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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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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Repair The Roof - Estate & Retirement Planning Podcast
Ted Gudorf, Danny Gudorf, Gudorf Law Group, Gudorf Financial Group
Repair The Roof is an estate and retirement planning podcast hosted by Ted and Danny Gudorf from Gudorf Law Group, LLC and Gudorf Financial Group, LLC in Dayton, Ohio. This insightful series zeroes in on essential topics such as estate planning, retirement readiness, legacy preservation, and tax strategies. Ted and Danny expertly guide listeners through the intricacies of preparing wills and trusts, ensuring asset protection, and planning for a financially secure retirement. Geared specifica ...
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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
Ari Taublieb, CFP®, MBA
Ari Taublieb is a CERTIFIED FINANCIAL PLANNER™ and Vice President of Root Financial Partners. Ari Taublieb, CFP®, MBA specializes in helping people navigate an early retirement. I get it...retirement sounds overwhelming (an early retirement may sound particularly overwhelming)! Does it just feel like there's so much to consider and you just want to make sure you're doing everything you can to set yourself up right? If I may ask...why do YOU want to retire early? Do you want to travel? Have y ...
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Financial and retirement planning guidance from Certified Financial Planner John Teixeira and Nick McDevitt of PFG Private Wealth Management in the Tampa Bay, FL area. On this show, you'll learn about how the financial and retirement world has evolved over the past several decades, how to properly plan for your own future, and some of the important pitfalls to avoid. PFG Private Wealth Management, LLC is a registered investment adviser. All statements and opinions expressed are based upon in ...
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Wealthy After 40: Personal Finance, Budgeting, Retirement Planning, Retirement Savings, and Financial Freedom for Gen Xers
Dalene Higgins - Money Coach, Retirement Coach, CEO
The Podcast for Women Over 40 Who Want To Retire Well, Even If You're Starting Late Or Feeling Overwhelmed Top 5% Personal Finance Podcast You’re wondering if you’re really on track? Worried you’ve waited too long to start saving for retirement at 40 or 50? You’ve worked hard, but the closer retirement gets, the more uncertain it feels and the more overwhelmed you are. Hey, I’m Dalene Higgins, a retirement coach helping women and couples over 40 solve the retirement puzzle one smart money mo ...
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Podcast by Kirk Cassidy and Paul Metler
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Listen in as Chris Hammond teaches you how to easily plan for your retirement. In this podcast Chris Hammond, RICP® discusses: how to help you turn your retirement savings into a lifetime paycheck, Social Security, Medicare... and also dives deeps into some of the most popular personal finance books of all time with the goal of helping you more easily plan for an amazing retirement. Join the Retirement Planning Made Easy community by visiting www.RetirementPlanningMadeEasy.com.
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Whether you call it: Retirement, re-wirement, re-tryment, your encore, second act, or next chapter; the point is: retirement no longer has a clear definition. The traditional view of retirement is outdated and new frameworks for managing our money and time are needed. Welcome to 8000 days. A podcast where together we discuss retirement; what's working, what's not , and what changes are needed for us to achieve the most robust retirement possible. Join Caleb Miller and Riley Anderson of Inves ...
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Finance 101: Your Guide to Investing, Financial Planning, Insurance, College Saving, Financial Independence, and Retirement
Brent Dunn
Financial Planning, Retirement Planning, Budgeting, Insurance, Early Retirement. Everything that they should have taught you in school about finance.
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Make It Last with Victor Medina - Legal & Financial Retirement Planning
Victor J. Medina, JD, CELA®, CFP®
Keeping your legal ducks in a row, and your nest egg secure…
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Join investment advisor representative Marsha Harris for financial and retirement planning help on the Marsha on Money Podcast. Marsha is the Founder & CEO of Unified Wealth & Retirement Planning based in Fort Wayne, Indiana. As a fiduciary, Marsha helps clients make financial decisions that are in their best interests to help them get to, and through, retirement. She's the kind of advisor you can feel good about sending mom to...If you need help with your 401(k), IRA, and other retirement a ...
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Terry Martine answers your retirement planning questions. There are other "financial" podcasts, but only one that focuses on teaching you how to manage your own finances. It's one thing to hear about a lot of theory, but we discuss specific strategies people are using today. Are you curious about what your retirement will look like? Do you have enough money saved to retire at 65? Maybe you want to retire before 65? Even if you have a financial planner, we will give you the tools to build you ...
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The Key To Retirement - Your source for financial planning advice
Scott Plaskett, CFP & Catherine Plaskett, CFP
Unlocking the financial planning secrets to retiring well.
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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The Truth About Social Security at 62: How Early Filing Could Save Your Retirement | The Limitless Retirement Podcast
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14:51Should you grab your Social Security benefits at 62 or hold out for more? Danny lays out five surprisingly strong arguments in favor of claiming early. But this isn’t about rules—it’s about your situation. He dives into how life expectancy, tax impacts, and personal priorities all factor into this critical decision. Takeaways Filing at 62 can be fi…
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Ep 121 | What to Expect in the Retirement Ready Bootcamp
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12:28Submit your questions here! In this episode, I’m giving you a behind-the-scenes look at the Retirement Ready Bootcamp, a 3-day experience designed to help you understand all elements of retirement planning and what to do next. I’ll share: ✅ What I wish I had when I started my own retirement journey ✅ Why I created this Bootcamp for people just like…
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Here's 5 Portfolio Changes To Create More Income In Retirement
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18:38Building a retirement income strategy involves more than selecting dividend-paying stocks. A focus on total return — which includes both growth and income — can offer a more comprehensive approach for long-term planning. • Relying solely on dividend-paying stocks may reduce portfolio diversification and growth potential • Total return (income + gro…
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#151 – Retirement planning chat with a "real" person, Rob Berger
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1:02:16Andy chats with real people (not advisors) doing their own retirement planning. In this episode, Andy talks with Rob Berger, the creator of the Rob Berger YouTube channel, the founder of the former DoughRoller website, published author and more!. They talk about a wide array of retirement planning topics such as when he started getting serious abou…
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EP # 141 - Rethinking Retirement: Aging, Identity, and the Power of Mentorship with Dr. Deborah Heiser
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21:10What if retirement wasn’t the end of your story—but the beginning of your legacy? In this episode, Joe chats with Dr. Deborah Heiser, a developmental psychologist and founder of The Mentor Project, about how retirees can find purpose, connection, and fulfillment through mentorship, movement, and mindset. They explore the concept of generativity—our…
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Talking To Your Spouse About Market Crash Fears
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14:19This episode is all about the emotional side of investing during market turmoil, especially the conversations (or arguments) happening at kitchen tables right now. Helpful Information: PFG Website: https://www.pfgprivatewealth.com/ Contact: 813-286-7776 Email: [email protected] Disclaimer: PFG Private Wealth Management, LLC is an SEC Regist…
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The Surprising Regrets of Wealthy Retirees | Root Talks
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16:05Retired with millions—but full of regret? In this episode of Root Talks, James and Ari share the real stories no one talks about: wealthy retirees who did everything “right” financially but still feel like they missed out. From sacrificing health and relationships for more savings, to realizing too late that they were planning for someone else’s ve…
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Medicaid Compliant Annuities & Asset Protection: An Expert Conversation with Dale Krause | Repair The Roof Podcast
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43:23Estate planning expert Dale Krauss unpacks the complex world of Medicaid planning, offering clarity on key distinctions between Medicare and Medicaid. He dives deep into the strategic use of annuities, the power of early planning for long-term care, and the role of trusts in protecting assets. Drawing from his own experience developing the Medicaid…
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Ep 120 | How Do I Start a Retirement Plan? Dream It First
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16:57Submit your questions here! Where do I start with retirement planning? How do I start a retirement plan? The best place to begin is by dreaming. Creating a vision for your ideal retirement gives you a clear target to aim for. It shapes the direction of your retirement plan and helps you understand what you’re truly working toward. What You'll Learn…
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Why The Biggest Risk To Retiring Early Is Not What You Think
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14:06Even when the financial plan indicates you're on track, many people experience anxiety—especially between ages 50 and 65, before traditional retirement benefits begin. This episode explores ways to prepare for that critical transition with clarity and confidence. • One of the most impactful retirement risks is withdrawing too much from your portfol…
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#150 - "Hot topics" edition...Andy and Brian Tegtmeyer talk about retiring in a down market, concerns about Social Security, making estimated tax payments and MORE!
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1:03:12Andy and Brian Tegtmeyer share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: Should someone delay their planned retirement if the markets are bad ( 6:50 ) Should someone cancel or delay taking a big trip in retirement if the markets are bad ( 13:48 ) Should someone sta…
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EP # 140 - Women & Wealth: Smart Retirement Planning for a Confident Future
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36:52In this episode, Joe Curry sits down with financial expert Russ Thornton to reveal why women face unique hurdles in retirement—and how to overcome them. From longer life expectancies to career breaks for caregiving, Russ shares real-world strategies to build confidence, plan smart, and avoid costly mistakes. They break down what women need to know …
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The Stock Market Is Dropping: Exactly What to Do Right Now | The Limitless Retirement Podcast
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10:29As markets stumble, Danny offers a clear-eyed look at how retirees and pre-retirees can protect their futures. From smart portfolio adjustments to emotional discipline, he lays out practical steps for staying the course—and even finding opportunity—when volatility hits. Takeaways Market crashes trigger our fight or flight response. The recent marke…
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Ep 119 | How Do I Know If I Can Retire? A 6-Point Readiness Check
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20:40Submit your questions here! You’re asking, how do I know if I can retire? This episode helps you get ready for retirement by assessing 6 key areas of readiness. What you’ll learn in this episode: ✅ How current finances affect retirement planning ✅ How to prepare for retirement budgeting and lifestyle ✅ Understanding savings and debt now and in reti…
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Avoid These 6 Common Mistakes When Retiring Early
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17:00In this episode, Ari explores six common oversights in early retirement planning that can create unnecessary stress and limit flexibility in the long run. • Not establishing a taxable brokerage account to access funds before traditional retirement age • Overlooking healthcare planning, including available subsidies, which may impact retirement timi…
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The Hidden Cost of Working "Just One More Year" Before Retirement | The Limitless Retirement Podcast
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11:06Ever wondered if working just one more year could make a big difference in your retirement? Danny Gudorf digs into that exact question on the latest episode of Limitless Retirement. He walks through three big things to think about—money, lifestyle, and family—so you can make a smart, balanced call. Rather than letting worry steer the ship, Danny wa…
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How to Become Wealthy w/Greg Luken
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23:26Submit your questions here! Greg Luken joins me in today’s episode discussing how to become wealthy in life. Sharing what he has learned by working with several individuals who are first generation wealth, Greg has defined three key superpowers as the driver of this wealth. What you’ll learn in this episode: ✅ How people who didn’t grow up with mon…
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Root Talks: Spend Your Way to a Happier Retirement: 5 Pillars of Better Spending
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18:08Many great savers struggle to switch gears once they retire—unsure how to spend with confidence after decades of discipline. James and Ari reflect on the mindset shift from saving to spending, exploring how to use money and time more intentionally to create a meaningful life now, not just someday. Prompted by a thoughtful comment from a Root Collec…
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#149 - Tips and best practices to protect your ID and financial information
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57:23Andy provides some tips and best practices to help keep your ID and financial information secure. Specifically: Check your credit report regularly Freeze your credit Get a tax return filing PIN from the IRS Use strong and unique passwords for all websites and online accounts Use a password manager Use two-factor (if not multi-factor) authentication…
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EP # 139 - The New Retirement: Work, Purpose & Aging with Dr. Corinne Auman
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31:47In this episode, Joe sits down with Dr. Corinne Auman, a developmental psychologist who specializes in adulthood and aging, to talk about how our perspectives on aging and retirement are evolving. She explores common myths about getting older, how to find purpose after retirement, and the power of staying socially connected. Dr. Auman also shares a…
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What is a Trust Protector and Do I NEED One? | Repair The Roof Podcast
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14:11This conversation explores the concept of a trust protector in estate planning, detailing its importance, roles, and the benefits it provides. Ted discusses how a trust protector can add flexibility to irrevocable trusts, allowing for adjustments in response to changing laws and circumstances. He emphasizes the need for careful selection of a trust…
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Ep 118 | 3 Retirement Fears and How to Overcome Them
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23:31Submit your questions here! In this podcast episode, I discuss 3 retirement fears and limiting money beliefs that can keep you stuck with retirement planning. This episode will support you in how to rewrite those beliefs and take control of your finances for a successful retirement. What you’ll learn in the episode: ✅ Identify what are some limitin…
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Why More People Are Retiring Early Today Than Ever Before
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14:59More Americans than ever before are retiring early due to seven key factors reshaping our approach to work and retirement planning. • COVID-19 accelerated early retirements with 2.6 million more people retiring during the pandemic than expected • Average retirement age dropped from 64 in 2019 to 62 in 2022, one of the sharpest declines in decades •…
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What is Collaborative Divorce w/ Melissa Pavone
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23:08Submit your questions here! In this episode, Certified Divorce Financial Analyst Melissa Murphy Pavone sheds light on the often-overlooked role of the “non-CFO spouse” during divorce. Melissa shares how her personal story shaped her mission to empower individuals, especially women, who have traditionally managed day-to-day finances but feel lost or…
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Ep # 138 - Move More, Live Better: Confidence, Consistency & Commitment with Esther Avant
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44:21Joe chats with guest Esther Avant, a health industry expert, who emphasizes the critical role of prioritizing health for a fulfilling retirement. Esther highlights actionable strategies to kickstart a healthy lifestyle, regardless of where someone stands in their health journey. The episode explores the misconceptions about aging and health, practi…
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#148 - Q&A edition...buffer ETFs, direct indexing, bucketing strategies, kiddie tax and MORE!
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1:03:04Listener Q&A where Andy talks about: Buffer ETFs and whether they can be used as replacements for CDs in building a ladder for upcoming years' expenses ( 4:29 ) His thoughts on direct indexing and whether it's worth doing to try to make non-qualified accounts for tax-efficient ( 14:11 ) Whether or not it's practical to implement a bucketing strateg…
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Who Will Decide For You? The Importance of Incapacity Planning | Repair The Roof Podcast
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15:38Ever thought about what happens if you become unable to make decisions for yourself? In this friendly chat, seasoned attorney Ted Gudorf explains why incapacity planning deserves your attention—right alongside planning for death. Ted clearly outlines essential documents, warns of common pitfalls like expensive court hassles and family squabbles, an…
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Ep 117 | How Can Budgeting Help You With Retirement Planning
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19:21Submit your questions here! Budgeting for retirement is essential. In this episode, I will share why budgeting is important and how budgeting can help you with retirement planning. It’s time to quit thinking about budgeting as being restrictive but as your key to retirement. What We’ll Cover: ✅ Why budgeting is important for retirement success ✅ Ho…
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4 Tax Strategies To Consider This Year
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16:28Tax strategy is the most overlooked aspect of financial planning, yet it could save you thousands over your lifetime by minimizing your total tax burden rather than just focusing on this year's bill. • Roth conversions let you pay taxes at potentially lower rates now to avoid higher taxes later in life • Asset location matters – keep growth investm…
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Root Talks: How Does The Advisory Team Structure Work at Root?
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23:50What actually happens when you work with a financial advisor? At Root Financial, we've built a carefully structured team model to ensure every client gets consistent, exceptional service regardless of which advisor they're paired with. Unlike products (think identical Honda Civics or iPhones at any retailer), financial advice is inherently personal…
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#147 – Chat with four "real" people, sharing what they wish they would have known or done differently during their divorces
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1:27:54In this special edition "real" person chat, Andy talks with four different people who went through "gray" divorce (i.e. divorcing later in life; typically over the age of 50), to learn what they wish they would have known or done differently as they were going through the divorce process. Tenon Financial monthly e-newsletter - Retirement Planning I…
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Ep # 137 - Home Care to Care Homes: The Eldercare Journey with Amy Friesen
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44:21Joe welcomes Amy Friesen, senior living expert. They highlight the challenges and solutions for aging individuals and their families. They examine various aspects of elder care, including planning for home modifications, navigating retirement homes, and understanding long-term care options. They emphasize the importance of planning, open family com…
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What Should You Actually Do When the Market Drops?
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14:15The headlines are loud, the markets are messy, and your gut might be telling you to do something — anything — right now. But what should you actually do when your portfolio takes a hit? Helpful Information: PFG Website: https://www.pfgprivatewealth.com/ Contact: 813-286-7776 Email: [email protected] Disclaimer: PFG Private Wealth Management…
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Protect Your Digital Assets: What Happens After You're Gone? | Repair The Roof Podcast
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15:37This conversation delves into the critical importance of planning for digital assets in estate planning. Ted Gudorf discusses what constitutes digital assets, the challenges families face when these assets are not properly managed after death, and the steps individuals should take to ensure their digital legacy is protected. He emphasizes the need …
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Ep 116 | A Retirement Ready VIP Session Experience
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18:22Submit your questions here! Do you ever wonder Am I ready to retire? or How do I know if I can retire? In this episode, I take you inside a Retirement Ready VIP Session, where I helped a client get clear on her numbers, eased her worries, and provided action steps to move her forward on her retirement planning journey. If you’re ready to retire wit…
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Why It's Natural To Be Worried To Retire (And What To Do About It)
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15:59Retirement anxiety is normal and healthy, even for people with solid financial plans—it shows you're taking your future seriously and want to make thoughtful decisions about your life transition. • Understanding why retirement worry is natural despite having financial security • How joining a retirement community can provide perspective and reduce …
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Ep # 136 - Mastering Your Money Mindset for a Fulfilling Retirement with John Hankins
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31:30The podcast episode delves into the nuances of financial therapy and its importance in retirement planning. John Hankins, a financial therapist, joins host Joe Curry to explain the intersection of emotional well-being and financial planning. They explore how financial therapy can help individuals and couples navigate anxiety and issues related to m…
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#146 – Retirement planner chat, with Mark Rosinski from Dunes Financial
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57:50Andy chats with fellow retirement planner Mark Rosinski, CFP®, CPA from Dunes Financial. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when people have enough to retire, what consumers often overlook in retirement …
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How to Build a Three Bucket Retirement Portfolio | The Limitless Retirement Podcast
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18:23Danny Gudorf highlights the critical role of a structured retirement income plan, outlining the three-bucket strategy as an effective method for achieving financial stability in retirement. His discussion clearly defines each bucket’s role, detailing how they collectively mitigate market volatility risks, fulfill retirees’ income requirements, and …
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Ep 115 | 4 Retirement Questions and Answers
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19:09Submit your questions here! Wondering how much you need to retire? Should you pay off debt before saving? How much should you save each month? In this Q&A episode, I discuss your biggest retirement planning questions to help you gain clarity on your retirement planning journey. What you’ll learn from the episode: ✔️ How much money do you need to re…
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Healthcare Analysis: How We Save Our Clients Thousands Before Medicare Begins
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19:30Healthcare costs shouldn't stop you from retiring early, especially when strategic planning can reduce those expenses from $1,000+ to as little as $50 per month. We explore how proper account structure and withdrawal strategies can save you tens of thousands in healthcare premiums during the critical pre-Medicare years. • "Superhero accounts" (brok…
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Ep #135: Retirement is Not a Math Problem with Roger Whitney (The Retirement Answer Man)
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41:24Joe sits down with Roger Whitney, the Retirement Answer Man, to discuss agile retirement planning, financial confidence, and redefining retirement beyond just money. Roger shares insights on why retirement is not a math problem, how to invest in your life and passions, and the importance of social engagement and community in retirement. They also e…
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Root Talks: How to Get Past the Fear of Retiring Even When You Have Enough
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21:10You've run the numbers. You have enough saved. Your spreadsheet says you can retire comfortably. So why can't you pull the trigger and leave your high-stress, high-paying job behind? This struggle represents one of retirement planning's most challenging psychological hurdles. After spending decades accumulating wealth and building a career identity…
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#145 - Understanding mutual fund capital gain distributions
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43:48Andy discusses the ins and outs of mutual fund capital gain distributions, particularly in normal taxable brokerage accounts. Links in this episode: Tenon Financial monthly e-newsletter - Retirement Planning Insights To send Andy questions to be addressed on future Q&A episodes, email [email protected] Facebook group - Retirement Planning Educatio…
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Is Your Retirement Investment Strategy Setting You Up for Disaster? | The Limitless Retirement Podcast
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17:31Financial advisor Danny explores essential elements of investing for retirement, stressing the need to adjust strategies as retirement draws nearer. He underscores the hazards of relying on obsolete investment approaches, the risks linked to excessive cash reserves, and the value of routinely assessing portfolio resilience. Danny presents the three…
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Ep 114 | How to Protect Yourself from Inflation
20:55
20:55
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20:55Submit your questions here! Inflation isn’t going away, but you can take control of your financial future. In this episode, I’ll specifically share how to protect yourself from inflation. In this episode, I will share two components to help protect you against the rising cost of living and lessen your worry about retirement planning. Learn how to c…
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How Much Should I Have In Bonds/Cash/etc. In Retirement?
19:32
19:32
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19:32We explore how much safe money you should maintain throughout retirement for financial security and peace of mind without sacrificing long-term growth potential. Instead of using cookie-cutter rules, we break down a personalized approach to balancing safety and growth in your retirement portfolio. • Start with your annual spending needs to calculat…
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Ep 113 | How to Self-Coach for Financial Success w/ Jackie Randall Lentz
27:48
27:48
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27:48Submit your questions here! Feeling overwhelmed by budgeting, retirement planning, or managing money? In this episode, my guest Jackie Randall Lentz, a former mental health counselor turned life coach, chat about how to self-coach your way to financial confidence. We explore why personal finance is so important, how to plan effectively, and the bes…
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Ep #134: Smart Tax Strategies for More Efficient Retirement Planning
26:21
26:21
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26:21In this episode of Your Retirement Planning Simplified, we dive into smart tax strategies for retirement, and common mistakes to avoid when drawing income. We cover essential topics like income splitting, RRSP vs. RRIF withdrawals, TFSA strategies, and how to minimize OAS clawback. You'll learn how to optimize your withdrawal order, take advantage …
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Inside the Advisor’s Office: What People Are Actually Concerned About
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19:08
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19:08Ever wonder what other people talk about with their financial advisors? A new survey of nearly 400 experienced advisors reveals the biggest concerns, challenges, and financial goals their clients are facing today. From retirement planning to healthcare costs to working longer than expected, we’re breaking down the key takeaways and how they compare…
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