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With the clock ticking toward the Social Security fund's projected insolvency, advisors might take different approaches depending on clients' ages and levels of wealth.
From emergency savings to helping your children, here's how advisors suggest ranking the financial demands competing for your money.
As funding questions persist for Social Security and Medicare Part A, speakers at the recent AICPA conference discussed how advisors can guide clients through complex benefit rules and options.
If your portfolio has been underperforming, you might need to fire your adviser. That gets tricky if you share a friend group.
Schedule a free financial assessment with an experienced professional at Pure Financial Advsiors: https://purefinancial.com/lp/free-assessment/?utm_source=captivate&utm_medium=podcast&utm_campaign=fre...
Most retirement advice isn't wrong. It's incomplete. And following incomplete advice for 30 years is how people end up financially ready for retirement but completely unprepared to live it. I've seen ...
Business owners should start exit and estate planning years before a potential sale. Waiting until the deal is on the table can cost you millions in taxes.
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...
What if your Social Security benefit is worth far more than you realize, and the decision of when to claim it could be one of the biggest financial choices you'll ever make? As part of our "By the Num...
Longevity and constant financial tickers these days often trigger retirees' fears that they will outlive their assets. Here's how financial advisors can coach them through.
With a $10M gift to create and run a school of financial planning, Ric Edelman aims to solve the retirement readiness crisis and wealth management's talent shortage.
When it comes to retirement savings, Roth IRAs are among the most powerful tools for achieving tax diversification and financial flexibility. Knowing how and when to tap into your Roth IRA can make a ...
The latest projections indicate the main Social Security retirement fund will reach insolvency in less than six and a half years. For retirees and their advisors, that could mean a potential rethink o...
Roger Whitney explores the relationship between cost and value in retirement planning, focusing on how to better understand the fees associated with financial advice, investments, and insurance produc...
Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/PureFreeAssessment Heidi from the Space Coast of Florida found a money-saving tidbit in a past episode that comple...
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.