show episodes
 
Artwork

1
Stay Wealthy Retirement Podcast

Taylor Schulte, CFPĀ®

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
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 PLANNERā„¢ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on t ...
  continue reading
 
Welcome to the Boldin Podcast — your trusted source for retirement planning, financial wellness, and purposeful living. Formerly known as NewRetirement, Boldin is on a mission to empower you to take control of your financial future. Whether you're nearing retirement, already retired, or just starting to plan, we cover what matters most: money, lifestyle, health, meaning, and how to retire smarter. Each episode features expert interviews and actionable insights on topics like retirement incom ...
  continue reading
 
Artwork
 
Welcome to Retirement Toolbox, the podcast designed to help you build a strong financial foundation and navigate retirement with clarity and confidence. Hosted by Scott Searles, financial advisor and founder of Skybox Financial Group, this show offers straightforward, practical insights to help you protect what you’ve earned, grow your wealth for the future, and reduce your lifetime tax burden. Whether you’re approaching retirement or already enjoying it, tune in for education on income plan ...
  continue reading
 
Artwork

1
Retire With Style

Wade Pfau & Alex Murguia

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
The purpose of Retire With Style is to help you discover the retirement income plan that is right for you. The first step is to discover your retirement income personality. Your hosts Wade Pfau, PhD, CFA, RICP and Alex Murguia, PhD walk you through creating and implementing a retirement plan that will help you reach your goals, and that you’ll be able to stick with. Start by going to risaprofile.com/style and sign up to take the industry’s first financial personality tool for retirement plan ...
  continue reading
 
Artwork

1
Money Guy Show

Brian Preston and Bo Hanson

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly+
 
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.
  continue reading
 
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.
  continue reading
 
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 ...
  continue reading
 
Artwork

1
The Safe Money Retirement Show

Tim Wood. Certified Financial FiduciaryĀ®

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
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 FiduciaryĀ®, member of Ed Slott's Elite IRA Advisor Groupā„ , Founder of Safe Money RetirementĀ®, 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.
  continue reading
 
Artwork

1
Success in the New Retirement

Damon Roberts, Matt Deaton

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you! Find more at http://successinthenewretirement.com. Be sure follow us on social media! Acute Wealth Blog: http ...
  continue reading
 
Artwork

1
Retirement Answers

Jacob Duke, CFPĀ®

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be! The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement. Follow along as I publish a new episode each week covering everything f ...
  continue reading
 
Artwork

1
Retirement Road Map

Derek Gregoire, Keith Ellis, and Matthew Peck

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
Welcome to the Retirement Road Map by SHP Financial—a podcast empowering today's retirees and pre-retirees to make well-informed financial decisions that will help you spend more time living and dreaming, than worrying and wondering. Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFPĀ® CIMAĀ®, as they share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, accounting, and estate planning. The SHP trade ...
  continue reading
 
Artwork
 
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 ...
  continue reading
 
Artwork

1
Retirement Planning Happy Hour

Eric Douglas, Chris Vaughn

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Retirement Planning Happy Hour is where serious retirement conversations are had over a taste of Kentucky. Hosted by financial professionals in the heart of bourbon country, we blend insightful discussions on financial planning, investing, taxes, and life in retirement, with a splash of Kentucky charm. Whether you’re nearing retirement or already enjoying it, pull up a chair, pour a glass, and join us as we explore how to make the most of your next chapter—on your terms.
  continue reading
 
Artwork

1
Secure Your Retirement

Radon Stancil, CFPĀ® & Murs Tariq, CFPĀ®

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
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 ...
  continue reading
 
Artwork

1
Cashflow Multipliers

The Kitti Sisters

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
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
  continue reading
 
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.
  continue reading
 
Artwork

1
That Annuity Show

Nassau Financial Group

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
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.
  continue reading
 
Join Nick Davis CFPĀ®, Tori Ten Hagen CFPĀ®, 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 ...
  continue reading
 
We want to stuff your mailbox with dividends! Our goal is to show you the power of dividend growth investing, and for each year's check to be larger than the last. We analyze specific companies and look at the mindset this strategy requires to be successful long-term. Come explore this not-so-boring world and watch your portfolio's value compound.
  continue reading
 
Artwork
 
This is the best in Wealth podcast – A show for successful family stewards who want real answers about Retirement and investing so we can feel secure about our family’s future. Scott's mission is simple: to help other family stewards build and maintain their family fortress. A family steward is someone that feels family is the most important thing. You go to your job every day for your family. You watch over your family, you make sacrifices for your family, you protect your family. I work wi ...
  continue reading
 
Artwork

1
Cortburg Speaks Retirement

Miguel Gonzalez, MBA, AIFĀ®, CPFAĀ®, CRCĀ®

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
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.
  continue reading
 
Artwork

1
ChooseFI

ChooseFI

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
How would your life change if you reached Financial Independence and got to the point where working is optional? What actions can you take today to make that not just possible but probable. Jonathan & Brad explore the tactics that the FI community uses to reclaim decades of their lives. They discuss reducing expenses, crushing debt, tax optimization, building passive income streams through online businesses and real estate and how to travel the world for free. Every episode is packed with ac ...
  continue reading
 
Artwork

1
Roaming Returns

Tim & Carmela

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
Most nomads just relocate their hustle—freelancing, content grinding, or trading time for money on the road. We’re Tim & Carmela, the Income Investing Nomads. On Roaming Returns, we break down how to build hybrid income streams—dividends, value investing, strategic flips, and tax-smart strategies—that decouple your time from your income. So you can fund your freedom, travel full time (even in a van), and stop deferring your life. No hype. No one-size-fits-all dogma. Just real numbers, tested ...
  continue reading
 
Artwork

1
Retire Early

Sam Benson & Linwood Fraher

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
Welcome to ā€The Retire Early Podcast,ā€ 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 ...
  continue reading
 
Welcome to Retire Wise: Your Roadmap to End Dependence. Hosted by qualified professionals Tyler Jones, WMCP, and Michael Miller, our show is dedicated to guiding you through the complexities of retirement planning with a focus on tax efficiency, principal preservation, and explore income opportunities with a focus on stability. Each episode delves into strategies for building a retirement plan that not only helps preserve your hard-earned assets but also helps maximize your financial confide ...
  continue reading
 
At Take Point Wealth Management, our mission is to simplify investing and give thoughtful, intelligent advice to people who want added financial peace. We do this by always striving to deliver the best possible investment counsel and the most exceptional personal service. Visit www.TakePointWealth.com to learn more.
  continue reading
 
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.
  continue reading
 
Artwork
 
Dustin Heiner from the Master Passive Income Podcast reveals his real estate investing business and strategies he used to quit his job at the age of 37. With passive income and monthly cash flow, Dustin is now successfully unemployed and is financially independent. Now he's showing you how you can do it too. Discover how you can create your own real estate investing business from scratch so you can live the dream life and do what you love. https://masterpassiveincome.com
  continue reading
 
Artwork

1
The Holistic Accountant

Stuart Wemyss & Mena Abraham

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
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.
  continue reading
 
Artwork

1
Winning in Retirement

Akers Financial Group

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
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! ...
  continue reading
 
Artwork

1
Money Wisdom

Joel Johnson

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
Listen to Johnson Brunetti's Money Wisdom with Jake Doser, CFPĀ®, CPWAĀ® and Nicholas J. Colantuono, CFPĀ®. Whether you’re approaching retirement or recently retired, Money Wisdom offers key financial insights to help you make informed decisions for you and your family. In a world full of financial noise, Jake and Nick aim to provide clarity, peace of mind, and practical guidance on your journey toward a secure, fulfilling retirement. Tune in each week as they address your questions and shine a ...
  continue reading
 
Artwork

1
Retired-ish

Cameron Valadez

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
RetiredĀ·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 ...
  continue reading
 
The Ramsey Show Highlights is a quick, daily dose of advice on life and money in under ten minutes. Hear from experts like Dave Ramsey, Ken Coleman, Rachel Cruze, Dr. John Delony, George Kamel & Jade Warshaw. Part of the Ramsey Network. Delivered to you seven days a week.
  continue reading
 
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.
  continue reading
 
Artwork
 
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 ...
  continue reading
 
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 ...
  continue reading
 
Raise your Income, investments, and life to the next level! Do you want to live life on your own terms? Financially independent people have assets that generate income greater than their expenses. We explore ways how people have increased their income and net worth to achieve financial independence (and how you can too).
  continue reading
 
Loading …
show series
 
On this episode of Your Retirement Radio Podcast, Kevin discusses the pressing concerns of retirees, focusing on taxes, guaranteed income strategies, and the importance of financial planning. The conversation highlights the challenges posed by market volatility and the necessity of having a solid retirement plan that can withstand economic fluctuat…
  continue reading
 
In this mailbag episode, Eric answers real questions from listeners navigating big life transitions. First up, a soon-to-be retiree wants to take the whole family to Disney World, but how do you plan a big trip like that without derailing your retirement timeline? Eric breaks down how to stress-test your retirement plan for one-time expenses and of…
  continue reading
 
In this compelling episode, we sit down with Elliott Kallen, a seasoned entrepreneur and founder of Prosperity Financial Group. Elliott opens up about the heartbreaking loss of his son to suicide and how this personal tragedy led to the creation of A Brighter Day, a nonprofit dedicated to supporting teens facing mental health challenges. Discover h…
  continue reading
 
Join Me In Denver for our 2-day Mastermind: https://masterpassiveincome.com/mastermind Follow me on IG https://instagram.com/thedustinheiner Get my new real estate investing software free: incomebuilder.io Get the FREE Course: https://masterpassiveincome.com/freecourse Get the 1-on-1 coaching FREE strategy call here: https://masterpassiveincome.com…
  continue reading
 
Most retirees are surprised to learn just how differently their income is taxed once they stop working. From Social Security to pensions, IRAs, dividends, and even rental income, retirement brings a complex new tax landscape that can catch even the most financially savvy off guard. This episode is here to help you stay ahead of the curve. Joining S…
  continue reading
 
Learn 5 proven strategies to help you get the most out of your Social Security benefits. From timing your claim to minimizing taxes, Certified Retirement Counselor Miguel Gonzalez walks you through smart steps that can strengthen your retirement income plan. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you…
  continue reading
 
How strong is your dividend growth portfolio? Send it to us for a free evaluation at [email protected]. Plus, join our market newsletter for more on dividend growth investing. In what may be the largest M&A deal of 2025 so far, Union Pacific ($UNP) has made a formal bid to merge with Norfolk Southern ($NSC). The proposed merger not only fur…
  continue reading
 
šŸ’µ Start your free budget today. Download the EveryDollar app!⁠⁠⁠⁠⁠⁠ Did you miss the latest episode of The Ramsey Show? Don’t worry—we’ve got you covered! Get all the highlights you missed plus some of the best moments from the show. Watch entertaining calls, Dave Rants, guest interviews and more! Next Steps: šŸ“ž Have a question for the show? Call 88…
  continue reading
 
šŸŽÆ The Four Stages of Your Financial Life Cycle: Where Do Most People Fail? Retirement doesn’t happen by accident—it’s a journey that unfolds across four critical stages: Earning, Accumulation, Protection, and Legacy. In this episode of the Retirement Planners of America Podcast, Ken Moraif and Jeremy Thornton break down each phase and reveal where …
  continue reading
 
There’s been a lot of noise around the One Big Beautiful Bill, an 887-page piece of legislation that just reshaped key elements of the tax code. But what does it actually mean for your retirement? In this episode, Jake and Nick cut through the headlines to explain what’s changing, what’s staying the same, and why this bill may be the biggest planni…
  continue reading
 
Kevin Brucher discusses the impact of inflation on retirement planning, strategies for managing rising costs, and the importance of investment growth and risk management. They emphasize the role of financial advisors in creating personalized retirement plans and navigating the complexities of homeowners associations. Additionally, they explore the …
  continue reading
 
šŸ’µ Start your free budget today. Download the EveryDollar app!⁠⁠⁠⁠ Did you miss the latest episode of The Ramsey Show? Don’t worry—we’ve got you covered! Get all the highlights you missed plus some of the best moments from the show. Watch entertaining calls, Dave Rants, guest interviews and more! Next Steps: šŸ“ž Have a question for the show? Call 888-…
  continue reading
 
What does real financial progress look like? In this episode, we break down the 7 key milestones on the road to financial independence from reaching a net worth of zero, to saving your first $100K, to becoming a liquid millionaire. Whether you're just starting out or nearing retirement, these benchmarks will help you measure, motivate, and master y…
  continue reading
 
Fixed-income investors, bonds are rising to the occasion and looking attractive again. Their yields are higher, and they have delivered as diversifiers against stock sell-offs this year. Yet, uncertainty has muddled the outlook as the bond market seeks clarity about tariffs, inflation, and interest rates.Paul Olmsted covers US fixed-income strategi…
  continue reading
 
🚨 The weekly dividend revolution just leveled up—again. In this episode, we break down 19 brand-new weekly dividend ETFs that just hit the market. These aren’t your grandma’s income plays. Some use swaps, others use synthetic positions, leverage, and trade options for massive yields. We walk through the performance so far, explain the structure beh…
  continue reading
 
šŸ’µ Start your free budget today. Download the EveryDollar app!⁠⁠⁠⁠ Did you miss the latest episode of The Ramsey Show? Don’t worry—we’ve got you covered! Get all the highlights you missed plus some of the best moments from the show. Watch entertaining calls, Dave Rants, guest interviews and more! Next Steps: šŸ“ž Have a question for the show? Call 888-…
  continue reading
 
You’ve probably heard about the ā€œBig Beautiful Bill,ā€ but what does it actually mean for your retirement plan? In this episode, Scott breaks down the real implications of the new legislation, beyond the headlines and political noise. He walks you through what changed, what didn’t, and the planning opportunities that smart retirees should be acting …
  continue reading
 
šŸ’µ Start your free budget today. Download the EveryDollar app!⁠⁠⁠⁠ Did you miss the latest episode of The Ramsey Show? Don’t worry—we’ve got you covered! Get all the highlights you missed plus some of the best moments from the show. Watch entertaining calls, Dave Rants, guest interviews and more! Next Steps: šŸ“ž Have a question for the show? Call 888-…
  continue reading
 
What do smoking sections, kids' menus, and combo meals have to do with retirement planning? More than you might think! In this episode, Eric serves up financial wisdom using a creative "retirement restaurant" metaphor. He explains how appearances can be deceiving when it comes to diversification, why some strategies that helped you build wealth may…
  continue reading
 
In this powerful episode of Wisdom to Wealth, Drew Stevens breaks down the Fed’s latest decision to hold interest rates steady—and why it matters far more than most headlines suggest. With over $35 trillion in federal debt and inflation still pressuring everyday Americans, this episode explores seven key impacts this decision has on federal debt, b…
  continue reading
 
In this episode of the podcast, Nick, Tori, and Connie explore a provocative idea: what if the key to happiness in retirement isn’t saving more, but spending differently? Drawing on new research and real client experiences, the team discusses how money can be used intentionally to boost well-being, connection, and meaning in retirement. Tune in to …
  continue reading
 
šŸ’µ Start your free budget today. Download the EveryDollar app!⁠⁠⁠⁠ Did you miss the latest episode of The Ramsey Show? Don’t worry—we’ve got you covered! Get all the highlights you missed plus some of the best moments from the show. Watch entertaining calls, Dave Rants, guest interviews and more! Next Steps: šŸ“ž Have a question for the show? Call 888-…
  continue reading
 
Tax diversification gives you the power to manage taxes in retirement more efficiently. In this episode, Miguel Gonzalez, CRC, breaks down the three tax buckets and how to strategically withdraw income for long-term tax savings. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve y…
  continue reading
 
How much do you actually need to retire? It turns out, the answer varies drastically depending on where you live. We break down retirement costs by state using new data and estimate how much you need using the 4% rule. Then, we answer real-time questions from our audience about IRAs, homeownership, and early retirement strategies. Whether you're de…
  continue reading
 
šŸ’µ Start your free budget today. Download the EveryDollar app!⁠⁠⁠⁠ Did you miss the latest episode of The Ramsey Show? Don’t worry—we’ve got you covered! Get all the highlights you missed plus some of the best moments from the show. Watch entertaining calls, Dave Rants, guest interviews and more! Next Steps: šŸ“ž Have a question for the show? Call 888-…
  continue reading
 
šŸ’µ Start your free budget today. Download the EveryDollar app!⁠⁠⁠⁠ Did you miss the latest episode of The Ramsey Show? Don’t worry—we’ve got you covered! Get all the highlights you missed plus some of the best moments from the show. Watch entertaining calls, Dave Rants, guest interviews and more! Next Steps: šŸ“ž Have a question for the show? Call 888-…
  continue reading
 
In this special interview, Camille sits down with AI strategist and Bright Spark AI founder Heather Revens to demystify the hype around artificial intelligence—and explain why understanding AI is no longer optional, especially for remote workers and business owners over 50. From navigating life transitions to future-proofing your skills, Heather sh…
  continue reading
 
Send us a text In this episode, Mena and Stuart take a close look at the pros and cons of purchasing a franchise and whether it’s truly the right path for aspiring business owners. They break down why buying into an established brand can fast-track revenue, provide a proven business model, and offer ongoing support in areas like training, marketing…
  continue reading
 
In this episode of Retire with Style, Wade Pfau and Alex Murguia tackle listener questions on a range of financial topics, including gold’s volatility, alternative investments, and how to measure retirement success. They discuss the realities of investment returns, the impact of recent U.S. bond downgrades, and the importance of understanding risk,…
  continue reading
 
What if everything you’ve been taught about building wealth was actually keeping you broke? In this episode, we’re unpacking the truth behind how we built a $400 million real estate portfolio… while technically owning nothing. 😳 Sounds wild, right? But it’s the same strategy the ultra-wealthy have quietly used for generations. If you’ve ever felt l…
  continue reading
 
šŸ’µ Start your free budget today. Download the EveryDollar app!⁠⁠⁠⁠ Did you miss the latest episode of The Ramsey Show? Don’t worry—we’ve got you covered! Get all the highlights you missed plus some of the best moments from the show. Watch entertaining calls, Dave Rants, guest interviews and more! Next Steps: šŸ“ž Have a question for the show? Call 888-…
  continue reading
 
Real estate investor and founder of Master Passive Income, Dustin Heiner, shares how he built a cash-flowing rental portfolio, quit his 9-to-5, and now helps others do the same—including his 17-year-old daughter. Learn how to invest for income, not speculation, and why now is always the best time to start.šŸŽ Free Course: masterpassiveincome.com/free…
  continue reading
 
What if your retirement plan could turn taxes into opportunity? In this episode, Kevin Madden breaks down how recent tax law extensions open the door for strategic Roth conversions and smarter estate planning. He also weighs in on the risks of over-relying on the ā€œMagnificent Sevenā€ tech stocks and explains why now might be the time to lock in high…
  continue reading
 
Is $5 million really the magic number for retirement? In this episode of Success in the New Retirement, Damon Roberts and Matt Deaton break down what truly matters—your income needs, not arbitrary savings goals. They share real client stories, explain how to bridge income gaps with smart strategies like Roth conversions and structured notes, and re…
  continue reading
 
In this episode of the Retire Early Podcast, financial advisors and retirement planners Sam Benson and Linwood Fraher of Martin Wealth Solutions tackle one of the most common pre-retirement questions: ā€œShould I still own stocks, or is it time to diversify?ā€ Through real-life client stories and practical analysis, Sam and Linwood break down the impo…
  continue reading
 
Think DIY tax planning is saving you money? It might be costing you more than you realize. In this episode, Abe Abich breaks down why retirement tax strategy is too complex to tackle alone. From Roth conversions to RMDs and legacy planning, they explore how working with a fiduciary advisor can help you avoid costly mistakes and build a more tax-eff…
  continue reading
 
Get in the 5-Day Investing Challenge: https://masterpassiveincome.com/challenge Join Me In Denver for our 2-day Mastermind Follow me on Instagram Get my new real estate investing software free: incomebuilder.io Get the FREE Course: https://masterpassiveincome.com/freecourse Get the 1-on-1 coaching FREE strategy call here: https://masterpassiveincom…
  continue reading
 
Markets keep breaking records! The S&P 500 and Nasdaq hit fresh highs last week as trade deals fuel optimism ahead of the Aug. 1 deal deadline. But the economic picture is mixed, and the Fed’s still cautious on rate cuts as they head into their meeting this week. https://financeinsights.net/Ad7DIQ83XCrVZ11UZANO5h77n5M Learn more at www.efteam.us…
  continue reading
 
šŸ’µ Start your free budget today. Download the EveryDollar app!⁠⁠⁠⁠ Did you miss the latest episode of The Ramsey Show? Don’t worry—we’ve got you covered! Get all the highlights you missed plus some of the best moments from the show. Watch entertaining calls, Dave Rants, guest interviews and more! Next Steps: šŸ“ž Have a question for the show? Call 888-…
  continue reading
 
Tax planning in retirement is about so much more than Roth conversions... In this episode, I share the components of a real tax plan and why it is crucial to understand this as you build your retirement plan. šŸ‘‰ Book a call with me: https://www.rivertreewealth.com/get-started āœ… If you want the Important Numbers 2025 PDF, send me an email! Submit you…
  continue reading
 
šŸ’µ Start your free budget today. Download the EveryDollar app!⁠⁠⁠ Did you miss the latest episode of The Ramsey Show? Don’t worry—we’ve got you covered! Get all the highlights you missed plus some of the best moments from the show. Watch entertaining calls, Dave Rants, guest interviews and more! Next Steps: šŸ“ž Have a question for the show? Call 888-8…
  continue reading
 
Laugh and learn as we react to the most iconic TV scenes about money. From Michael Scott’s budget disaster to wild misconceptions about tax write-offs and credit scores, we unpack the hilarity and the hidden financial truths. Tune in to avoid these pitfalls and get real advice you can trust. ⁠⁠⁠⁠Jump start your journey with our FREE financial resou…
  continue reading
 
In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss a real-life retirement planning case study featuring a fictitious couple, John and Jane, who are 55 and aiming to retire at 62. With $2 million in savings, they’re asking the question so many do: Can I retire early and still live comfortably? Using advanced financial plan…
  continue reading
 
Social Security can be a maze of rules and decisions to make if you’re widowed or divorced, which makes claiming a daunting task. Most claiming decisions are permanent and can make a difference of tens if not hundreds of thousands of dollars over the rest of your lifetime, so you want to get it right. In this episode, Cameron Valadez, CERTIFIED FIN…
  continue reading
 
Loading …

Quick Reference Guide

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play