Podcast by Retirement Lifestyle Advocates
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Financial and retirement planning guidance from Des Moines’ Eric Peterson of Peterson Financial Group.
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Humans vs Retirement is the podcast that proves retirement isn't just about money, it's about life. Hosted by me Dan Haylett, I dive into the real, human side of retirement: the emotions, the mindset shifts, and the messy, wonderful journey of reinventing yourself for the next chapter. Through honest conversations with experts and inspiring stories from retirees themselves, you'll get the tools, ideas, and encouragement you need to retire to something, not just from something. If you want to ...
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Retirement insights from Greensboro‘s Glenn Mosseller. Learn about important financial topics and retirement planning tips each week on the show.
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Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
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Retire Smarter
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Our weekly show dedicated to giving you the confidence to make retirement the best part of your life.
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We discuss life's hard financial questions to help you make smart choices with your money. New Episodes each week.
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What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
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Retirement Tax Services Podcast, Financial Professional's Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.
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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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Retirement Planning Happy Hour is where serious retirement conversations are had over a taste of Kentucky. Hosted by financial professionals in the heart of bourbon country, we blend insightful discussions on financial planning, investing, taxes, and life in retirement, with a splash of Kentucky charm. Whether you’re nearing retirement or already enjoying it, pull up a chair, pour a glass, and join us as we explore how to make the most of your next chapter—on your terms.
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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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Information and Educational Resource on the Age Pension/Centrelink, Superannuation and a broad range of retirement topics. Interviewing people with knowledge in these fields.
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Kristian Finfrock has been on the air for more than ten years as your source for all things retirement. Kristian covers everything from how current events could affect your savings, to strategies to maximize your retirement income, and everything in between. Investment advisory services offered through Retirement Income Strategies, an SEC registered investment advisor. Firm may not give tax advice.
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Join us on “The Healthy & Wealthy Retirement” podcast as Certified Retirement Counselor Mark Struthers takes a holistic approach to retirement. Going Beyond Finances and Embracing Holistic Well-being. Whether you’re approaching retirement age or already enjoying your golden years, our expert guests will share practical advice, inspiring stories, and actionable strategies. We cover everything from optimizing your health and wellness to managing your investments. Get ready to unlock the secret ...
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Welcome to the Retirement Road Map by SHP Financial—a podcast empowering today's retirees and pre-retirees to make well-informed financial decisions that will help you spend more time living and dreaming, than worrying and wondering. Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, accounting, and estate planning. The SHP trade ...
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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
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Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will help you achieve your retirement goals. When it comes to retirement planning, it can quickly become overwhelming and easy to not take action. I designed this podcast because I want you to have the knowledge and confidence to create your secure retirement. My ultimate goal for all of my clients (and listeners) is to create peace of mind and that starts with having a strategy. I want you to spe ...
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A Delta Green TTRPG actual play podcast set in the Cowboy era of Delta Green's timeline, starting in 1988. We also run "side operas" set before 1988 and in modern times. Join us as we solve mysteries, build a strong cohesive universe with interesting character development, confront unceasing eldritch horrors, and have a few laughs together as Agents live, die, and maybe grow old. Instagram: instagram.com/9mmretirementradio
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Join Kevin Madden for helpful answers to the retirement planning questions and concerns that keep you up at night.
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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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The Retirement Income Hour" with Mark Falter is a podcast dedicated to helping you navigate the complexities of retirement planning. Each episode offers expert insights on building sustainable income, preserving wealth, and making informed financial decisions to ensure a secure and comfortable retirement. Tune in for practical tips, real-life strategies, and common sense advice to make the most of your retirement years.
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Mike Riedmiller, President of Riedmiller Wealth Management joins you on Smart Retirement Strategies each week to break down retirement and offer up creative solutions for your future. Listen as Mike Riedmiller talks about his passion for helping people, the importance of holding a fiduciary standard, and offers up transparent advice.
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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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With over 2 million downloads, Sound Retirement Radio is a trusted podcast for individuals preparing for or transitioning into retirement. Each episode is designed to help you gain clarity, confidence, freedom as you plan for the future. Hosted by Jason Parker, a retirement-focused financial advisor and author of the best-selling book Sound Retirement Planning, the show covers a wide range of topics including investment strategies, tax planning, Social Security, and Roth conversions. Whether ...
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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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By www.TouchstoneFinancialEducation.com Please visit our website for links to our social media (YouTube, FaceBook, Instagram, and LinkedIn. Please Like, Follow, Subscribe and Share! No selling. Just education.
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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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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. T ...
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Welcome to The Retirement Chef Podcast — where financial planning meets culinary flair! Hosted by seasoned financial advisor and passionate foodie, Brian Butler, this podcast serves up a delicious blend of retirement wisdom and life enrichment tips to help you create a fulfilling future. Each week, we dish out expert advice on retirement strategies, investment planning, and lifestyle choices — all with a dash of flavor. From managing your nest egg to exploring your passions (like cooking!), ...
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Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you! Find more at http://successinthenewretirement.com. Be sure follow us on social media! Acute Wealth Blog: http ...
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Weekly financial and retirement planning guidance with Mike Kojonen of Principal Preservation Services. Mike serves western Wisconsin and the Twin Cities areas of Minnesota. He's the co-author of Momma's Secret Recipe for Retirement Success and will impart financial wisdom each week on this podcast.
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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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Grant Dorhout, Founder and Wealth Advisor of Dorhout Retirement Services shares his thoughts on investing and helping secure your retirement in his weekly radio broadcast, The Retirement Blueprint. Grant is a full service advisor and has been helping families live out the retirements they deserve by giving them experienced, common-sense advice. Dorhout Retirement Services 4611 S 96th St, Omaha, NE 68127. (402) 281-0750. Investment advisory services offered through CWM, LLC, an SEC Registered ...
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Financial and retirement planning guidance from Sean Lee of Elevated Retirement Group in Salt Lake City, Utah.
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Discover stories from real people who are living out their definition of a secure retirement.
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Welcome to the Early Retirement Roadmap podcast, your audio guide to preparing for and thriving in early retirement! If you’re dreaming of retiring early but feeling overwhelmed about where to start, or if you’re already retired and looking to make the most of your freedom, you’re in the right place. I’m your host Mike Upland, and I successfully retired at 55. Through this podcast, I share my personal early retirement journey—the victories, the challenges, and all the essential lessons I’ve ...
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Retirement IQ is the podcast designed to help you thrive before and during your retirement years. Hosted by retirement wealth coach John Stregger, each episode tackles the real questions facing people in their 50s and 60s - how to turn savings into income, when to take CPP, how to reduce taxes, and how to build a financial plan that’s as solid as blueprints for a home. With over 25 years of experience guiding clients, John shares practical insights, proven strategies, and conversations with ...
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Financial and retirement planning guidance from Michael Stewart of Crystal Lake Tax & Financial.
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Retirement Talk is a weekly podcast intended for seniors, boomers and retirees. We will examine all aspects of retirement: actions, ideas, memories, and plans. We will consider travel, life goals, family, community, exercise, relocating, housing, continuing education, friends, health, and end of life issues.
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Welcome to Perfect Game Retirement, hosted by Ryan Ledden of Black Oak Asset Management. As a former pro ballplayer and CFP, Ryan combines his love of the game with financial expertise to guide you to a confident retirement. Securities and Advisory Services offered through Silver Oak Securities, Inc., Member FINRA/SIPC. Black Oak Asset Management and Silver Oak Securities, Inc. are not affiliated.
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Smart Wealth and Retirement is your go-to podcast for clear, actionable guidance to build your dream retirement. Hosted by experienced Dave Ramsey SmartVestor Pros, each episode simplifies the complexities of retirement planning and wealth management, giving you strategies you can confidently implement today. Whether you’re nearing retirement or already there, we’ll cover crucial topics such as creating sustainable retirement income, managing taxes strategically, making smart investment deci ...
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Whether you are in retirement or have yet to make the transition, The Retire With Purpose podcast is a show designed to help you maximize your financial confidence and elevate your fulfillment in this chapter of life. Each week Casey Weade, a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, discusses thoughts and ideas with some of today's foremost names in finance and retirement, as well as trending topics that could impact your bottom line. These strategies can help you ...
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A podcast designed to help retirees and those nearing retirement navigate finances and life planning with expert insights from financial advisor Trevor Lawson. Tune in for practical strategies and inspiring ideas to ensure your retirement years are purposeful, fulfilling, and truly your best chapter yet. *Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or ser ...
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Selected episodes from the popular radio show, ”The Tax-free Retirement Show” hosted by Axios Capital Strategies. Contact: 877.317.5999 | RIMSreport.com | [email protected]
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Celebrating Your Money on your 100th Birthday
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15:37In this conversation, Brian Butler, CEO and Senior Wealth Advisor at Wealth Standard Financial, discusses the importance of planning for a long life in retirement. He emphasizes that many people underestimate their longevity due to outdated family history and the advancements in healthcare. The conversation covers essential strategies for retiremen…
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So This is the Year You’ve Resolved to Get a Financial Advisor – Now What?
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8:18So This is the Year You’ve Resolved to Get a Financial Advisor – Now What? Thousands of Americans make New Year’s Resolutions. One of the most popular is finally hiring a financial advisor. In this episode of Countdown to Retirement, Gregg MacInnis reminds us that a ‘holistic’ advisor looks at more than accumulating income. They also deal with mark…
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Why Written Goals Make All the Difference in 2026
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17:38Is your retirement strategy just a wish—or a real plan with actionable steps? In this episode, Matt Deaton explains why setting clear goals, building a written financial plan, and preparing for life’s speed bumps are essential for success in 2026. Learn how to bridge income gaps, optimize tax strategies, and adjust for changing market conditions. D…
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Episode 98 - Warning Signs That Your Financial Team Isn’t Growing With You
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24:59In episode 98 of Building Wealthy Habits, hosts Laura, Randy and Jeremiah discuss the signs that indicate when individuals and business owners have outgrown their financial teams, including their financial advisors, CPAs, and attorneys. They emphasize the importance of recognizing the need for change as financial situations become more complex and …
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2026 401(k) & IRA Limits Are Up—But Maxing Out Can Backfire (3 Rules)
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10:142026 401(k) and IRA contribution limits are rising from 2025—but maxing out can backfire if you’re planning early retirement. In this episode I break down 3 rules to fund the right accounts in the right order. If you’re aiming to retire before 59½, the “max everything” advice can accidentally: lock up money when you need flexibility increase taxes …
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The Retirement You Didn’t See Coming – Dan Haylett
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29:16Are you graduating from the grind in 2026? You could go it alone and wing it. But here’s what one participant said about our small group coaching program: “It was fantastic! I got to work with other people and share ideas with others on what retirement could be. It gave me clarity and confidence.” New groups are starting on January 22 & 23. Let’s g…
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7 Keys to a More Financially Stable Retirement
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36:16For many people, retirement feels less like a reward and more like a financial cliff. In this episode, we break down seven key factors that lead to a more financially stable retirement. You'll learn how small, practical decisions can add up to lasting stability, no matter how markets or headlines behave. Although this show does not provide specific…
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When One Spouse Is Ready to Retire — and the Other Isn’t
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24:07In this episode of the Smart Wealth & Retirement Podcast, financial advisors and retirement planners Jim Martin & Casey Bibb of Martin Wealth Solutions tackle a sensitive — but very common — retirement challenge: when one spouse is ready to retire and the other isn’t. Jim and Casey discuss why this situation happens more often than people expect an…
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Are Super Savers Failing in Retirement? A conversation with Andy Panko
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1:02:06A special recording from Andy Panko for his Retirement Planning Education Podcast: We discuss how the financial industry is evolving, the common struggles of "super savers" in retirement, and the importance of aligning financial decisions with life goals, not just spreadsheets. We talk about the role of Monte Carlo simulations, the importance of fl…
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Tax Planning in 2026 with Steven Jarvis
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29:08Happy New Year! Steven kicks off the year by sharing his takeaways from year-end tax planning meetings and giving important reminders you need to hear as we head into another tax filing season. It may feel like the calendar just turned over, so tax planning can go on holiday, but listen in as Steven explains what you should be focused on to help yo…
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Happy New Year - 2025 quick review and what I'm watching for 2026
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15:33With this episode I set the tone for 2026. What to watch whether you are a beginner or an advanced investor. In the new year I will be circling back to basics to start then work my way through more sophisticated strategies. If you have any questions, please reach out. Thanks for listeningAf ecoxn
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Retirement has its moments of isolation and then again it provides us time to reestablish contact with moments and people from our past. There is something about reaching into the past and touching one another that makes retirement so sweet.Af Del Lowery
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This Is What a $10M Retirement Actually Looks Like
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14:48A $10 million retirement is often imagined as the finish line — complete freedom, unlimited spending, and no financial stress. The reality is more complex. James walks through what an eight-figure retirement actually looks like by examining a real planning scenario for a couple entering retirement with roughly $10 million in assets. Rather than foc…
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2026-01-03 RLA - Silver’s Breakout, the AI Bubble, and a Turbulent Road to 2026
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27:00In this episode of RLA Radio, host Dennis Tubbergen tackles what he calls the “elephant in the room”: silver’s explosive move higher and what it could signal for investors heading into 2026. He breaks down the powerful long-term technical setup behind silver’s surge, highlights critical global supply-and-demand imbalances, and explains why declinin…
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069: Retire Well, Live Fully. Why Wellment Financial Is More Than a New Name
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52:00This week on Retire Well, Josh Bretl pulls back the curtain on a big change with a very familiar purpose. The firm formerly known as FSR Wealth Strategies is now Wellment Financial, a name that better reflects what retirement planning is really about. Not just numbers, but clarity, confidence, and living fully in the years ahead. Josh shares the st…
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Estate Planning 2.0 (January 3, 2026)
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54:46Af Mark Falter
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Social Security, Deemed Military Wages, Estate Planning, QLACs: Q&A #2601
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1:43:46Jim and Chris discuss listener emails on Social Security claiming strategies, deemed military wages, and survivor benefits timing, a PSA from Jim and Chris on their New Year’s resolution, and QLAC use for inherited IRAs. (11:00) A listener asks whether a spouse who will be collecting spousal benefits should ever delay claiming past full retirement …
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In this episode, Grant and Bill discuss what you don't know can hurt you, simple decisions you make may have significant impacts, and Roth or not to Roth, understanding Roth conversions.Af Grant Dorhout
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541: Your 2026 Reset: The Best of the Retire With Purpose Podcast
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38:24What can our top five Retire With Purpose Podcast episodes of 2025 teach you about avoiding regrets, spending confidently, and living with purpose as you head into 2026? In this episode, we discuss: The most common retirement regrets How to generate flexible, reliable income in retirement The Surplus Bucket Strategy and why it can help spending con…
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A Year-End Reset: Protecting Health, Judgment, and Retirement Decisions
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20:27The holidays often bring more than celebration. Shorter days, disrupted routines, family obligations, and year-end financial noise can quietly drain energy and cloud judgment. Many people don’t realize how much stress and poor sleep influence their decision-making, especially when it comes to retirement. In this episode, Certified Retirement Counse…
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CAPITAL GAINS Ep. 2 - Nocturnal Stealth
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48:30Scott and Eddie adjust to new presences on the team as they investigate Dr. Laura Clark's residence. This scenario is based on the fan scenario “Operation CAPITAL GAINS” by Sofie Batlle, repurposed for 9mm Retirement Radio. Played using Delta Green: The Roleplaying Game by Arc Dream Publishing. If you'd like to support our efforts and boost our sig…
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New 2026 Tax Brackets, Standard Deductions & More!
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20:03Can you believe it's 2026 already?? Ready or not here we go! In this episode, I'm sharing the updated tax brackets, standard deductions, capital gains brackets, IRMAA brackets, provisional income brackets, and more. 👉 Book a call with me: https://www.rivertreewealth.com/get-started ✅ Get your Important Numbers 2026 PDF here: https://www.rivertreewe…
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#185 - My thoughts and commentary about what the financial markets did in 2025
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1:01:42Andy shares his thoughts and commentary about 2025 returns and events for: U.S. stocks International stocks U.S. bonds Gold & Silver Bitcoin Links in this episode: Tenon Financial monthly e-newsletter - Retirement Planning Insights Facebook group - Retirement Planning Education (formerly Taxes in Retirement) YouTube channel - Retirement Planning Ed…
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EP # 174 | Your Retirement, Your Terms – Make 2026 the Year You Take Intentional Action
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11:42Knowledge alone won't get you through retirement — action will. In this New Year's episode, Joe Curry explains why clarity, testing assumptions, and taking intentional steps matter more than consuming endless retirement content, and how you can turn 2026 into a year of momentum and confidence. Thank you for listening! You can get a full breakdown o…
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Do Annuities Grow fast enough to Beat Inflation?
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8:44Annuities can beat inflation, but you have to know how to do it.Af guaranteedretirementguy
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How to Make Big Purchases Without Derailing Your Financial Goals
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4:16In this episode, Miguel Gonzalez shares practical strategies to help you make smart spending decisions that align with your future goals. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate an…
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5 Major Events From 2025 That Impacted Retirement Plans
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16:04📅 Book a 1-on-1 with Ryan: https://speakwithryan.com/ 📦 Grab your FREE Tax-Free Retirement Toolkit: https://toolkit.blackoakam.com/podcast-toolkit.html A lot happened in 2025: political swings, stubborn inflation, new tax rules, and even a historic government shutdown. But headlines alone don’t determine your retirement outcome; how you respond to …
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Mailbag: Do I Really Need An Advisor If I Have Enough Money?
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12:23📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ When it comes to retirement, having enough money doesn’t automatically mean having everything figured out. In this episode, Eric tackles real listener questions that reveal where even confident savers can still go wrong. From deciding whether an a…
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Stop Letting Headlines Drive Your Retirement
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16:04Is your portfolio’s biggest risk the clock, not the market? The conversation covers de‑risking after 50, building buffers with safer assets, and a methodical approach to fear‑and‑greed cycles. It examines evolving plans amid AI hype, longevity advances, inflation and stagflation worries, and why headlines shouldn’t steer decisions. Practical consid…
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Are You Racing the Market Off a Cliff?
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16:30When the market takes a “Wile E. Coyote” leap, will your retirement plan stay standing? In this episode, Kevin Madden breaks down why understanding your true risk tolerance matters more than chasing returns and explore how mismatched risk, hidden overlap in portfolios, and market volatility can derail long‑term plans — and how smarter defense, stea…
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24 Granny Flat Interest with Rebecca
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31:20What is a Granny Flat Interest or Arrangement? What does "Interest" mean in this context? Do you need to be a home owner? Is it always the traditional "Backyard Granny Flat"? Lifetime Rights to Live there Is it included in the assets test? Does it matter if there is a Mortgage? Does a Graanny Flat affect "Gifting Rules"? What happens if Granny/Gran…
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Retirement Income Strategies - Battling Inflated Prices
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59:55On this show financial advisor Kristian Finfrock and his expert team make financial planning approachable. Whether you’re an individual or a business owner, learn how to protect and preserve your wealth with strategies that are sophisticated yet easy to understand. Each episode covers proven methods to minimize tax exposure, optimize your retiremen…
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Episode #9: I Wish I'd Never Bought RRSPs
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13:53In this episode of the Retirement IQ Podcast, retirement wealth coach John Springer tackles a concern he hears all the time from friends and family: “I wish I’d never bought RRSPs.” That frustration usually comes from the shock of paying tax when RRSP money is withdrawn. In this episode, John sets the record straight and explains why RRSPs are not …
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The Six Habits of 401(k) Millionaires
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9:52Want to build a million-dollar balance in your 401(k)? It all starts with the power of compound interest—why starting early and getting the full employer match is crucial. Learn to put contribution increases on autopilot, save aggressively (the millionaires' average is over 17% of pay) , and why maintaining a separate emergency fund prevents costly…
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094: What Investors Should Consider Before Adding Gold Assets to Their Portfolios with David Hathaway
28:37
28:37
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28:37For many investors, 2025 has raised difficult questions about safety, inflation, global instability, and how to protect wealth in an increasingly unpredictable environment. With gold posting some of its strongest performance in decades, many are wondering whether it belongs in their portfolios. So today, SHP Financial's Matthew Peck is joined by Se…
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Retirement Plans Come In All Shapes & Sizes
24:50
24:50
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24:50Sometimes one size fits all is appropriate, but when it comes to retirement, just about everyone has at least a few unique circumstances or desires that can make personalized planning advantageous. On this episode we explore a few examples that just might hit home for you or someone you know. Glenn is available for in person and online meetings if …
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Family Wealth and Harmony 12-20-2025
56:01
56:01
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56:01Why does 90% of wealth disappear by the 3rd generation? What causes 70% of wealth transfer from one generation to the next to fail? For those that create multi-generational wealth and maintain family harmony, what principles and practices do they adhere to? The answer is a shocking as it is simple. In this episode, we discuss what research and high…
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Delay Retirement or Retire Now? Here’s How to Decide
25:00
25:00
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25:00Retirement isn’t one-size-fits-all—and delaying retirement can be a smart move for some people and a mistake for others. In this episode of Retirement Roadmap with Master Plan Retirement Consultants, Evan and retirement planner Mark Fricks walk through the most common reasons people work longer (financial security, purpose, flexibility) and the key…
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Am I Behind In My Retirement Savings? What To Do If You Are
17:53
17:53
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17:53Nothing will mess with your financial confidence faster than comparing your savings to your brother, your coworkers, or that guy on YouTube who claims he retired at 35. Your retirement number isn’t a competition. Let’s talk about what really matters when you’re trying to figure out if you’re behind on your savings goals…and what to do if you actual…
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7 Investing Facts Every Retirement Saver Needs to Hear
25:21
25:21
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25:21It's that time of year again—time to step back from the complex tax strategies, Roth conversion debates, and retirement planning deep dives… and have a little fun. 😊 In this annual "surprising stats" episode, I'm sharing 7 counterintuitive facts about the markets and investing. Some are counterintuitive. A few might make you question things you've …
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5 Most Misleading Things in Finance
15:20
15:20
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15:20📞 Get your customized planning started by booking a 15-minute consultation: https://calendly.com/erg-slc/15minutediscoverycall 📘 Grab Your FREE Copy of "Rounding Third" http://rounding-third.elevatemyretirement.com/ Finance is full of shiny objects, and not all of them are helpful. In this episode, Sean reveals the five most misleading tactics peop…
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The Emotional Mistakes That Derail Investors
49:33
49:33
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49:33Send us a text In this episode, we break down the real reasons why so many people make costly mistakes in financial planning—and why emotions, not the markets, are often the biggest threat to long-term success. From chasing trends you don’t understand, to panicking at dips with no real news behind them, to following the “lemmings” of Wall Street, w…
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465 The Year in Review — and Preparing for the Year Ahead
14:48
14:48
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14:48In today's podcast, I want to take a few minutes to look back on 2025…and then use what we learned to prepare for 2026.Af Jason Parker
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Af Mike Kojonen
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Ep 100 - What 100 Episodes Taught Me About Retirement... And About Being Human
13:39
13:39
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13:39After 100 episodes of diving into the messy, hilarious, emotional and utterly human world of retirement, I return with the rawest and most powerful episode yet. This milestone isn't a celebration; it's a challenge. A wake-up call. A bold invitation to stop drifting, stop delaying, stop hiding behind old identities… and finally step into the second …
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How to Structure Retirement Income for Lower Taxes and More Flexibility
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38:02
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38:02Most retirees are shocked by how much of their hard-earned savings goes straight to taxes—are you prepared? Discover the strategies that can help you keep more of your money in retirement and avoid the most common tax pitfalls. In this episode, April Schoen reveals how smart tax planning can dramatically impact your future income and financial free…
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