Random Retirement Planning Podcasts

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

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

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

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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Hosted on Acast. See acast.com/privacy for more information.

Categories: Business, News

Tags: economic updates, financial advice, Financial Adviser, Financial Markets, investments, investors, new zealand, Retirement Planning, stock market, Wealth Management

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

Pittsburgh’s Largest Fee-Only All DFA Index Portfolios and Retirement Income Planning Firm Since 1989

Categories: Business

Tags: Advisor, Advisors, DFA, Dimensional, Dimensional Fund Advisors, DiNuzzo, Financial Planning, index, Indexing, investing, pa, Pennsylvania, Pittsburgh, planning, Retirement Income, Retirement Planning

A weekly financial/investment radio program with investment news, market updates, and reviews of timely investment ideas and strategies with Nick Colarossi of NJC Investments, a financial advisor with over 25 years of experience.For more information please refer to our website, NJCInvestments.com

Categories: Business

Tags: 401k, College Planning, Dow Jones, investing, investments, ira, market outlook, Retirement Planning, Roth IRA, S & P 500, stock market

Making Retirement Make Sense is a retirement planning podcast helping pre-retirees and retirees make smarter, more confident financial decisions. Each episode breaks down the topics that matter most—retirement income strategies, Social Security decisions, taxes in retirement, investment risk, lifestyle planning, and legacy considerations—so you can understand your options and avoid costly mistakes. The show is hosted by Dana Anspach, CFP®, RMA®, Founder and CEO of Sensible Money and a nationally recognized retirement planning expert, published author, and educator, and CJ Miller, CFP®, RMA®, CPWA®, Partner and Executive Financial Planner at Sensible Money, recognized by InvestmentNews as one of the Best Wealth Managers & Advisors Under 40. Whether you’re planning for retirement or already living it, this channel provides clear, unbiased guidance to help you build a retirement plan that works in the real world. Subscribe and let’s make retirement make sense—together.

Categories: Business

Tags: 401k & IRA, Financial Planning, Investing for Retirement, Retirement Planning, Social Security, Wealth Management