Investment Advisor, Brian Mirau and radio host, Harvey Twite discuss important topics, such as retirement, health care, stock market, income planning, and much more.
Categories: Business
Tags: business, financialplanning, investing, investmentadvisor, Retirement
The Journey to a Savvy Senior Podcasts, will explore the senior citizen stage of our lives ranging from simple to savvy!Some of us were forced into retirement, some chose it and others are semi-retired. Whether choosing not to work or forced out of the workplace, there is so much to learn and discover. This will be a positive, explorative and hopefully informative adventure that we can traverse together.Please feel free to send topics that you would like to pursue and I will make your requests my priority!
Categories: Society & Culture
Tags: activities, group travel, retiree, Retirement, Senior Citizen, senior lifestyle, Social Security
This show is a spin-off of the 2021 book Money Mammoth. Dr. Edward Horwitz hosts the podcast, with financial psychologist Dr. Brad Klontz and Dr. Ted Klontz as a frequent guests, providing expert advice in financial psychology, money habits, and retirement planning. This podcast will help you understand and overcome your financial biases and improve your money relationships. With money being the leading stressor on relationships, it’s no wonder why most people struggle with money issues and avoid money discussions with spouses and partners. Dr. Ed Horwitz tackles the tough questions and challenges behind making your Money Mammoth transformation in a straightforward and pragmatic way anyone can understand and implement. Interviews and active content from the best-selling co-authors provides the depth and discussion you have been craving to fuel your knowledge and quest!
Categories: Business, Education, Health & Fitness
Tags: Behavioral Finance, debt, Finance, financial psychology, Money, relationships, Retirement
Peter Bombara of PCB Financial Advisory Group, is looking to save families, one at a time. A financial commentator and author, Peter has been in the financial services field for over a decade, appearing on Fox Business, ABC, CBS, and more.
How to Choose The Right Financial Advisor
– Are there different types of advisors to choose from?
– Should you ask about their experience level?
– How can you make it easier to compare advisors and how many should you talk to?
Questions to ask a perspective advisor:
– How would you describe your typical client?
– How long have you worked in financial services and what brought you to the industry?
– How do you get paid?
– How often and through which channels can I expect to hear from you?
– Have you ever been cited or contributed to the financial media?
– Are you an author on this subject?
– Are you a fiduciary?
Podcast listeners can contact Peter Bombara at PCB Financial for an evaluation of their portfolio.
Call Peter at PCB: 732-634-3620
Or visit online at www.PCBFinancial.com
Categories: Business
Tags: Financial Planning, new jersey, new york, pcb financial advisory group, peter bombara, Retirement
Various specialists at Commerce Trust dive into the latest research, insights and market news in Conversations with Commerce Trust. From deconstructing the headlines to foundational investment insights, this podcast is designed to help you understand how it impacts you and your family’s personal and financial goals. This podcast is designed to provide investment information for Commerce Trust clients. It is intended to provide general information only and is reflective of the opinions of the speakers and not necessarily of Commerce Bancshares, Inc. Always consult your legal and tax advisors. Not FDIC Insured | May Lose Value | No Bank Guarantee
Categories: Business
Tags: investing, investment management, Private Banking, Retirement, Trust Service, wealth planning
Join your host Scott Wisniewski and a thriving community of ER Doctors who are learning to simplify money and make smarter financial decisions. As a hardworking Emergency Physician, it’s important to know the vital signs of your financial health, and the profession simply comes with complexities others don’t understand. This podcast is created to be your go-to resource for straightforward advice uniquely tailored for ER Doctors. Join us every week for new episodes, and you can find more tools, get personalized help and a free Financial Vital Signs Checkup at erdocadvisor.com/survey.
Categories: Business, Education
Tags: Doc, doctor, Emergency, er, Finance, Healthcare, investing, medical, Money, personal, physician, Professional, Retirement, savings, taxes
Jason Lambert, President and CEO of Northwest Financial and Tax Solutions, offers a fresh perspective on the markets, investing, and retirement planning.
Categories: Business
If you want to retire with confidence and a well-rounded plan, then listen to Retire On Your Best Path with Liz Whitteberry of Best Path Advisors. Liz is an experienced financial advisor who specializes in working with retirement-focused women and couples who desire confidence and clarity so they can live their best life on purpose. On this show, Liz will tackle important issues like income planning, legacy building, minimizing taxes, managing risk, and so much more. Hear her unique approach to planning and learn why it’s so important to have a clear, comprehensive, collaborative, and compassionate process to get to, and through, retirement. If you have any questions or want to reach out, go to https://www.bestpathadvisors.com or call 817-849-1375 for more information.
Categories: Business
Tags: 401k, Advisors, best path, Finance, financial, ira, liz whitteberry, Money, Retire, Retirement, women
First American Bank brings you business and investment insights designed by our team of experts to help you meet your financial goals. #TakeFirstForward Follow us: @FirstAmBank
Tags: banking, business, business banking, commercial banking, Finance, financial news, international banking, investing, lending, Retirement, SBA, stock market, trade finance, Wealth, Wealth Management
The Fund Your Retirement Podcast is designed to inspire and educate you about funding your retirement. We will be sharing the best strategies, skills, tips, and resources to grow your wealth. Lee will introduce you to highly successful Investors, traders, entrepreneurs, and experts who are passionate about sharing financial intelligence and solutions for income and capital growth. The Fund Your Retirement podcast is dedicated to helping you level up your skills in financial self-sufficiency, building long-term wealth and retirement prosperity. Subscribe and begin the journey.
Categories: Business
Tags: BusinessDevelopment, entrepreneurship, forex, investing, investments, pensions, Property, Retirement, trading
Where Do Gays Retire is a podcast where we help you in the LGBTQ+ community find a safe and affordable retirement destination. Join Mark Goldstein as he interviews others who live in gay-friendly places around the globe. Learn about the climate, cost of living, the LGBTQ + community, healthcare, crime and safety, and more.
Categories: Leisure, Society & Culture
Tags: #GayExpats, gay, lgbtq, lgbtqia, Retirement
Retirement Rescue Radio is a weekly podcast with Author, Financial Advisor, Husband, Father, and Blackbelt, Nate Miller, Founder of Miller Retirement Group headquartered in the heart of the Midwest; Lawrence, Kansas. If you are a retiree, or pre-retiree, this podcast is for you. In it, he will draw on his experience both as an Advisor, and the cumulative knowledge that he received when he had the opportunity to consult with some of the top financial and retirement advisors in the nation. He will be bringing actionable advice and steps that you can take in order to help avoid potentially misleading financial advice and make sure that your retirement income lasts as long as you do and that you not simply survive, but thrive in retirement! Miller Retirement Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Miller Retirement Group are not affiliated companies. 00500120 – 12/21
Categories: Business, Education
Tags: Advisor, annuities, annuity, Finance, financial, financialadvisor, financialplanning, investing, investments, Management, Market, millerretirementgroup, personal, personalfinance, planning, Podcast, Retirement, retirementincome, safety, secure, Security, stock, stockmarket, Volatility, wallstreet, Wealth, wealthmanagement
A podcast about moving from midlife to old age in a society that devalues old people. It takes courage and (b)oldness. What’s old age *really* like? Debbie explores that question in each episode in a frank 30-minute conversation with a best-selling author, expert, or exceptional individual. With her guests she delves into the unretired (non-retired) life, slowing down, ageism, physical deterioration, grandparenting, intergenerational collaboration, grief and widowhood, and more. As well as other stuff that piques her interest: for example, the craft of writing. She invites her husband, Sam Harrington, on as a frequent guest. He’s a retired physician with a dry sense of humor and he makes her laugh. Debbie and Sam took a grownup gap year at age 61, leaving behind a comfortable life in Washington D.C. Now in their early 70s, they live an “unretired” life on an island off the coast of Maine. Over 100 previous episodes at https://debbieweil.com/podcast MEDIA PARTNERS: Encore.org Modern Elder Academy (Formerly) Next For Me
Categories: Society & Culture
Tags: aging, aging with purpose, aging with wisdom, baby boomers, bucket list, clarity, coronavirus, covid, covid19, finding purpose, gap year, genx, legacy, Meaning, midlife, midlife crisis, pandemic, reinventing retirement, reinvention, Retirement, semi retirement, third act, Wisdom, women, women at midlife
Actuarial Journey podcast connects and empowers YOU and other aspiring actuaries to pass each of your exams the first time by sharing insights, lessons learned, and step-by-step tutorials from others who have been in your shoes. Come join us Journeyers as we go beyond the technical aspects of the profession and explore the best ways to maximize your studying, and ultimately achieve success on your actuarial exams and career, so that you have more TIME for the things that are important to you. Here’s to your continued success – Journey on!
Categories: Business, Education
Tags: accountant, actex, actjourney, actsci, actuarial, actuarialbookstore, actuarialcareer, actuarialj, actuarialjob, actuarialjourney, actuarialoutpost, actuarialsalaries, actuarialsalary, actuary, aig, americanacademyofactuaries, asa, ashong, ASM, associate, beanactuary, business, career, cas, casualtyactuarialsociety, CFA, Cigna, coachdave, coachingactuaries, conferenceofconsultingactuaries, cpa, Deloitte, Education, entry, entrylevel, entryleveljobs, exam1p, exam2fm, exam3mfe, exam3mlc, exam4c, fapmodules, fellow, FSA, goodatmath, healthinsurance, herestoyourcontinuedsuccess, howtobecomeanactuary, infiniteactuary, instituteofactuaries, Insurance, journeyon, Kaplan, learning, lifeinsurance, mathcareer, mathjob, mathjobs, mercer, nemo, nemoashong, passactuarialexam, passexam, passexams, Pearson, prosociallearning, Retirement, soa, societyofactuaries, statefarm, statistics, stats, success, tax, theinfiniteactuary, training, whatisanactuary
This is not your parent’s economy. Traditional education around mortgage, money, real estate and investing isn’t equipped to get you to your financial finish line! The lack of financial education cost Americans 450 billion in 2022! Today, we’re finding that homeowners are equity rich and cash poor.. another word for broke, and get this, 78% of Americans are living paycheck to paycheck. This needs to change!We help great people like you make smart financial choices, beginning with their mortgage so they can become Happy Homeowners one day! As a top 1% mortgage advisor in America, and successful equities and real estate investor, I bring in guests and relevant content that teaches you modern money and financial fundamentals we all need learn and apply to be Happy Homeowners!
Categories: Business, Education
Tags: budgeting, buyinghome, Homeownership, interest, investing, mortgage, real estate, RealEstate, Retirement
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. Through Retirement Planning education, resources, and expert interviews, Joseph will help you get clear on your vision for retirement including what that looks like for you, how to simplify it, and what you will need specifically to achieve or maintain financial freedom, live out your dreams and create future opportunities for the ones you love. You can find more information, tools, and resources for your Retirement Planning at https://retirementplanningsimplified.ca.
Categories: Business, Education
Tags: affordtoretire, prepareforretirement, preparingtoretire, Retirement, retirementincome, RetirementPlanning, retirementplanningstrategies, retirementplanningtools, taxplanningforretirement, topretirementmistakes
Money makes the world go round – but how does it shape you as a person? Join comedian and former Facebook Sales VP Paul Ollinger as he extracts a wealth of wisdom from CEOs and celebrities, authors and artists, Olympic gold medalists and Nobel Prize winners – each with a unique perspective on the role that money plays in our lives. At a time when talking about personal finance can still feel taboo, Paul offers refreshingly honest discussions about the motivations and misconceptions surrounding money, ultimately asking: what are the ways in which it can (and can’t) bring us happiness? Crazy Money won’t make you rich. But it will definitely make you think (and laugh).
Categories: Business, Society & Culture
Tags: buddhism, careers, consumerism, crazymoney, crazymoneywithpaulollinger, entrepreneurship, finances, happiness, Hedonic, Materialism, mindfulness, Money, ollinger, paul, paulollinger, Philosophy, Retirement, savings, stoicism, values, Wealth, wellness, work
You’re Invited to a new, high stakes drama series that follows an uncanny retirement planner who uses his background as a psychologist to help clients navigate the aspects of retirement that few people ever talk about, let alone plan for. Throw out all the fancy brochures and Pollyanna talk about life after work because his emotionally rich, unexpected journey taps into the true reality of retirement. Read it and you will understand why traditional retirement planning is fatally flawed and needs to make a dramatic shift to include planning for the non-financial aspects. It’s a changing of the guard where running out of money pales in comparison to running out of family, friends, good health, and time. True life events will leave you feeling captivated by the chaos that can accompany one of the most sought after but least understood phases of life. Buckle up and prepare to be thrust into the deep thoughts and feelings of those who have learned the hard way that a successful retirement isn’t one without problems, but rather one in which you learn to overcome them. Let it evoke new thoughts and emotions, as well as provide you with an outlet to challenge what you have been told about retirement.
Categories: Business, Health & Fitness
Tags: crossroadsofretirement, Retirement, retirementdrama, retirementsoapopera
Join Hassan Thomas, Founder and CEO of the brand — FYI FLI (For Your Information: Financial Literacy & Investing), as he discusses exciting ways to help millennials build healthy relationships with their finances. You’re never too young to empower yourself with knowledge and information designed to enhance your life. And Hassan Thomas is passionate about empowering his peers and people. In the podcast you’ll hear him discuss strategies for saving, budgeting, investing, taxes, retirement, and tackling all forms of debt – especially the kind that impacts students. By understanding how to manage and strategically attack student debt and credit, you are on track to breaking generational poverty cycles that may be plaguing your family and community. Hassan understands the past struggles and in his new podcast, he’ll get real about the issues and help you drive the solutions to discover financial freedom and success. Listen in as we uncover the essential tools needed to straighten out your finances and help you realize a better financial future.
Categories: Business
Tags: 401k, budgeting, cash, college, college debt, credit card, debt, diversify, earning, expense, Finance, Financial Literacy, Financial Planning, generation z, interest, investing, millennial, Money, personal finance, real estate, Retirement, return, risk, saving, spending, taxes, youth
Inside The Plan With The 401(k) Brothers is a production of Horizon Financial Group, located in Baton Rouge, LA. The show handles topics and questions that often arise from participants of company retirement plans. Bill Bush and Andy Bush are indeed brothers, but NOT twins. Registered Representatives offering securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. 15015 Jamestown Boulevard, Suite 100, Baton Rouge, LA 70810
Categories: Business
Tags: 401k, Retirement