financial podcast

This podcast features Carter Lewis of Roberts Wealth Management filling in for Paul Roberts. Carter highlighted some reason why your financial education shouldn’t stop once you hit retirement.  The discussion included factoring inflation, planning for healthcare costs, and staying on top of legal changes in the retirement universe.  He also talked about dividend stocks and information a financial professional will need from you in order to build a stronger retirement plan.

You can reach Roberts Wealth Management by calling 800-891-8680.

Roberts Wealth Management

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Andi and Luke run through some common excuses people give for not seeking the help of a financial professional when nearing retirement.  They counter these with good reasons why it is critical to work with a financial partner.  Some excuses are:

“I’m a DIY (do it yourself) person” Scary!

“I’m already retired” Don’t forget second opinion.

“I get my advice from friends and family” “Danger Will Robinson!”

“I don’t know where to begin” A phone call is a good first step.

You can reach Duell Strategies by calling 866-203-7486.

Duell Financial Strategies

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Retirement lessons from Seinfeld?  Brennan Kim points those out as we feature some memorable financial moments from the show about nothing.  Brennan warns against making snap investment decisions, not budgeting, and failure to understand the power of compounding.  That is followed by a breakdown of the different types of annuities.

You can reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

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Sam, Andi, and Luke open with some good suggestions on things people should consider doing and some to consider not doing on their journey to retirement.  Everyone should know how much income they’ll need, prepare for the unexpected, factor inflation, and be aware of the fees they are paying.  Fears are also addressed in this podcast and suggestions to overcome them.  Inflation, Social Security, market volatility, and the cost of health care are among the fears discussed.

You can reach Duell Financial Strategies at 866-203-7486.

Duell Financial Strategies

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Andi and Luke offer information on the different scam operations out there and tips to avoid them.  They also dissect survey results from a Northwestern Mutual Planning and Progress study that shows Americans’ concerns about the economy and how much they would need to retire.

You can reach Duell Financial Strategies by calling 866-203-7486.

Duell Financial Strategies

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Paul discusses a Bankrate survey that shows a good number of Americans are significantly behind on their retirement savings.  How can you get back on track?  Listen for tips here.  Decumulation:  What is it?  Paul defines it and discusses good strategies to consider when you are enter this phase of your financial life.

You can reach Roberts Wealth Management by calling 800-891-8680.

Roberts Wealth Management

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Alan runs down some expenses that can eat away at your savings when you’re in retirement.  They include healthcare, home ownership, inflation, taxes, and longevity.  He also looks into having the financial and retirement mindset and strategies that can build confidence in your journey to and through retirement.

Reach out to Alan Kifer by calling 800-779-3319.

Top Gun Financial Planning

Support the show: https://www.alankifer.com/

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Honoring Financial Literacy Month, the game is Financial Jeopardy covering retirement facts to make sure you’re not in financial jeopardy.  Categories include Important Retirement Ages, Penalties and Fees, Retirement Savings Vehicles, and Retirement Rules of Thumb.

You can reach Duell Financial Strategies by calling 866-203-7486.

Duell Financial Strategies

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Luke runs down some expenses that can eat away at your savings when you’re in retirement.  They include healthcare, home ownership, inflation, taxes, and longevity.  He also looks into the financial and retirement mindset and strategies that can build confidence in your journey to and through retirement.

Reach Duell Financial Strategies by calling 866-203-7486.

Duell Financial Strategies

See omnystudio.com/listener for privacy information.

This edition of Wise Money with Brad Olson & Joe Wilson kicks off with a discussion about the challenges consumers are facing and the best strategies folks can implement in order to be and stay retirement ready. Olson & Wilson Private Capital's Louie Randolph joins Brad & Joe in studio to discuss the dangers of financial termites. Brad, Joe & Louie share the key to building successful financial plan. 

Contact the team at Olson & Wilson Private Capital today by calling 866-724-6608 or visit OWPrivateCapital.com.

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Luke starts the conversation by breaking down the massive baby boomer generation and discussing what needs to be considered by middle and late baby boomers.  He devotes the rest of the podcast in cutting through mis-information and declaring whether retirement statements are fact, fiction, or somewhere in between.

You can reach out to Duell Financial Strategies by calling 866-203-7486.

Duell Financial Strategies

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We can learn from celebrities even when they make mistakes.  Sam and Luke cover some bad celebrity financial moves from not having proper estate planning to overspending to getting in trouble over taxes.  They further give tips on mistakes to avoid such as failing to have a tax plan, estate plan, or diversification.  How can you beef up your savings?  You’ll find some good suggestions in this podcast.

You can reach Duell Financial Strategies at 866-203-7486.

Duell Financial Strategies

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At the opening of football season, Sam, Andi, and Luke discuss good offensive and defensive strategies to consider in retirement planning.  They talk about going on the offense with income built in, building wealth, diversifying, and creating a budget.  Defensive measures include bridging gaps, building an emergency fund, creating an estate plan, considering appropriate insurance, and looking at protective long term care strategies.

You can reach Duell Financial Strategies by calling 866-203-7486.

Duell Financial Strategies

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While acknowledging that there are some things we can’t control like global macroeconomics and geopolitical events, Alan points to the things we can control on our journey to and through retirement.  These include auditing our beneficiaries, making the most of a health savings account if eligible, and leveraging your RMD.  He also notes changes in strategies after age 50 in areas such as your risk, tracking down old accounts, and Social Security pre-strategies.  Alan then points out some surprises retirees and pre-retirees encounter including inflation, expenses, and cash flow.

You can reach Alan Kifer at 800-779-3319.

Top Gun Financial Planning

Support the show: https://www.alankifer.com/

See omnystudio.com/listener for privacy information.

Andi and Luke share insight into our current climate and factors to consider given higher inflation and higher interest rates.  They also break down a survey reflecting confidence levels of those in the Generation X and baby boomer generations.

You can reach Duell Financial Strategies at 866-203-7486.

Duell Financial Strategies

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It’s amazing how you can tie iconic TV sitcom scenes to retirement planning.  Sam, Andi, and Luke do just that with Kramer giving himself a gold watch and pointing out that retirement falls more on us now.  Fred Sanford gets a lesson on how Social Security benefits are calculated and Archie Bunker schools us on inflation.  Those clips and more are featured in the podcast.  Then Sam, Andi, and Luke school us on annuities.

You can reach Duell Financial Strategies by calling 866-203-7486.

Duell Financial Strategies

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What are some of the standard retirement rules?  How have they withstood the test of time?  How could they be good starting points.  Sam, Andi, and Luke cover the 4 percent rule, the Rule of 72, the 60/40 Stock/Bond Rule, and the Rule of 100.  They also give information on Social Security in the form of a quiz.

You can reach Duell Financial Strategies by calling 866-203-7486.

Duell Financial Strategies

See omnystudio.com/listener for privacy information.

Andi and Luke discuss the best proactive responses to retirement strategies including long-term care, health care, living on pre-taxed income, and factoring inflation.  They also address concerns of pre-retirees and retirees and offer good questions to ask of yourself.  These include:“do I have a plan” “do I have a budget” “do I have income built into my plan” “am I working with a retirement specialist?”

You can reach Duell Financial Strategies by calling 866-203-7486.

Duell Financial Strategies

See omnystudio.com/listener for privacy information.

Alan discusses some of the most common retirement failures and offers suggestions in how to avoid them while also addressing common concerns people have in areas such as income security, asset protection, and long term care.  What is Critical Retirement Thinking and how can it help you succeed in the business of retirement?  Alan provides the answers.

You can reach Alan Kifer by calling 800-779-3319.

Top Gun Financial Planning

Support the show: https://www.alankifer.com/

See omnystudio.com/listener for privacy information.

Sam, Andi, and Luke address some of the reasons people give for putting off seeking the help of a financial retirement professional including a feeling of being overwhelmed by it, thinking they don’t have enough money, and thinking it would be too expensive.  They look at how your financial strategies should be adjusted when you’re getting closer to retirement and then break down how retirement can be more expensive than most of us think and how to prepare for that.

You can reach Duell Financial Strategies by calling 866-203-7486.

Duell Financial Strategies

See omnystudio.com/listener for privacy information.