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Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/PureFreeAssessment Joe Anderson, CFP® and Big Al Clopine, CPA spitball for people sitting on life-changing gains w...
The financial professionals who contribute to Kiplinger's Adviser Intel regularly write about annuities.
Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. Contact Devin's team at https://carrolladvisory.co/podcast1 C...
Today, I'm honored to welcome Bill Bengen to the podcast. Bill is widely known as the father of the 4% Rule and as one of the most influential retirement-income researchers in history. His groundbreak...
Hi all, I looked at the wiki here, but there are so many resources and none of them looked like what I am looking for. I'm not looking for calculators or financial advice, I just want to know what I n...
You can help protect your retirement by focusing on the one factor you can control — the unexpected costs of investing. Here's what to consider.
"Just one more year, to be safe." I've heard that sentence more times than almost any other in my career. One year becomes two, two becomes five. By the time they finally retire, something has shifted...
Advisors suggest multiple ways that clients can maximize the triple tax advantages of health savings accounts (HSAs) while avoiding penalties.
What happens when the retirement you worked so hard for doesn't feel as fulfilling as you imagined, and how can you rediscover purpose, structure, and joy in this next chapter of life? As part of our ...
While most DIY investors focus on short-term portfolio performance, CFAs and CFPs specialize in long-term strategies that support your full financial picture.
Norman Calvo explains how he found a third act in retirement by going against the norm and choosing adventure instead of a typical retirement. https://youtu.be/81atmTUjBWE One of the questions I ask p...
Want a powerful small-market prospecting tool? Discover how retirement plan advisors can leverage startup plan tax credits to win new clients and fix a major filing gap.
We are pleased to announce that Microsoft Copilot is now an integrated part of our “How Much Can I Afford to Spend in Retirement?” team. Copilot enhances our actuarial approach by providing structured...
Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. Contact Devin's team at https://carrolladvisory.co/podcast1 C...
One of your most important financial decisions is who you trust for advice. Your best bet is a fee-only professional legally committed to your best interests.
Paying off your mortgage before retirement sounds responsible. Sometimes it is. Sometimes it quietly costs you the best years of your life. In this episode, James walks through the story of a client w...
We owe it to our loved ones to consider what will happen when we pass away. Taking care of our own paperwork now will spare them time, stress and money later.
Graduations mark the end and beginning of certain chapters in life. In this episode we explore ways of teaching financial lessons at these important junctures in life. Glenn is available for in person...
Could one outdated beneficiary form, missing trust provision, or overlooked document completely derail the legacy you intended to leave behind? Topics covered in this episode: The biggest misconceptio...
Joe Schmitz Jr. and Jeremy Keil explore the 2% Club of retirees and the unique challenges that come with significant retirement savings and a pension. https://youtu.be/G04JKpKyLJ0 Most retirement conv...
If wealth management clients have children who are recent college graduates, pointing them in the right direction on their first 401(k)s helps build strong connections with two generations.
Today on Your Money, Your Wealth® podcast 560, Joe Anderson, CFP® and Big Al Clopine, CPA spitball business development company (BDC) funds for Edward in Illinois before diving into buckets of cash, T...
Joe Anderson, CFP® and Big Al Clopine, CPA are defusing some confusing tax time bombs today on Your Money, Your Wealth® podcast number 557. George in Torrance wants to know the smartest way to deal wi...
Joe Anderson, CFP® and Big Al Clopine, CPA spitball Roth conversions, capital gains, and retirement readiness from every angle, today on Your Money, Your Wealth® podcast number 556. Joe Momma from Vir...
Most people assume retirement taxes are based on how much they withdraw. The real problem is what the IRS eventually forces them to withdraw. In this episode, James walks through what taxes can actual...
We recently asked ChatGPT two questions about using the Actuarial Approach and its Funded Status metric to evaluate a household’s retirement sustainability. ChatGPT had high praise for the Actuarial A...
Mercer's Preet Prashar joins the podcast to unpack the evolution of target-date funds. Discover actionable fiduciary benchmarking insights on glidepath suitability, market concentration, and custom TD...
Retirement isn't always the carefree finish line people imagine. For many, it marks the start of a deeper search for purpose, identity, and fulfillment. Topics covered in this episode: Why so many ret...
Empower shows you what you own. Boldin models whether it lasts. Here’s how they compare on planning depth, tax strategy, and advisor access. The post Boldin vs. Empower: Which Retirement Planner Is Be...
Turns out, an adviser's long tenure is not a reliable indicator of their true expertise, especially in crucial areas like retirement income and tax planning.
Jesse Cramer and Jeremy Keil detail 7 real world lessons learned from working with hundreds of retirees. There’s a big difference between studying retirement… …and actually sitting across the table fr...
Despite looming concerns, only 32% of retirees said they work with a financial advisor, according to Schroders' 2026 U.S. Retirement Survey.
Unlike some retirees, you may not have had financial advice throughout your life to guide your decisions. But it isn't too late to benefit from it.
Holding a significant portion of your wealth in one or a handful of individual stocks can be both exhilarating and nerve-wracking. While the rewards of watching a single company's meteoric rise can be...
You may think you'll pay less in taxes once you retire, but taxable withdrawals and Social Security can keep your tax bill as high as it was during your career.
Just because a financial pro is a celebrated "top producer" doesn't mean they're not simply a skilled salesperson whose compensation is tied to selling products.
Retiring at 60 feels like a clean plan. Work ends, savings take over, and Social Security fills the gap later. What most people do not realize is that decision has already changed their benefit. In th...
Sometimes a Roth conversion isn't right for you — or at least not right now. A financial adviser explains what you should consider before getting involved.
What if the biggest risk to your legacy isn't taxes, but what your heirs do with the money once it's in their hands? Topics covered in this episode: Emotional and psychological triggers behind overspe...
I still talk to my accountant about everything. The difference now is that those conversations happen alongside all my other wealth planners. The post Why Accountants Should Not Be Your Go-To for Fina...
Allowing clients to surrender or lapse life insurance policies before gauging value on the secondary market amounts to a fiduciary fail, argues Cole Hallman of Citizens Life Group.
The first meeting with a new adviser can be intimidating, but you can reduce your worry and ensure you're hiring the right person by following a few rules.
Jeremy Keil walks through three critical questions future retirees can answer before their paycheck stops Most people spend decades preparing for retirement by focusing on one number: How much have I ...
June in Washington State is 62 with $2.5 million saved and a $350,000 pension on the table. Should she take the lump sum or the monthly check for life? Spoiler alert: there's a 3-to-1 vote in the stud...
Before you search for a financial professional, ask yourself what kind of financial advice you need. You'll then know where to look — and what fees to expect.
Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. ?Contact Devin's team at https://carrolladvisory.co/podcast1 ...
Many women forgo financial planning because it's just another thing to add to their lengthy to-do list. Here's why you should bump it to the top of your list.
A big single-stock win can feel like freedom one day and a tightrope the next. This plan walks through how a family holding ~$15M in NVIDIA shares can turn concentrated success into stable, low-stress...
I'm 61 she's 62 1/2. We have a Fidelity advisor and the scenarios all run well. Do we also need a CFP to essentially check his work? Hope she can retire fully at 63 and I'll stay on the job to 65. Any...
What if the goal of your bucket list isn't to slowly check it off, but to finish it, rebuild it, and use it to fuel a more meaningful retirement? Topics covered in this episode: How to build a purpose...