: How a process can give you greater investment and financial control How to assess your liquid/safe reserves Tax and inflation protection opportunities brought by ma…

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492: 3 Levels of Retirement Readiness: Where Do You Stand? 23:07

1M ago23:07

23:07

How would you rate yourself on the retirement readiness scale? When you understand where you are and how to proceed, you are more likely to feel elevated confidence to and throughout retirement. In this episode, we discuss: Financial vs. non-financial retirement readiness Why your income strategy is key Considerations for long term care insurance H…

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491: Freedom After 50: 8 Reasons the Month You Retire Matters 32:28

2M ago32:28

32:28

Before you make your transition into retirement, it’s important to dial in the ideal timing not just for your money, but your mind. In this episode, we discuss: Irrational reasons to not retire The “3 Cs” of retirement timing Family, health, and social considerations in retirement Listen in as Casey Weade is once again joined by Les McDaniel to exp…

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490: Retirement Withdrawal Strategies in Down Markets: Should You Shift Yours? 27:11

2M ago27:11

27:11

Market volatility is inevitable. Whether you’re 10 months or 10 years into retirement, it’s vital to ask: is your investment strategy prepared? In this episode, we discuss: Why market volatility is necessary When down markets no longer become an opportunity How to avoid sequence of returns risk 4% withdrawal rule flaws Today's articles are from The…

1
489: Freedom After 50: The 4 Myths of Security Keeping You Stuck Today and Fearful of Tomorrow 27:06

2M ago27:06

27:06

For decades, you’ve been told that security is the key to a successful life; Work hard, save wisely, and one day, you’ll be able to retire with peace of mind. But what if the very idea of security is holding you back? In this episode, we discuss: The power of a decision-making framework Pitfalls of delayed gratification Financial security disillusi…

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488: From Accumulating to Spending: 20 Lessons for a Happy & Successful Retirement with Christine Benz 1:01:20

2M ago1:01:20

1:01:20

Today, I'm very excited to welcome Christine Benz back to the podcast. Christine is the Director of Personal Finance and Retirement Planning at Morningstar. She has become a trusted voice in the industry and has been recognized as one of Barron’s Top 100 Most Influential Women in Finance and one of the Ten Most Influential Women in Wealth Managemen…

1
487: Should You Pay Off Your Mortgage Before Retirement? 26:42

2M ago26:42

26:42

Is it OK for you to bring debt into retirement? More specifically, what about your mortgage? To gain clarity, you must approach this decision from a financial and emotional perspective. In this episode, we discuss: Historical vs. potential future of mortgage rates Why a mortgage can be a valuable asset How to determine your mortgage value Today's a…

1
486: Freedom After 50: How to Talk About the Tough Stuff—Money, Religion & Politics 31:22

3M ago31:22

31:22

In retirement and beyond, strong social connections are at the heart of human happiness and fulfillment. But to create those solid relationships, you often need to learn how to dig deeper with your conversations. In this episode, we discuss: Why quality of relationships is crucial for longevity and happiness How the “Coin’s Edge” philosophy helps y…

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485: Top 5 Retiree Regrets and How to Avoid Them 26:13

3M ago26:13

26:13

You want to ensure you have all your ducks in a row before entering retirement. Today, we’re pulling back the curtain on the biggest retiree regrets so that they don’t become yours too. In this episode, we discuss: Do you need to be a millionaire to retire? The Social Security “breakeven” number Pros and cons of bringing debt into retirement Prepar…

1
484: Freedom After 50: Fearless Freedom – Unlocking Radical Resilience for Life’s Next Chapter 22:46

3M ago22:46

22:46

What role does spirituality play in your life and how can it help you cultivate a purpose-driven retirement? Join us for a conversation about wisdom, the deeper truths that have endured across time, and why this is all central to a purposeful retirement. In this episode, we discuss: How spirituality and faith impact retirement When and where fear c…

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483: The Future of Tax Rates: How to Keep More of Your Money and Pay Less Taxes with Ed Slott 1:02:55

3M ago1:02:55

1:02:55

Today, I'm joined by one of the country's most renowned tax and retirement distribution experts—Ed Slott. Ed is a CPA, best-selling author, and the founder of Ed Slott and Company. He’s also the Professor of Practice at the American College of Financial Services and The Wall Street Journal has named him the best source for IRA advice. We discussed …

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482: Freedom After 50: How to Build a Legacy That Will Outlast You—Exploring the Wise Wealth Matrix - Part 4 31:24

3M ago31:24

31:24

Are you living a life that reflects the legacy you want to leave behind? Join us as we wrap up our exploration of the Wise Wealth Matrix with this final installment. In this episode, we discuss: Why most legacies fail How to leverage the Wisdom & Wealth pillars for legacy planning How to activate legacy with impact Listen in as Casey Weade is once …

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481: Comparing 4 Flexible Income Strategies for Retirement 27:35

4M ago27:35

27:35

If you want to spend your hard-earned dollars confidently in retirement, then you need an income plan that aligns with your personal goals. In this episode, we discuss: How income strategies have evolved Why retiree spending changes What makes an income strategy “flexible” How to know which income strategy is best for you Today's article is from Mo…

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480: Freedom After 50: The Shadow Side of Wealth - Exploring the Wise Wealth Matrix - Part 3 33:25

4M ago33:25

33:25

Are you using your net worth as a score card? Join us for Part 3 of our exploration of the Wise Wealth Matrix and find out how wisdom can help you redefine wealth as a tool for meaning, balance, and connection. In this episode, we discuss: 3 cultural norms most distorted by modern society Risks associated with the pursuit of “more” Pros and cons of…

1
479: Our 2025 Market Predictions 23:00

4M ago23:00

23:00

It’s that time of year again in the finance world; time to ring in this year’s stock market predictions! Are analysts erring toward bull—or bear? We give you our take. In this episode, we discuss: How our past market predictions fared How today’s market activity compares to the 90s Why we could be due for a correction How technological advancements…

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478: Cracking the Code to Maximize Happiness By Finding Meaning and Purpose in Retirement with Jordan Grumet, MD 51:22

4M ago51:22

51:22

Today, I’m thrilled to welcome Dr. Jordan Grumet back to the podcast. Jordan is the Associate Medical Director at Unity Hospice, a financial blogger, and the host of the Earn and Invest Podcast. In his new book, The Purpose Code: How to Unlock Meaning, Maximize Happiness, and Leave a Lasting Legacy, he follows up his work in Taking Stock to explore…

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477: 10 Steps to Prepare Your Finances for Retirement 33:59

4M ago33:59

33:59

How should you modify your portfolio for retirement? It doesn’t take a one-size-fits-all approach, but let’s begin with the basics. In this episode, we discuss: How your emergency fund might change in retirement Why your income strategy is key to retirement success How to fill for your income “gap” Asset vs. tax allocation The “tax oasis” Today's a…

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476: Freedom After 50: Exploring the Wise Wealth Matrix - Part 2 30:35

4M ago30:35

30:35

What does it mean to be wealthy and wise in mid-life? Join us for part 2 of our exploration of the Wise Wealth Blueprint and discover how to pave the way for an intentional, purpose-filled life. In this episode, we discuss: What it means to let wisdom drive your life Three guiding principles of your purpose What it means to have “radical resilience…

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475: Freedom After 50: Exploring the Wise Wealth Matrix - Part 1 28:33

5M ago28:33

28:33

What does it mean to be wealthy and wise in mid-life? As part of our retirement coaching process, this is your opportunity to discover how to pave the way for an intentional, purpose-filled life by leveraging our Wise Wealth Blueprint. In this episode, we discuss: What it means to live in the “Freedom Zone” The power of “long life learning” The thr…

1
474: The Reality of Investment Risk: Why Low Probability of Loss Doesn’t Equal Low Risk 23:31

5M ago23:31

23:31

What determines financial “success”? A major factor includes your ability to play financial defense and minimize the severity of potential investment failure. In this episode, we discuss: The definition of “investment risk” How to factor statistical anomalies into your investment plan What it means to mitigate risk in your retirement strategy Today…

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473: Retirement Tax Planning: Exploring the Impact of a Republican Trifecta on Your Taxes and Bottom Line 30:10

5M ago30:10

30:10

With the 2024 presidential election now behind us, what does that mean for the future of tax policies, tax rates, and their impact on your lifelong savings? In this episode, we discuss: A brief history of tax policy changes Impact of the Tax Cuts and Jobs Act (TCJA) Potential results of the set TCJA 2026 expiration State and local taxes (SALT) cap …

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472: Creating Financial & Life Freedom to Live Authentically in Retirement with George Kinder 56:05

5M ago56:05

56:05

Today, I’m thrilled to welcome George Kinder back on the podcast. George is a leading thinker in the financial life planning movement and a pioneer of the life planning model–a huge inspiration to our work at Howard Bailey. He’s also one of Professional Adviser’s 50 Most Influential People, the founder of the Kinder Institute of Life Planning, and …

1
471: 3 Practices to Strengthen Relationships and Create a Meaningful Holiday Season 23:20

5M ago23:20

23:20

The holiday season is often expected to be joyful, but it can also bring feelings of sadness and anxiety for many. So how can you foster more positivity and elevate your experience this holiday? In this episode, we discuss: How to make holidays intentional with family and friends Ways to embrace gratitude to cultivate connection What it means to tr…

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470: Stock Market Return Projections: How Should You Plan for the Future? 29:42

6M ago29:42

29:42

What long-term market returns should you assume for your retirement portfolio? Much like market performance, the answer isn’t always clear-cut. In this episode, we discuss: Average vs. actual market returns The Retirement Red Zone’s impact on market returns How to factor inflation into returns How to gauge “odds of failure” Today's article is from …

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469: Freedom After 50: 7 Habits for a Happy Retirement 30:56

6M ago30:56

30:56

What does it mean to live a life of freedom – aside from having financial independence – in retirement? To go beyond the status quo, you need a clear vision and commitment to growth. In this episode, we discuss: How to define freedom, happiness, and joy The 70/30 rule and how it can help you be more time intentional What it means to “live generousl…

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468: The Psychology of Spending More in Retirement to Increase Happiness with Dr. Michael Finke 59:26

6M ago59:26

59:26

Today, I’m talking to Dr. Michael Finke. Michael is the Professor of Wealth Management at the American College of Financial Services. His research is focused on retirement income planning, retirement spending, life satisfaction, cognitive aging, and investor behavior. He’s published over 50 peer-reviewed articles, and I’m thrilled to have him back …

1
467: Financial Independence vs. Financial Security: Do You Need Both? 18:01

6M ago18:01

18:01

If you have financial independence, does that mean you also have financial security? Or does it work the other way around? Truth be told, these terms have different roles in your financial life. In this episode, we discuss: Characteristics of financial independence vs. security Emotions of financial security How financial independence and security …

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466: The Four A’s of a Regret-Free Retirement 27:36

6M ago27:36

27:36

Successfully transitioning from the end of work into retirement takes work. But what does that “work” really involve? In this episode, we discuss: What it means to have a non-financial, diversified retirement How to create a life map How to leverage your past to create a fulfilling future The concept of “radical resistance” Today's article is from …

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465: Tax-Efficient Retirement Planning: IRAs and 401(k)s vs. Taxable Accounts 23:15

7M ago23:15

23:15

What is the best type of account for you to allocate your retirement savings? One of the biggest factors in helping you make this decision will be taxes. In this episode, we discuss: Current tax deduction vs. ongoing tax deferral Impact of the SECURE Act Why tax location is important How to factor in tax-free accounts Today's article is from Mornin…

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464: The Conscious Elder Revolution: Reclaiming Ancient Wisdom for a Deeper Life 26:50

7M ago26:50

26:50

What does it mean to be a “Conscious Elder?” With a strong sense of self awareness, it’s about discovering how to unlock the deeper wisdom your story has to offer. In this episode, we discuss: The concept of Conscious Eldering What it means to share your wisdom How ancient theologies can bring your life clarity now Steps to embrace being a Consciou…

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463: Why Investment Survival is Key to a Successful Retirement Portfolio 25:00

7M ago25:00

25:00

Your bottom line when it comes to successful investing for retirement isn’t maximizing returns. Instead, survival should be your primary goal; not only avoiding disastrous financial outcomes, but having the ability to manage your emotions. In this episode, we discuss: What it means to “diversify from disaster” Understanding investment longevity How…

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462: Strategies to Maximize Your Social Security Benefits with Mary Beth Franklin 1:03:45

7M ago1:03:45

1:03:45

Today, I’m talking to Mary Beth Franklin. Mary Beth is a CERTIFIED FINANCIAL PLANNER, a former Capitol Hill reporter at United Press International, and the retirement and tax editor at Kiplinger Personal Finance. She also has a new edition of her bestselling book, Maximizing Social Security Benefits, a must-read for retirees and pre-retirees. My fi…

1
461: The Retirement Myth: How to Revisit, Reflect, and Reinvent Your Next Chapter 26:10

7M ago26:10

26:10

Retirement isn’t the finish line. It’s a time to rewind and rediscover the next phase of your life as a time of reinvention and impact. In this episode, we discuss: The origins of retirement How to navigate forced retirement What is a “Repurposement Plan”? Today's article comes from our very own blog titled, Rewind Retirement: Revisit, Reflect, and…

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460: Are We in the Longest Bull Market in History? 21:58

8M ago21:58

21:58

Are we living in the longest bull market in history – or is a major market crash on the way? To gain some clarity, it can be helpful to understand how today’s economy compares to years’ past. In this episode, we discuss: Today’s market vs. the 80s and 90s Cyclical vs. secular markets How interest rate cuts impact the market Today's article is from …

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459: An Estate Planning Alternative: Pros and Cons of a Living Inheritance 19:22

8M ago19:22

19:22

If you’re a parent, do you plan to leave your child/children an inheritance? While generally, this wealth transfers upon your passing, another option to consider is the concept of a living inheritance. In this episode, we discuss: The impact of a living inheritance Why you need to have open dialogue about your estate plan with children How to strik…

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458: Is the Pursuit of Happiness Killing Your Second Half of Life Joy? 26:42

8M ago26:42

26:42

The happiness you experience is built through mindful, compassionate actions. However, in the second half of life, the quest isn’t for fleeting happiness anymore; it’s for something deeper: Joy. In this episode, we discuss: Happiness vs. joy 5 barriers to joy 5 practices to cultivate joy The power of relationships Today's article comes from our ver…

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457: Finding Meaningful Work in a Post-Career World with Bruce Feiler 53:23

8M ago53:23

53:23

Today, I'm thrilled to welcome Bruce Feiler back to the podcast. Bruce has written seven New York Times bestsellers, given three TED Talks viewed more than 4 million times and teaches the TED course How to Master Life's Transitions, and has been a longtime columnist for the New York Times. While our previous conversation was all about navigating tr…

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456: Retirement Tax Planning: Should You Max Out Your 401(K)? 22:27

8M ago22:27

22:27

What is the most effective way for you to save money for retirement? While traditionally, many have turned to accumulating wealth in their 401(k), the caveat comes in the form of taxes due. In this episode, we discuss: Why it’s important to diversify your savings buckets The capital gains tax rate How to save for retirement amidst tax rate uncertai…

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455: Thriving in Midlife Part 7: Elevating Your Life Repurposement Experience 27:40

9M ago27:40

27:40

The journey of Repurposement is not a one-time event but an ongoing process that shapes the legacy you leave behind. To wrap up our “Thriving in Midlife” series, we explore how to ensure that each step you take is aligned with the life you are destined to lead. In this episode, we discuss: Why it’s important to evolve your Repurposement experience …

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454: Busting 6 Big Financial Myths for Retirement 21:28

9M ago21:28

21:28

In a world where you have more financial information at your fingertips than ever before, it’s vital to be aware of myths, rules of thumb, and unverified guidance that isn’t geared toward your unique financial situation. In this episode, we discuss: The risks of dividend-only income Caveats of the Rule of 100 Factors that should apply to your withd…

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453: Pursuing Your Passion & Knowing When to Walk Away with Annie Duke 1:02:41

9M ago1:02:41

1:02:41

Today, I’m thrilled to welcome Annie Duke back on the podcast. Annie is an author, speaker, and consultant. She has a PhD in Cognitive Psychology and is a special partner focused on Decision Science at First Round Capital Partners, a seed-stage venture fund. Many of you will likely recognize Annie from her illustrious career as a professional poker…

1
452: Thriving in Midlife Part 6: Achieving a Long-Life Mindset with 4 Steps 31:32

9M ago31:32

31:32

Are you choosing to live inspired so you can lead yourself and others with intentionality? It begins with harnessing a strong sense of self-awareness so you can own the story you were meant to live. In this episode, we discuss: What a “long-life mindset” means The power of legacy vs. Impact vs. influence How to silence external chaos to better focu…

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451: License to Spend: A Retirement Income Strategy That Helps Combat Longevity Risk 20:58

10M ago20:58

20:58

You worked hard for your money. To truly enjoy that money confidently in retirement, making smart investment decisions and having a personalized retirement income strategy is key. In this episode, we discuss: The concept of “guaranteed income” Misconceptions of annuities How interest rates impact annuity payouts Today's article comes from ThinkAdvi…

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