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Stay Wealthy Retirement Podcast

Taylor Schulte, CFP®

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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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Money Guy Show

Brian Preston and Bo Hanson

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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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If you’re retired or getting close this is the show for you. Here at Retirement Lifestyles it’s all about having the Health, Wealth and Freedom to live your dream retirement. Join me and I’ll teach you the secrets successful retirees use to create an abundant retirement lifestyle.
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Join Dr Dan, an Australian doctor who is on a mission to improve financial health for doctors and healthcare professionals. Interviewing money experts, doctors turned entrepreneurs, and documenting his own journey to passive income.
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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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Retire SMART Podcast

Retire SMART LLC

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
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Retirement Answers Today

Jim Martin & Casey Bibb

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Retirement Answers Today is your go-to podcast for clear, actionable guidance to build your dream retirement. Hosted by experienced Dave Ramsey SmartVestor Pros, each episode simplifies the complexities of retirement planning and wealth management, giving you strategies you can confidently implement today. Whether you’re nearing retirement or already there, we’ll cover crucial topics such as creating sustainable retirement income, managing taxes strategically, making smart investment decisio ...
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The Safe Money Retirement Show

Tim Wood. Certified Financial Fiduciary®

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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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Secure Your Retirement

Radon Stancil, CFP® & Murs Tariq, CFP®

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Retirement is the plan. You worked hard to get where you are, now have a retirement that works hard for you. If you want to achieve… confidence, peace of mind, control of your future, a rock-solid income plan, financial freedom, and unrestricted options in retirement this show is the right one for you! Retirement is approaching and you can’t afford to make mistakes with your money. In the back of your mind, there are concerns about what happens if there is another financial downfall as you a ...
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The Retirement Income Hour" with Mark Falter is a podcast dedicated to helping you navigate the complexities of retirement planning. Each episode offers expert insights on building sustainable income, preserving wealth, and making informed financial decisions to ensure a secure and comfortable retirement. Tune in for practical tips, real-life strategies, and common sense advice to make the most of your retirement years.
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Divorced? Widowed? Navigating retirement on your own? You’re not alone— and you don’t have to figure it out by yourself. Wisdom to Wealth is your trusted guide to turning uncertainty into confidence and complexity into clarity. We break down the financial strategies every independent woman needs to protect her wealth, create lasting income, and build a retirement plan that lets you live life on your terms—without fear, confusion, or regret. Because retirement isn’t just about money; it’s abo ...
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That Annuity Show

Nassau Financial Group

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We want to help every independent agent or retirement planner be successful explaining the benefits all types of annuities - fixed indexed annuities in particular. You should walk away each time you listen with some idea that will make your next client meeting run better.
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The Retirement Key podcast is a resource to gain insight and learn strategies for a more successful retirement. Join Abe Abich has he shares his decades of experience on a wide variety of topics from from Social Security and retirement income, to estate planning. Whether you're just starting to plan for retirement or you're already in the thick of it, The Retirement Key has something for you. In each episode, Abe provides ideas on personalized solutions to common retirement challenges. Subsc ...
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Big Picture Retirement

Devin Carroll and John Ross

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Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
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Ready For Retirement

James Conole, CFP®

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Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will help you achieve your retirement goals. When it comes to retirement planning, it can quickly become overwhelming and easy to not take action. I designed this podcast because I want you to have the knowledge and confidence to create your secure retirement. My ultimate goal for all of my clients (and listeners) is to create peace of mind and that starts with having a strategy. I want you to spe ...
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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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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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Ken Tumolo and his son Nick Tumolo join you on the Tumolo Financial Radio to offer solutions and strategies for your retirement needs. With decades of financial experience, Ken and Nick offer tax recommendations, Social Security maximization, wealth management, retirement income planning and much more.
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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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Ready, Set, Retire!

Steve Anzuoni

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Planning for retirement is not a guessing game. Now is the time to plan! What have you done to protect yourself from another recession? Can you afford to ride the waves of a volatile market? When the paychecks stop but the bills keep coming, how are you going to maintain your lifestyle? For more than 30 years, retirement income specialist Steve Anzuoni of Fairway Financial, Inc has been using customized strategies to help people just like you build a successful retirement that includes guara ...
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Welcome to "Retirement Approved," the go-to podcast for anyone looking to secure their financial future. Hosted by Matt Paul and Steve Paul, Certified Financial Planners (CFP®) at RW Paul & Associates in Novi, Michigan, this show is your ultimate guide to understanding and preparing for retirement. Join us as we delve into the essentials of retirement planning. With their extensive knowledge and experience, Matt and Steve will help you evaluate how prepared you are for retirement, identify a ...
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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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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 Repurposed

Retire Repurposed

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It’s time to rethink, renew and reimagine retirement! Retire Repurposed is dedicated to help people transition into fulfilling and purposeful retirements. Retirement is a big life-change! In fact, the two most dangerous years of a person’s life are the year they were born and the year they retire. We believe retirement is not the end; rather, the beginning of what could be the most impactful season of a person’s life. So, don’t retire; become Repurposed.
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Cortburg Speaks Retirement

Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®

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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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Cashflow Multipliers

The Kitti Sisters

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Welcome to the Cashflow Multipliers where we talk about passive income, investing, real estate, apartment syndication, financial independence, and financial freedom. Learn more at: thekittisisters.com
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When you think about the next 30-40 years of life, what do you see? Are you happily retired, checking items off your bucket list? Or are you struggling to pay your bills? If you don’t have a plan for retirement, you’re already behind! Kevin Bock, of Integrity Retirement Solutions, uses his three decades of experience to help people just like you cross the retirement finish line with the confidence that comes from having a customized income plan. When planning for your financial future, there ...
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Afford Anything

Paula Pant | Cumulus Podcast Network

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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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Winning in Retirement

Akers Financial Group

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Our show is all about your retirement. We cover many different topics to help you in planning for your retirement. We dive deep on different aspects that many people are unaware of so you can be informed about risks and what’s truly important when planning for your retirement. Our experienced hosts have helped many people just like you. They cover in detail everyday issues to complex matters to help bring financial clarity and confidence to their listeners. START WINNING IN RETIREMENT TODAY! ...
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Retire Early

Sam Benson & Linwood Fraher

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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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Retired-ish

Cameron Valadez

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Retired·ish is the retirement podcast for those exploring retirement and those currently in retirement. The retirement ideas and strategies discussed are focused around preparing for one of life's biggest transitions, and how to preserve the wealth that you have worked so hard to achieve! This educational podcast was created to provide you with confidence in your retirement planning decisions. Your host, Cameron Valadez, is a CERTIFIED FINANCIAL PLANNER(TM) and partner of financial planning ...
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The Retirement Blueprint Radio Hour

Tim Lofton - Host of The Retirement Blueprint Hour Radio Show

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The Retirement Blueprint Radio Hour is dedicated to helping those approaching or already in retirement, Retire and Stay Retired. Tim Lofton is the creator of The Retirement Blueprint. For over 30 years he has been helping individuals just like you, navigate the ever changing world of retiring with a proven process and written plan. The Retirement Blueprint is a process that helps develop a plan for the 'Five Cornerstones' of retirement planning: Income Plan, Investment Plan, Tax Plan, Estate ...
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Kuhn Capital Partners sponsors Robert Kuhn’s Destination Retirement Radio program, which can be heard every Saturday morning from 10 to 11 AM on WLS-AM 890. Robert offers practical advice and strategies for overcoming common retirement fears and provides insight on how to protect and grow retirement assets.
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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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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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Making Cents

Frances Cook

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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, or investing for financial independence, or starting a new business, these are the ordinary ...
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Scale to Sell

Steve Burton and Adam Burton

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The Business Owner's Podcast to Grow and Exit Your Business. We share with entrepreneurs like you the tactical and practical things to scale your business and create an exit strategy that maintains your lifestyle and fits your retirement income plan.
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In today’s episode Glen James and financial adviser Martin McGrath discuss key points from a Grattan Institute report which details a simpler super system that would allow retirees to stress less, spend more, and enjoy their retirement years. Glen and Martin also explain what annuities are and how they can be used in your retirement strategy. For m…
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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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In this episode of "The Own Your Retirement Show," host Josh Bretl discusses tariffs and their impact on the economy and individual retirement planning. Josh explains the concept of tariffs and how they can affect the cost of goods imported into the U.S., using the example of the baking industry to illustrate potential cost increases for consumers.…
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In this timely episode, Ben Taatjes explores how market turbulence reveals our true relationship with money. Discover why some retirees with modest savings experience freedom while others with multi-million dollar portfolios live in constant fear. Ben breaks down the critical distinction between wealth-focused and income-focused retirement strategi…
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Today we investigate the evolving landscape of state taxation and its impact on housing markets and economic migration. From Florida’s bold consideration of eliminating property taxes to Mississippi becoming the 10th state to scrap income tax, we examine how these shifts could spark real estate booms, reshape state economies, and influence where Am…
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In this conversation, Kevin discusses the evolving landscape of retirement planning, emphasizing the importance of guaranteed income strategies due to increased life expectancy and market volatility. He highlights the need for individuals to create their own income sources, akin to personal pension plans, and addresses the issue of 'dead money'—fun…
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Have questions? Send me a text here Do you dream of building your business up and someday making a 7 or 8 figure exit? Maybe higher? There is one mistake that almost every entrepreneur makes that will kill that dream and can even cause serious issues while you are still the owner. In this episode we'll talk about what you need to do to avoid that p…
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Roy Chowdhury, founder of Homely, shares how he created an AI tool to make home lending easier, and the dangers of letting AI take part in your financial decisions. The property journey can be a frustrating one, and frankly, a bit intimidating. We’re talking big numbers, lots of jargon, and people in suits who are in charge of telling you yes or no…
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In this episode of Retire Smart Maryland Radio, hosts Prashant Sabapathi and Jon DeFeo discuss the current market volatility and its implications for retirement planning. They emphasize the importance of having a solid financial plan, especially in uncertain times, and highlight the critical knowledge gaps surrounding Social Security among pre-reti…
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When markets are unpredictable and headlines are filled with uncertainty, it can be hard to know how to move forward with your financial goals. This video explores how to plan confidently during times of market volatility—what to do, what to avoid, and how to keep your long-term strategy intact. It breaks down why volatility happens, how to stay le…
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In this episode of The Own Your Retirement Show, Josh Bretl discusses recent market volatility and it's potential impact on social security, as well as the emotional and financial complexities involved in transitioning to a new financial advisor, especially during the retirement phase. He highlights the use of a well-crafted "current advisor letter…
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Hans and Robby are back again this week with a brand new episode! This week, they discuss the top IRA rulings of 2024. 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 [email protected] or calling 919…
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Inspired by Greg McKeown's 'Essentialism,' Ben Taatjes explores how the principle of 'less is more' can transform your retirement experience. Discover the two sides of retirement simplification: clearing away the distractions and clutter that drain your energy while making intentional space for what truly matters. Learn practical strategies for sim…
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#602: Ever looked back at an old Facebook post and cringed? According to Olga Khazan, staff writer at The Atlantic, that discomfort is evidence of something powerful: your personality has changed, even if you didn't notice it happening. In our latest episode, Khazan, who recently wrote a book on the science of personality change, breaks down how ou…
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Kevin Brucher discusses the common assumptions that can jeopardize retirement planning, the current economic climate's impact on investments, and strategies for ensuring a stable income during retirement. He emphasizes the importance of understanding market volatility, sequence risk, and the need for guaranteed income sources. Additionally, he touc…
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How do you convince a financial DIY’er to get expert financial help? Should I take money out of my IRA, even without penalties, to help buy my dream retirement home in the country? And should I stop contributing to my company’s 401(k) because they’re not matching it anymore, and put my money elsewhere? David Brooks has answers to these questions in…
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Brian and Bo react to 10 outrageous personal finance videos circulating online, debunking misleading claims about 401(k) loans, day trading, real estate schemes, whole life insurance, and side hustles. Stay tuned through the end to watch as we count down to the craziest video we found.. The episode serves as a reminder to be wary of social media “g…
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Philip Chao, a leading voice in the 401(k) space shares his sharp focus on creating guaranteed retirement income. The conversation explores Philip's background, his companies, and the evolving landscape of annuities within retirement plans. Key themes include the role of fiduciaries, the integration of annuities into target date funds, and the futu…
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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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With headlines dominated by tariffs, inflation fears, and wild market swings, it’s easy to get caught up in the chaos. In this episode of Retirement Approved, Matt and Steve break down the ongoing tariff situation, how markets have reacted, and what it means for your financial future. They unpack the rollercoaster of conflicting government messages…
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In this week's episode, we'll explore what the average retiree has saved for retirement based on a recent Federal survey. Is your success in retirement based on how much money you have or what your plan is? Do you have more or less saved than the median household in the US at your age? How can you start now if you don't have a plan? Isn't it time t…
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In this inbox episode, we break down how the Social Security earnings limit works—especially for C corp owners who split income between salary and dividends. Learn what counts toward the limit, what doesn’t, and how smart income structuring can help you avoid benefit reductions. Although this show does not provide specific tax, legal, or financial …
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Listener Q&A where Andy talks about: Buffer ETFs and whether they can be used as replacements for CDs in building a ladder for upcoming years' expenses ( 4:29 ) His thoughts on direct indexing and whether it's worth doing to try to make non-qualified accounts for tax-efficient ( 14:11 ) Whether or not it's practical to implement a bucketing strateg…
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Han and AIlinh, from running optometry business to now buyers agents. Humble beginnings, working locum jobs, and growing to 40+ property portfolio. •day-to-day juggling tasks, getting great deals •growing up in South Western Sydney, saving way to first deposit •how mentor helped avoid Off the plan disaster •riding the 2004-2007 Perth wave, doubling…
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Welcome 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. Interest rates are finally coming down, and so many of us breathe a sigh of relief, especially all the people with a mortgage. But…
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Welcome to another episode of Wisdom to Wealth, where experience meets strategy to help you make smarter money moves. I’m Drew Stevens founder of Wisdom to Wealth, a fiduciary, speaker, and author with over 40 years of Wall Street wisdom under my belt. Today, we’re diving deep into a topic that could quietly undermine your financial future: Are you…
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In this powerful episode of Wisdom to Wealth, Drew—fiduciary, Wall Street veteran, and financial strategist—dives headfirst into one of the most controversial narratives making waves today: Trump’s “Planned” Stock Market Collapse. Is there real evidence behind the claim, or is it just headline hysteria? Drew unpacks the economic policies, market hi…
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Mike J. wrote us and asked: "We sold about $70k in pretax assets at the peak. How would you recommend we buy back in? Dollar Cost Average? Or wait for a low point?" We quick off this Q&A answering his question, including the Goldilocks Rule to DCA! Then stick around as we answer more of YOUR financial questions. Jump start your journey with our FRE…
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Our topic needs more focus in remote work: Mental Muscles. No fluffy mindset tips: real tools to help face fear, overwhelm & frustration. New or seasoned these muscles are key to success. Frustration: Inevitable but Not an Enemy: Keep it real: frustration is part of anything new including remote work. Learn to move through it faster by strengthenin…
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A highlight clip from the February 10h episode, “Viral mortgage hacks debunked: Separating clickbait from real advice”, with Dan Bell, financial adviser and co-founder of Colab Mortgages. Links Follow Frances Cook on Facebook, Instagram and TikTok, or join the Money Memo newsletter for a free weekly money tip in your inbox each week. Hosted on Acas…
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Worried about Trump’s tariffs and a shaky market? 👀 Discover how to build real wealth—even in chaos. In this video, we reveal the exact play we’re using to scale to a billion dollars in assets while others panic. Not theory. … We partner with entrepreneurs & founders who have a passion for real estate and have $100K to $5M to invest, all aiming to …
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If you’re sitting on large investment gains in a brokerage account and wondering whether it’s worth taking the tax hit, this episode is for you. I walk through a clear framework I use with clients to help them decide when—and if—it makes sense to realize those gains. I also explain several strategies that can potentially reduce or even eliminate th…
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The Tumolos discuss the unpredictability of the stock market and the importance of balancing emotional trading with strategic investment decisions. They emphasize the need for a shift in investment strategies as individuals approach retirement, focusing on generating income and protecting assets during market volatility. To schedule a Tumolo Financ…
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Most Americans are unaware of how their 401k investments are distributed, often resulting in over-investment in tech stocks. Abe Abich discusses why it's crucial to review your holdings, diversify, and develop a comprehensive plan to create a balanced portfolio. He explains that focusing on long-term goals and global diversification can help manage…
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In this episode of the Retire Early Podcast, financial advisors Sam Benson and Linwood Fraher from Martin Wealth Solutions discuss the critical decision of whether to manage your investments yourself or hire a financial advisor. They explore the benefits and pitfalls of both approaches, the types of financial professionals available, and the import…
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#601: Nick and his wife have $100,000 to invest, but they’re worried about the volatility of the current stock market. Should they look into alternative investments such as private equity? Even though Roth IRAs come with tax-free withdrawals in retirement, Josh is worried about his tax bracket going up and neutralizing the benefits. Is he right to …
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This episode is sponsored by… HEMLANE: Find better, more transparent property management with Hemlane at ⁠https://www.hemlane.com/lp/rent-to-retirement/⁠ NCH: Set up an LLC to protect your investments! – https://nchinc.com/rtr PPR CAPITAL: Build long-term wealth through passive real estate investing with PPR’s income and opportunity funds: https://…
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You’ve saved up $2.5 million and you’re wondering whether you can buy a vacation home or whether you should just do a long-term rental. Maybe you should just scratch the idea altogether. This is a conversation we have with clients and today’s show is going to walk you through how we help determine if the vacation home is going to work with a hypoth…
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Are You Ready to Retire?? ✅ Schedule a Discovery Call: HERE's my calendar Get your questions answered and make sure your prepared for the next step. ✅ Join the Retirement Lifestyles Inner Circle for FREE: CLICK HERE Receive daily email tips and strategies to take your retirement planning to the next level. Stay up to date with current Social Securi…
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We're back with answering YOUR questions and you gave us some good ones. Brian and Bo break down affordable life insurance strategies for high earners with health challenges, how to prioritize saving when adopting a child, and what to do with multiple retirement plans like 401(a), 403(b), and 457s. You'll also learn how the Rule of 55 really works …
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In the first part of our series on estate planning, we laid the groundwork for why incapacity planning matters and what documents you need to get started. But there’s more to it than just having your paperwork in order. In this second episode on planning for incapacity, we take the conversation further by focusing on what happens when long-term car…
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