Τα καλύτερα Planning To Retire podcast (2024)

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Where to invest Cash 19:32

3y ago19:32

19:32

Interest rates are incredibly low... Although I'm sure you already aware of this, the challenge financial advisors face is where to invest cash. Leaving cash in a bank seems like a good choice, it's safe, but that's not going to keep pace with inflation. Some estimates put inflation at 5%-6%, which means for every $100,000 earning 0% interest will …

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What are the important HR requirements for small business? 40:02

3+ y ago40:02

40:02

This episode is a masterclass and dedicated to answering the questions regarding HR for small businesses. It's typical for a small business owner to overlook this key area as they grow, which can lead to some very costly mistakes. We not only cover the 8 HR issues a business needs to tackle, but include stories to bring these issues to life. Terry …

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The Basics of Retirement Income Planning 10:26

3+ y ago10:26

10:26

What is income Planning? In this weeks episode Terry talks about the simple trick he shares with his retirement income planning clients. It's amazing how simple income planning can be.... it all comes down to a simple number which is 300. Knowing this simple trick can help you tremendously in this short little 10 minute podcast. If you have questio…

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Long Term Care Explained (Updated) 30:23

3+ y ago30:23

30:23

As a certified long-term care planning specialist, Terry gets to the basics with Alecia Barnett. We get calls for long-term care when someone in the family gets ill. Did you know that the newer policies allow you to leave any money you don't use to your beneficiaries? Also there is a company that allows you get a policy even if you have a chronic i…

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Opportunity Zones explained by Rick Martens of Inland Capital 39:52

3+ y ago39:52

39:52

In this episode Terry Martine sits down with Rick Martens of Inland Capital and discuss what an opportunity zone is and how it is used for investors. According to the IRS, "A Qualified Opportunity Zone (QOZ) is an economically distressed community where new investments, under certain conditions, may be eligible for preferential tax treatment. Local…

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1031 Exchanges and DST's with Rick Martens of Inland Capital 40:28

3+ y ago40:28

40:28

We talk with Rick Martens, Sr VP of Inland Capital to discuss answer a few questions. What is a 1031 exchange? Why do people use them and why are they becoming more popular? And finally we look at a few of the qualifications and why using a Delaware Statutory Trust (DST) meets the needs of many investors. Here's a brief history of the 1031 exchange…

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Life Insurance Evaluator (Interview with Dave Henry) 28:42

3+ y ago28:42

28:42

As we get older, the reason we have or still need life insurance changes. If you own a life insurance policy, the amount of coverage may have changed from when you first purchased the policy. We commonly get asked the question, "do I have to much, or do I still need the policy I bought years ago?" Do you still need the Buy-Sell life insurance polic…

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Medicare 101 for individuals about to turn 65 35:39

3+ y ago35:39

35:39

In this episode Terry Martine sits down with John Clark, a Medicare expert in West Palm Beach Florida. Medicare is available for most individuals that are 65 years of age or older. This podcast will answer your basic questions. We discuss Medicare and answer the difference between a Medicare advantage plan and a Medigap policy. Whether you need a d…

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Estate Planning 101 Why you need an estate plan in todays CRAZY world. 49:46

3+ y ago49:46

49:46

We interview one the best estate planning Attorneys in West Palm Beach (Charlie Weiss). One word of caution, Charlie is in Florida, we specifically talk about Florida Estate Plans. If you are outside Florida, the concepts are the same but the documents might be slightly different. We answer the difference between a will and a Trust. Who needs a Tru…

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How to Evaluate an Advisor (4 basic questions) 11:44

3+ y ago11:44

11:44

Have you ever wondered how to objectively compare Financial Advisors? This episode gives you 4 basic questions you can ask any advisor and compare the results. You'll be amazed how simple this for is and how easy it is to use. The form is available as a PDF on our website under the forms tab. This form will help you discover basic information like:…

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401k Rollovers and 403b Rollovers (5 options) 5:02

3+ y ago5:02

5:02

In this episode we explore your options to a 401k rollover or 403b rollover. There are 5 pro's and cons to a Rollover IRA. The main deciding factor is if you think there might be a circumstance that you need to take a loan on your 401k. Maybe your looking for a more diversified funds or stocks than your 401k provider offers. We'll cover the 5 optio…

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Tax Refund Options to Improve Your Finances

5+ y ago

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Are you receiving a tax refund this year? Do you have plans for those funds? Listen to this podcast to learn some options for your tax refund that can improve your finances.Από τον Tim Sullivan

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Retirement Rumors to Ignore

5+ y ago

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Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.Από τον Tim Sullivan

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What Will You Leave Behind?

5+ y ago

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Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.Από τον Tim Sullivan

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What if You Never Plan to Retire?

6y ago

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Many workers today believe that they’ll keep working until they’re seventy five or older. In this episode we talk about how to intelligently financially plan even if you don’t intend to retire.Από τον Tim Sullivan

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All About Annuities

6y ago

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Annuities can be confusing because they have many different options and uses. So today, we’re going to help simplify annuities and give you the pros and the cons.Από τον Tim Sullivan

1
Spending Less in Retirement

6y ago

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Many people forget to consider how much they’ll be spending in retirement. In this episode we’re going to talk about your retirement spending tips and, more importantly, spending less..Από τον Tim Sullivan

1
5 Steps to Prep for a Better Retirement in your Sixties

6y ago

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Today we are going to talk about some steps to improve your retirement when you are 60 or older. We will work through each of the five tips and talk about how they can help and apply to you and your retirement plans.Από τον Tim Sullivan

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Rollover Precautions

6y ago

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Today we are talking about IRA and 401k rollovers. We’ll walk you through a number of precautions that you should take to avoid pitfalls and excessive penalties, taxes and fees.Από τον Tim Sullivan

1
5 Traits of Successful Teams

6y ago

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In this episode we talk about what makes teams successful and how you can use those traits to make sure your retirement strategy is set up to succeed and meet your long-term goals.Από τον Tim Sullivan

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Celebrities Legacy Planning Mistakes

6y ago

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Not getting around to legacy planning can have long-term ramifications. We are going to look at some celebrities who made legacy planning mistakes that had long-term ramifications for their heirs.Από τον Tim Sullivan

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How to Reset Retirement Plans to Weather a Downturn

6y ago

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The next market downturn may be right around the corner and you need to be prepared. Make sure your finances are ready the storm with helpful tips and strategies in today's show.Από τον Tim Sullivan

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Living to Age 100 and Beyond!

6y ago

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Living longer is becoming more and more common. That creates a need for a change in the way you plan for retirement. Listen in as we discuss strategies to deal with this.Από τον Tim Sullivan

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Index Funds 101: What You Need To Know About Investing In Index Funds 16:52

6y ago16:52

16:52

Need a way to passively invest in the market without paying much (if any!) fees? If so, Index Funds are the way to go!In this episode, I go over the basics of Index Funds, such as:-What they are-How their fees work-Why people use them-How they came to be-The difference between Index Funds and Mutual Funds-And more!If you would like to watch my free…

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Mutual Funds 101: What You Need To Know About Investing In Mutual Funds 26:28

6y ago26:28

26:28

Want to invest but don't know where to start? A mutual fund MIGHT be a good place to start. If you don't know what a mutual fund is or want to know more about how they work, this episode is for you.If you would like to watch my free webinar on how to invest for retirement without risking your money in the stock market, go to the link below. This we…

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Early Retirement In The U.S. Vs. Abroad 32:04

6y ago32:04

32:04

Do you know how much less money you need for retirement if you retire in Guatemala instead of the U.S.? So many people are working jobs they hate because they need to save a large amount of money for retirement, when if they were to retire abroad, they'd need to save much less. It all comes down to your dreams and goals in life. If your dream is to…

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Opportunity Cost, College, & Crypto 32:32

6y ago32:32

32:32

Opportunity Cost = Opportunity LostWhat are you giving up with every decision you make? Time, energy, resources? Is there something better you can be doing with that time, energy, and money than what you're doing right now?If you would like to watch my free webinar on how to invest for retirement without risking your money in the stock market, go t…

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Preparing your Retirement Garden

6y ago

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Getting your finances in order and coming up with a plan for retirement can be a lot like gardening. Find out how in this episode!Από τον Tim Sullivan

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The Costs of Financial Procrastination

6+ y ago

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Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.Από τον Tim Sullivan

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The Best Place To Invest Your Money: Yourself 17:45

6+ y ago17:45

17:45

Are YOU investing your money in the right places? Maybe you're investing passively when you should be investing actively. Or perhaps you're investing actively when you can afford to be investing passively. Check out this episode to learn the difference between active and passive investing, and what better suits you.If you would like to watch my fre…

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How Stocks Work - 'Buy The Rumor, Sell The News' 22:55

6+ y ago22:55

22:55

While the stock market may seem like a crazy and confusing place, in reality it's very simple. Stocks are bought and sold based on belief that the future price will be either higher, or lower, than it is now. But how can one person think the price is going down while the other thinks it's going up? Check out this episode to find out.You can read th…

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Are You Paying Too Much For Housing? 25:39

6+ y ago25:39

25:39

Do you know how much is too much when it comes to house payments or rent? Millions of Americans are 'house poor', meaning that they're spending so much money just paying for housing that they don't have much left to spend elsewhere and invest. As a quick rule of thumb, I like to listen to Dave Ramsey when he says that you shouldn't be spending more…

1
Do Couples Work Together to Prepare for Retirement?

6+ y ago

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Planning for retirement as a couple can be a unique challenge. In this episode we discuss retirement planning tips and strategies for retirement.Από τον Tim Sullivan

1
Planning Your Legacy

6+ y ago

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Legacy planning is a must, but what is it and how do you get started? On todays show Rob and Lori give you the information you need to get started with your own financial legacy plan and talk about just how important this is for everyone.Από τον Tim Sullivan

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Prepare for Your Greatest Game

6+ y ago

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Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.Από τον Tim Sullivan

1
Is Your Retirement Prepared for a Bear Market?

6+ y ago

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Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.Από τον Tim Sullivan

1
Tax Reform and You

6+ y ago

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Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.Από τον Tim Sullivan

1
PTRR S1 E3 Joey Fishman 42:52

6+ y ago42:52

42:52

Dina, Tony and Scott interview the creator of The Portland Portfolio (managed by Barry Ritholz and Ritholz Wealth Management) Joey Fishman. Joey lives in Portland, OR (where co-host Scott grew up) and gives us some great incites into ESG/Sustainable investing.Από τον Planning to Teach and Retire Rich Podcast

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Working With an Advisor, What to Expect

6+ y ago

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Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.Από τον Tim Sullivan

1
What an IRA Can Do for Your Retirement

6+ y ago

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Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.Από τον Tim Sullivan

1
Breaking Free from Retirement Stress

6+ y ago

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Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.Από τον Tim Sullivan

1
Running With The Bulls - Investing for a Bull Market

6+ y ago

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Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.Από τον Tim Sullivan

1
PTRR S1 E2: Barbara Roper of the Consumer Federation of America 51:40

6+ y ago51:40

51:40

In this episode we speak with Barbara Roper over at the Consumer Federation of America about the financial services industry and how it can be improved.Από τον Planning to Teach and Retire Rich Podcast

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KEY047 | Financial Planning Software 43:02

10+ y ago43:02

43:02

Financial Planning Software IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I interview Dave Faulkner, President of FPAdvantage and creator of the financial planning software ‘The Razor’. Find out how this software evolved and how the financial planner should … Continue reading The post KEY047 | Financial Planning Software first appeared on Iron…

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KEY046 | The Great White Elephant – Why Rich Kids Hate Their Parents 36:35

10+ y ago36:35

36:35

The Great White Elephant – Why Rich Kids Hate Their Parents IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I have an interview with Franco Lombardo, Managing Director of Veritage Family office Ltd. We will be talking about his … Continue reading The post KEY046 | The Great White Elephant – Why Rich Kids Hate Their Parents first appeared on Iron…

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KEY045 | The Fundamentals Of Successful KAIZEN Financial Planning (Part 4) 14:33

11y ago14:33

14:33

The Fundamentals Of Successful KAIZEN Financial Planning (Part 4) IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I’m going to talk about the Minimum Effective Dose “on steroids”, and how real wealth is created as a result. And if you’d like to … Continue reading The post KEY045 | The Fundamentals Of Successful KAIZEN Financial Planning (Part 4)…

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KEY044 | The Fundamentals Of Successful KAIZEN Financial Planning (Part 3) 21:49

11+ y ago21:49

21:49

The Fundamentals Of Successful KAIZEN Financial Planning (Part 3) IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I’m going to talk about a concept that’s not yet been embraced by the financial community, but it’s extremely popular in the world … Continue reading The post KEY044 | The Fundamentals Of Successful KAIZEN Financial Planning (Part 3)…

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KEY043 | The Fundamentals Of Successful KAIZEN Financial Planning (Part 2) 10:35

11+ y ago10:35

10:35

The Fundamentals Of Successful KAIZEN Financial Planning (Part 2) IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I’m going to talk about the idea of denying yourself: Denying yourself so that you can be the richest person in the nursing … Continue reading The post KEY043 | The Fundamentals Of Successful KAIZEN Financial Planning (Part 2) first …

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KEY042 | The Fundamentals Of Successful KAIZEN Financial Planning (Part 1) 12:29

11+ y ago12:29

12:29

The Fundamentals Of Successful KAIZEN Financial Planning (Part 1) IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I’m going to talk about financial planning and it’s mistaken identity. This is part one of a series of podcasts that will build … Continue reading The post KEY042 | The Fundamentals Of Successful KAIZEN Financial Planning (Part 1) fi…

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KEY041 | Overview of HAHN Investment Stewards 32:07

11+ y ago32:07

32:07

Overview of HAHN Investment Stewards IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I’m going to have a great discussion with Wilfred Hahn, Chairman and Co-CIO of HAHN Investment Stewards. The oldest actively managed global ETF manager in North America. … Continue reading The post KEY041 | Overview of HAHN Investment Stewards first appeared on …

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