Random Retirement Planning Podcasts

Vern Sumnicht founded Sumnicht & Associates, LLC, a family wealth management and institutional investment consulting business, in 1988. In 2005, he began using index-based exchange-traded funds (ETFs) to allocate his clients’ investment portfolios–a strategy that helped to cut clients’ costs and improved performance. In 2008, the success and recognition of these ETF-based allocation strategies led to the founding of iSectors®, LLC. Recognized by Worth Magazine for four consecutive years as one of the “Top Wealth Advisors,” Vern’s Sumnicht & Associates, LLC was also ranked among the Nation’s Top Wealth Managers by Bloomberg for three consecutive years and was recognized as one of the “Top Dogs” by Wealth Manager Magazine. Listen to this podcast to learn about things “you’d be surprised to know” as it pertains to institutional investments, retirement and overall financial planning.

Categories: Business

Tags: allocations, ETFs, financial advisor, investing, Retirement Planning

Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!

Categories: Education

Tags: 401k, annuities, Financial Planning, investing, ira, Pension, Retirement Planning, Roth conversion, Roth IRA, Social Security, tax planning, taxes

Terry Martine answers your retirement planning questions. There are other “financial” podcasts, but only one that focuses on teaching you how to manage your own finances. It’s one thing to hear about a lot of theory, but we discuss specific strategies people are using today. Are you curious about what your retirement will look like? Do you have enough money saved to retire at 65? Maybe you want to retire before 65? Even if you have a financial planner, we will give you the tools to build your own financial plan. Give us a listen. We’re here to answer your questions regarding Medicare, Lifetime Income, tax reduction strategies, 403(b), Life Insurance, Long Term Care, when to start Social Security benefits, Roth conversions, Estate Planning and more. The information will be presented as stories you can relate to with special guest interviews. Remember it takes $300,000 in savings to equal $1,000 a month in retirement! Give us a listen, and if there is a specific topic you would like us to cover, let us know. www.frsinvestmenadvisors.com

Categories: Business, Education

Tags: annuities, Financial Planning, Florida Retirement System, Life Insurance, Long Term Care, medicare, MyFRS, Retirement Income Planning, Retirement Planning, Roth Conversions, Social Security, Teachers retirement

As your wealth grows, life can quickly become complex, creating the need for more focused planning around finance, tax, and legacy planning. Illuminating your blind spots with the right information is the basis for controlling risks and enjoying that which matters most to you. Our podcast is dedicated to creating better outcomes in a complicated arena. Our curation of timely information was developed from our passion to help our listeners address the many elements that affect intended outcomes. We have a long and successful track record of working with people who want to grow and protect their assets, and succeed.

Categories: Business, Education

Tags: business owners, crna, data, dental practice management, dentist retirement planning, economics, federal reserve, Finance, medical professionals, Recession, Retirement Planning, Wealth Management

The NZ Everyday Investor! A podcast designed for the the everyday person, who’s keen to build new wealth in the new world using existing, and new tools to get the job done. We select guests for our show who have a genuine story to tell – not just industry experts but people who have made great financial moves, some on purpose and some totally by accident! We hope you enjoy the show.

Categories: Business, Education, News

Tags: Bitcoin, business, entrepreneurship, Expert Advice, financial exclusion, Financial Heath, Financial Planning, fractional ownership, investment, Kids and Money, kiwisaver, Motivational, Property investment, Retirement, Retirement Planning, start-ups, wealth development, work

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 spend more time thinking about what matters most to you in retirement. I post weekly episodes to keep you up-to-date on all the best tips and strategies to create a retirement that excites you. Everything from investing tips, tax planning, withdrawal strategies, insurance planning, Social Security, and that’s just the start! Let’s help you maximize your return on life. We use your money and the strategies I share in this podcast to do just that!

Categories: Business, Education

Tags: bonds, cash, dividend investing, investing, investment planning, Retirement, Retirement Planning, stocks, tax planning

Tap into the wealth of knowledge and experience of financial advisors across the country as they advance the cause of Americans entering retirement confident, educated, and prepared.

Categories: Business, Technology

Tags: advisor software, financial advisors, fintech, Retirement Planning, retirement software

Bradford Financial Center, a national wealth management company, delivers a financial advisor’s simple approach to making small changes that can result in big results for your financial future. From budgeting, tax planning, and saving for retirement to college planning, smarter insurance solutions, and building wealth, the practical advice is easy to apply for investors at any level. All episodes include a “Five in Five” segment where we break down quick-hit financial trends for their listeners.

Categories: Business

Tags: Accounting, estate planning, Financial Planning, investing, investments, Retirement Planning, taxes, Wealth Management

Are you ready to take control of your financial life? Jill Schlesinger, CBS News business analyst and Certified Financial Planner, is here to help! On MoneyWatch, Jill will help you conquer the fear and anxiety of financial decisions, as she answers your questions about all things money. Have a question? From retirement, to career changes, to college funding and the right mix of investments to reach those goals, email Jill at askjill@jillonmoney.com. Tune in for new episodes every Tuesday and Thursday mornings.

Categories: Business, Education

Tags: 401k, 529 plan, annuities, annuity, Bitcoin, btc, can I retire?, CBS, certified financial planner, cfp, crypto, cryptocurrencies, cryptocurrency, Eye on Money, fidelity, fiduciary, Finance, Fire, FIRE movement, index fund, index funds, Invest, investing, Jill on Money, Jill Schlesinger, personal finance, rebalance, Retire, Retirement, Retirement Planning, robo-advisor, roth, Roth conversion, Roth IRA, Schwab, vanguard

The team at Mooney Lyons prides itself on delivering financial security to families, individuals, and business owners. Our identity is built around the desire to deliver goal-based financial security to our clients – today and in the future – through lasting meaningful personal relationships. That’s what we bring to this podcast.

Categories: Business

Tags: Chicago, Financial Planning, mooney lyons, Retirement, Retirement Planning, south barrington

Welcome to the Financial Detox® Show—a show that’s dedicated to helping you retire with confidence. Your host, Jason Labrum is a Certified Financial Planner and Founder of Intelligence Driven Advisers. For over 20 years, he’s shown people how to steer clear of toxic advice, achieve financial peace of mind, and manage their wealth for maximum impact—and now, he wants to empower YOU to do the same! Join Jason and his co-host Alex Klingensmith every other week, as they simplify the complex, share industry secrets, and provide proven strategies that will take YOU from financial insecurity to financial independence. Topics will cover retirement planning, financial planning, estate planning, tax saving strategies, investment management, 401K, alternative investments, stocks, bonds, portfolio allocation, business strategies, business advice, and much more.

Categories: Business

Tags: 401k, business, entrepreneur, estate planning, Financial Planning, investing, investment management, Retirement, Retirement Planning, retiring, tax planning, tax strategies

The purpose of this podcast is to help you, our listener, feel financially empowered. Empowered that you are making the right financial planning decisions, taking advantage of opportunities that exist and avoiding common pitfalls or distractions that may arise along the way. Finance in a Flash is a personal financial planning podcast that is organized and produced by a team of financial and tax professionals from Beacon Financial Strategies in Raleigh, NC. We will spend most of our time discussing the point where financial planning, taxes and investing converge.

Categories: Business

Tags: bonds, Finance, financial advisor, Financial Planning, investing, Retirement Planning, stock market, stocks

Join First Financial Consulting as they offer “the best” objective financial advice in about 5 minutes or less. They will share practical tips on investing, retirement planning and what it means to be fee-only.

Categories: Business, Education

Tags: 401k, cfp, fee-only, fiduciary, Finance, financial advice, financial advisor, first financial consulting, investing, Money, objective advice, Retirement, retirement goals, Retirement Planning

Mark B. Kostrzewski has been a lifelong resident of Western New York. He attended Canisius High School, a Jesuit College Preparatory School in Buffalo, New York, and graduated in 1970. He attended Cornell University in Ithaca, New York, graduating in 1974 Cum Laude with a bachelor’s degree. Mark is a member of several financial industry associations including The Advanced Association of Life Underwriters (AALU,) Society of Financial Service Providers (FSP,) and Estate Analysts of Western New York. Mark has also been active in the community serving on corporate and charitable boards and is currently involved with the Buffalo Scholastic Rowing Association, and is the Chairman of the redevelopment of the Lafayette Avenue Presbyterian Church in heart of the Elmwood Village in Buffalo, NY. Mark decided to start a podcast to share his knowledge and experiences in financial planning. He is an expert in his field and wants you to understand the benefits of controlling your financial portfolio. Contact Mark at 716-288-5153 and learn how you can take control of your finances the smart way. Visit https://mbkinc.co/ to learn more about our services.

Categories: Business

Tags: Finance, finances, Financial Planning, Insurance, investing, Life Insurance, Retirement, Retirement Planning, split dollar

Whether you’re planning for retirement, ready to make the transition, or are already retired, this is the podcast for you. Along with our retirement workshops and webinars, the Walking into Retirement with a Plan podcast is devoted to helping you make the most of your retirement. Our experts discuss OTIP’s Retired Teachers Insurance Plan (RTIP), current trends and topics for retirees, and answer key questions related to health, dental and travel coverage for the Ontario education community.

Categories: Business, Education

Tags: education retirement planning, Retirement, retirement insurance, Retirement Planning

The more you can learn to think like a wealth advisor, the more confidence you’ll have in your personal financial strategy. From building generational wealth and investing to succession planning and estate planning, hear how experienced wealth advisors approach the big financial questions we all face in our lives. Each episode of Regions Wealth Podcast features a new challenge and fresh insights from a wealth management professional. Regions Bank, Member FDIC, Equal Housing Lender

Categories: Business, Education

Tags: financial management podcast, high income earners, High Net Worth, investing, investing podcast, personal finance, personal investing, retirement and ira show, Retirement Planning, top investor podcasts, wealth podcast

401(k) Specialist’s new biweekly podcast series “The 401(k) Specialist Pod(k)ast” provides retirement and 401(k) advisors with tips and strategies to optimize their business and outperform for their clients. High-profile pundits and personalities engage in smart discussions of relevant topics to educate, inform and entertain listeners.

Categories: Business

Tags: 401k, 401kspecalist podcast, brian anderson, john sullivan, retirement advising, Retirement Planning, ria, wealth advising

Have you ever wondered how everyday ordinary people build extraordinary wealth? Welcome to Wealth Radio, the show where your life and your money take center stage. Tune in to learn how some of today’s wealthiest families and entrepreneurs build true wealth, well beyond anything money could buy. Listeners have these questions, they want to know how to get there, Wealth Radio’s Chris Heerlein is here to walk you through.

Categories: Business

Tags: Finance, financial advice, Financial Adviser, financial advisor, Financial Planning, Retirement, Retirement Planning, Social Security