Best Freedom Investment Management Inc Podcasts (2025)

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513: The One Big Beautiful Bill Act: What It Really Means for Your Retirement Taxes 49:27

3d ago49:27

49:27

What does the “One Big Beautiful Bill Act” mean for your retirement? Find out how the latest tax legislation—from permanent TCJA extensions to surprising changes in charitable giving, Social Security taxation, 529 plan use, and more—could affect your tax strategy for years to come. In this episode, we discuss: Updated inflation adjustments Capital …

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512: Freedom After 50: The Sunk Cost Fallacies Sinking Your Future Vision 27:07

10d ago27:07

27:07

Have you ever held on to something just because you’ve “put too much into it to let it go”? Many of us fall into the sunk cost fallacy trap—the quiet force that keeps us tied to the past. Whether it’s a house full of memories that no longer fits your lifestyle, a career that defined your identity for decades, or a friendship that’s no longer life-g…

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Breaking the Seal on Investment Savings

13d ago

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By Steven Briggs

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The Uncomfortable Truth: Aging Without Insurance. 23:17

16d ago23:17

23:17

Send us a text Planning for your financial future requires more than just saving money - it demands strategic protection against life's unpredictable challenges. As we explore in this enlightening episode, insurance planning evolves through different life stages, each requiring specific protection strategies. Young families with mortgages and depen…

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511: Sequence Risk Meets RMDs: The Retirement Trap No One Talks About 28:18

19d ago28:18

28:18

Are your Required Minimum Distributions (RMDs) setting you up for failure? Find out how sequence of returns risk combines with RMD rules to create a hidden hazard—and how smart planning, asset allocation, and timely Roth conversions can help you sidestep it. In this episode, we discuss: Why RMDs are self-regulating The RMD tax chain reaction Why wi…

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510: Managing Investment Risk When You've Already Won The Game with William Bernstein 53:36

23d ago53:36

53:36

Today, I'm speaking with William Bernstein. Bill is a renowned investment advisor, author, and retired neurologist. He's the co-founder of Efficient Frontier Advisors, a leading voice in the world of personal finance, and the author of several acclaimed books, including The Four Pillars of Investing, The Investor's Manifesto, and The Intelligent As…

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The Financial House: Building Your Legacy Beyond Death 33:04

23d ago33:04

33:04

Send us a text Estate planning isn't just for the wealthy—it's essential financial protection for everyone who wants to ensure their loved ones aren't left in crisis after unexpected illness, disability, or death. We explore how to approach difficult questions about the future and create a comprehensive financial safety net that protects what matte…

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509: Freedom After 50: 7 Practices to Help You Stop Hiding and Start Growing 40:04

26d ago40:04

40:04

What if your greatest growth in retirement didn’t come from doing more—but from finally sitting with who you are? Throughout this discussion, we explore the concept of the “shadow self”—the parts of yourself that you may avoid, hide, or ignore—and how bringing light to these areas can lead to true peace and deeper connection in the second half of l…

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Healing Your Money Blueprint: From Past Wounds to Financial Freedom 49:15

1M ago49:15

49:15

Send us a text Our financial behaviors and beliefs are deeply rooted in childhood programming that affects our adult money decisions in ways we often don't recognize. • Childhood trauma creates an "inner child" that makes adult financial decisions • Money blueprint forms through what we heard, saw, and experienced as children • Verbal conditioning …

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508: More Control, Less Surprise: A Real Retirement Tax Wake-Up Call 23:00

1M ago23:00

23:00

What if you did everything “right” in retirement, but were still left surprised? That’s exactly what happened to Fritz Gilbert, one of our favorite past podcast guests. In this episode, we unpack his recent article, “My Biggest Surprise in Retirement,” and explore why his carefully planned Roth conversions didn’t make the impact he expected. This c…

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507: Freedom After 50: You’re Not Looking for Advice—You’re Looking for Alignment, Part 2 43:19

1M ago43:19

43:19

In this powerful follow-up episode, Casey Weade and Certified Retirement Coach Les McDaniel return to explore the deeper question behind advice-seeking: Are you truly looking for direction, or for alignment with your values? Drawing from real-life coaching stories, they unpack six invitations to help you pause, reflect, and realign your financial d…

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506: The Surplus Bucket Strategy: A Way to Spend More Confidently in Retirement 22:56

2M ago22:56

22:56

If you're like many retirees we meet with, you may struggle to spend confidently in retirement, even when you've saved enough. Here, we explore a potential strategy: an alternative to the annuity-based "License to Spend" model. In this episode, we discuss: The dynamics of underspending in retirement How to apply the “Funded Status Metric” and “Surp…

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505: Freedom After 50: You’re Not Looking for Advice—You’re Looking for Alignment, Part 1 28:12

2M ago28:12

28:12

Understanding your own story is the missing link between receiving advice and applying it meaningfully. If you’ve ever felt stuck between wanting direction and feeling overwhelmed by options, this episode offers a practical path toward clarity, purpose, and peaceful resilience. In this episode, we discuss: Advice vs. application A 3-step advice fra…

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504: How to Stay Sharp and Prevent Cognitive Decline in Retirement with Dr. Ross Andel 47:57

2M ago47:57

47:57

Today, I'm speaking with Dr. Ross Andel. Dr. Andel is a gerontologist, professor, and director of the PhD program at Arizona State University. Ross has spent decades researching aging, memory, and lifestyle-related cognitive health risks. In 2023, he was elected a lifetime fellow of the American Association for his achievements in the study of risk…

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503: Investing at the Sleeping Point: Finding Peace in Your Portfolio 16:41

2M ago16:41

16:41

After a sharp rebound in the market, you may still feel the lingering effects of recent volatility. But before the next tide of turmoil, now is an ideal time to deploy the "Sleeping Point" Strategy: adjusting your portfolio to a level where you can sleep soundly at night. In this episode, we discuss: The importance of reducing risk before panic How…

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502: Freedom After 50: The Hidden Cost of Delayed Gratification in Retirement 28:04

2M ago28:04

28:04

You're encouraged to save, delay gratification, and be disciplined with your spending—but what happens when that mindset becomes a roadblock in retirement? In this episode, we discuss: The psychology of postponement How to unwind a lifetime of discipline The “Joy Budget” concept Tools to reframe spending Today's article is from The Wall Street Jour…

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501: The Four Futures of Retirement: Which Path Are You On? 24:17

2M ago24:17

24:17

What does your future retirement look like? Whether your path includes unexpected challenges, careful frugality, or joyful surprises, it's vital to prepare for known unknowns, and build a resilient future that adapts to life’s curveballs. In this episode, we discuss: Why retirement isn’t linear How to plan for different potential retirement futures…

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

3M ago38:38

38:38

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

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

3M ago57:04

57:04

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

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

3M ago25:22

25:22

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

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Living with Tariffs and Uncertainty

3M ago

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By Steven Briggs

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

3M ago38:54

38:54

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

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

3M ago22:46

22:46

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

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

4M ago34:58

34:58

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

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

4M ago1:08:36

1:08:36

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

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

4M ago27:45

27:45

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

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Staying the Course Through Market Volatility - A Conversation with Phil McInnis of Avantis Investors 30:47

4M ago30:47

30:47

In this episode, we are pleased to be joined by first time guest Phil McInnis, Chief Investment Strategist at Avantis Investors. Phil shares research on why investors should stay the course during periods of market volatility like what we recently witnessed following the trade tariff announcements on April 2 "Liberation Day." He reminds listeners t…

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

4M ago23:07

23:07

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

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

4M ago32:28

32:28

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

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

5M ago27:11

27:11

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

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

5M ago27:06

27:06

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

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Bitcoin, Institutions, and Market Structure: A Deep Dive with David Lawant 49:52

5M ago49:52

49:52

In this episode of Because of Bitcoin, Mauricio Di Bartolomeo sits down with David Lawant, Head of Research at FalconX, to break down how institutions are engaging with Bitcoin, the role of prime brokerages, and what market structure looks like for large-scale buyers. David shares his journey from growing up in Brazil during a period of hyperinflat…

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

5M ago1:01:20

1:01:20

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

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Celebrating Women in Business- Happy #IWD2025 44:22

5M ago44:22

44:22

Send us a text What happens when women trust their intuition and transform personal struggles into purposeful businesses? In this candid conversation celebrating International Women's Day 2025, host Jacqueline Correa welcomes two remarkable entrepreneurs who've built thriving businesses by honoring their authentic gifts and challenging conventional…

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

5M ago26:42

26:42

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

1
Build Your Home Ownership Plan with Expert Guidance 26:04

5M ago26:04

26:04

Send us a text Are you ready to step into the world of home ownership? Our latest episode delves into the essential elements of creating a sound home ownership blueprint. Join us as we discuss the current landscape of the Canadian mortgage market with Aristo Ariyaratnam, a seasoned mortgage broker. In this engaging dialogue, we uncover key trends i…

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

5M ago31:22

31:22

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

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Reaffirming the U.S. Small Cap Value Premium - A Conversation with Wes Crill, Dimensional Fund Advisors 25:06

5M ago25:06

25:06

In this episode, we are rejoined by Wes Crill, Senior Investment Director at Dimensional Fund Advisors to discuss the latest performance challenges for the Fama/French factor premium framework, namely small cap value within the U.S. market. Wes provides context for these performance challenges, especially in light of positive performance of the pre…

1
Not the Fancy People

5M ago

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By Steven Briggs

1
Market Cycles, Peak Sentiment, and Bitcoin's Role in Global Finance with Ram Ahluwalia 42:17

5M ago42:17

42:17

In this episode of Because of Bitcoin, Mauricio Di Bartolomeo welcomes Ram Ahluwalia, Founder and CEO of Lumida Wealth, to discuss the psychology of markets, investment cycles, and Bitcoin's place in the broader financial system. Ram brings his deep expertise in asset management, banking, and alternative investments to unpack how investors can navi…

1
485: Top 5 Retiree Regrets and How to Avoid Them 26:13

6M ago26:13

26:13

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

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

6M ago22:46

22:46

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

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

6M ago1:02:55

1:02:55

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

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

6M ago31:24

31:24

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

1
Complementary Financialball

6M ago

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By Steven Briggs

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

6M ago27:35

27:35

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

1
Rethinking Politics in the West Indian Community 22:26

6M ago22:26

22:26

Send us a text Jacqueline Correa examines the current landscape of Canadian politics, urging listeners to conduct thorough research before voting. The discussion highlights the need for political accountability and the potential for rebuilding through informed electoral choices. • Understanding the importance of independent research before voting •…

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

6M ago33:25

33:25

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

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Building Bridges: Bitcoin, Traditional Finance, and Crypto Wealth Management with Bryan Courchesne 47:53

7M ago47:53

47:53

In this episode of Because of Bitcoin, Mauricio Di Bartolomeo sits down with Bryan Courchesne, Founder and CEO of DAIM, the first registered investment advisor (RIA) focused on digital assets. Bryan shares his inspiring journey from the construction industry to Wall Street, and ultimately to pioneering crypto wealth management. They discuss the cha…

1
Real-Life Lessons in Wealth Building 22:38

7M ago22:38

22:38

Send us a text Navigating a lump sum of money after an unexpected event can be overwhelming. This episode discusses the psychological challenges, budgeting strategies, and essential mindset shifts required to manage newfound wealth effectively. • Discusses the challenges of sudden wealth • Highlights the significance of creating a budget • Emphasiz…

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