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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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Our goal is to provide valuable information so you can reach PEACE OF MIND through planning. FOLLOW NOW so you are armed with straight forward planning tips for when you're ready to get started! EASIEST WAY TO REACH US: https://www.zammittilaw.com http://www.yourplanningattorney.com ABOUT VAL -- Valerie is an admitted math nerd who never intended on becoming an attorney. A little bit of luck helped her find estate planning, elder law and probate as her focus. Valerie’s natural care-giver ten ...
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Each episode is packed with concise tips, strategies, research, methodologies, case studies, and ideas to help you safely and effectively grow your wealth. Stuart Wemyss, a qualified financial advisor, accountant, tax agent, and licensed mortgage broker, delivers holistic advice. With four authored books, including "Investopoly" and "Rules of the Lending Game," Stuart shares his insights through a weekly blog, which is replicated on this podcast.
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Irish Tax Unwrapped is your go-to podcast for navigating the complexities of Ireland’s tax landscape. Hosted by Josh O'Connell and featuring Derek Andrews, the show breaks down everything from personal and corporate tax to estate planning and compliance, offering clear and practical advice for individuals, businesses, and professionals alike. Whether you're a business owner, an investor, or just curious, this podcast will break down Ireland's tax code for you. Each episode explores key tax i ...
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Welcome to The Tax Compass Podcast by LSR Partners; a must-listen for expats, non-residents, and anyone with UK tax obligations abroad. Hosted by LSR Partners tax experts Laura Sant and Simon Roue, we’re here to simplify complex UK tax issues so you can confidently manage your finances, no matter where in the world you are. If you're navigating UK tax from overseas, planning a move, or dealing with HMRC, this podcast offers clear, practical guidance. Each episode covers essential topics, fro ...
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For 30 years, Money Matters hosts Scott Hanson and Pat McClain have answered thousands of questions from callers just like you. This is the perfect podcast for you if you have questions like: -Should I do Roth conversions? -Are there tax strategies I should be using? -Do I have the proper estate plan? -Is my portfolio allocation diverse enough? -Will I retire on time? Take Money Matters with you each week. Download the show wherever you get your podcasts.
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A holistic accountant goes beyond tax returns, aiming to offer proactive advice to maximise clients' wealth after all taxes. Stuart Wemyss and Mena Abraham explore multifaceted considerations weekly, highlighting the need for a holistic approach. Each episode is succinct and to the point with no fluff or sales pitches. For further details, check out www.prosolution.com.au.
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Welcome to Financial Planning Unlocked – bringing together our investment and financial planning experts to discuss the latest hot topics. If you’re looking for information about how to make the most of your money and manage your personal finances, our Financial Planning Unlocked series covers a wide range of topics from financial wellbeing to inheritance tax.
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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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A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.
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Are you super busy with your career, kids, and life? Discover ways to get organized and enjoy a wonderful life! We cover smart strategies for personal finance, investing, and how to enjoy your time and money. Breakthrough the complicated financial landscape with easy-to-understand information that you can actually follow. I discuss how to become wealthy: tips and habits to change in your life to achieve financial freedom. I dive into topics such as savings, investing, education planning, ins ...
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The latest news from the world of personal finance plus advice for those trying to make the most of their money.
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Navigating inheritance tax can be a daunting task, but with Harry Robinson's expert guidance, securing your family’s future has never been easier. Specialising in bespoke inheritance tax planning, Harry Robinson helps you preserve your wealth while ensuring compliance with UK tax laws. From minimising liabilities to creating tailored solutions, Harry Robinson’s meticulous approach offers peace of mind to individuals and families. Whether it's setting up trusts, managing gifts, or optimising ...
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The Retirement Tax Podcast is your place to learn how to sand the rough edges off your 6 or 7 figure income tax bill the IRS expects you to pay over the course of your retirement. Hosts Benjamin Brandt, CFPⓇ , and Steven Jarvis, CPA bring you tax topics you can take action on. Leveraging their combined decades of experience in the financial planning and accounting worlds they share their insights and answer your questions.
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Attorney Barry Gardiner discusses legal issues relating to estate planning, wills and trusts, federal taxation, elder law, and other corporate and business law topics, especially as they relate to people and businesses in New York and New Jersey.
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When it comes to financial planning and investing, many of us have more questions than answers. The “What the Wealth?!” Retirement Podcast offers sound financial information and guidance on numerous concerns to help Gen X and Y families and professionals as well as 50-Forward individuals create the lives they love. Jonathan P. Bednar, II, CFP, joined Paradigm Wealth Partners in January 2010, where he is in partnership with his father, Jon P. Bednar. As a Wealth Advisor, Jonathan enjoys guidi ...
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Season 1 was a warm and friendly look into the many aspects of family law, helping you navigate some of the more challenging circumstances. Season Two is time to learn about Wills, Probate, Tax, Trusts & Estate Planning with two experienced legal professionals from Timm's Solicitors.
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Our podcast channel brings you thought provoking and insightful discussions on all things private wealth. We will talk about future and later life planning and wealth management, from making a Will or creating a trust, to preparing powers of attorney and ensuring the welfare of elderly or vulnerable relatives. Our experts will explore issues surrounding the administration of estates and trusts, and discuss effective tax and succession planning strategies for individuals, their families and f ...
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When your goals are meaningful and your wealth has purpose, you can truly live with intention… Welcome to Intentional Wealth, a monthly podcast where, alongside notable financial professional guests, Private Wealth Advisor and Founder of Braun-Bostich & Associates, Amy Braun-Bostich, delivers useful insights and strategies that help YOU to live your best financial life! Learn more about Braun-Bostich & Associates at https://www.Braun-Bostich.com
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Harry Robinson offers comprehensive financial planning services tailored to your unique needs. With years of experience in the industry, Harry understands the complexities of personal and business finance, providing expert guidance on investments, retirement planning, and wealth management. Whether you’re seeking to optimise your savings, navigate tax implications, or build a robust investment portfolio, Harry’s personalised approach ensures you receive the best strategies for your financial ...
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Join our friendly team of solicitors as they answer common legal questions in our podcast series. Planning for your Future - covering Wills, Powers of Attorney, Deputyship, Inheritance Tax, Trusts and the Probate process. Dispute Resolution - covering Neighbour Dispute, Removing an Executor under a Will and Will/Inheritance Disputes. Company & Commercial - covering Possession Proceedings, Shareholder Agreements and Disaster Recovery Plans. Find out more about us, our services and what our cl ...
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Unlock financial clarity, confidence, and peace of mind with Metcalf Money Moment – the Podcast. Whether you’re preparing for retirement, navigating a business exit, or building generational wealth, our expert insights provide the clarity and confidence needed to achieve your financial goals. Hosted by Jeb Graham, Ethan Hutcheson, and Eric Wymore—seasoned financial professionals with a deep passion for empowering clients—this podcast brings decades of combined experience in wealth management ...
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The inside track on the biggest stories affecting UK agriculture - with Johann Tasker and Louise Impey. Every Friday.
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Private wealth, economy and geopolitics. ADL Wealth is a podcast service provided by ADL Estate Planning Ltd.
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Navigating the business and financial landscape can seem difficult and lonely. But many others have beaten the path ahead for us. They have what to share, and many are ready to listen. What's more, our community is blessed to have a wide range of charity organisations that are accomplishing incredible things every single day. But many have little air time to educate the public about what really goes on behind closed doors. It's time to start the conversation. Welcome to Nexus. Hosted on Acas ...
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Adam Walkom is a former investment bank trader and management consultant who is now a founding partner of Permanent Wealth Partners and author of Plan for Happy - A step-by-step guide to growing your wealth. Building wealth and investing are both much more of an art form than a science and have much more to do with human and behavioural psychology than economics. Join Adam as he goes on a journey interviewing fascinating guests who share their deeply-held insights and experiences from years ...
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News and Views Podcast Show
Sarah Power: Director of Business Concepts Group, Financial Planner and Accountant
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The Business Concepts Group News and Views Podcast Show hosted by Sarah Power from Business Concepts Group (BCG) discusses the latest News and Views in Taxation, Accounting Issues, Business Development and SMSF. Listen for expert information, tax tips and updates on latest developments from the ATO. The News and Views Podcast aims to help you to better understand and improve your business. Sarah also hosts the Women in Focus podcast series and joins BCG’s Chris Reed in hosting the SMSF News ...
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Our Family Office is proud to announce the launch of the Our Family Office Podcast. Throughout the course of the inaugural season, host Adam Fisch speaks to various guests from across our firm, offering insights into the areas of focus for an integrated family office, and the ways that a Shared Family Office™ can help Canada’s wealthiest families.
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Plenty of books, podcasts and blogs focus on building wealth – and that’s great, as far as it goes. But focusing just on wealth misses the point. I believe what most of us actually want is to have choice. Choice in how much time we give to income-producing activities. Choice about what those income-producing activities are. Choice about where we live. Choice about when we retire. Choice about the ways we use our money to produce happiness. In the Financial Autonomy podcast, I explore the dif ...
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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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Official Podcast of the Dentists Who Invest platform. Talking all things investing, money and finance with a dental spin. Have you ever wondered how you can grow your wealth and protect your hard earned money as a Dentist? We've got you covered. Featuring famous guests such as Andrew Craig, Edward Zuckerberg and Benyamin Ahmed we delve deep into EVERY aspect of finance to educate and empower ALL Dentists.
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Bite-sized financial and retirement planning guidance from David Dickens in Kansas City. Dave Dickens is the President of CreativeOne Advisors Group and is a Chartered Financial Analyst (CFA®). He has more than 35 years of experience in the investment business. Any references to KC Financial Advisors should now be understood as referring to CreativeOne Advisors Group. Investment advisory services are offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. CreativeOne Adviso ...
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If you’re a US citizen living in the UK or you’re planning to move here, there are a number of important life stages you will need to plan for. With a good plan and the right advice, you’ll be ready for any challenge or opportunity life might throw at you while you’re in the UK. Our Stepping Stones series brings together leading advisers from various areas of expertise, to provide you with the need-to-knows for each step of your unique journey in the UK. This series is hosted by Buzzacott, a ...
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What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
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The Farmers Guardian podcast brings you real farmer stories, the latest news and discussion about all the issues affecting the farming community. Listen on the go as the Farmers Guardian team talk through the latest issues across the dairy, livestock and arable sectors affecting your farming business, featuring special guests who share their personal experiences.
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The Expedition Retirement by Golden Reserve podcast is for every-day retirees. We challenge financial advisors and the fees the trillion-dollar industry takes from your hard-earned savings. Join us each week for straight shooting, honest insights on protecting your assets from taxes, market risk, fees and long-term care. We'll also challenge financial advisors and the fees the trillion-dollar industry takes from your hard-earned savings. Subscribe or follow so you never miss an episode! Lear ...
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Help us improve this podcast with our short, 10 question survey (https://www.surveymonkey.com/r/VB6HLCT). Our hosts Susannah Streeter and Sarah Coles look at what's happening in the markets. In each episode they speak to the likes of fund managers and equity analysts to discover what's driving their portfolios, and their insight on what's happening in the world of investment. Plus unique sector guides, with interviews from guests across key industries. This podcast isn't personal advice. If ...
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Want the real story about moving to Portugal? Skip the fluff and dive into honest conversations about what it actually takes to make Portugal your home. Each episode, we bring you in-depth discussions with immigration experts, tax specialists, and real people who've already made the leap. From understanding the D7 visa process to navigating Portugal's property market, we cut through the noise to deliver practical, actionable insights. Our guests share their unfiltered experiences—the wins, t ...
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Welcome to Financial Tip Friday, your weekly personal finance and investments devotional. Hosted by venture capital investor, former investment banker and lifelong Christian, Rodney Appiah. This podcast is for general information only and does not constitute financial advice.
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Hosted by Nick Knight, from NK Active, a injury rehabilitation service Lewis Birch, from Grosvenor Birch, Financial planners Covering all topics health and wealth, for small business. With fellow small business owners, telling their story and how they have over come health and wealth problems in the past and impact of a pandemic and post pandemic world
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Will your children sink the family farm? Inheritance tax and succession planning, dairy farms dump milk after processing breakdown, & why climate-friendly farmers are turned off by Net Zero
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In this episode, one in three farmers fear their children will sink the farm business when it's handed on to the next generation. Why farming families are walking a tightrope between succession and inheritance tax. Dairy producers are forced to dump thousands of litres of milk after a breakdown at a key processing plant in Lancashire. We've all the…
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Inheritance tax made simple: shares, bonds and gold, plus expert planning tips
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Join Susannah and Sarah as they dive into the markets. Plus, Helen Morrissey, head of retirement analysis and Bradley Clark, HL financial adviser, join us to unpack the basics of inheritance tax – how it works, recent changes, how it could affect you and how to plan for it. This podcast isn’t personal advice. If you’re not sure what’s right for you…
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Tax Planning, Minus-One Method, Inherited Roth RMDs, and Early Social Security: Q&A #2516
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Jim and Chris discuss listener questions relating to tax planning at full retirement age, the minus-one method for RMDs, inherited Roth RMDs, and early Social Security. (9:10) A listener jokes about the state trivia and offers a suggestion for Chris’s benefit. (11:10) Another listener shares a PSA about delays in online Social Security applications…
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Effective Inheritance Tax Planning with Luke Hurley and Anick Sharma [CPD Available]
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Get your free verifiable CPD for this episode here >>> https://www.dentistswhoinvest.com/videos/effective-inheritance-tax-planning-with-luke-hurley-and-anick-sharma ——————————————————————— Are you a dentist looking to grow your wealth? You can connect with Luke and Anick here: https://www.viderefinancial.com/contact ——————————————————————— Inherita…
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Tax-Loss Harvesting, Smart Business Sale Planning, Direct Indexing, and Lump-Sum Strategies
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On this week's Money Matters, Scott and Pat explore the benefits of tax-loss harvesting during volatile markets. Then, they’re joined by Simone Devenny, Head of Private Wealth Strategies at Allworth, to dive into key financial strategies for entrepreneurs and business owners, including tax optimization, estate planning, and succession strategies. F…
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Stock markets around the world have plunged in reaction to the import tariffs imposed by President Trump and then the retaliation of China which responded with its own tariffs on American goods. Economists have warned that this trade war could seriously damage the world economy, and make all of us poorer. By the end of Friday shares traded in Londo…
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Should You Be Moving Money Around in This Stock Market? | Did Your Financial Advisor Cover It…or Cover It Up? | How Uncle Sam Sees You as a Tax Mule | What has Better Odds, the Stock Market or Las Vegas ...
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On this episode: In retirement, should you be in the stock market at all? THIS could cost you $300 thousand or more in retirement. Uncle Sam looks at your 401(k) like a big juicy steak. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube. See omnystudio.com/listener f…
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IRA Contributions, Special Needs Trusts, Roth Conversions, and Cost Basis: Q&A #2518
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Jim and Chris are joined by Jake to discuss listener questions related to IRA contributions from self-employment income, special needs trusts, year-of-death Roth conversions, Cost Basis, and IRMAA. (9:00) George asks how QBI and self-employed health insurance deductions affect how much he can contribute to a traditional IRA. (20:00) Jim, Chris, and…
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Bridging Science and Soul. Discovering Meaning In A Complex World (Feat: Rabbi Dr Akiva Tatz)
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It was a real privilege to sit down with Rabbi Dr. Akiva Tatz, a man of knowledge, clarity of thought, and tremendous wisdom. Originally from South Africa, Rabbi Tatz began his career in medicine, practicing in both South Africa and Israel. Rabbi Tatz redirected his path toward Torah learning and has since become a leading voice in Jewish philosoph…
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#356 | Learn to Struggle Smarter - Not Harder!
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#356 | Learn to Struggle Smarter - Not Harder! Life continuously demands our attention — but how do we know we're focusing on the right things? In this short reflection inspired by 𝘛𝘩𝘦 𝘚𝘶𝘣𝘵𝘭𝘦 𝘈𝘳𝘵 𝘰𝘧 𝘕𝘰𝘵 𝘎𝘪𝘷𝘪𝘯𝘨 𝘢 𝘍𝘤𝘬* by Mark Manson, Valerie Zammitti shares a powerful reminder: 👉 Growth isn't about avoiding struggle — it's about choosing your strugg…
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Berkshire Hathaway's Annual Meeting Could Reveal Its Future Plans. Here's What We're Watching For.
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Gregg Warren, senior analyst with Morningstar Research Services, discusses the succession, dividend, and stock portfolio questions he would ask at this year’s Berkshire Hathaway annual meeting. Warren previously pitched questions as part of the meeting’s analyst panel. Key Takeaways: Morningstar Analyst on Pitching Questions at Berkshire Hathaway A…
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I'm 70 years old and I want to payoff my mortgage ASAP. Should I use my TSP to pay it off? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our…
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View from the classroom: Getting farming into schools is vital to securing future
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The fight to get farming embedded onto the National Curriculum is in full swing, and in this episode online editor Emily Ashworth speaks to Zak Hammersley, an agricultural lecturer about the diverse mix of students coming into the industry, and how despite the current political climate, the future is bright. Olivia Shave, founder of the petition to…
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How The NHS Pension Actually Works (2025 Update) with Luke Hurley [CPD Available]
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If you’d like to discuss your finances with a professional, you can connect with Luke here: https://www.viderefinancial.com/contact ——————————————————————— Get your free verifiable CPD for this episode here >>> ——————————————————————— Unravelling the complexities of the NHS pension scheme can feel like navigating a labyrinth, but financial planning…
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Mailbag: Smart Estate Planning & Tax Strategies for a Secure Legacy
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Taxes don’t stop when your paycheck does, and they certainly don’t skip your heirs. In this episode, David tackles two common listener questions that reveal just how much tax strategy plays into smart retirement and estate planning. If you’ve been worried about how much your kids will owe in inheritance taxes or if you’re sitting on a pile of tax-d…
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#355 | The Biggest AI Mistake 𝗔𝗜 𝗛𝗲𝗹𝗽𝘀 - 𝗕𝘂𝘁 𝗛𝗼𝘄 𝗠𝘂𝗰𝗵 𝗖𝗮𝗻 𝗬𝗼𝘂 𝗧𝗿𝘂𝘀𝘁 𝗜𝘁? In today's world, technology shapes every aspect of our lives, including critical planning for the future. But can an algorithm genuinely understand the intricate needs of your family? In this video, I dive into why 𝗿𝗲𝗹𝘆𝗶𝗻𝗴 𝘀𝗼𝗹𝗲𝗹𝘆 𝗼𝗻 𝗔𝗜 for estate planning 𝗰𝗼𝘂𝗹𝗱 𝗰𝗿𝗲𝗮𝘁𝗲 𝘀𝗲𝗿𝗶𝗼𝘂𝘀 …
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With some proceeds from a real estate transaction about to come our way, should we invest in the market or wait until things settle down? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To lea…
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Are You Ready for Retirement? 5 Key Steps to Avoid Financial Stress
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Miguel Gonzalez, CRC®, shares five essential steps to avoid financial strain and build the retirement you deserve. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group r…
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#354 | Peace of Mind to Travel Without the Kids
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#354 | Peace of Mind to Travel Without The Kids 𝗛𝗲𝗮𝗱𝗶𝗻𝗴 𝗢𝘂𝘁 𝗼𝗳 𝗧𝗼𝘄𝗻 𝗪𝗶𝘁𝗵𝗼𝘂𝘁 𝗬𝗼𝘂𝗿 𝗞𝗶𝗱𝘀? ✈️🏡 Good for you! Most parents focus on packing bags—but there’s one important detail you might be forgetting. In this brief yet informative video, discover a straightforward but effective method to ensure your children's safety and well-being while you're away. …
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I'm only 47, yet I'm burned out and looking to call it quits next year, for good. Can I do it? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy…
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Transition Period Strategy Part 3 – A Case Study: EDU #2518
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Chris’s Summary: Jim and I are joined once again by Jacob for the third and final part of our series on transition period strategy. This time, we focus on the practical side of asset positioning: how near-retirees can begin structuring spending reserves without overreacting to short-term volatility. We use an example case study to explain how to se…
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Ep 9 - The Power of a Legacy Letter: How Meaningful Words Shape Generations with Blake Brewer
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Have you ever thought about the lasting impact of your words on your loved ones? On this episode of Metcalf Money Moment, hosts Jeb, Ethan, and Eric sit down with Blake Brewer to explore the power of the Legacy Letter—a heartfelt parent-child letter filled with meaningful words that stand the test of time. Blake shares his deeply personal story of …
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Send us a text Want to dramatically grow your business profits? Stuart and Mena reveal that instead of focusing on dozens of small changes, most businesses should laser in on one to three profit multipliers. They break it down into four critical areas: People, Pricing, Product, and Process—and show how mastering just one can transform your business…
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Ep 354: What to do if you are not ready for financial advice… yet
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New Report: The Evidence-Based Approach to Investing in Property & Shares: download here. Read full blog here. In this episode, Stuart shares smart, practical steps for those who aren’t quite ready to pay for full financial advice—but still want to make smart money moves. He explains the difference between straightforward and complex financial deci…
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#353 | Co-Ops in Estate Planning 🏢 𝗢𝘄𝗻 𝗮 𝗖𝗼-𝗼𝗽 — 𝗼𝗿 𝗧𝗵𝗶𝗻𝗸𝗶𝗻𝗴 𝗔𝗯𝗼𝘂𝘁 𝗜𝘁? Here’s something most people don’t realize: Owning a co-op isn’t the same as owning real estate — and transferring it into a trust can open up a can of worms. In this short video, we break down: ✅ Why co-ops aren't considered "real property" ✅ How Board regulations and hidden fe…
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Important Things to Do (and Avoid) When Getting an Inheritance
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Estate Planning Attorney Tim Stallings joins us to discuss what most people do (and what they shouldn’t do) when getting an inheritance. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube. See omnystudio.com/listener for privacy information.…
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After taking a lower paying job, I'm now worried that I might have to work longer than anticipated. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our pr…
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Q&A: Interest-only loans, transferring investment ownership, education bonds and more...
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In yesterday’s Q&A podcast episode, Stuart answered a wide range of listener questions about property investing, tax strategies, and long-term financial planning. He explained options for investors whose interest-only loan terms are ending, covering whether refinancing or switching to principal and interest repayments makes more sense depending on …
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#352 | Legacy That Lasts: The Giving Plan You Didn’t Know You Could Create
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#352 | Legacy That Lasts: The Giving Plan You Didn’t Know You Could Create 🎁You don’t need to be a millionaire to leave a legacy of generosity. If giving back has always been important to you, it can continue to be a part of your life’s plan—long after you’re gone. This isn’t just about charity. It’s about building purpose into your family’s future…
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I think we have enough saved for retirement, but given how crazy the world is right now, I need some reassurance. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener d…
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When the stock market is anything but calm, it’s tempting to panic, but this week, we explain why you should panic methodically instead. Drawing inspiration from WSJ columnist Jason Zweig, Matt Robison and I explore how to keep your cool when market volatility, political drama, and economic uncertainty are everywhere. Don’t confuse the world’s chao…
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What Cover Do I Need To Protect Me And WHEN with Warren Robins [CPD Available]
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Need to review your Income Protection? Connect with Warren here: https://www.dentistswhoinvest.com/income-protection ——————————————————————— Get your free verifiable CPD for this episode here >>> ——————————————————————— Your dental career is a major investment—are you fully protecting it? In this episode, insurance specialist Warren Robins explains…
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The cost of just about everything we need to run a home will be more expensive for millions of households from Tuesday. Switching on the lights, turning on the heating, turning on the tap, calling your mum or your best friend, logging on to emails, will all cost more with rises usually well above the rate of inflation. We'll have tips on how to tac…
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How Much Can You Lose? Evaluating Your Market Risk | Have You Locked Down Your Pension and Estate Plans? | What Hot Dogs can Teach Us About Retirement | Are You Afraid to Spend Your Retirement Savings ...
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56:59
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On this week's episode: Is Chasing Stock Gains Worth the Stress in Retirement? The Power of Roth Conversions Annuities: The Missing Piece in Your Retirement Plan? Are Your Retirement Dreams Getting Lost in Market Noise? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouT…
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Social Security Benefits, IRMAA, and QCD Timing: Q&A #2517
1:05:39
1:05:39
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Jim and Chris discuss listener questions relating to Social Security spousal benefits, IRMAA relief, suspending Social Security for tax planning, and QCD timing with RMDs. (3:00) A listener enquires whether her 85-year-old mother, who recently remarried, must remain on her ex-spouse’s record for one year before switching to spousal benefits on her …
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A Couple’s Investment Dispute, Market Risks from AI and Politics, and the Caller Who Wants to Retire Early
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On this week's Money Matters, Scott and Pat explore how political forces are swaying the markets, plus the growing role of AI in shaping financial decisions. Next, they mediate a financial disagreement between a couple wondering if they should move long-term assets into cash. Finally, they check back in with a listener who wanted to know if he and …
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#351 | It's Not Morbid. It's a Gift! 𝗪𝗵𝗲𝗻 𝗘𝘀𝘁𝗮𝘁𝗲 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗚𝗼𝗲𝘀 𝗩𝗲𝗿𝘆...𝙍𝙄𝙂𝙃𝙏 Death is a subject many of us avoid discussing, but neglecting to plan for it can leave a burden on your loved ones. In this short video, I explore 𝘁𝘄𝗼 𝗿𝗲𝗮𝗹-𝗹𝗶𝗳𝗲 𝘀𝘁𝗼𝗿𝗶𝗲𝘀 where estate planning made a significant difference. 💭 Curious about what truly happens after someone pa…
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Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg
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Amy Arnott, Morningstar Inc. portfolio strategist, discusses why her team’s starting safe withdrawal rate is more conservative than the popular 4% rule. Plus, a new metric to help determine financial priorities during retirement. How ‘The State of Retirement Income’ Report Helps Investors Know Their Safe Withdrawal Rate Conservative Estimate for St…
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I was thinking of retiring soon, however with the current state of the stock market I am not sure now is a good time and I want to make sure we have enough to weather a recession. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by…
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England rugby player and farmer Tom Youngs talks about returning home to farm - right where he's meant to be
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Most will know Tom Youngs from his performance on the rugby pitch, but farming has always been the plan. Having enjoyed 17 years playing sport, coming home to farm was always the plan, but since returning, much has changed within agriculture. In this episode he talks about farming partnerships, SFI, the Government and his passion for helping consum…
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#350 | Purposeful Living. Intentional Spending. Estate Planning 101
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#350 | Purposeful Living. Intentional Spending. Estate Planning 101 𝗪𝗵𝗮𝘁 𝗜𝗳 𝘁𝗵𝗲 𝗚𝗼𝗮𝗹 𝗜𝘀𝗻’𝘁 𝘁𝗼 𝗟𝗲𝗮𝘃𝗲 𝗜𝘁 𝗔𝗹𝗹 𝗕𝗲𝗵𝗶𝗻𝗱? What would change if you aimed to die with zero—not because you failed to save, but because you lived life to its fullest? In this week’s reflection, we explore powerful ideas from "𝘋𝘪𝘦 𝘞𝘪𝘵𝘩 𝘡𝘦𝘳𝘰" by Bill Perkins, including what people…
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With a combined income of $320k, should I be making all my retirement contributions Roth? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy prac…
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As the Chancellor, Rachel Reeves, presents her Spring Statement, Money Box Live sifts through the details about what it all means for your personal finances. Changes to the welfare system have already been announced. It will be harder to claim a disability benefit called Personal Independence Payment (PIP) under plans which the government says will…
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How Social Security Is Taxed in 2025 | Maximize Your Retirement Income
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5:11
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Certified Retirement Counselor Miguel Gonzalez breaks down how Social Security is taxed in 2025 and shares smart strategies to avoid surprise tax bills. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth manage…
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#349 | Why Blended Families Need Crystal Clear Estate Plan
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#349 | Why Blended Families Need Crystal Clear Estate Plan 🤍Blended families are beautiful… and complex.🤍 However, when it comes to estate planning, complexity without clarity can lead to courtroom chaos. In this short video, Valerie highlights a crucial, yet often overlooked, piece many forget when planning for a blended family — and the significa…
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My goal is to retire in exactly seven years. Am I on track to make this happen? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visi…
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Transition Period Strategy Part 2 – Positioning and Repositioning: EDU #2517
1:18:00
1:18:00
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Chris’s Summary: Jim and I are again joined by Jacob as we continue exploring transition period strategy—the years just before retirement when you’re not yet withdrawing but want to prepare. We cover how near-retirees can manage emotional reactions to volatility while positioning assets to support early retirement spending. For those using our Mini…
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What's Changed With ISAs/Pensions/GIAs This Tax Year with Anick Sharma [CPD Available]
24:39
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If you’d like to discuss your finances with a professional, you can connect with Anick here: https://www.viderefinancial.com/contact ——————————————————————— Get your free verifiable CPD for this episode here >>> ——————————————————————— The 2025 tax year brings critical updates to ISAs, pensions, and GIAs—and dental professionals need to stay ahead.…
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Is it Time to Use the Equity in your Home to Build Wealth?
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With interest rates starting to fall, is there an opportunity to utilise the equity in your home for investment purposes and accelerate your wealth creation? It's something we're certainly evaluating with several of our clients, so I thought I'd share with you today our current thinking. Subscribe to our weekly GainingCHOICE email General advice di…
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