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A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax management ...
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We help people who are drowning in the details of life to create simple systems so they can do what matters most! (Come learn how to build a STEP Command Central and get totally out of the overwhelm...)
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Retire with confidence! Introducing "Michigan's Retirement Coach," podcast- one of Feedspot's "Top Retirement Podcasts You Must Follow!" Join Mike Douglas and his engaging series as he draws upon insights from real clients and their stories to help you make the most of a fulfilling retirement. Mike and the whole team at LifePlan Financial Design can help you navigate the complexities of retirement planning in Michigan. Click for your personalized Retirement Roadmap here! Follow on Facebook, ...
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Work Pants Finance is the show for MBAs, entrepreneurs, and other professionals who want their financial plan to work as hard as they do. Work Pants Finance's theme is learning through experience - the good, the bad, and the ugly! Work Pants Finance sits at the center of life, business, career, and money and brings it all together with humanity, wit, and wisdom.
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The Physician Philosopher Podcast was created to help empower doctors to create a life they love. Join in as we dive into all things physician coaching in mindset, money, and life. Start before you're ready; Start By Starting; Start Now. To book a coaching consult with Jimmy for the Alpha Coaching Experience, click here-- thephysicianphilosopher.com/consult To sign up for the Medical Degree Financial University visit: https://thephysicianphilosopher.com/mdfu
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Independent Financial Advice - Words of Wisdom and Guidance
Interface Financial Planning & Alan Moran
The Heart of What we are about We are a financial planning company committed to helping our clients appreciate, understand, and achieve their dreams and aspirations. Life is not a rehearsal. We help you to ensure that you have the correct life balance and that your money is there to help you lead the life that you deserve. Unlike many financial advisers who focus only on your money, we put your life first and your money second. We work together with our clients to build their personalised fi ...
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*Formally known at Worth It Podcast* Welcome to Wealth by Design, a financial planning podcast for successful, modern-day biz owners + creative entrepreneurs. Here, you'll get the tools you need to dream, design, and do what it takes to live life on your terms. Danielle & Dustin, a brother & sister CFP®️ duo, are devoted to educating modern-day entrepreneurs about life, biz, and financial planning so they can create a blueprint to real wealth. Together, they cover topics about the unique cha ...
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This month, we're revisiting the eight pillars of rocking retirement. Today, we focus on the second two financial pillars: having a resilient plan of record and optimizing the plan to enhance the journey. Many people are good at setting goals and determining feasibility, but often overlook the importance of resilience in their retirement plan. We d…
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Learning new organizing skills can give us a huge boost, but it can also cause overwhelm if we learn a lot, but never implement those new ideas. Today I'm featuring three great YouTube videos by professional organizers--and sharing how you can actually implement what they teach! (And you can apply these skills to other areas of your life, as well!)…
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This September, we're doing something a bit different. We're revisiting the basics with a refresher on the eight pillars of rocking retirement—four financial and four non-financial pillars that form the foundation for a great life. Too often, retirement planning gets bogged down with too many details and the pressure to get everything right. But in…
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In this conversation, Mike discusses the importance of having a proper financial plan in place for retirement. He uses the analogy of music to explain the different approaches to retirement planning, comparing the disciplined and rule-following classical musicians to the more improvisational jazz musicians. Mike emphasizes the need for a retirement…
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If it were SIMPLE to transform chaos into order, would you do it? What if you could build a system that would make that transformation FOR you? Today I'm sharing exactly how I built mine and giving specific examples of how it works! Show Notes can be found at https://LearnDoBecome.com/Episode255
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Stories from Unique Retirements
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1:11:41
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If you are exploring a unique retirement, it is important to do your research. The best way to research something is to talk to someone who has walked the walk. That’s why, on this episode of Retirement Answer Man, I chat with people who are living their own unique retirements. Press play to hear these unique stories. OUTLINE OF THIS EPISODE OF THE…
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Mike discusses the importance of preparing for a recession and offers advice on how to recession-proof your retirement. He emphasizes the need to minimize discretionary spending, raise your cash position, and de-risk your future portfolio. Mike also highlights economic indicators to watch for, such as consumer credit card spending, layoffs, and cha…
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Teaching with STEP: Community Ideas and Strategies for a More Organized Classroom [Episode 254]
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Ready to discover how STEP principles and the power of community has been transformational for teachers across the world? In today's podcast, I'm sharing several great ideas, success stories, and practical tips from educators who have created balance and organization with their Command Centrals. STEP Momentum is starting on August 28th, 2024! Ready…
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In today’s podcast, I (Alia) share my favorite way to establish and maintain new routines amidst life changes--sharing insights following a big move and my husband starting medical school. I'm sharing our step-by-step process for creating effective routines, our daily calendar structure, and the apartment reset routine that keeps things feeling org…
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How are we supposed to handle all the "stuff" that comes into our lives each day? The emails, papers, messages, phone calls, new ideas, and physical things can seem endless, but with a STEP Command Central, everything has a place and you can trust that each of these items will be safe until they're needed again! Join me today as I do my end-of-the-…
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Retire Without Borders: An Expat Primer
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Have you ever thought about retiring abroad? It seems like a fun adventure, but how do you begin? On this episode of Retirement Answer Man, expat expert, Jane Mepham from Elgon Financial Advisors, joins me to discuss the financial and nonfinancial considerations of moving abroad in retirement. Press play to learn whether retiring abroad would be ri…
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I've been reading the book Flourish by Martin Seligman, and the ideas about positive psychology that I've already put into practice have truly made a difference. If you want to feel closer to the people in your life--and do things that will lift your own mood, as well, don't miss this episode! Show Notes can be found at https://LearnDoBecome.com/Ep…
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Mike discusses the importance of understanding risk in retirement planning. He emphasizes the need for a balanced risk portfolio that takes into account risk tolerance, risk capacity, and risk requirement. Mike explains that risk tolerance can change based on market conditions and personal circumstances, and it should be considered alongside long-t…
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If you have a special needs child, you know that your retirement plan will need to include plans for their future. How do you create a great retirement while honoring and caring for your child with special needs who will most likely live beyond your years? That’s what we’ll be learning today. In this episode, Matt from Haystack Financial Planning j…
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There are a lot of things we can do to impact our financial life, but one of the most powerful (but overlooked) methods is to get organized. Today I'm sharing 5 ways that getting organized can help us to be more financially stable. Come listen--and share your suggestions, as well! Show Notes can be found at https://LearnDoBecome.com/Episode250…
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Mike addresses the volatility of the market and emphasizes the need to understand risk and have appropriate portfolio ratios. He explains the concept of fixed proportions and the role of fixed investments and equities in a portfolio. Mike also highlights the importance of understanding one's risk tolerance, capacity, and requirement. He encourages …
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Military retirees have a unique set of circumstances and opportunities. In this episode, military retiree and retirement planner Scott Sanborn joins me to explore the financial and non-financial aspects that come with a military retirement. Over the next month, we’ll be exploring different ways of retiring. If you have special retirement circumstan…
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As humans, we love customizing things--stickers, license plates, and so much more. But do we know how powerful it can be to customize the way we organize? Today we're talking about the Context-Based Next Actions List--and how you can create specific contexts that work for your unique life! Show Notes can be found at https://LearnDoBecome.com/Episod…
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So many retirement questions have no right answers. They’re simply judgment calls. In this episode, we’ll explore whether it makes sense to switch to a Roth 401K. Don’t listen to find out the answer. Listen to learn the process to use to come up with your own answer. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS [2:03] Doe…
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Do you ever try to estimate how long your tasks and projects will take, only to feel frustrated at the end of the day because everything took way longer than you thought? Today we're sharing some principles that will help--along with specific examples that will hopefully inspire you to move forward on the things in your life that matter most! Show …
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Mike explains the different aspects of a financial plan, such as taxes, estate planning, and risk management. He shares why it’s important for these factors need to work together to create success in retirement. Visit MyLifePlanFinancial.com to connect with Mike and start building your retirement plan today! See omnystudio.com/listener for privacy …
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What Income Sources are Included for the IRMAA Calculation?
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You’ve got questions and we’ve got answers. On this episode of Retirement Answer Man, Taylor Schulte from the Stay Wealthy Podcast joins me to answer your retirement questions. Grab your earbuds and join us for this episode full of your questions. Make sure to listen to the pension or lump sum question to see how Taylor and I arrived at our differi…
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I received a beautiful letter from a mother who asked me how to pursue her personal purpose while also strengthening her family. And whatever your background or current family situation, if you would love to experience a personal transformation, today I'm sharing what I did for my personal "Butterfly Project" and offering some ideas for how you cou…
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Financial Advisor Certifications - What They Mean for You
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If you’ve ever searched for a financial professional you may have seen an endless string of letters after their names. Trying to figure out the financial advisor alphabet soup is exhausting. One listener threw his hands up and asked me what all those letters mean. On this episode, we’ll explore the meanings behind those designations and discuss wha…
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We all know what it's like to start a project and think it's manageable--but then it grows and grows and becomes SO much more than we expected. What do we do at that point? How do we move forward and get things done when we don't have the bandwidth to do all that is required? Join us in today's episode! Show Notes are at https://LearnDoBecome.com/E…
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*Fun Announcement from April and Eric - ARISE 2-Month Free Trial AND a Great Way to Give Back!*
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Earlier this month, we announced our new, 60-day free trial of the ARISE membership! And as a special bonus--for every active ARISEr in the month of July, LearnDoBecome is donating the monthly membership payment (or its equivalent, if you are part of a free 60-day ARISE trial) to Village Impact to help them to build and sustain schools for children…
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