Federal Employees enjoy incredible benefits but it can get confusing to know exactly how to handle it all. This podcast is the place for all the tips and tricks to get the most out of your Federal benefits and federal retirement. We cover topics such as the TSP, FEHB, FEGLI, your pension, investing, and much more. more

A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax management in retirement as well as retirement travel and other non-financial issues you'll need to address to rock retirement. Retirement isn't an age OR a financial number. It's finding that balance between living well today and feeling confident about your retirement. It's about gaining more freedom to pursue the life you want. Join the rock retirement community at www.rogerwhitney.com more

Tax rates 10 years from now are likely to be much higher than they are today. Is your retirement plan ready? Learn how to avoid the coming tax freight train and maximize your retirement dollars. more

The objective of this podcast is to educate and enlighten you about your federal benefits and to guide you in creating a well-formed retirement income plan. Schedule your complimentary 15-minute phone call today! https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call more

Welcome to the Joe Knows Retirement Podcast! Where Joe will take you through strategies to make the most of your retirement. more

Welcome to 'Charleston's Retirement Coach,' hosted by Brandon Bowen, seasoned financial advisor and founder of Bowen Wealth, LLC. Each week, join Brandon as he unpacks the complexities of planning for retirement with straightforward, actionable insights tailored specifically to help you achieve financial peace of mind.In Charleston and beyond, retirement planning can seem daunting. Brandon brings over two decades of experience directly to you, covering everything from investment strategies and estate planning to tax considerations and insurance options. Whether you're an early-career professional beginning to save, or you're nearing retirement age and need to refine your plans, this show has something valuable for you.Brandon's down-to-earth approach makes financial concepts accessible to all, no matter your level of financial knowledge. 'Charleston's Retirement Coach' strives to equip listeners with the knowledge they need to navigate their retirement journey confidently. Tune in to transform how you think about retirement.Secure your future with Brandon Bowen, and take the first step towards a retirement filled with freedom and stability. Subscribe now to never miss an episode of Charleston's Retirement Coach.Like what you hear? Get a second opinion today ? https://bit.ly/3WoNJZTAlso on Facebook and YouTube. more

Federal employee benefits are among the most comprehensive and strongest in the country. Financial planning for federal employees requires knowledge of both financial planning concepts and a comprehensive understanding of these benefits. General financial planning advice is just that, general. We speak specifically to federal employees and the unique planning techniques and strategies to help them maximize their benefits. Mason & Associates have over three decades serving as financial planners for federal employees. more

Pension Attention is a show dedicated to helping firefighters and police officers take charge of their finances to build a life they love. Your host Brad Barrett is a Managing Director and Partner at One Capital Management, a top ranked independent investment advisory firm managing $5B in assets for clients. He has advised families in the Los Angeles City Fire Department for over 12 years, is an active member in Kingdom Advisors, a biblically based advisory network and holds the certified financial planning designation. more

You've worked your whole career to reach the top of the mountain, but now that you're thinking about retirement, who will help guide you back down the trail? Every two weeks, Shawn O'Keefe of Summit Wealth Strategies™ in Denver, Colorado and Minnetonka, MN, discusses the different topics and challenges that retirees face in today's world. Learn about different ways to help prepare for retirement with the team from Summit Wealth Strategies™. Visit us online! Investment advisory products and services made available through Summit Wealth Asset Management (SWAM), a Registered Investment Adviser doing business as Summit Wealth Strategies, LLC. more

Financial and retirement planning guidance from Kansas City's Scott Dougan of Elevated Retirement Group. Scott Dougan founded Elevated Retirement Group in 2003 in order to fill a niche he felt was not being addressed properly in the retirement planning environment helping retirees and pre-retirees in the Kansas City metro area find answers to issues that may affect the quality of life during their retirement. Scott is a Registered Financial Consultant (RFC) and holds a Series 65 Investment Adviser Representative license, which holds him to the fiduciary standard. He also holds insurance licenses in Kansas, Missouri and other states. more

Actuary Voices is the official podcast of the American Academy of Actuaries. This podcast brings you thoughtful conversations on the role of professionalism in both actuaries' day jobs and the Academy's public policy work. more

In football, the Red Zone is where a team has to make small adjustments to ensure victory. As you approach retirement, you also need to make small adjustments to ensure success. Join John Mears of Mears Money Management each episode as he helps you understand the most important strategies that will help lead you to financial and retirement success. John has more than 20 years of experience providing comprehensive planning services to families throughout the Santa Clarita, California area. On this show, he'll breakdown the essential facets of tax planning, investing, retirement concerns, and much more. If you have a 401(k), IRA, Roth, pension or any other type of retirement account or savings vehicle then this is the show for you. Understand your savings and have some fun along the way with John Mears! Contact John at http://mearsmoney.com or by calling 661-775-3704. more

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 protecting your assets from outside forces that can disrupt your retirement.  On this podcast, we share videos about the issues retirees face. Advisory services offered through MasterPlan Retirement Consultants, Inc., a Registered Investment Advisor in the state of Georgia. Insurance, tax and commodities services offered through Fricks and Associates, Inc. dba MasterPlan Retirement Consultants.  The aforementioned are affiliated companies. more

News and insights about the complex, prudent, and disciplined investment strategies the State of Wisconsin Investment Board has put in place to help grow and protect the assets of the Wisconsin Retirement System.Navigating today's financial markets takes innovative thinking to design and implement investment strategies that control risk while generating reasonable returns. In a time when public pension funds across the country are struggling with issues related to underfunding, SWIB has helped fuel one of the only fully funded pension systems in the U.S.Join us as we talk about the importance of managing assets in a more challenging environment and optimizing cost over the long term on behalf of the more than 642,000 current and former state and local government employees and their families who rely on the WRS for some of their retirement security.SWIB is recognized as a premier investment organization because of its strong management of the trust funds of the WRS and several other smaller trust funds. SWIB has been successful in generating respectable returns to help ensure the WRS is able to meet its obligations today and in the future. more

401(k) Roundtable takes you behind the scenes for a look at what it takes to run a successful retirement plan. A podcast designed for retirement plan sponsors, fiduciaries and members of retirement plan committees, each episode features a guest expert to engage in an informative conversation with host and industry veteran Rick Unser. Get the perspectives and insights you need to make more informed decisions to benefit your plan, employees and business. more

Fun With Annuities® Podcast is hosted by America's Annuity Agent, Stan The Annuity Man®. Hear brutal annuity facts with no sales pitches from the top independent agent in the country, licensed in all 50 states. Author of 7 books, Stan dives deep on all annuity types and strategies. It's fun, learning the contractual truths on how annuities actually work and if they'll fit your personal retirement lifestyle. Listen in on how you can be livin' the reality, not the dream. more

Georgetown Center for Retirement Initiatives (CRI)'s Executive Director Angela Antonelli talks with industry innovators, leaders, and influencers shaping the future of retirement. more

Welcome to The Washington State Retirement Planning Podcast the ultimate podcast designed to demystify and optimize your Washington retirement journey!Our seasoned experts will break down complex topics into digestible, actionable insights. From TRS & PERS Pensions to DCP, 403b, Social Security, and beyond, we cover it all.With engaging interviews, real-life success stories, and Q&A sessions, this podcast is your go-to resource for a secure retirement. You'll gain a comprehensive understanding of your benefits, so you can make well-informed decisions.Want More? Visit WATRSPERS.com more

Pension Protectors is where real stories meet real solutions. We talk money, stress, wellness—the stuff no one else does. No fluff, just honest help so you can retire confident, prepared, and at peace—with people you trust in your corner. Whether you are a seasoned first responder or a veteran public school teacher, we will cover topics like retirement, that are relative to you and your pension. Matt and Clint are culturally competent professionals who speak in a language you can understand. Not even your unpredictable income or hours will throw off your hosts as they have 30+ years combined experience in focusing on state pensioners just like yourself. www.triplecrownwm.com Clinton Kersting and Matthew McManus offer securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offer annuities and insurance through Equitable Network, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind. Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network. more

Welcome to the Personal Pension Radio Podcast, where it is all about planning correctly today so that you can sit back and reap the retirement lifestyle benefits later! Discover time tested strategies to help you lower your taxes, cut your expenses, and maximize your lifestyle today without sacrificing your retirement lifestyle or legacy tomorrow. Join us as we help you avoid the junk advice offered by unlicensed financial entertainers and the Wall Street marketing machine. We uncover financial strategies that empower you to break away from the herd. Success does not come from a product or a singular strategy. Savings, investing, tax planning, estate planning, insurance, goal setting, income engineering, and lifestyle design must all be considered from a macro perspective.Wealth accumulation is an important component of a financial plan; however, the size of your 401k account, stock portfolio or defined benefit plan, the balance of your accounts can overshadow the most important - the income they can provide. As you plan for the sale of your business or retirement, the question you should ask is, 'What will my income be and will I be able to preserve my lifestyle?'You can retire or sell your business with your lifestyle intact. Don't settle for the inaccurate and incomplete advice of Financial Entertainers like Dave Ramsey, Suze Orman, or Jim Cramer. There is a better way! more

An inside look at MERS investments with Chief Investment Officer, Jeb Burns, exploring market performance, future forecasts, and how MERS' strategy is adjusting to meet the long-range goals of providing stable funding for multi-billion dollar pension fund. more

A top retirement podcast dedicated to helping you: Reduce Taxes | Make Work Optional | Maximize Retirement Income | Invest Confidently | Optimize Stock Compensation | Help Future Generations Scott Sierens, financial advisor at Sierens Financial Group, will provide thoughts, strategies, and ideas on each episode to help you thrive in life, wealth and retirement. The goal is to take complex financial subjects and make them simple and easy to understand so you can feel confident to take action, enjoy life, and eliminate financial stress and anxiety. Scott, along with guests from across various industries, will cover topics such as tax savings strategies, investments and wealth management, IRAs, 401(k)s, retirement planning, retirement income strategies, pensions, estate planning, social security, healthcare, and much more. Retirement isn't an age or number. It's finding the balance between living life today and feeling financially confident about YOUR tomorrow. Ask Scott your questions by calling 847-235-6989 or check out our podcast website at https://maxretirementshow.com for more resources. more

Federal retirement expert, Chris Kowalik, empowers federal employees to make confident decisions as they plan for the days when they no longer have to work. Chris' candid and straightforward nature allows employees to get the answers they need, and to understand the impact these decisions have on their retirement. more

Our quarterly podcast, 'Retirement Plan Insider,' brings you everything you need to know about defined contribution (DC) plan governance, operations, investments and compliance. Each quarter, Segal's DC experts will be giving you the lowdown on the latest developments in the field. From regulatory issues and best practices to investment strategies, we'll be covering it all. more

From pension planning under PERS & FPDR, to health care planning under PERS Health Insurance we are going to be teaching the ins and outs of financial planning unique to Oregon's heroes. Our goal is to educate you on the many benefits available and unique to a public servant in Oregon so that you can take action today to better your financial picture. We will be diving deep into topics regarding your pension options, coordinating out of state pensions, Social Security, Medicare, Union Contract retirement benefits, investment planning, tax planning strategies and much more. more

Nossaman's Pensions, Benefits & Investments Briefings podcast (formerly Public Pensions & Investments Briefings) explores the legal issues that impact governmental, private and non-profit pension systems and their boards in the United States. Episodes cover a wide variety of topics, from the changing investment climate to litigation impacting pension plans nationally, as well as emerging fiduciary, insurance, employment, benefits, tax compliance and intellectual property issues. more

Perhaps you've heard about pension reform on the news? Multiemployer benefit funds provide retirement, paid sick leave, vacation, and other paid benefits to millions of middle and working-class Americans and retirees, but these funds are complex. Join Traci Dority-Shanklin, the client and union advocate with over 20 years of managing Taft-Hartley funds, as she navigates the complex world of Taft-Hartley and speaks with the experts who help guide these plans. Guests will share the latest developments, their personal stories, and their perspectives as they help unlock the mysteries of these funds. more

Listen as Mike covers a variety of retirement topics, including IRA rollovers, 401(k) questions, estate planning, retirement planning and independent pension analysis.The Pension Group's focus is helping individuals with a pension to better understand their options and make informed decisions in their retirement, regardless of where they are employed.Neither Michael Martinez nor The Pension Group has any affiliation with any company and/or with American Honda Motor Co, Inc or its affiliates. more