En iyi Retirementincome podcastleri (2024)

1
PPR 261 WPTV Apathy Of Success 8:05

13m ago8:05

8:05

Success can often distract us from the things that Steven Covey described as important but not urgent in his time management matrix. For some, succss leads to complacency and a tendancy to ignore things that are extremely important. Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement …

1
PPR 262 THE WHOLE TRUTH ABOUT WHOLE LIFE INSURANCE 19:21

12h ago19:21

19:21

Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Kraig Strom, the host of Personal Pension Radio, is focused on helping you pack your bags for both halves of the retirement journey. Kraig's…

1
PPR 262 WYS FOUR PERCENT RULE REALITY CHECK 10:58

1d ago10:58

10:58

Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Kraig Strom, the host of Personal Pension Radio, is focused on helping you pack your bags for both halves of the retirement journey. Kraig's…

1
PPR 262 DOW Shop Tour Huge Savings 12:25

2d ago12:25

12:25

Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Kraig Strom, the host of Personal Pension Radio, is focused on helping you pack your bags for both halves of the retirement journey. Kraig's…

1
PPR 262 WPTV SURVIVORSHIP CLAUSE 6:39

3d ago6:39

6:39

Survivorship requirements are intended to come play in the event of the simultaneous or nearly simultaneous death of an estate plan maker and a primary beneficiary. But what happens if the major beneficiary dies at the same time or nearly the same time as the person who created the will or living trust? Thanks to the death of private pensions, the …

1
PPR 263 KRAIG'S TOP 5 RULES FOR RETIREMENT 17:55

4d ago17:55

17:55

Do a Google search for Rules for Retirement or best retirement advice and you will receive a billion options. OK, maybe not a billion but the amount of information available can be overwhelming. This is my take on the Top 5 Rules for retirement. Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniabl…

1
Ep #112 Too Risk Averse for the Market? Explore Income Protection Instead 15:37

4d ago15:37

15:37

In this episode of Your Retirement Planning Simplified, Joe and Lindsay examine the Income Protection Quadrant of the RISA framework, focusing on strategies to secure guaranteed income in retirement. They discuss the benefits of annuities, defined benefit pensions, Canada Pension Plan (CPP), and Old Age Security (OAS) to create an income floor that…

1
PPR 263 DEAL O THE WEEK - COOL OIL CHANGE 8:37

5d ago8:37

8:37

Retirement income planning does not happen with a single product or so called "magic bullet". Maximum retirement income requires a strategy that incorporates all aspects of your financial life. Your personal spending habits can have a major impact on your ability to save money. Thanks to the death of private pensions, the devaluation of Social Secu…

1
PPR 263 SPECIAL NEEDS & CHILDRENS TRUSTS 5:47

6d ago5:47

5:47

No estate plan - don't worry. The government has a plan for minor children and adult family members with special needs who are not able to manage their own affairs. In addition to the potential for an unfortunate trip into the court system, minor children and special needs beneficiaries may become vulnerable to creditors and those seeking to get th…

1
PPR 263 WYS - What the BLEEP is happening on Wall Street? 6:47

7d ago6:47

6:47

Despite the 2020 pandemic, Wall Street continues to hit historic highs. Some say that the investment markets are at the top and the bubble is about to burst. Others say that the markets still have another year of growth before the bear market kicks into decline. Who's right? Thanks to the death of private pensions, the devaluation of Social Securit…

1
PPR 264 WPTV POWERS OF ATTORNEY 8:48

8d ago8:48

8:48

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…

1
PPR 266 WPTV PROTECTING HOME EQUITY 5:39

10d ago5:39

5:39

We have all heard the saying "home is where the heart is" but that's not really true. Home is where the equity is. All of your hard earned equity is essentially cash inside the walls of your house and , depending on the state you live in, that cash equity may be vulnerable to creditor attack. DISCLAIMER: Kraig Strom is not an attorney or a certifie…

1
PPR 266 LIFE INSURANCE MISTAKES TO AVOID 14:26

11d ago14:26

14:26

Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Kraig Strom, the host of Personal Pension Radio, is focused on helping you pack your bags for both halves of the retirement journey. Kraig's…

1
PPR 266 ECONOMICS OF RETIREMENT INCOME 10:18

12d ago10:18

10:18

Maximum Retirement income does not happen with a product. Investments, annuities, real estate, life insurance, or crypto by themselves will not get you to your maximum retirement income number. It requires a thorough understanding of the economics related to retirement income vs accumulation. Optimizing retirement income doesn't happen with a produ…

1
Ep # 111 – Flexibility or Security? Weighing the Pros and Cons of a Total Return Retirement 15:33

12d ago15:33

15:33

Joe and Lindsay explore the Total Return quadrant of the RISA framework, emphasizing the importance of understanding retirement income styles. They discuss the Total Return strategy, which focuses on maintaining a diversified portfolio of stocks and bonds, enabling retirees to rely on market growth for sustainable income. We highlight key character…

1
PPR 268 WYS THE RELATIVE RISK OF RISK 10:04

13d ago10:04

10:04

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…

1
PPR 268 ASSET PROTECTION TOP 5 10:48

14d ago10:48

10:48

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…

1
100: What GenX Women Need to Know About Retirement 34:53

14d ago34:53

34:53

“We’re nothing if not resourceful. That’s our generation’s superpower.” -Kevin In celebration of the 100th episode of Take Back Retirement, our hosts Stephanie and Kevin Gaines reflect on the defining characteristics of their very own generation–Gen X–and key lessons that women in this age bracket can put into practice today in preparing for retire…

1
PPR 268 BACKDOOR MEGA JURASIC ROTH IRA 11:18

15d ago11:18

11:18

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…

1
PPR 269 WYS IS THE STOCK MARKET ABOUT TO CRASH 8:36

16d ago8:36

8:36

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…

1
PPR 269 DOW COVID-19 ECONOMIC RIPPLE EFFECT 14:52

17d ago14:52

14:52

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…

1
PPR 269 Cash Value Life Insurance Reality Check Re-UP 8:19

18d ago8:19

8:19

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…

1
PPR 270 MY CPA SAID YOU ARE WRONG 7:52

19d ago7:52

7:52

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…

1
Ep # 110 - Estate Planning Fails: Real Stories of What Can Go Wrong 33:53

19d ago33:53

33:53

Only 48% of Canadians have a will in place. It's probably been on your to-do list for a long time and you're not alone. In fact, of the people who have a will, only 35% of them are up to date. If you're feeling the stress of not having your estate planning in order, you are not alone! The stories shared by Ellie Muir, Team Lead of Partner Relations…

1
PPR 270 WYS RISK INHERITENCE 12:42

20d ago12:42

12:42

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…

1
PPR 270 WPTV WHAT GOES IN MY LIVING TRUST 8:22

21d ago8:22

8:22

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…

1
PPR 271 WYS The Insurance Company Is Not Your Friend 21:29

22d ago21:29

21:29

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…

1
Fireside Financial Ep #18: Top 10 Reasons You Need a Retirement Plan 21:12

22d ago21:12

21:12

If you're feeling uncertain about your retirement finances and making decisions based on guesswork, then you are not alone! Many individuals nearing retirement age find themselves in a similar situation, relying on rules of thumb or hearsay rather than having a concrete plan in place. This lack of clarity can lead to stress, anxiety, and potential …

1
PPR 271 DOW Cash Flow is King 14:50

23d ago14:50

14:50

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…

1
PPR 272 Deal Of The Week Headlights & Headrests 10:35

24d ago10:35

10:35

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…

1
PPR 273 WYS - Fee Only Retirement Advice Is The Product 25:13

25d ago25:13

25:13

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…

1
PPR 275 Guaranteed Tax Bill 8:20

26d ago8:20

8:20

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…

1
Ep #109: Why Sugarcoating Retirement Plans Does More Harm Than Good 7:38

26d ago7:38

7:38

Joe and Lindsay discuss the importance of transparency in financial planning by sharing a recent client story. A couple came to them frustrated by their previous advisor's lack of clarity, unsure whether they could reach their retirement goals. Through our process—beginning with a strategy session and followed by a comprehensive plan—the couple cle…

1
PPR 273 Rose Colored Retirement Glasses 15:59

27d ago15:59

15:59

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…

1
PPR 274 WPTV - You Signed What! 9:24

28d ago9:24

9:24

If a tree falls in the forest and there is no-one there to hear it fall, does it still make a noise? Of course it does. Ok, what about this one… if a deal is made between 3 people regarding 10mil worth of real estate in their parents estate plan, does the deal exist if it is not in writing? Most small deals should be in writing; however, Alllll big…

1
99: The Challenges and Opportunities of Defining Your Identity in Retirement with Elizabeth Parsons 45:23

28d ago45:23

45:23

“Suddenly you've got to create the content of your life, and that's a completely new enterprise for most people we work with, and it's scary until you can get your hands in the clay and feel confident about having a process.” -Elizabeth Parsons How do you deal with the massive shift that comes with stepping away from a high-powered career and into …

1
PPR 274 DOW - Tool Time 8:43

29d ago8:43

8:43

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…

1
PPR 275 A Very Long Drive 15:20

1M ago15:20

15:20

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…

1
PPR 275 How To Save $10,000 At Carmax 9:15

1M ago9:15

9:15

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…

1
PPR 276 WYS-Dave Ramsey At My Car Show! 19:00

1M ago19:00

19:00

I run a great car show every week in Corona CA. It’s called Cars & Coffee Corona (@carscoffeecorona) A friend at the show asked me about a YouTube video he watched recently about retirement. He also listens to my podcast and knows how much I love financial entertainers like Dave Ramsey, Suzy Orman, and Chris Hogan. What is a Financial Entertainer? …

1
Ep #108: Customize Your Retirement Strategy: There's No One-Size-Fits-All Approach 10:23

1M ago10:23

10:23

We answer a listener's question about balancing RRSP and RIF withdrawals in retirement while minimizing taxes. We highlight the importance of personalized planning, discussing when it makes sense to defer withdrawals for tax-deferred growth and when early withdrawals could help reduce future tax liabilities like OAS clawbacks. Joe emphasizes that s…

1
PPR 277 WYS - Identity Theft & Credit Card Risk 23:38

1M ago23:38

23:38

With Christmas just around the corner, now is a great time to make sure credit card thieves and identity pirates cannot mess with your world. Identity thieves operate year round and the holiday season is prime time for credit card theft. I am passionate about retirement income planning; however, if you don't protect your assets from creditors, pred…

1
PPR 278- Boating Derails Retirement 29:06

1M ago29:06

29:06

The Wall Street answer to maximum retirement income is to invest more money. That is usually the answer to everything. Lose your dog - you need to invest more money. Flat tire - you must not have invested enough money. Investments are critically important to your retirement happiness; however, protection is often ignored. Protection should be the f…

1
PPR 279 The Lost Science of Retirement 18:04

1M ago18:04

18:04

Before 1975, most Americans had two financial powers working for them as they headed up the financial mountain to retirement. 1. Accumulation 2. Actuarial Power in the form of pensions. Today, less than 10% of workers have a pension to look forward too and most of those are government workers. WHY you ask - because governments can afford the pensio…

1
PPR 280 - The Sequence of a Great Retirement 20:41

1M ago20:41

20:41

Average rate of return has very little impact on retirement income planning. Yet, financial advisors and financial entertainers like Dave Ramsey often reference average rate of return as part of a retirement conversation. In fact, average rate of return has no place in a maximum retirement income plan. How to make your retirement income last? In th…

1
PPR 281 - The Big Reason Charities Stay Small 34:36

1M ago34:36

34:36

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…

1
PPR 282 - Your Cpa & Lawyer Are Wrong 21:30

1M ago21:30

21:30

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…

1
Ep #107: Skeptic to Advocate: Robin Powell's Journey into Evidence-Based Investing 25:55

1M ago25:55

25:55

Worried about making financial mistakes with your retirement portfolio? Robin Powell, founder of The Evidence-Based Investor, joins Joe Curry, retirement advisor, to explore the transformative power of evidence-based investing. Robin shares his journey from journalism to becoming an advocate for passive investing, highlighting key moments such as m…

1
PPR 284 15 vs 30 Year Mortgage 2022 23:51

1M ago23:51

23:51

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…

1
Episode #285-The Skyrocketing Cost of Dying in America 11:27

1M ago11:27

11:27

Hi there, and welcome to my channel and this video on final expense burial plans. If you're watching this, you're probably looking for information on how to plan for your own final expenses, or perhaps you're helping a loved one make these important decisions. Before we dive into the different options for paying for final expenses, it's important t…

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