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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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Reverse Mortgage News & Commentary The nation’s longest-running weekly podcast for the reverse mortgage professional.
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Mortgage and Reverse Mortgage info
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The road to success for real estate agents is well-marked. The road to significance is not. Here, we help you to Think Bigger than just your business. We inspire you to seek success AND significance, income AND impact. We do that by interviewing the biggest thinkers and highest achievers in the real estate industry, extracting the secrets to having it all.
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Welcome to "Uncommon Knowledge for Seniors," a podcast dedicated to empowering senior citizens with the insights they need for a fulfilling and secure retirement. Hosted by Jim Moran of Cascade Hasson Sotheby’s, this podcast covers everything from reverse mortgages to savvy real estate investments, providing actionable advice tailored for seniors. Tune in to learn about financial freedom, retirement planning, and more, all explained in an easy-to-understand, engaging manner with a touch of h ...
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Financial strategies you won't hear anywhere else for your house, your mortgage, and your future. Always accurate. Occasionally entertaining. Listen to the Mandelman Matters Podcast.
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Looking to buy a house in Florida or anywhere else? I am a licensed professional mortgage advisor in Port Saint Lucie, Florida. Have questions about home loans and the home buying process? Look no further! We will talk about the loan process, available mortgage programs (Conventional, FHA, VA, USDA, Reverse Mortgages, Jumbo, Non-QM, etc) explain mortgage terms, current market trends and any other popular mortgage topic that adds value. Support this podcast: https://podcasters.spotify.com/pod ...
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Mortgage Mom Radio is a mortgage and real estate education show. We help all those who are navigating the real estate, home buying, and mortgage process. You are encouraged to call us with all of your questions 844-935-3634! Our phones are answered 24 hours to help you. Want to be a guest on our next show? Call in Saturday mornings between 7AM and 8AM.
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Embark on your homeownership journey with Elevation Mortgage, your trusted guide to navigating the complexities of home financing. With 20 years of experience, we’ve been committed to empowering first-time homebuyers and veterans with personalized guidance and a comprehensive suite of mortgage solutions.
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AARP’s weekly podcast The Perfect ScamSM tells the stories of people who find themselves the target of a scam. Host Bob Sullivan introduces listeners to those who have experienced scams firsthand, as well as professional con artists and leading experts who pull back the curtain on how scammers operate.
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The RMD podcast features reverse mortgage business leaders, professionals, government officials, and thought leaders to provide listeners with the pulse of the reverse mortgage industry. Hosted by reporter Chris Clow and produced by the HousingWire Content Studio.
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Hi, I'm Ella Gurfinkel, your host of the AskElla Show and senior loan officer at Fairway Independent Mortgage. On my podcast, I cut through the noise to bring you honest conversations about real estate, mortgages, and financial planning. I interview industry experts to tackle everything from homebuying basics to complex topics like reverse mortgages, trusts, and market trends. With decades of experience, I'm passionate about dispelling myths and providing clear, actionable advice. Whether yo ...
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Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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Let Bryon Pyle, HomeSafe's president, show you how using the equity in your home in the form of a govenment designed program, a reverse mortgage, eases many difficult retirement issues.
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Always Be Cool = Live by the Golden Rule. Bobby Kerr & Darren Copeland showcase your community's top business, sports, and real estate leaders, sharing tips and tricks to help you reach your personal and professional goals through positive behavior, servant leadership, & best practices. Powered by TheBobbyKerr.com, Google Business Expert & Coach. TheBobbyKerr.com TheABCpod.com
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The American Monetary Association is a non-profit venture funded by The Jason Hartman Foundation that is dedicated to educating people about the practical effects of monetary policy and government actions on inflation, deflation and freedom. Our goal is to help people prosper in the midst of uncertain economic times. The American Monetary Association believes that a new and innovative understanding of wealth, value, business and investment is necessary to thrive in the new reality of big gov ...
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Become an EMPOWERED INVESTOR. Survive and thrive in today's economy! With over 2,000 episodes in this Monday, Wednesday, Friday podcast, business and investment expert Jason Hartman interviews top-tier guests, bestselling authors and financial experts including; Steve Forbes (Freedom Manifesto), Tomas Sowell (Housing Boom and Bust), Noam Chomsky (Manufacturing Consent), Jenny Craig (Health & Fitness CEO), Jim Cramer (Mad Money), Harvey Mackay (Swim With The Sharks & Get Your Foot in the Door ...
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Just a couple of dads/mortgage brokers sitting on a couch chatting!
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These ain’t your Momma's divorce conversations. On The D Shift we explore a range of different topics of interest for women of all ages going through separation and divorce. Guest experts share insight and strategies to navigate the challenges of going from married to single with confidence, clarity, and conviction. Each episode provides inspiration, education, and motivation to help women take control and re-define their life through divorce and other transitions.
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Hosted by Jeffrey Bellomo, Esq., CELA, LLM, and over 20 years of experience practicing in estate planning. We’ll discuss all things Estate Planning and Law. Our mission is to help educate so that what happened to the Bellomo family doesn’t happen to you. We hope to answer your most burning questions and support you with a solution to estate planning that works for you and your loved ones.
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Welcome to the Serving Seniors Podcast, the show dedicated to helping you thrive in your retirement years. In each episode, we'll explore topics, share tips, and invite experts to provide valuable insights that will empower you to make the most of your golden years. So, whether you're just starting your retirement or have been enjoying it for a while, here's some helpful insight on how you can survive AND thrive in your golden years!
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The Wicked Pissah Podcast, brought to you by the Financial Planning Association of New England (FPA of New England), features discussions for financial professionals including topics of financial planning, recent or future events in the financial services industry, and interactions with influential speakers from across the industry. Additionally, the educational program will review the latest updates and announcements surrounding the New England chapter of FPA. Join us and listen in for enga ...
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Interviews with some of the most inspiring real estate agents and team leads in the industry and insights into what it takes to win as an agent today. Listen and learn from top performing agents/teams across North America as they share their wins, losses, lessons and stories. Co-hosted by Vikram Deol (serial entrepreneur, realtor, & real estate coach) and Cody May (CEO of real estate marketing agency Sheridan St, author, & digital nomad).
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Every week Gary discusses retirement planning, wealth management, and how to pay for long term care without going broke. Gary uses his 40 + years of experience to design plans for his clients that will ensure they never run out of money in retirement and have the long-term nursing care they need using insurance strategies. Gary uses the top coaches in the country to design his plans to be the best available. Find out more at: www.masterswealth.com
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Welcome to the Live for Today, Plan for Tomorrow Podcast, your go-to source for insights on mortgages, retirement planning, and real estate. Hosted by Gabe Bodner, a seasoned expert in the mortgage industry, our goal is to simplify complex financial concepts for homeowners and potential buyers. Join us as we explore reverse mortgages and other retirement planning topics, featuring exclusive interviews and expert advice. At the Live for Today, Plan for Tomorrow Podcast, we delve deep into the ...
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Talking Retirement is a comprehensive podcast that covers a wide range of topics related to retirement. From health and finances to caregiving and estate planning, our guests share valuable insights and actionable tips to help you navigate this important phase of life. Whether you're retired, planning for your own retirement or helping a loved one, Talking Retirement is your go-to resource for all things retirement-related. Join us to stay informed, educated, and empowered as you embark on t ...
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"Embracing Life After 60" is a podcast designed for seniors and their families who are navigating the unique challenges and opportunities of this new chapter. Each episode offers insights on downsizing, decluttering, redefining home, and making meaningful life transitions with ease. With conversations featuring experts like Senior Home Advisors, Realtors, and life coaches, we explore topics that matter—finding joy in change, building connections, and embracing the journey forward. Tune in fo ...
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Are you worried about your aging parents? Do you feel they will need either in-home care, driving assistance, or possibly move into assisted living or a memory care facility? Join me as I discuss your concerns around caring for your senior parents with changes they may experience as they age, the different types of care for your parents, and how to avoid caregiver burnout. It’s hard enough taking care of your family in today’s world. Then, when you add in nursing care, physical rehabilitatio ...
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Welcome to The Agent of Wealth Podcast with Marc Bautis from Bautis Financial. In this podcast, Marc helps small business owners and retirees overcome the multiple wealth planning challenges involved in your financial life. We do this by creating comprehensive wealth management plans to guide you towards financial freedom, ensure you never run out of money and help create a balance in life that prioritizes what is most important to you. Join us for this journey as Marc draws from years of ex ...
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Nevada Real Estate Radio™ airs Thursdays, 3pm PST on 93.7 FM in Northern Nevada. Here on Soundcloud you find many of our previous shows. Learn more about our passion and team at www.NevadaRealEstateRadio.com I'm Director of Marketing at Sage International and I interview Realtors™ and real estate-related investors every week so we can talk about the current topics to consider if you're buying or selling investment real estate. Listen to the experts before you make that next big real estate d ...
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Stay informed with "News for the Ages," where we explore the latest developments in aging, longevity, and caregiving. Hosted by Linda Sherman, Ray Gordon and Debbie Howard, our show features insights from a diverse group of industry experts. Each week, we delve into journalistic articles from respected publications, bringing you the most current and informative stories. Join our lively discussions as we cover wellness, neuroscience, aging in place, senior fitness, caregiver support and more. ...
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Hi my name is Nicolle Williams, I'm a Mortgage Agent & Financial Literacy Coach....Welcome To my World?
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Information, Interviews, Tours, How-to's, Reviews and Entertainment on all things, people, and places in real estate from Orange County, California.
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This show is all about helping those making the move to Florida! You'll hear stories from people who've taken the leap, gain valuable advice from long-time Floridians, and discover insider tips for embracing Florida's unique culture. Plus, we'll celebrate the rich diversity of the amazing people who call this vibrant state home. 🌴☀️
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I will be interviewing "experts" about a multitude of topics that seniors may find interesting. I will also be looking for hints and tips that I can share that may be fun, and inciteful tidbits for our listeners.
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The Solomon Success podcast is dedicated to the timeless wisdom of King Solomon and the Book of Proverbs in order to maximize one’s business and life. To our advantage, we can find King Solomon’s financial strategies in addition to many life philosophies documented in biblical scriptures. Focusing on these enduring fundamentals of success allows us to bypass the “get-rich-quick” schemes that cause many to stumble on their journey toward success. Our concern is not only spiritual in nature, b ...
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This show is all about helping those making the move to Florida! You'll hear stories from people who've taken the leap, gain valuable advice from long-time Floridians, and discover insider tips for embracing Florida's unique culture. Plus, we'll celebrate the rich diversity of the amazing people who call this vibrant state home. 🌴☀️
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Nadine Morency-Mohs is a NYC licensed Real Estate Broker who helps streamline the home selling process for home owners and educates the homebuyer with their purchase.
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Stewart in the Studio, hosted by Marvin Stone, SVP, Strategic Initiatives, is a fast-paced monthly podcast focused on issues vital to the mortgage lending industry. Tune in each month as Marvin and industry thought leaders discuss important trends and timely topics.
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Join millions of Canadians each week who want to master their personal finances. Hosted by former CNBC and BNN anchor, CFA Charterholder and financial wellness advocate Saijal Patel.
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Featured in Wealth Professional Canada’s 2019 “Top 50 Advisors”, Kelvin Rampersad has been a respected and valued member of the financial industry for the past 30 years. Kelvin started his career in 1988 dedicating himself to making sure his client’s financial health was well looked after. Over the years Kelvin has built a successful practice by analyzing the specific financial needs of each client and the goals of their families. He goes above and beyond to educate and motivate his clients ...
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Welcome to the Compass & Clock's Info-Tianment PodcastThrough our podcasts we'll explore how to live your best life now and well into retirement.We'll discuss topics in financial planning, housing, and insurance.We'll talk wellness, relationships, and leisure pursuits. A full active life requires planning for your goals and preparing for the unexpected.We'll introduce you to a variety of entertaining guests, from knowledgeable experts, to folks sharing stories of their life experiences, and ...
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Welcome to the podcast that gives you the financial advice you need while keeping things fun and lively! Join Kimsey as he dives into the world of wealth building and market changes, sharing his expertise as a fiduciary financial advisor and bringing you the latest insights on how to make your money work for you. From tips on investing in the stock market to strategies for building a robust retirement portfolio, Kimsey has you covered.
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If you are looking to buy or sell a home, get all the information and the latest updates, tips, and tricks from Tim Majka- your professional Long Beach Real Estate Agent
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If you are looking to buy or sell a home, get all the information and the latest updates, tips, and tricks from Greetings Virginia - your professional Northern Virginia Real Estate Agents.
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The Magnificent Aging Podcast includes tips to age well, connect with people, look on the positive side of aging and offers available options to ensure our aging process is magnificent. This podcast will provide a repository for the exchange of helpful ideas and information via guest experts to help better understand our magnificent aging process. We will go from feeling alone and scared to feeling supported and confident about our aging process, we just needed someone to tell us how to get ...
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Do you ever wish you could spend an hour with a general contractor or building inspector? About the House with Troy Galloway is exactly that! Galloway Building Services is a stable, consistent, and reliable St. Louis inspection service provider with more than 40 years experience. Troy Galloway is an engineer and complete construction expert. This knowledge and skill make him and Galloway Building Services more than just another inspection company. Your home inspection should be educational n ...
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Welcome to the ”Sunshine Coast Real Estate Podcast”, hosted by Nathan Demers! Hosted by Mortgage Broker Nathan Demers, the Sunshine Coast Real Estate Podcast is your go-to source for all things real estate on the Sunshine Coast of beautiful British Columbia. Whether you’re a first-time home-buyer or an experienced investor, we’ve got you covered. Nathan will be sharing some of the things he’s learned over the years in his own real estate journey, and interviewing both local Sunshine Coasters ...
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Kinetic Wealth: Rethinking Reverse Mortgages for Retirement Planning
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What if one financial tool could dramatically improve your peace of mind by expanding your retirement options? Jeff welcomes mortgage expert and author Ken Pitts, founder of Advisors Mortgage Services, to discuss his book, "Kinetic Wealth,” which he wrote to clear up misconceptions surrounding reverse mortgages. In its most simple terms, a reverse …
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E890: The Real Reason 40% of Homeowners are Mortgage-Free
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[ResiClub] The real reason 40% of homeowners are mortgage-free. [HUD/US Census Bureau] Here's why new home inventory has spiked. [Seniorly] Outliving your retirement nest egg is more likely in these cities. Watch our video podcast here!By HECMWorld
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How a Reverse Mortgage Can Change Your Life
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In this episode, Justin sits down with reverse mortgage expert and bestselling author Kevin Guttman to explore how reverse mortgages are transforming retirement for Baby Boomers—and opening new doors for real estate professionals.By Justin Stoddart
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The Reverse Mortgage Strategy Agents Are Sleeping On | Kevin Guttman Ep 292
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In this episode, Kevin Guttman breaks down one of the most overlooked opportunities in real estate: using reverse mortgages to help 62+ homeowners move into a better home without taking on a monthly mortgage payment. He walks you through the exact script, niche, and strategy agents can use to: ✅ Unlock listings from equity-rich seniors ✅ Double the…
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Episode 69: Strategic Uses of Reverse Mortgages
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In this powerful solo episode of the Serving Seniors Podcast, host Matt Helton dives into one of the most misunderstood — yet incredibly powerful — financial tools available to seniors: reverse mortgages. If you've ever wondered how a reverse mortgage can be used strategically, this is the episode for you. Matt breaks it down in plain, easy-to-unde…
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Busting Myths On Reverse Mortgages And Gray Divorce
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This episode of The D Shift highlights the importance of knowing your options, particularly when going through a gray divorce. Mardi Winder-Adams is joined by Laura Phillips, a respected and seasoned reverse mortgage specialist. Together, they explore the realities and misconceptions surrounding reverse mortgages. Laura brings more than three decad…
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Fall River Eldercare Emergency Protocols, Technology Use May Lower Dementia Risk, Reverse Mortgage Pros and Cons 7-15-25
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Ellen Khalifa presented a CNN article on technology use lowering dementia risk, noting a 42% reduction in cognitive impairment from tech use. Benjamin Surmi reported on two articles on a well publicized senior living fire in Massachusetts, leading to a discussion of the importance of considering city resources and emergency services when choosing a…
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Reverse Mortgage is H O T, The New VantageSocre Credit Report, and NY Real Estate Update
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Get the best deal for seniors with a Reverse Mortgage. Credit reports offer you a new option besides the FICO, it's called VantageScore. And yes, politics in New York can ultimately affect your world in Nevada.By Peter Padilla
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Embracing Life After 60: Women, Dementia, and the Dirty Dozen: How to Protect Your Brain Health After 40
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Did you know women are twice as likely as men to develop dementia? In this eye-opening episode of Embracing Life After 60, we’re joined by Dr. David from the Brain and Body Foundation, who shares practical, science-backed strategies to keep your brain sharp — starting right now. We unpack the “Dirty Dozen” — twelve common factors that harm brain he…
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2330 FBF: Power & Strategy with Robert Greene Best-Selling Author of ‘Mastery, Power & Seduction’ & ‘The 48 Laws of Power
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This Flashback Friday, which is also a 10th Episode is from episode 330 and was published August 2, 2013. Robert Greene, best-selling author of such books as The 48 Laws of Power, The 33 Strategies of War, The Art of Seduction, The 50th Law (with rapper 50 Cent), and Mastery, joins Jason to talk about his wheelhouse topics – power and strategy. Spo…
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What’s Hiding in the Walls? Uncovering Property Risks With Bob Frady
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What if your dream home is hiding dangers you can’t see? From undisclosed environmental risks to costly repair needs, the wrong surprise can turn homeownership into a financial headache. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Bob Frady, serial entrepreneur and founder of PropertyLens, a platform that equips ho…
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Friday Flight - Bad RAPs, Price Match Murder, & Premium Points Credit Cards #1020
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Time for a Friday Flight- our little sampling of the week’s financial news and what it means for your personal finances. There are a lot of headlines out there, but we boil them down to specific takeaways that will allow you to kick off the weekend informed and help you to get ahead with your money. In this episode we explain some relevant and help…
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New Alzheimer's Association Study on Brain Health Diet and Exercise, Getting Enough Protein, How to Advocate for an Older Loved One in the Hospital 8-5-25
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Benjamin Surmi highlighted a significant study reported by NPR July 28, 2025, showing that structured lifestyle changes, including exercise and diet, can improve brain health and reduce dementia risk. The Alzheimer's Association's $40 million commitment to implementing these findings was noted. Ellen Khalifa discussed the importance of protein inta…
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I am 61 and my husband is 59. We've been discussing my retiring next year and he would retire two years later when he is 62. Is this doable? Have a money question? Email us here Subscribe to …
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When Joe can’t get his Apple Pay payment to go through, he does a quick search for their customer service number and reaches an operator named Daisy. Daisy informs Joe that his account has been flagged – criminals have compromised his identity and are coming after his life savings. But there is nothing to worry about, Daisy works directly with the …
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Are we in a good spot for me to step away from my job and retire (age 58) at end of the year? Have a money question? Email us here Subscribe to Jill on Money LIVE…
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5 Retirement Fears And How To Conquer Them
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In this episode Gary discusses 5 retirement fears and how to conquer them.By Gary Mastrodonato
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1031 Exchange with Kandas Myer and Cheri Hill
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There's more to the 1031 Exchange for investors than you ever thought of before. Heard about the Reverse Exchange? How about the Construction Exchange? Learn how they work and how they are used with our guests: Kandas Myer from 1031 Specialists and Cheri Hill from Sage International. Lots of fun too!Kandas Myer: 775-710-9119 or Kandas@1031specialis…
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2329: Gold That Pays You: Solving the Age-Old Problem of Non-Yielding Gold with Keith Weiner
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Today's focus is on gold as an ancient monetary value and addressing the challenge of earning a yield on gold. Jason also invites listeners to join an upcoming Jason Hartman University workshop in Phoenix at the end of September, which includes a bonus property tour and emphasizes learning the math of income property. Jason also mentions a mastercl…
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Most agents focus on production—but few ever stop to ask what their business is actually worth. In this solo-episode, I break down the real estate business valuation framework every agent should know. Learn what makes a business valuable, how to structure a successful sale or acquisition, and how to increase the value of your business—whether you'r…
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WE BACK - Frugal Fun, Travel Tips, & Sabbatical Takeaways #1019
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Finally… a freshie! We’re done with bestie episodes for the summer and are excited to sit down and fill everyone in on what we’ve been up to for the past six weeks. We recount how lucky and blessed we are to be able to take a break from our 9-5, share some of our favorite ways we saved money while traveling (somehow in our first episode back we man…
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My husband still worries and is afraid to spend money. What can I tell him to help him see that things are fine and we can afford to have a little fun? Have a money question? Email us here Subscribe to …
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#258 - Wallets and Waistlines with Reyna Gobel
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Kathleen and Brad speak with freelance journalist, keynote speaker, and nutrition educator Reyna Gobel. Reyna is a nationally recognized expert in college funding, student loans, and financial wellness who brings a unique background in journalism, education and nutrition to conversations about money, health and long-term wellbeing. We hear from Rey…
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Boldly Moving Forward During And After Divorce
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In today’s conversation, host Mardi Winder-Adams sits down with Kirsten Carey, a neuroresilience specialist and serial entrepreneur who’s built multiple six- and seven-figure businesses. Together, they dive into the “beyond” side of divorce by exploring the powerful transformations that can happen when women step out of the shadows, find true align…
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I have met with a third financial advisor (a fiduciary) and I'm still not convinced I need a planner. What do you think? Have a money question? Email us here Subscribe to Jill …
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Embracing Life After 60: How Seniors Can Spot Scams and Live Fraud-Free with Dr. Keith Ludwick
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In this powerful episode of Relax, I’ve Got This: Embracing Life After 60, we sit down with Dr. Keith Ludwick, retired FBI Special Agent and founder of Stop Scamming Me, to dive deep into the growing epidemic of fraud targeting older adults. Dr. Ludwick shares his real-life experiences from both the FBI and his work as a private investigator, and r…
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Jesus Christ Super-Saver: Ancient Wisdom & Your Money (Bestie Ep) #1018
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We’re glad Ikea exists. The ability for a vast majority of the population to get their hands on some incredibly functional, well designed, and affordable furniture is a good thing. But, you’re also unlikely to pass Ikea furniture down to your kids or for that matter, use it for more than a handful of years. Compare that to a campaign dresser from t…
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Need to Find Peace and Get Some Time Back
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21:32
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What I’ve earned, I’ve put towards many other expenses and am now wanting to pause and see how I am doing. Am I on track to find peace and get some time back? Have a money question? Email us here Subscribe to …
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AARP July 2025 Family Caregiver Report, Respecting Physical Labor Staff in Senior Living 7-29-25
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We discussed AARP's new report released in July on caregiving in the U.S. for 2025. The report highlights the need for policy changes, including federal tax credits, paid family leave, and better training for caregivers. The discussion also touched on the importance of treating caregiving as a respected profession and the potential role of immigrat…
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2328 FBF: The Future of Longevity Science with Dr. John Rush & The Perils of High Frequency Trading with Michael Lewis Author of ‘Flash Boys’
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This Flashback Friday is from episode 370, published last April 7, 2014. Jason Hartman talks about Michael Lewis's new book "Flash Boys" and comments the on the excellent CBS 60 Minutes segment discussing high-frequency trading and how the stock market, according to Michael Lewis and many other experts, is rigged. Then, Jason interviews Dr. Rush fr…
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How Complicated Should Investing Be? (Bestie Ep) #1017
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Have you ever renovated a home? If so, then you remember all of the decisions that you had to make that initially were a lot of fun. Paint colors, light fixtures, tile, even the kind of toilet you wanted… but eventually it gets old and you just want it done. If you can’t relate, even picking up a loaf of bread at the grocery store can be overwhelmi…
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I don't hate my job but I can see the end in sight and would like to know if I'm close to being able to retire and spend $10k per month. Have a money question? Email us here Subscribe to …
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A trusted friend introduces Taylor to a man named Sylvein William Maximilian D’Habsburg XVII, a tech whiz and the inventor of a fascinating new robotic technology. His gigantic insect-like robots promise to be a game changer in military applications. He offers her what feels like the opportunity of a lifetime, getting in on the ground floor of this…
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Health Insurance Without the Headache: Smart Strategies for Business Owners With Sherri Matheney
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Health insurance can make or break a small business’ financial strategy – yet many owners overlook it or overspend on the wrong plans. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by guest Sherri Matheney, award-winning insurance agent and “Healthcare Hero,” to demystify the health insurance maze for business owners. S…
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When I look at the numbers with a life expectancy of 90, it seems like I can finally retire with a conservative withdrawal rate. Are the numbers right? Have a money question? Email us here Subscribe to …
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Facing the Fear: Why We Avoid Estate Planning and How to Move Forward
25:51
25:51
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What’s really behind the delay in drawing up your estate plan? For many people, it’s not time, money, or even complexity. It's fear. Fear of mortality, fear of making the wrong decision, fear of what might change, or fear of family conflict. With years of experience helping families through the legal and emotional challenges of estate planning, Jef…
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When want-to-be homeowners can't afford to buy a home, they rent. Good news for landlords!By Peter Padilla
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2327: Aiming For the Longterm: Building Wealth Over Time | Client Case Study with Jonathan Hau
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27:08
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Today, Jason's client, real estate investor Jonathan Hau discusses his journey from a software career to full-time real estate, emphasizing his discovery of leverage as a wealth-building tool. He explains how his personal residence accidentally became his first rental property and highlights the benefits of self-managing properties over hiring prop…
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Small But Mighty Real Estate Investing w/ Chad Carson (Bestie Ep) #1016
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We’re stoked to be talking with our friend Chad Carson, aka Coach Carson, which is also where you can find him online: CoachCarson.com. We’ve known Chad for years now but just because this feels like a more casual conversation to us, that doesn’t mean that he’s not going to bring the heat! We tout the benefits of small-time real estate investing, b…
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As I navigate my single life (no children) as I enter my mid-50s, should I be considering a long-term care policy? Have a money question? Email us here Subscribe to Jill on Money LIVE…
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#257 - 5 to 9 Things You Don’t Know About 529 Plans with Chris Stack
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5 to 9 Things You Don’t Know About 529 Plans with Chris Stack Hosts Brad Wright and Kevin Williams are joined by attorney and consultant, Chris Stack. -Chris is managing consultant, Savingforcollege.com, is a nationally recognized 529 authority and experienced in educational finance. An attorney for over 30 years, licensed in New York & Pennsylvani…
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In this episode, Mardi Winder-Adams sits down with relationship coach Ry Duong for a heartfelt conversation about love, loss, and navigating the world of relationships after divorce or heartbreak. Ry shares her deeply personal story of having grown up in a refugee camp after her family fled the Cambodian genocide, reflecting on how those early expe…
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Should we switch all of our retirement accounts to traditional from Roth to reduce income and qualify for all the tax deduction we are eligible for? Have a money question? Email us here Subscribe to …
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Is Early Retirement A Smart Goal? (Bestie Ep) #1015
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56:18
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Cinderella is such an absurd story! Seriously, when you stop and think- it’s pretty messed up: a prince dances with a girl he’s never met before for one night, and then he sends his goons around town to find her so they can get married. There’s a reason you go on dates for at least a few weeks before proposing. You’ve gotta kick the tires and perfo…
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E889: NEW Rankings of the Best & Worst Places to Retire
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[Bankrate] A shakeup of the rankings of the best and worst places to retire. [Money Talks News] Here's why Gen X is postponing retirement. [RMI] Reverse Market Insight's Market Minute with Jon McCue. Watch our video podcast here!By HECMWorld
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We've started working with a financial planning firm, and part of the strategy requires the use of annuities, is this the best approach? Have a money question? Email us here Subscribe to Jill on…
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