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
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 Adviser Talk looks at recent events and financial news through the lens of Stewart Group’s expert Financial Advisers. We cover everything from crypto-cracking hamsters to saving for retirement (and plenty of subjects in between). If you have any questions or financial topics you want us to cover on future episodes, you can simply email your requests to podcasts@stewartgroup.co.nz
You’ll find CEO Nick Stewart our most frequent flyer in the hot seat – Nick is a Financial Adviser, Accredited Investment Fiduciary, and Associate Financial Planner of Financial Advice New Zealand. He is the Executive Director and CEO at Stewart Group and holds a number of directorships in privately-owned companies and independent trusteeships.
About Stewart Group
We follow a values-driven philosophy through an unwavering commitment to honesty, integrity, and loyalty. Our business philosophy mirrors our family values, and we operate within these beliefs every day. At Stewart Group, we have a family culture and reputation for strong relationships with our clients giving them personalised service.
We are one of only eight CEFEX accredited firms in New Zealand, committed to providing the highest fiduciary standards and fostering a culture of continual improvement.
Through our owners, directors and team members Stewart Financial Group (NZBN: 9429040213187) identifies as a Māori owned business.
•Nick Stewart is a Financial Adviser and CEO at Stewart Group, a Hawke’s Bay-based CEFEX certified financial planning and advisory firm. Stewart Group provides personal fiduciary services, Wealth Management, Risk Insurance & KiwiSaver solutions.
•The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisions. A disclosure statement can be obtained free of charge by calling 0800 878 961 or visit our website, www.stewartgroup.co.nz
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Tags: economic updates, financial advice, Financial Adviser, Financial Markets, investments, investors, new zealand, Retirement Planning, stock market, Wealth Management
Retirement planning discussion and education for professional women (and their families) in their 50s and 60s who want to retire on their own terms. We’ll cover Social Security, Medicare, financial planning, investing, and much more. I invite you to listen and subscribe.
Many of you might be familiar with the concept of portfolio rebalancing, or the idea of strategically moving your investments back to their target investment mix – or allocation – from time to time.
Well, the same holds true not just for your investments, but also for your entire financial plan.
Things change – with your investments and with your financial plan – because of… life.
Of course, the market changes too, but we can’t control that.
Which is why it’s important to understand the benefits of rebalancing when it makes sense.
Get in touch and let me know what you think.
And thank you for listening.
Visit my website to learn more.
Disclosures.
— Send in a voice message: https://anchor.fm/womens-retirement-radio/message
Categories: Business
Tags: Financial Planning, investing, personal finance, Retirement, Retirement Planning, retirement success, retirement women, women, women investing, women retirement
Welcome to the Power Up Wealth podcast, where we provide impactful insight and expert opinions on timeless financial principles and timely investment topics–preparing you to make smarter decisions with your money. Reach out to us at smedleyfinancial.com for additional information and all disclosures. The views expressed are Smedley Financials and should not be construed, directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to risks, including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should only be relied upon when coordinated with individual professional advice. Securities are offered through Securities America. Inc., Member FlNRA/SIPC. Roger M. Smedley, Sharla J. Jessop, James R. Derrick, Shane P. Thomas, Mikal B. Aune, Jordan R. Hadfield, Registered Representatives. Investment Advisor Representatives of Smedley Financial Services, Inc.®. Advisory services offered through Smedley Financial Services, Inc.® Smedley Financial Services, Inc.®, and Securities America, Inc. are separate entities. Smedley Financial is located at 102 S 200 E Ste 100 in Salt Lake City, UT 84111. Call us today at 800-748-4788. You can also find us on the web at Smedleyfinancial.com, Facebook, Instagram, Twitter, and LinkedIn.
Categories: Business
Tags: economy, Financial Planning, investing, investments, Money, Retirement Planning, stock market, Wealth
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
Discover hidden truths in retirement planning money management and for those not yet retired learn about best historical adjustments in the pursuit of higher 401k performance. This show is hosted by Joe Cantu, a West Point graduate with the history of the”Honor Code” at the United States Military Academy at West Point, New York. He is Chief Investment Officer of Cantu Tactical Wealth Management, with over 30 years of retirement money management experience working for 3 of the largest Wall Street Firms as a stock broker and portfolio investment manager. Joe gives you a stark unblemished truth of professional money management strategies used in making money in up and down stock markets. He has witnessed 3 major market corrections and reveals how to design and manage an IRA and defined benefit retirement plans for both directions of the stock market. He shares the secrets of High Net Worth money management in mitigating losses and disclosing the investments which typically go up when the stock market is falling. If you have a 401k he explains the techniques which may lead to better performance by making key adjustments in different economic environments. If you are a 401k trustee he presents performance ideas which may lead to happier employees in these plans. Learn how to truly manage your money with the lifetime goal to live off the earnings without touching the principal and ultimately passing the money to your heirs. Also, he will include and educational series called “Cantu’s Wall Street Definitions” covering the basics of what is a stock to complicated subjects such as derivatives the Good, Bad and the Ugly of “Hedge funds” and Tax Deferred Indexed Annuities”. Joe is a fiduciary and registered investment advisor in the states of California, Florida, Georgia and Texas providing pure independent advice. Finally, an interesting answer he gave when asked about the knowledge a person would gain from listening to his Podcast on retirement money management. He said. “Listening to my Podcast is much like Adam & Eve wanting the power and eating from the ‘Tree of Knowledge’ of good and evil. You want knowledge? Well then, I will give you knowledge, but you may not like what you see! Plus you will learn the truth about retirement money management once your eyes are opened. Knowledge is power!” . . . Joe Cantu
Categories: Business, Education
Tags: 401k investing, Financial Planning, IRA rollover, money management, Retirement Planning