Explore " dividend paying stocks" with insightful episodes like "Financial Spring Cleaning", "New Lease on Life", "Social Security-History and Future", "Financial Tournament Time part 2" and "Financial Spring Cleaning" from podcasts like ""Top Gun Retirement Show", "Living Large Radio with Mark Henry", "Financial Safari with Marty Nevel", "Living Large Radio with Mark Henry" and "Your Retirement With Sam Duell"" and more!
It’s that time of the year. We have spring cleaning, taxes, and college basketball on our minds. Alan addresses it all in linking college basketball strategies to proper financial and retirement planning. He also reminds us that this is a good time to look at performing a “deep clean” in our financial lives.
You can reach Alan Kifer by calling 800-779-3319.
Support the show: https://www.alankifer.com/
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Mark shares how he feels he has a new lease on life and how he has grown following his kidney transplant. He also shows how this new approach has even boosted his passion for helping people on their journey to retirement.
You can reach Alloy Wealth Management by calling 800-501-9805.
See omnystudio.com/listener for privacy information.
In this conversation, Marty discusses various retirement planning strategies, with a focus on Roth contributions and the tax implications of different retirement accounts. He also explores the potential changes to Social Security and the importance of maximizing Social Security benefits. Marty emphasizes the need for comprehensive planning and understanding the evolving landscape of retirement planning. The conversation covers various topics related to retirement planning, including changes to the Social Security age requirement, the importance of understanding Social Security, retiring at 63 and living off Social Security, RMDs and filing for Social Security, annuities as a retirement option, what to do with a 401k after leaving a job, and opening a Roth IRA for a grandchild.
You can reach Marty by calling 888-519-9096.
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Mark links some words of wisdom from legendary college basketball coaches to good life lessons and financial lessons. He weighs in on quotes from John Wooden, Dean Smith, Jim Valvano, John Calipari, and Bobby Knight and shows how they can be applied in your financial life.
You can reach Alloy Wealth Management by calling 800-501-9805.
See omnystudio.com/listener for privacy information.
Sam and Luke talk about this time of year, following taxes, being a good time to take a look at doing a financial deep clean. They cover areas such as your budget, your emergency fund, and your tax plan going forward. They also discuss your retirement savings vehicles and knocking out debt. The podcast then turns to college basketball and linking basketball strategies with financial strategies. They weigh in on some good life lesson quotes from legendary college basketball coaches.
You can reach Duell Financial Strategies by calling 800-463-4505.
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Mark compares the fundamentals of college basketball to financial and retirement planning. He stresses the importance of having a good balance, keeping emotions in check, and working with a good coach.
You can reach Alloy Wealth Management by calling 800-501-9805.
See omnystudio.com/listener for privacy information.
Mark talks about the importance of doing a financial “deep clean.” Topics range from having a spending plan to emergency fund, debt, and asset allocation.
You can reach Alloy Wealth Management by calling 800-501-9805.
See omnystudio.com/listener for privacy information.
This episode of Retire Right Radio covers various topics related to retirement planning and financial organization. The conversation begins with the metaphorical 'junk drawer' of retirement planning and the importance of getting organized financially. Weston Lindeman then delves into topics such as understanding Medicare, considerations for Social Security, reviewing and adjusting investments, legacy planning, and the importance of regular financial checkups. The episode also addresses commonly misunderstood financial terms and concludes with a Q&A segment from listeners. The conversation covers various topics related to retirement planning and investment strategies. The main themes include deferring Required Minimum Distributions (RMDs) in an IRA, allocation and diversification of a portfolio, taxes on 401k withdrawals, selling commercial properties, investing Health Savings Account (HSA) in mutual funds, and the advantages of Exchange-Traded Funds.
You can reach Roberts Wealth Management by calling 800-891-8680.
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Mark talks about the history of Social Security and changes through the years in ages to claim, when it became taxable, and the COLA.
You can reach Alloy Wealth Management by calling 800-501-9805.
See omnystudio.com/listener for privacy information.
Mark addresses retirement related concerns in this Q&A segment.
You can reach Alloy Wealth Management by calling 800-501-9805.
See omnystudio.com/listener for privacy information.
Mark discusses good moves to consider to help avoid a big tax hit in retirement. They include Roth contributions and conversions, Section 7702 of the tax code, and life insurance.
You can reach Alloy Wealth Management by calling 800-501-9805.
See omnystudio.com/listener for privacy information.
Mark talks about Roth strategies to consider as a proactive tax plan. He discusses some rules and breaks down the difference between a contribution and a conversion.
You can reach the team at Alloy Wealth Management by calling 800-501-9805.
See omnystudio.com/listener for privacy information.
In this episode of Retire Right Radio, Weston Lindemann discusses various aspects of retirement planning. He covers topics such as consolidating investment accounts, the importance of having a budget, organizing and digitizing financial documents, building an emergency fund, reviewing insurance policies, maximizing 401(k) contributions, analyzing risk and diversification, and tips for saving and staying on track. He discusses the impact of IRA withdrawals on Social Security benefits and the tax implications of different retirement accounts. Weston also explores investment options and fees, as well as the importance of asset allocation after a divorce.
You can reach Roberts Wealth Management by calling 800-891-8680.
See omnystudio.com/listener for privacy information.
In this conversation, Marty Nevel discusses various topics related to taxation in retirement. He covers what is and what isn't taxed in retirement including Social Security benefits, pensions, interest-bearing accounts, capital gains, traditional IRAs and 401(k)s, life insurance proceeds, and savings bonds. Marty also emphasizes the importance of planning for retirement and incorporating one's bucket list into their overall life planning. Then he discusses the importance of having a safe money strategy and diversifying investments in a volatile market. Additionally, he advises on planning for inheritance and provides insights on withdrawal strategies for retirement accounts. Marty emphasizes the need for comprehensive retirement planning that considers various sources of income and extends to age 100.
You can reach Marty Nevel by calling 888-519-9096.
See omnystudio.com/listener for privacy information.
Sam and Andi detail what is taxable and how it is taxable in retirement. They cover Social Security, pensions, interest-bearing accounts, IRAs, and 401(k)s. The conversation then moves into Roth strategies. They conclude with a discussion on the fun aspect of retirement and that’s checking off your bucket list items.
You can reach Duell Financial Strategies by calling 866-203-7486.
See omnystudio.com/listener for privacy information.
This episode of Retire Right Radio discusses financial mistakes made by celebrities and the lessons we can learn from them. The conversation covers topics such as estate planning, tax planning, financial transparency, diversification of investments, and the importance of budgeting and spending plans. The episode emphasizes the need for proper planning, financial literacy, and working with a team of experts to ensure a successful retirement. In this conversation, Weston Lindemann discusses various topics related to retirement planning and financial advice. He challenges the limitations of the 4% rule and emphasizes the importance of a personalized income plan.
You can reach Roberts Wealth Management by calling 800-891-8680.
See omnystudio.com/listener for privacy information.
In this episode, Marty Neville discusses the importance of estate planning and the components that come under its umbrella. He emphasizes the need for a comprehensive and up-to-date estate plan to ensure that one's wishes are followed and to keep the government out of one's affairs. Marty also addresses the world's worst retirement planning advice, debunking the notion that Social Security benefits are enough to live off of in retirement. He highlights the importance of having a customized retirement plan and the dangers of following a one-size-fits-all approach. Additionally, Marty provides insights on protecting a 401(k) and offers tips for choosing a financial advisor.
You can reach Marty Nevel by calling 888-519-9096.
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Mark counters the bad financial advice you may hear on the street in areas such as borrowing from your retirement accounts, the amount needed to retire, and the 60/40 Stock Bond Blueprint.
You can reach Mark and the team by calling 800-501-9805.
See omnystudio.com/listener for privacy information.
Sam, Andi, and Luke provide a thorough look at estate planning and everything that comes under the umbrella. That includes wills, trusts, financial and health care power of attorney, and beneficiary designations. They also correct some bad financial advice you could get on the street.
You can reach Duell Financial Strategies by calling 866-203-7486.
See omnystudio.com/listener for privacy information.
Mark counters the bad financial advice you may hear on the street in areas such as taxes, spending in retirement, and Social Security.
You can reach Mark and the team by calling 800-501-9805.
See omnystudio.com/listener for privacy information.
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