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Stay Wealthy Retirement Podcast

Taylor Schulte, CFP®

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An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional. Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on t ...
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The Ramsey Show

Ramsey Network

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The Ramsey Show believes you can build wealth and take control of your life—no matter what stupid mistakes you've made with money. Join as Dave Ramsey and his team of experts answer your questions on the top problems holding you back. Listen now or ask your question live by calling 888.825.5225 weekdays from 2–5 p.m. ET. Learn more at www.ramseysolutions.com
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Retirement Roadmap

Mark Fricks

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Is your retirement plan rock solid? At MasterPlan Retirement Consultants, we specialize in constructing retirement plans designed to meet the challenges you could face in the course of a 20, 25 or 30-year retirement - or longer. Our tax planning, income planning, Social Security maximization, estate planning, healthcare planning, pension maximization, long-term care planning and other strategies are designed to maximize your retirement savings and income, while minimizing taxes and protectin ...
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Retirement Answers

Jacob Duke, CFP®

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Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be! The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement. Follow along as I publish a new episode each week covering everything f ...
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With over 2 million downloads, Sound Retirement Radio is a leading podcast in the retirement and retirement planning categories. Our topics cover a broad range, including investing strategies, tax planning, and Roth conversions. We provide both fundamental and advanced ideas to help you create a Sound Retirement Plan. Our commitment is to offer you concepts, ideas, and strategies that can help you achieve clarity, confidence, and freedom as you prepare for and transition into retirement. Jas ...
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Retirement Revealed

Jeremy Keil

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In the Retirement Revealed podcast, Jeremy Keil, CFP®, CFA shows you how to turn your retirement savings into retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions. Get free resources and learn how to have Jeremy and his team develop your own Retirement Revealed income plan at 5stepRetirementPlan.com. For important disclosures, see www.keilfp.com Keil Financial Partners may utilize third-party websites, inclu ...
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Join us in The Financial Momentum Podcast where we discuss ideas and tools to build momentum in your business and life. We talk about how you can create a high income retirement, escape from your job, boost your business and build wealth through cash flow.
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Since 2019, I've been serving clients as a Ramsey SmartVestor Pro and Preferred Coach. I specialize in retirement income planning for people who want to retire today. You'll hear the questions I get every day from clients and how I help them take action. And no worries: Dave-ish listeners are welcome!
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Big Picture Retirement

Devin Carroll and John Ross

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Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
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Gregg MacInnis, Owner and President of Gmac Family Financial, joins you on Countdown to Retirement to offer up innovative financial strategies, solutions, security, and overall financial health. Listen as Gregg talks about his passion to serve his community and break down financial planning for your retirement.
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The Guaranteed Retirement Guy’s Podcast

guaranteedretirementguy

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John Stevenson, a prominent wealth protection educator, has been able to help thousands of people successfully strategize for retirement. With retirees living longer and retiring earlier, having a retirement income that cannot be outlived has been a growing concern for many seniors. His clients include teachers, business owners, executives, doctors, and entrepreneurs to name a few. Not a single client has ever lost money due to market fluctuations. John is also an expert in structuring Tax-F ...
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Secure Your Retirement

Radon Stancil, CFP® & Murs Tariq, CFP®

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Retirement is the plan. You worked hard to get where you are, now have a retirement that works hard for you. If you want to achieve… confidence, peace of mind, control of your future, a rock-solid income plan, financial freedom, and unrestricted options in retirement this show is the right one for you! Retirement is approaching and you can’t afford to make mistakes with your money. In the back of your mind, there are concerns about what happens if there is another financial downfall as you a ...
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The Retirement Tax Podcast

Steven Jarvis and Benjamin Brandt

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The Retirement Tax Podcast is your place to learn how to sand the rough edges off your 6 or 7 figure income tax bill the IRS expects you to pay over the course of your retirement. Hosts Benjamin Brandt, CFPⓇ , and Steven Jarvis, CPA bring you tax topics you can take action on. Leveraging their combined decades of experience in the financial planning and accounting worlds they share their insights and answer your questions.
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Money Wisdom

Joel Johnson

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Listen to Johnson Brunetti's Money Wisdom with Joel Johnson CFP®, host of Better Money Television program and Forbes Contributor. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it’s your 401(k) account, IRA, or an underperforming asset, Joel Johnson can ...
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Retire With Style

Wade Pfau & Alex Murguia

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The purpose of Retire With Style is to help you discover the retirement income plan that is right for you. The first step is to discover your retirement income personality. Your hosts Wade Pfau, PhD, CFA, RICP and Alex Murguia, PhD walk you through creating and implementing a retirement plan that will help you reach your goals, and that you’ll be able to stick with. Start by going to risaprofile.com/style and sign up to take the industry’s first financial personality tool for retirement plan ...
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Candid Conversations with Ryan Cravitz is a show specifically about retirement planning for people over 50. If you're wanting to invest better, maximize your income, reduce taxes, and learn how to successfully retire then this is the perfect show for you. Ryan has operated an independent financial planning firm since 2011 and is in his second decade of helping people grow and protect their wealth. Join him each episode for conversations about income, retirement, insurance, 401(k)s, IRAs, inv ...
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Retirement Evolved With Adam & Lauren

Retirement Evolved With Adam & Lauren

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Welcome to the Retirement Evolved podcast, where Adam Bruno, Certified Financial Fiduciary and Founder & President of Evolution Retirement Services, shares his insights and ideas to help you navigate your retirement years with confidence. Adam is passionate about helping families who have worked hard all their lives to achieve financial prosperity and accomplish their goals. He believes in building strong relationships with his clients and creating customized financial plans tailored to meet ...
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Retire Once Show

Johnathan Rankin

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The Retire Once Show is a retirement podcast designed to help simplify retirement so that you can retire with confidence. Running out of money in retirement is one of the biggest fears that retirees have. That is why our goal is to help you not just get to retirement, but most importantly, stay retired. Join your hosts, Johnathan R. Rankin CRPC® CEPA®, founder and CEO of Theorem Wealth Management, and Melissa Rankin, Wealth Management Advisor with Theorem Wealth Management Each week, they wi ...
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Join Nick Davis CFP® and Connie Davis of Brindle & Bay each episode as they seek to provide clarity and empowerment through a thoughtful and friendly discussion about the important topics that shape our financial lives. The Money Master Retirement Podcast will cover topics ranging from investing to legacy planning, healthcare to income planning, and a wide range of additional conversations that'll help educate you about retirement's most important considerations. If you have any questions, d ...
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The Power Of Zero Show

David McKnight

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Tax rates 10 years from now are likely to be much higher than they are today. Is your retirement plan ready? Learn how to avoid the coming tax freight train and maximize your retirement dollars.
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Retirement and income planning in a fast paced format. Kevin has focused on helping investors age 50+ preserve and grow their assets, increase their income, and reduce overall income and estate taxes. Many conservative investors have used his advice to invest their savings prudently and transfer more wealth to their heirs efficiently. Visit silverleaffinancial.com for more information.
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Welcome to "Retirement Approved," the go-to podcast for anyone looking to secure their financial future. Hosted by Matt Paul and Steve Paul, Certified Financial Planners (CFP®) at RW Paul & Associates in Novi, Michigan, this show is your ultimate guide to understanding and preparing for retirement. Join us as we delve into the essentials of retirement planning. With their extensive knowledge and experience, Matt and Steve will help you evaluate how prepared you are for retirement, identify a ...
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Challenging Conventional Wall Street wisdom about retirement planning and exposing bad advice from Financial Entertainers. Maximizing Retirement income and protecting assets from creditors, predators, lawsuits and judgments does not happen with a product or discount offer online. You must have an integrated approach. As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of retirement income, asset protection and estate plans. ...
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Retired-ish

Cameron Valadez

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Retired·ish is the retirement podcast for those exploring retirement and those currently in retirement. The retirement ideas and strategies discussed are focused around preparing for one of life's biggest transitions, and how to preserve the wealth that you have worked so hard to achieve! This educational podcast was created to provide you with confidence in your retirement planning decisions. Your host, Cameron Valadez, is a CERTIFIED FINANCIAL PLANNER(TM) and partner of financial planning ...
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Winning in Retirement

Akers Financial Group

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Our show is all about your retirement. We cover many different topics to help you in planning for your retirement. We dive deep on different aspects that many people are unaware of so you can be informed about risks and what’s truly important when planning for your retirement. Our experienced hosts have helped many people just like you. They cover in detail everyday issues to complex matters to help bring financial clarity and confidence to their listeners. START WINNING IN RETIREMENT TODAY! ...
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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, ...
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Everything Estate Planning

Valerie Zammitti

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Our goal is to provide valuable information so you can reach PEACE OF MIND through planning. FOLLOW NOW so you are armed with straight forward planning tips for when you're ready to get started! EASIEST WAY TO REACH US: https://www.zammittilaw.com http://www.yourplanningattorney.com ABOUT VAL -- Valerie is an admitted math nerd who never intended on becoming an attorney. A little bit of luck helped her find estate planning, elder law and probate as her focus. Valerie’s natural care-giver ten ...
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Garry Thurman brings everything you need to know about retirement and income planning in a fast paced format. Each week, Garry and his guests reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes. For more informatio ...
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Cortburg Speaks Retirement

Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®

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Tune in every Wednesday to "Cortburg Speaks Retirement," your go-to podcast for the latest insights on investing, financial planning, and retirement strategies! Join Certified Retirement Counselor, Miguel Gonzalez, as he delves into timely investment topics, offers expert advice on money management, and addresses common concerns about navigating the stock market.
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Welcome to Wealth Creator Radio with Eric Heckman CFP®, the ultimate podcast for individuals transitioning from working life to retirement. Hosted by veteran financial strategist Eric Heckman, this show is your go-to resource for crafting a secure and prosperous retirement income plan. Through insightful interviews with Eric Heckman CFP® and other leading financial experts and advisors, you'll gain valuable knowledge and actionable tips to navigate your transition into retirement with confid ...
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Repair The Roof - Estate & Retirement Planning Podcast

Ted Gudorf, Danny Gudorf, Gudorf Law Group, Gudorf Financial Group

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Repair The Roof is an estate and retirement planning podcast hosted by Ted and Danny Gudorf from Gudorf Law Group, LLC. This insightful series zeroes in on essential topics such as estate planning, retirement readiness, legacy preservation, and tax strategies. Ted and Danny expertly guide listeners through the intricacies of preparing wills and trusts, ensuring asset protection, and planning for a financially secure retirement. Geared specifically towards residents of Ohio, this podcast is y ...
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The Retirement Risk Zone is the period of time that begins roughly 10 years before retirement and ends 10 years into retirement. During that time, you will make many of the most consequential financial decisions of your life, including your exact retirement date and age, when to claim social security, how to claim Medicare, how to reposition your retirement assets, as well as how to create an income from retirement savings. So much focus is put on the accumulation (Savings phase) of retireme ...
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Make Life Happen

Capstone Planning

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Capstone Planning helps individuals create retirement strategies to help you live well in retirement. using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any comments regarding safety and guaranteed income streams refer only to fixed insurance products. They do not refer, in any wa ...
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White Coat Investor Podcast

Dr. Jim Dahle of the White Coat Investor

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Host, Dr. James Dahle, is a practicing emergency physician and founder of the White Coat Investor Blog. Like the blog, the White Coat Investor Podcast, is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor—or, at least know enough to not get ripped off by a financial advisor! We tackle the hard topics like the best ways to pay off stud ...
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At Take Point Wealth Management, our mission is to simplify investing and give thoughtful, intelligent advice to people who want added financial peace. We do this by always striving to deliver the best possible investment counsel and the most exceptional personal service. Visit www.TakePointWealth.com to learn more.
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Fred Saide discusses proper planning to and through retirement. His goal is to provide information on financial matters related to planning a successful retirement. Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement.
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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 ...
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Live freely! Prashant Sabapathi and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their inc ...
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Welcome to Meet the Expert with Elliot Kallen®, a podcast where experts discuss advanced financial matters in an approachable way. No matter your stage of life, you’ll learn the tools and strategies to create financial freedom, and develop a well-rounded perspective on how to build a better financial future. https://prosperityfinancialgroup.com/
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Scale to Sell

Steve Burton and Adam Burton

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The Business Owner's Podcast to Grow and Exit Your Business. We share with entrepreneurs like you the tactical and practical things to scale your business and create an exit strategy that maintains your lifestyle and fits your retirement income plan.
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The Safe Money Retirement Show

Tim Wood. Certified Financial Fiduciary®

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Join me weekly for discussions about Retirement Tax Planning, Guaranteed Lifetime Income plans, ZERO-LOSS Growth Strategies, Legacy Planning, Long Term Care, Roth Conversions, and more. Hosted by Certified Financial Fiduciary®, member of Ed Slott's Elite IRA Advisor Group℠, Founder of Safe Money Retirement®, and the #1 Bestselling Author of Safe Money Retirement: Your Game Plan for Success, Tim Wood. You can get more info and a FREE copy of my book at www.SafeMoneyRetirement.com.
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Your Money, Your Wealth

Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

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A "Top 10 Personal Finance Podcast" and "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, Rot ...
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Halal Money Matters

Saturna Capital

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Halal Money Matters is your source for insights on how to manage your money in accordance with your principles. Join our hosts and an assortment of special guests as they discuss Halal investing, retirement, financial planning, and much, much more. Brought to you by Saturna Capital and the Amana Mutual Funds Trust.
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In this week's episode, we'll discuss how you can create a hedge for inflation in your retirement income plan. What is an income floor? How can you plan ahead for inflation, medical expenses, or anything else in the future? Is it possible to retire with confidence in your income for the rest of your life? What is an income gap? Isn't it time to get…
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As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
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In this week's episode, we'll discuss the most common risks in retirement and some potential solutions. Can you overcome inflation risk? How can you ensure you won't run out of money before you run out of life? What can you do to wipe out market risk and sequence of returns risk from your portfolio? How can your beneficiaries get a 100% tax-free be…
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Miguel Gonzalez, CRC, shares key tips for choosing the right financial professional. From asking for referrals to understanding compensation structures, these steps can help ensure your financial future is in the right hands. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your…
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Learn how to supercharge Social Security and capitalize on up to $200,00 that the average couple misses in retirement. Did you know that the average couple is missing out on $100,000 to $200,000 in Social Security benefits over their lifetime? If that number sounds ridiculous–or you’re worried that you’re on that same track with your benefit–this b…
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This episode explores the easiest and most hassle-free way to achieve millionaire status. According to Fidelity, the number of 401(k) millionaire accounts they manage has skyrocketed from 100,000 in 2017 to nearly 500,000 in 2024. “The slow and steady approach to building wealth is the best way to become a millionaire today,” says David McKnight. D…
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📱Watch the full episode for free in the Ramsey Network app. Ken Coleman & Jade Warshaw answer your questions and discuss: "Should I change jobs to help pay off debt?" "How should I invest after selling my business?" "Which credit card should I get for my son?" "Spend $6K to see Taylor Swift with my daughter?" "My mortgage is 65% of our income," "I'…
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#268 | What are The Best Tax Options if I Inherit an IRA? So, you've inherited a nice sized retirement account. What should you do with it? Do you cash it out or take payouts over time? Tax laws changed not that long ago and it's good to know our options so we can reduce the tax consequences as much as possible. -- We’re here to help you learn more…
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As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
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As we approach the end of the year, it’s time to take a closer look at changes in Medicare that will affect retirees in 2025. From changing rates to caps on expenses, the Inflation Reduction Act has the potential to impact retirees. Today, we’re looking at these changes and how you can better prepare for retirement. In this episode of Wealth Creato…
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In this episode, Alex Murguia and Wade Pfau delve into the complexities of tax planning related to healthcare, focusing on Medicare premiums and the implications of income on these costs. They discuss the Income Related Monthly Adjustment Amount (IRMA) and how it affects Medicare premiums, emphasizing the significant impact of seemingly small incre…
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Hawkeye and Elle are age 61 and in the 32% tax bracket. How should they get money into their Roth accounts for tax-free retirement income? Clark and Ellen are 69 and 68, expenses will pretty much be covered by their fixed income, but they’d like to leave Roth money to their kids. Should they keep converting to Roth, or use required minimum distribu…
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📱Watch the full episode for free in the Ramsey Network app. Dave Ramsey & Dr. John Delony answer your questions and discuss: "I have $100K in credit car debt," "My husband has never wanted to work," "My million dollar business is struggling," "My wife spends like a drunken sailor," "How do I find contentment in Baby Step 2" Support Our Sponsors: 🌱 …
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#267 | 𝗦𝗽𝗲𝗰𝗶𝗮𝗹 𝗡𝗲𝗲𝗱𝘀: 𝗔𝘃𝗼𝗶𝗱 𝗦𝘁𝗮𝘁𝗲 𝗥𝗲𝗰𝗼𝘃𝗲𝗿𝘆 Viewer Question: My mom wants to leave her house to my disabled brother, but we'd like to avoid a state recovery when he dies, so his daughter can get the house. Excellent question. Completely doable, but it has to be done right and there is one very important thing to remember. -- We’re here to help you l…
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In this episode, Kevin discusses the current economic landscape, focusing on interest rates, market psychology, and the importance of having a solid retirement plan. He emphasizes the need for clients to remain calm amidst economic uncertainty and highlights strategies for maximizing retirement income through annuities. The conversation also touche…
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As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
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Long-term care is a reality that many retirees will face, but the question is—how will you pay for it? In this episode, we break down the three primary ways to cover long-term care expenses. We’ll walk you through the pros and cons of each option and explain why planning ahead is critical. Plus, we’ll introduce a tool that can help you estimate the…
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We have an incredible and inspirational couple on today. These two cash flowed both his medical school and residency as well as her Doctorate of Nurse Practitioning. They were committed to doing whatever it took to get through training debt free. They bred dogs, lived rent free in exchange for renovating whatever home they were in, ate from their g…
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In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss an exciting new partnership with Flourish Cash, a high-yield, FDIC-insured cash management account offering competitive rates and massive FDIC coverage. Special guest Ben Cruikshank from Flourish Cash joins the conversation to explain how this account can protect your sav…
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In today’s challenging and expensive economic environment, many young adults in their 20’s and 30’s are struggling to find stable footing when it comes to their finances. Whether that’s struggling to find that perfect career that can help them pay off their student debt, saving enough for a downpayment on a first home, or having extra cash each mon…
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As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
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On this edition of Retire Smart MAryland Radio: While we all understand the importance of saving for retirement, the multitude of choices and financial advice can often leave us feeling overwhelmed. To simplify the process, we'll explore some crucial retirement guidelines that can help you navigate your retirement strategy. All that and more today …
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As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
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In this episode, we explore the differences between brokers and advisors, offering a general overview of how each operates within the financial world. We'll touch on the distinctions in their responsibilities, how they earn money, and the services they provide. If you're curious about the roles brokers and advisors play in managing investments or h…
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Hans and Robby are back again this week with a brand new episode! This week they discuss guaranteed income for life. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or calling 919-5…
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On this edition of Plan Today Own Tomorrow, it's time to get in touch with your feelings. We all have six main emotions, and we're going to talk about making each one of them work for you so that your financial future feels ideal. If you have any questions about your retirement planning call Guardian Investment Advisors 800-517-1575 or click here t…
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A common consideration for people living in colder climates is purchasing a second home in a warmer region to escape the winter months. However, in March 2022, the Federal Reserve began increasing interest rates to combat inflation. This move caused many potential buyers to hit pause on their plans for a second home. Recently, on September 18, 2024…
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▶️ Watch Dave interview Donald Trump today! 📱For more content that keeps you motivated, download the Ramsey Network app. George Kamel & Rachel Cruze answer your questions and discuss: "Can we cash out taxable investments to buy a house?" "How do we get out of a motorcycle loan?" "How do I keep myself from spending foolishly?" "How do I become a $10…
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Episode 165 features the three-year podcast anniversary. It actually should have been held on Episode 156 but better late than never. Fred discusses the current economic uncertainties and provides actionable steps for listeners to navigate these challenges. He emphasizes the importance of retirement planning strategies, particularly in optimizing R…
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Nearly everyone we talk to wants to know when is the ideal time to take Social Security, and that’s a natural question because they’ve been paying into it for a very long time. Clients not only want to start getting that money out but want to do it in the most efficient way so they can maximize their benefit. Making the decision about when to start…
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As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
  continue reading
 
Have you thought about what you will do with your 401(k) once you retire? In this episode of Retirement Roadmap, Evan and Mark Fricks unravel the complexities surrounding 401(k) and IRA options as retirement beckons. We dissect the advantages and limitations of maintaining a 401(k), from enticing company matches to frustrating investment constraint…
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Have questions? Click Here Anyone in business has experienced fear when it comes to trying something new, making an investment, or changing course. Whatever you are doing this one little thing can help you conquer those fears and win in your business endeavors. You're invited to send me a text message by clicking the link above this description. Yo…
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▶️ Watch Dave interview Donald Trump today! 📱For more content that keeps you motivated, download the Ramsey Network app. Dave Ramsey & Ken Coleman answer your questions and discuss: "My car note is $850 a month, what can I do?" "Should I look for a new job to increase my income?" "Is 60% too much to be investing?" "I love the finance world but hate…
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Kudos to listener Michelle who sent me an email with a question for her mom Michelle writes: "Kraig, thank you thank you thank you. I'm so glad that i found your show and that you responded to my email. Despite being a realtor for 22 years, I was not familiar with the estate plan changes my mother was contemplating. Without your help, we would have…
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With National Financial Planning Month upon us, we’re sitting down with Charles to uncover the strategies and steps that go into building a personalized financial plan. From that first phone call to implementing a strategy that aligns with your goals, this discussion will offer valuable insights for anyone looking to understand what it looks like t…
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#266 | 🤖𝗬𝗲𝗽. 𝗪𝗲 𝗕𝗲𝗮𝘁 𝗔𝗜! How did we beat AI, you ask? In ALL the ways, acutally. See how in this episode and then schedule your free consultation so you can put us to work to protect you, your family and your assets - now and later. -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to…
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Everyone wants to get a leg up on the stock market and make shrewd investment decisions to grow their portfolio. The problem is trying to time the market is incredibly difficult. So many different factors are at play when you’re investing in the market and that’s why even the smartest people get it wrong. In this episode, we’re going to tackle the …
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Are you and your spouse on the same page when it comes to what you want in your retirement? If not, it’s time to talk. Retirement planning is a significant milestone that requires careful consideration and, more importantly, collaboration. Many couples don’t communicate enough when it comes to money, but preparing for retirement is best done with b…
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This episode we interview prominent Boglehead published author Rick Van Ness. Rick has made a career of teaching financial literacy to the world. We review his ten principles for common sense investing as well as hear why Rick thinks bonds are worth investing in. He talks about his current passion, which we here at WCI understand, getting a financi…
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Summary: How can you successfully sell your business and ensure a smooth transition? In this episode Scale to Sell, Steve Burton speaks with Jeff Snell, a mergers and acquisitions expert, to discuss the nuances of selling a business. Together, they dive into the importance of business valuations, the current landscape of business sales, and strateg…
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Get an inside look at how Dave Groff built a billion-dollar empire with WebstaurantStore.com from the ground up. From initial struggles to achieving monumental success, this episode is filled with practical advice and inspiring stories.Από τον Elliot Kallen
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▶️ Watch Dave interview Donald Trump today! 📱For more content that keeps you motivated, download the Ramsey Network app. Dave Ramsey & Rachel Cruze answer your questions and discuss: "Is it ever a good idea to file bankruptcy?" "Should I use my savings to buy real estate?" "Should we be gazelle intense with investing?" "How do we get our son to do …
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As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
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