Humans vs Retirement is the podcast that proves retirement isn't just about money, it's about life. Hosted by me Dan Haylett, I dive into the real, human side of retirement: the emotions, the mindset shifts, and the messy, wonderful journey of reinventing yourself for the next chapter. Through honest conversations with experts and inspiring stories from retirees themselves, you'll get the tools, ideas, and encouragement you need to retire to something, not just from something. If you want to ...
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Financial and retirement planning guidance from Des Moines’ Eric Peterson of Peterson Financial Group.
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Podcast by Retirement Lifestyle Advocates
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Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
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Helping listeners within 5 years of retirement invest wiser and retire better, as we discuss key financial topics like investing, retirement planning, behavioral finance, taxes, Social Security, Medicare, and more.
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Retirement insights from Greensboro‘s Glenn Mosseller. Learn about important financial topics and retirement planning tips each week on the show.
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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.
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Do you want to spend more money in retirement, while paying less taxes? Great news, you're in the right place! I'll also teach you the benefits of retiring TO something, while most retirees only solve half the equation by retiring FROM something. Tune in every Monday morning - hosted by Benjamin Brandt CFP, RICP. Join my "Every Day is Saturday" weekly newsletter for show notes, free book giveaways and other great retirement content: www.retirementstartstodayradio.com/newsletter
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Our weekly show dedicated to giving you the confidence to make retirement the best part of your life.
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An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional. Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on t ...
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Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
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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, CFP® CIMA®, 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 ...
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Discover stories from real people who are living out their definition of a secure retirement.
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Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will help you achieve your retirement goals. When it comes to retirement planning, it can quickly become overwhelming and easy to not take action. I designed this podcast because I want you to have the knowledge and confidence to create your secure retirement. My ultimate goal for all of my clients (and listeners) is to create peace of mind and that starts with having a strategy. I want you to spe ...
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Retirement Tax Services Podcast, Financial Professional's Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.
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What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
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Join us on “The Healthy & Wealthy Retirement” podcast as Certified Retirement Counselor Mark Struthers takes a holistic approach to retirement. Going Beyond Finances and Embracing Holistic Well-being. Whether you’re approaching retirement age or already enjoying your golden years, our expert guests will share practical advice, inspiring stories, and actionable strategies. We cover everything from optimizing your health and wellness to managing your investments. Get ready to unlock the secret ...
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Every week Jeff Vogan comments on the state of the market and economy as well as gives advice on retirement planning and wealth management.
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Information and Educational Resource on the Age Pension/Centrelink, Superannuation and a broad range of retirement topics. Interviewing people with knowledge in these fields.
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Join Kevin Madden for helpful answers to the retirement planning questions and concerns that keep you up at night.
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Retire Smarter
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Welcome to The Retirement Fiduciary Podcast! Your classroom for no BS financial education. A place where we have authentic discussions about retirement planning, investment management, tax reduction strategies, insurance, estate planning, and more. Thanks for listening & please be sure to SUBSCRIBE! Hosted by Adam Koos, CFP®, CMT® of Libertas Wealth.
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Mike Riedmiller, President of Riedmiller Wealth Management joins you on Smart Retirement Strategies each week to break down retirement and offer up creative solutions for your future. Listen as Mike Riedmiller talks about his passion for helping people, the importance of holding a fiduciary standard, and offers up transparent advice.
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The Retirement Income Hour" with Mark Falter is a podcast dedicated to helping you navigate the complexities of retirement planning. Each episode offers expert insights on building sustainable income, preserving wealth, and making informed financial decisions to ensure a secure and comfortable retirement. Tune in for practical tips, real-life strategies, and common sense advice to make the most of your retirement years.
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Financial and retirement planning guidance from Sean Lee of Elevated Retirement Group in Salt Lake City, Utah.
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Is your retirement plan rock solid? At MasterPlan Retirement Consultants, we specialize in constructing retirement plans designed to meet the challenges you could face in the course of a 20, 25 or 30-year retirement - or longer. Our tax planning, income planning, Social Security maximization, estate planning, healthcare planning, pension maximization, long-term care planning and other strategies are designed to maximize your retirement savings and income, while minimizing taxes and protectin ...
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Financial and retirement planning guidance from Michael Stewart of Crystal Lake Tax & Financial.
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The State of Retirement: Shaping the Future
Georgetown University Center for Retirement Initiatives
Georgetown Center for Retirement Initiatives (CRI)'s Executive Director Angela Antonelli talks with industry innovators, leaders, and influencers shaping the future of retirement.
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Tune in every Wednesday to "Cortburg Speaks Retirement," your go-to podcast for the latest insights on investing, financial planning, and retirement strategies! Join Certified Retirement Counselor, Miguel Gonzalez, as he delves into timely investment topics, offers expert advice on money management, and addresses common concerns about navigating the stock market.
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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 ...
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John Stevenson, a prominent wealth protection educator, has been able to help thousands of people successfully strategize for retirement. With retirees living longer and retiring earlier, having a retirement income that cannot be outlived has been a growing concern for many seniors. His clients include teachers, business owners, executives, doctors, and entrepreneurs to name a few. Not a single client has ever lost money due to market fluctuations. John is also an expert in structuring Tax-F ...
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Welcome to The Retirement Chef Podcast — where financial planning meets culinary flair! Hosted by seasoned financial advisor and passionate foodie, Brian Butler, this podcast serves up a delicious blend of retirement wisdom and life enrichment tips to help you create a fulfilling future. Each week, we dish out expert advice on retirement strategies, investment planning, and lifestyle choices — all with a dash of flavor. From managing your nest egg to exploring your passions (like cooking!), ...
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Welcome to the Retirement Planning Simplified Podcast. Join Joseph Curry, CFP Professional and retirement planning specialist, to learn how to simplify your retirement planning. If you're approaching retirement or have already entered your early retirement years, this podcast is designed to help you answer your big retirement questions like... Can I afford to retire? How do I create a paycheck in retirement? How do I pay less tax in retirement? And even big questions about life after work. T ...
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Grant Dorhout, Founder and Wealth Advisor of Dorhout Retirement Services shares his thoughts on investing and helping secure your retirement in his weekly radio broadcast, The Retirement Blueprint. Grant is a full service advisor and has been helping families live out the retirements they deserve by giving them experienced, common-sense advice. Dorhout Retirement Services 4611 S 96th St, Omaha, NE 68127. (402) 281-0750. Investment advisory services offered through CWM, LLC, an SEC Registered ...
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Gregg MacInnis, Owner and President of Gmac Family Financial, joins you on Countdown to Retirement to offer up innovative financial strategies, solutions, security, and overall financial health. Listen as Gregg talks about his passion to serve his community and break down financial planning for your retirement.
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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 ...
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By www.TouchstoneFinancialEducation.com Please visit our website for links to our social media (YouTube, FaceBook, Instagram, and LinkedIn. Please Like, Follow, Subscribe and Share! No selling. Just education.
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The Australian Retirement Podcast by Rask is your field guide to retirement, hosted by financial advisers Drew Meredith and James O'Reilly. If you're 45 and up, planning for retirement, transitioning now, or already there, we cover all of the topics you want and need to know: Super, tax, investments, legacy, work, behavioural psychology and maybe even a few travel tips. Get retirement advice: https://bit.ly/R-plan Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00 In ever ...
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Welcome to the Early Retirement Roadmap podcast, your audio guide to preparing for and thriving in early retirement! If you’re dreaming of retiring early but feeling overwhelmed about where to start, or if you’re already retired and looking to make the most of your freedom, you’re in the right place. I’m your host Mike Upland, and I successfully retired at 55. Through this podcast, I share my personal early retirement journey—the victories, the challenges, and all the essential lessons I’ve ...
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Smart Wealth and Retirement is your go-to podcast for clear, actionable guidance to build your dream retirement. Hosted by experienced Dave Ramsey SmartVestor Pros, each episode simplifies the complexities of retirement planning and wealth management, giving you strategies you can confidently implement today. Whether you’re nearing retirement or already there, we’ll cover crucial topics such as creating sustainable retirement income, managing taxes strategically, making smart investment deci ...
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Retirement Talk is a weekly podcast intended for seniors, boomers and retirees. We will examine all aspects of retirement: actions, ideas, memories, and plans. We will consider travel, life goals, family, community, exercise, relocating, housing, continuing education, friends, health, and end of life issues.
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Retirement IQ is the podcast designed to help you thrive before and during your retirement years. Hosted by retirement wealth coach John Stregger, each episode tackles the real questions facing people in their 50s and 60s - how to turn savings into income, when to take CPP, how to reduce taxes, and how to build a financial plan that’s as solid as blueprints for a home. With over 25 years of experience guiding clients, John shares practical insights, proven strategies, and conversations with ...
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Welcome to Perfect Game Retirement, hosted by Ryan Ledden of Black Oak Asset Management. As a former pro ballplayer and CFP, Ryan combines his love of the game with financial expertise to guide you to a confident retirement. Securities and Advisory Services offered through Silver Oak Securities, Inc., Member FINRA/SIPC. Black Oak Asset Management and Silver Oak Securities, Inc. are not affiliated.
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Whether you are in retirement or have yet to make the transition, The Retire With Purpose podcast is a show designed to help you maximize your financial confidence and elevate your fulfillment in this chapter of life. Each week Casey Weade, a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, discusses thoughts and ideas with some of today's foremost names in finance and retirement, as well as trending topics that could impact your bottom line. These strategies can help you ...
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With over 2 million downloads, Sound Retirement Radio is a trusted podcast for individuals preparing for or transitioning into retirement. Each episode is designed to help you gain clarity, confidence, freedom as you plan for the future. Hosted by Jason Parker, a retirement-focused financial advisor and author of the best-selling book Sound Retirement Planning, the show covers a wide range of topics including investment strategies, tax planning, Social Security, and Roth conversions. Whether ...
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Selected episodes from the popular radio show, ”The Tax-free Retirement Show” hosted by Axios Capital Strategies. Contact: 877.317.5999 | RIMSreport.com | [email protected]
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Travel Rewards 101: How to Turn Everyday Spending Into Luxury Vacations (Without Overspending)
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37:12Most people think travel rewards are confusing, time-consuming, or only useful for frequent fliers. But in reality, when you understand how to earn and redeem points strategically, you can turn your normal everyday spending into deeply discounted travel — even at luxury hotels charging $1,500+ a night. In this episode, Adam sits down with Colin Str…
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Inbox Question | Should Advisors Provide Client References
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12:36Frank is interviewing financial advisors and asks whether it is reasonable to expect them to share client names as references. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 📍Contact Devin's team at https://carrolladvisory.co/podcast1 📍Contact John's team at…
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How to Plan Together When You Keep Finances Separate
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13:23📅 Book a 1-on-1 with Ryan: https://speakwithryan.com/ 📦 Grab your FREE Tax-Free Retirement Toolkit: https://toolkit.blackoakam.com/podcast-toolkit.html More couples are entering marriage later in life with established careers, children from previous relationships, and financial lives they prefer to keep separate. Ryan breaks down how couples can st…
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Wizard of Oz Lessons for Retirement Planning
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11:39📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ Your retirement journey has more in common with The Wizard of Oz than you might think. In this playful but practical episode, Eric uses themes from the classic film — the Yellow Brick Road, the Scarecrow, Glinda the Good Witch, and more — to illus…
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3 Tax Planning Strategies Most Retirement Investors Overlook
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28:56💥 Download the freshly updated 2026 Tax Planning Cheat Sheet (PDF): www.youstaywealthy.com/cheatsheet *** Most year-end tax advice is generic... max out your 401(k), bunch your deductions, donate to charity. But for diligent retirement savers with healthy nest eggs, the real opportunities are more nuanced. In this episode, I break down three tax st…
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#182 - "Hot topics" edition...Andy and Kevin Thompson talk about the One Big Beautiful Bill Act, the markets, IRMAA, senior exploitation and MORE!
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1:08:40Andy and Kevin Thompson from 9i Capital Group share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: Thoughts on how the One Big Beautiful Bill Act complicates 2025 tax planning. And in particular whether people 65 or older should try to keep their income low to get some …
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EP # 171 | What I Learned From 100 Early Retirees in Canada
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22:14Learn what more than 100 successful Canadian early retirees did differently to make life after work sustainable. Joe Curry breaks down the income systems, bridge strategies, CPP and OAS timing, and flexible RRSP/RRIF withdrawal strategies that turn a portfolio into a reliable retirement paycheck—especially if you're thinking about retiring before 6…
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Breaking down Australia's 20 superannuation tax rates
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45:28In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth tackle one of the most complex parts of Australian retirement planning: the superannuation tax system. How many different tax rates apply to super? The answer might shock you - it's around 20 different rates, depe…
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In this episode, I share how to triple your money inside an income annuity.Kirjoittanut guaranteedretirementguy
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The Truth About Alternative Investments
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1:00:49Send us a text Most financial mistakes don’t come from bad luck—they come from misunderstanding risk. In this episode, we dig into one of the biggest blind spots in financial planning: private equity and the myths surrounding “exclusive” investments. While wealthy investors get early access to the best opportunities, the average investor only sees …
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093: The Importance of Building Strong Savings Habits for Young Investors with Nick Nelson
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38:07For many young adults and new parents, getting their savings or investment plans started can feel intimidating. Despite all the information available online, most don't realize that setting aside small amounts early—$25 a week or $100 a month—can grow into a lifetime of financial security through the power of compound interest. In today's episode, …
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Is it possible to be financially responsible and still enjoy your life right now? In this week’s episode, Miguel Gonzalez, CRC, shares 5 practical ways to align your money habits with what truly makes you happy. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from y…
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Freedom at 60 Why He Left a Job He Loved (and Doesn’t Regret It) | Retirement Reality
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38:05Steve spent more than two decades building video games, working with a team that felt more like family than coworkers. By all measures, he loved his work. But a heart attack in 2021 changed everything, and it became the moment that pushed him to rethink the one thing he’d always said he wanted someday: an early retirement. In this episode, Steve si…
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The Importance of Secure Income for Retirement: EDU #2550
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1:19:38Chris’s Summary Jim and I discuss secure income as we review a Yahoo Finance article for middle-class retirees. We use it to highlight longevity considerations and the differences between guaranteed income approaches and traditional safe withdrawal rate or Monte Carlo methods. We also cover where spending-segmented planning and hybrid long-term-car…
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How to Structure Retirement Income for Lower Taxes and More Flexibility
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38:02Most retirees are shocked by how much of their hard-earned savings goes straight to taxes—are you prepared? Discover the strategies that can help you keep more of your money in retirement and avoid the most common tax pitfalls. In this episode, April Schoen reveals how smart tax planning can dramatically impact your future income and financial free…
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In this episode Jeff discusses current event headlines, holiday market fears, protecting a spouse in retirement, and he answers listener questions.Kirjoittanut Jeff Vogan
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Avoiding retirement disenchantment.
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54:00In this episode, Grant and Bill discuss avoiding retirement disenchantment, RMD's, and is there a perfect age to retire?Kirjoittanut Grant Dorhout
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21 Account Based Pension and Pension phase with Gayle Mckew
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18:27What is an Account Based Pension? What is meant by Pension Phase? Lump Sums and Regular Income Payments Tax Binding Nominations Centrelink Treatment of Account Based Pensions Minimum Withdrawals and moreKirjoittanut yvonneflanno
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Downsizing: It's not just for your house
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12:09The conversation delves into the intricacies of life insurance policies, particularly focusing on how individuals can leverage their existing policies for cash value. It highlights the percentage of policy value that can be accessed based on the policyholder's age, providing insights into financial planning and insurance benefits.…
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Unlocking the Secrets of RMDs: How to Make Your Retirement Pay Off
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17:08Are you ready to rethink your retirement strategy and make your money work smarter? This episode dives into required minimum distributions (RMDs), tax-efficient planning, and the difference between “must-haves” and “nice-to-haves” in retirement. Discover real-life stories, actionable tips, and how early planning can boost your income and confidence…
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Spendophobia: Are You Afraid to Enjoy Your Retirement?
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15:46How long will your retirement savings really last—and what’s the secret to spending with confidence? This episode with Damon Roberts & Matt Deaton explores why income planning matters more than hitting a magic number, how “spendophobia” can hold you back, and why tax efficiency and fee awareness are crucial for a successful retirement. Hear real st…
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RMD Season: Are You Taking Too Little—or Too Late?
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16:19RMD season is here—are you ready for the tax trap hiding in your 401(k) and IRA? Mike Riedmiller unpacks choices around taking only the minimum vs. more, Roth conversions, and the penalties for getting RMDs wrong. Plus: planning for unexpected early retirement, balancing risk in a frothy market, and why working a bit longer can strengthen your inco…
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6 Levels of Retirement Wealth – Which Level Are You?
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17:30Wondering if you really have enough to retire? In this early retirement planning episode, I break down 6 levels of retirement wealth—from Survival to Fulfillment—so you can see which level you’re at and what it takes to move up. Too many people only ask, “Do I have enough to retire?” when the better question is, “Enough for what level of retirement…
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My Mother’s Money – Beth Pinsker
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24:37“You are what you repeatedly do.” Start the New Year strong. Join my FREE 3 session Tiny Habits program. Register here _________________________ What’s your most important project in 2026? Future You. Don’t wing it. Design it. Learn more here. _________________________ What happens when a financial columnist and CFP® professional suddenly becomes h…
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537: The Most Overlooked Elements of a Successful Retirement with Fritz Gilbert
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1:07:16Today, I'm thrilled to welcome Fritz Gilbert back for his second appearance on the podcast. Fritz is an award-winning blogger and author of The Retirement Manifesto, one of the most influential retirement blogs in the country. He has now been retired for six years, and while many people think the big transition ends the day you leave the workforce,…
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Five Key Retirement Challenges (and Solutions) [Rebroadcast]
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18:21Most people focus on saving for retirement, but what happens when you actually get there? Retirement isn't just about having enough money—it's about managing risks that can threaten your financial security and lifestyle. In this episode, we explore Five Key Retirement Challenges (and Solutions), inspired by a Kiplinger's Personal Finance article by…
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Staying Sane in a Nervous Market: How Smart Investors Keep Their Cool
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24:00In this episode of the Smart Wealth & Retirement Podcast, financial advisors and retirement planners Jim Martin & Casey Bibb of Martin Wealth Solutions talk through one of the biggest emotional challenges retirees face: staying calm during market volatility. Jim and Casey unpack why markets feel so unpredictable, the psychological traps investors o…
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Your Tax Questions Get Answered with Steven Jarvis
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29:36In this episode, Steven is answering advisor questions directly from the trenches. Twice a month, Steven hosts live office hours for the RTS community that are all about helping advisors cut through the noise and get to what they need to take action and serve clients. A 30-minute episode could never capture the full power of these live sessions, bu…
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Neighbors are important and we might all find more comfort in life by engaging those close by rather than spending all of our time reaching across the world via Facebook for friends. It isn’t an all or nothing choice. There is no reason we can’t have both. It just takes a little time and effort.Kirjoittanut Del Lowery
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2025-12-07 Debt, Devaluation & the Coming Reset: Karl Denninger on America’s Economic Crossroads
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34:57In this compelling episode of the Retirement Lifestyle Advocates Radio Program, host Dennis Tubbergen is joined by market analyst Karl Denninger for a frank, unfiltered look at what’s really driving America’s economic turmoil. From the staggering devaluation of the U.S. dollar and the hidden realities behind today’s wages, to soaring healthcare cos…
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Market Corrections - Annuities 101 (December 6, 2025)
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54:28Kirjoittanut Mark Falter
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Don’t Let FOMO Destroy Your Nest Egg: NVIDIA, Concentration Risk, and Retirement
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20:38Strong earnings from Nvidia have dominated headlines, and with it comes a familiar emotional tug for many investors: FOMO (the fear of missing out). For retirees and near-retirees, moments like these can create unnecessary stress and confusion about whether to chase big winners or stay the course with a long-term plan. In this episode, Certified Re…
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The Retirement Red Zone 12-06-26
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56:00The "Retirement Red Zone" describes the critical 4-5 years BEFORE and AFTER you retire. The order of your returns during that critical period are more important than your long-term average, no matter how good your average rates of return might turn out to be. In this episode, we give real world examples that demonstrate how wise management during R…
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Unlocking 401(k) Potential with Self-Directed Brokerage Accounts (SDBA)
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12:55📞 Get your customized planning started by booking a 15-minute consultation: https://calendly.com/erg-slc/15minutediscoverycall 📘 Grab Your FREE Copy of "Rounding Third" http://rounding-third.elevatemyretirement.com/ Most people never realize their 401(k) might include a powerful option called a Self-Directed Brokerage Account (SDBA), and even fewer…
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2025 Year In Review: What Actually Mattered for Your Money
23:42
23:42
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23:42A lot happened in 2025… Big political swings, stubborn inflation, new tax rules, and even a historic government shutdown. But what actually matters for your financial life? Today, we’re breaking down the year’s biggest headlines and what they may mean for your plan moving forward. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815…
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Ep 99 - How to Retire Well in 2026: The 5 Key Areas to Get Right
13:28
13:28
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13:28If you want to retire well in 2026, you don't need a ten-year spreadsheet, a suitcase full of pensions, or a perfectly colour-coded life plan. You need five human foundations: clarity around your money, health that actually supports your freedom, purpose that wakes you up in the morning, people you want in your corner, and the courage to take actio…
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What Does Holistic Retirement Planning Mean?
11:19
11:19
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11:19What Does Holistic Retirement Planning Mean? If you’re looking for a financial advisor who can design a well-rounded retirement plan, then consider one who offers holistic planning. In this episode of Countdown to Retirement, Gregg MacInnis explains more about his approach, which encompasses income, tax and estate planning, as well as investment ma…
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Episode #7: Understanding Old Age Security (OAS)
10:50
10:50
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10:50In this episode of the Retirement IQ Podcast, retirement wealth coach John Stregger takes a closer look at one of Canada’s most important retirement benefits, Old Age Security (OAS). Building on last week’s discussion about the Canada Pension Plan (CPP), John explains how OAS works, who qualifies, and how to make the most of this lifetime benefit. …
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066: Turkey, Stuffing and Your Nest Egg: A Holiday Guide to Better Retirement Decisions
52:00
52:00
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52:00This week, Josh and Mark use the Thanksgiving table as a fun and surprisingly practical way to break down the key parts of a strong retirement plan. From investments as the main course to income, taxes, and even emergency savings as the essential sides, they show how every piece of your financial picture works together. Josh also shares five tips f…
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5 Questions You MUST Answer If Retiring Before 65
15:03
15:03
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15:03Get the FREE Checklist Here: https://www.rivertreewealth.com/pre-65-retirement-checklist 👉 Book a call with me: https://www.rivertreewealth.com/get-started ✅ Get your Important Numbers 2025 PDF here: https://www.rivertreewealth.com/2025-important-numbers Email: [email protected] Website: https://www.rivertreewealth.com LinkedIn: https://www…
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Roth vs Traditional 401(k): Pros, Cons, and How to Choose
14:45
14:45
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14:45In this episode of the Retirement Power Hour, Joe Allaria, CFP®, breaks down the key differences between Roth and Traditional retirement accounts so you can make smarter, more tax-efficient decisions with your savings. We’ll cover: 🔹 The real tax advantages of each account 🔹 Who should choose Roth vs who should choose Traditional 🔹 How your income …
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How To Build a Purpose-Driven Retirement for 2026
24:59
24:59
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24:59How do you build a retirement that actually feels meaningful, not just mathematically correct? In this episode of Retirement Roadmap, Mark Fricks and Evan Fricks break down why retirement planning isn’t only about "saving enough." It’s about aligning your money with what gives your life purpose in 2026 and beyond. Drawing on decades of hands-on ret…
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This week has alot of data being released. Most Importantly Nvidia's earnings.Kirjoittanut ecoxn
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5 Beliefs That Fool Retirement Savers
20:23
20:23
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20:23As you know, beliefs drive human behavior. However, what if certain mistaken beliefs are causing you to make poor decisions? On this episode, we discuss 5 specific beliefs that can sometimes fool retirement savers into making choices that they may live to regret. Glenn is available for in person and online meetings if you'd like to discuss or strat…
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464 Let's Talk About Gold - Should You Own It?
30:26
30:26
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30:26Gold is up more than 50% year-to-date. Costco has been selling gold bars that fly off the shelves. The Discovery Channel's hit show Gold Rush draws millions of viewers. And central banks around the world have been buying gold at record levels. Demand is high—and the price reflects it. So in today's podcast, I want to dive into all things gold: what…
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