The brothers Lucius — members of the leadership team at Gradient Financial Group — discuss some things they’re bullish and bearish on. You never know who might join them to talk about life, sports, business, and (from time to time) a little bit of finance.
Categories: Business
Tags: 401k, advisory, annuity, Care, Insurance, investing, ira, long, medicaid, medicare, roth, securities, Security, services, social, term
A “Top 10 Personal Finance Podcast” and a “Top 12 Retirement Podcast” (US News & World Report, 2023). One of the “10 Best Personal Finance YouTube Channels” (CardRates, 2023). “Best Retirement Podcast With Humor” (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA are making fun out of finance as they answer your money questions and spitball on your 401k, IRA, Roth conversions and backdoor Roth IRA, how to pay less taxes, asset allocation, stocks and bonds, real estate, and other investments, Social Security benefits, capital gains tax, 1031 exchange, early retirement, expenses and withdrawals, and more money and wealth management strategies. YMYW is retirement planning, investing, and tax reduction made fun, presented by Pure Financial Advisors – a fee-only fiduciary. Access free financial resources and episode transcripts, Ask Joe & Big Al On Air to get your Retirement Plan Spitball Analysis: http://YourMoneyYourWealth.com
Tags: 401k, fiduciary, Finance, Income, investing, investments, ira, personalfinance, personalfinances, RealEstate, Retirement, RetirementPlanning, roth, rothconversion, socialsecurity, stocks, taxes
This is The Business Owner Challenge with Brady Marlow of EXECSO. As a business owner you have unique financial challenges, especially when it comes to transitioning your company either internally or externally. In this podcast we address income planning for complex situations, leadership and ownership transitions, succession planning, exit strategies, generational wealth and more. And now, with a combined three decades of experience as both business owners and financial planners, here are your hosts, Certified Exit Planner Brady Marlow and Accredited Estate Planner Rob Wellendorf to help you navigate those challenging financial and emotional decisions!
Categories: Business
Tags: 401k, advisory, annuity, Care, Insurance, investing, ira, long, medicaid, medicare, roth, securities, Security, services, social, term
Make sure you can Retire Ready with Kyle Hammerschmidt, the President of MOKAN Financial in Overland Park, KS. Kyle will teach you on each episode how to properly plan for retirement and your financial future. Learn about IRAs, 401ks, pensions, Social Security, and much more. Contact Kyle with any questions at https://mokanwealth.com or by calling 913-257-3991.
Tags: 401k, Financial Planning, ira, kansas, mokan, retire ready, Retirement, retirement plan, roth
Welcome to the Gen X Wealth Academy, a podcast built for Gen X-ers reaching that age where it’s time to seriously plan for their financial futures. Join for bi-weekly episodes that explore the worlds of financial and retirement planning with Phil Telpner of Breakout Private Wealth, based in Chicago, Illinois. Phil will lead you through helpful conversations about money, life and retirement and cover topics like 401(k)s, IRAs, income planning, investing, and so much more. So much information about retirement is geared toward Baby Boomers, but Phil is crafting this show to be all about Generation X. If you have any questions, call 312-953-4081, email PT@BreakoutPrivateWealth.com or visit www.breakoutprivatewealth.com for more resources. And don’t miss out on joining Phil’s private Gen X Wealth Academy learning center at https://bit.ly/3yHAlDD where you can extend your knowledge about retirement planning in a unique way.
Categories: Business
Tags: 401k, Breakout, breakoutprivatewealth, Chicago, financial, ira, philtelpner, Retire, Retirement, roth
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
Financial and retirement planning guidance from the team at Mercurio Wealth Advisors in Louisville, Kentucky. Join Chief Financial Advisor Alan Mercurio and Senior Wealth Advisor Troy Bolton each show for helpful conversations about money, life, and retirement. Step into the Retirement Coach’s Corner to learn about 401(k)s, IRAs, income planning, investing, and so much more. If you have any questions, call 502-253-9366, email info@mercurioadvisors.com or visit www.mercurioadvisors.com online for more information.
Categories: Business
Tags: 360, 401k, financial, ira, kentucky, Louisville, mercuriowealthadvisors, Retire, Retirement, retirement360, roth
The Word on Wealth, intelligent financial talk you can have faith in, is a show where we take the fun approach to the serious matter of your money. The show is proudly sponsored by GCPA, and has been a passion of host John Dombroski, Jr. for over 10 years. In fact, you may recognize his famous tagline, “Don’t run out of money, before you run out of time.”
Categories: Business
Tags: 401k, 403b, Estateplanning, Finance, financialplanning, Insurance, investing, ira, Retirement, RetirementPlanning, roth, TaxPlanning
A top retirement podcast dedicated to helping you: Reduce Taxes | Make Work Optional | Maximize Retirement Income | Invest Confidently | Optimize Stock Compensation | Help Future Generations Scott Sierens, financial advisor at Sierens Financial Group, will provide thoughts, strategies, and ideas on each episode to help you thrive in life, wealth and retirement. The goal is to take complex financial subjects and make them simple and easy to understand so you can feel confident to take action, enjoy life, and eliminate financial stress and anxiety. Scott, along with guests from across various industries, will cover topics such as tax savings strategies, investments and wealth management, IRAs, 401(k)s, retirement planning, retirement income strategies, pensions, estate planning, social security, healthcare, and much more. Retirement isn’t an age or number. It’s finding the balance between living life today and feeling financially confident about YOUR tomorrow. Ask Scott your questions by calling 847-235-6989 or check out our podcast website at https://lifemoneyshow.com for more resources.
Categories: Business
Tags: 401k, Chicago, elgin, financialplanning, Healthcare, illinois, ira, Pension, Retire, Retirement, roth, scottsierens, taxes, wealthmanagement, yourlifeyourmoney
Tax$ense: Keeping What’s Yours, is a two-hour radio program that airs every Saturday from 12pm-2pm on AM 1380 KTKZ The Answer. Each broadcast is then presented as a podcast for your listening pleasure. Hosts Owen Arnoff and Randy Roth promise a lively, informational, and entertaining program. They will discuss how you can save money on taxes, protect your assets and avoid the costly mistakes that many people make during their lifetime. You will find this information interesting and profitable, whether you are a business owner, real estate investor, have IRS problems or just want to learn how to stay ahead of the constantly changing tax code. For more about Owen and Randy, please visit http://www.April15th.com
You’ll love it when Owen beats out a warning about his favorite hot topic: H&R Liberty McTax, aka, cookie cutter tax services. Plus, he’s joined by financial experts Justin Elliott and Ryan Mason of Ameriprise Financial. Also in this episode:
– File early or wait?
– Superbowl and taxes
– H&R Block, Liberty Tax, et al.
– $862,000 tax refund
– Tax return transcripts
– Tax mistakes you don’t know you’re making
– Four steps for a successful retirement
– Life insurance: Necessary evil or sophisticated investment strategy?
Recorded 2014.02.01
Categories: Business
Tags: agent, April15, april15th, arnoff, assets, business, corporation, ea, enrolled, Estate, incompass, incompasstax, investments, investor, irs, Money, nonprofit, owen, radio, randy, RealEstate, roth, sense, tax, taxcode, taxes, taxlaw, taxpayer, taxreturn, taxsense
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
Categories: Business
Tags: career, investing, personalfinance, Retirement, roth, taxes
The Way2Wealth® Podcast. Join Scott Ford each episode as he and some amazing guests untangle the complex issues of financial management. Financial Freedom is the goal and clarity and simplicity is how we’ll plan to get there. If you have a natural curiosity for learning a little more about the financial and want to have a little fun along the way, then you’re in the right place.https://www.theway2wealth.com/Scott is the Managing Director, Partner & Wealth Advisor of Carson Wealth in Hagerstown, MD and Johnson City, TN, serving entrepreneurs, small business owners, executives, and families.https://www.carsonwealth.com/team-members/scott-ford/301-739-8505Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742.
Categories: Business
Tags: 401k, carsonwealth, financial, ira, maryland, Retire, Retirement, roth, scottford, tennessee, wealthmanagement