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The following listen on-demand podcasts matched your search results for: Planning
Clearview Today
Abidan Shah
April 22, 2024
Monday, April 22nd | Mark Driscoll and the James River Controversy
In this episode of Clearview Today Dr Shah talks about a recent controversy that has sparked some conversation on what Matthew really means Support the showIf you enjoyed the show please like and follow our Facebook and Instagram pages and also subscribe to our YouTube channel This is an excellent way to stay connected to the Clearview team and ensure you don apos t miss a thing Another great way to support the show is to use promo code TODAY when checking out at mightymuscadine com To learn more about Clearview Church visit us at clearviewbc org If you have [... more]
Outlaw Lawyer
Josh Whitaker & Joe Hamer
April 20, 2024
Top Legal Headlines & Estate Planning Q&A
On this edition of Judica County Radio our hosts Josh Whitaker amp Joe Hamer managing partners at whitaker amp Hamer Law Firm hit the latest legal headlines Michigan school shooter's parents charged and sentenced Arizona abortion ban of reinstated and the importance of estate planning Q amp A this week also centering around estate planning and wills If you have any estate planning questions call Whitaker and Hamer - - or you can click here to visit our website attorneylife lawupdates legalservices business supremecourt legaladvice lawmemes personalinjurylawyer lawnews lawsuit lawyerup lawfirms lawlife criminallaw criminaldefense lawyered legalpractice divorce lawyerlifestyleSee omnystudio com [... more]
Finishing Well
Hans Scheil
April 20, 2024
Take Social Security Early or Wait Until 70?
Hans and Robby are back again this week with a brand new episode This week's discussion is about should you take social security early or wait until you're Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Planning Matters Radio
Peter Richon
April 13, 2024
Steps to Protecting a Child with Disabilities
The cost of raising a child to the age of now costs about and that doesn't even include college For a child with special needs that cost can more than triple Without proper preparation your child's lifetime needs can quickly outstrip your funds Peter Richon with Richon Planning recommends to Erin Kennedy that you -Prepare Your Estate -Coordinate with Government Benefits -Identify a Caregiver -Involve the Family Seek Professional Guidance You may also consider a special needs trust Proactive planning means you your child and your family will be okay in case the worst happens And keep in mind estate [... more]
Finishing Well
Hans Scheil
April 13, 2024
How Much Income Tax Do Retirees Pay?
Hans and Robby are back again this week with a brand new episode This week's discussion is about when it comes to income tax how much do retirees pay Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Planning Matters Radio
Peter Richon
April 06, 2024
Palm Trees or pickleball courts? What You Need to Know before Relocating in Retirement
Dreaming of a retirement escape but worried about hidden costs or missing your favorite activities As Peter Richon with Richon Planning and Erin Kennedy discuss retirement offers an opportunity for new beginnings and adventures but before you move Peter recommends you first consider Cost of Living essential when trying to figure out if your retirement savings and income will be sufficient to maintain your desired lifestyle Healthcare Access and Quality which becomes increasingly important and often expensive as we age Social Support Network Moving often means leaving behind friends and support networks that can be a tough transition Tax Implications [... more]
Finishing Well
Hans Scheil
April 06, 2024
Why Estate Planning
Hans and Robby are back again this week with a brand new episode This week's discussion is about why you should plan out your estate Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
MoneyWise
Rob West and Steve Moore
April 04, 2024
Estate Planning for Blended Families
Blended or stepfamilies have become a new normal So how do couples in those situations navigate the effects it has on their finances On today's Faith amp Finance Live host Rob West will talk with Valerie Hogan about the challenges for estate planning that blended families may encounter Then Rob will answer your calls and financial questions nbsp See omnystudio com listener for privacy information [... more]
Faith And Finance
Rob West
April 04, 2024
Estate Planning for Blended Families
Blended or stepfamilies have become a new normal So how do couples in those situations navigate the effects it has on their finances On today's Faith amp Finance Live host Rob West will talk with Valerie Hogan about the challenges for estate planning that blended families may encounter Then Rob will answer your calls and financial questions nbsp See omnystudio com listener for privacy information [... more]
Planning Matters Radio
Peter Richon
March 30, 2024
The 4 Expenses Retirees (Almost Always) Underestimate
Discover the hidden financial traps most retirees don't see coming In retirement it's incredibly important to nail down known expenses so you can build an income plan around them In this video Peter with Richon Planning and Erin Kennedy break down the four expenses that retirees consistently overlook including Healthcare Medicare doesn't cover everything And LTC can wipe out your savings if you don't have insurance Housing Even if you own your home outright you'll still have expenses Taxes A lot of retirees underestimate what they'll pay in taxes in retirement We'll still be paying income taxes in most cases [... more]
Finishing Well
Hans Scheil
March 30, 2024
Turn Your IRA or 401k Into a Pension Check
Hans and Robby are back again this week with a brand new episode This week's discussion is about how to either turn your k or IRA into a pension check Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Dana Loesch Show
Dana Loesch
March 26, 2024
Absurd Truth: Ronna's Brief NBC Stint
Ronna McDaniel already gets booted by MSNBC Biden is planning to ban gas powered cars Meanwhile Jill Biden makes a speech in California comparing banning sexually explicit content in elementary schools to Nazi Germany during World War II Please visit our great sponsors Black Rifle Coffeehttps blackriflecoffee com danaJoin the Coffee Club today and get off your first month's subscription ExpressVPNhttps expressvpn com danaKeep your online activity private and get months free with code DANA Fast Growing Treeshttps fastgrowingtrees comUse code Dana at checkout to save an additional Goldcohttps danalikesgold comGet your free Gold Kit from GoldCo today Hillsdale Collegehttps [... more]
Dana Loesch Show
Dana Loesch
March 26, 2024
Tuesday March 26 - Full Show
A cargo ship loses power and crashes into The Francis Scott Key Bridge in Baltimore causing it to collapse The UN voted for a ceasefire in Gaza The DOJ launches a national red flag center Dana shares her weekend in Italy with European conservatives Jill Biden makes a speech in California comparing banning sexually explicit content in elementary schools to Nazi Germany during World War II Benjamin Netanyahu cancels his trip to DC The Internet was arguing over the weekend about the phrase Chris Is King Nancy Pelosi ironically calls Trump a grifter Rapper P Diddy's home is raided by [... more]
Planning Matters Radio
Peter Richon
March 23, 2024
5 Signs Your Advisor is Doing Real Financial Planning
Is your financial advisor truly planning for your future or just coasting In this video Peter with Richon Planning and Erin Kennedy lay out the five signs that your advisor is delivering genuine financial planning not just quick fixes A truly committed advisor will Help you define your goals and objectives Gather details on ALIE Assets Liabilities Income and Expenses Confirm your Social Security Benefits Request last year's tax return Ask for copies of Estate Planning Documents If this doesn't sound like your advisor reach out to Peter for a second opinion Just call - or visit www RichonPlanning com [... more]
Finishing Well
Hans Scheil
March 23, 2024
The IRS Wants Their Money
Hans and Robby are back again this week with a brand new episode This week's discussion is about IRS and how they want your money Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Our Daily Bread Ministries
Various Hosts
March 19, 2024
Happy Trust
A woman rescued Rudy from the animal shelter days before he was to be euthanized and the dog became her companion For ten years Rudy slept calmly beside Linda rsquo s bed but then he abruptly began to jump next to her and lick her face Linda scolded him but every night Rudy repeated the behavior ldquo Soon he was jumping on my lap to lick my face every time I sat down rdquo Linda said As she was planning to take Rudy to obedience school she began to consider how insistent Rudy was and how he always licked her [... more]
MoneyWise
Rob West and Steve Moore
March 19, 2024
Your Pre-Retirement Checklist
Pilots always review a preflight checklist before taking off because the cockpit is one place you don rsquo t want to encounter surprises Your retirement is another On today's Faith amp Finance Live host Rob West will welcome Mark Biller to go over your pre-retirement checklist Then they rsquo ll answer your calls and questions about investing nbsp See omnystudio com listener for privacy information [... more]
Planning Matters Radio
Peter Richon
March 16, 2024
The Secrets to Maximizing Your Social Security as a Couple
Social Security claiming strategies for married couples can be more complex because you need to consider spousal benefits and survivor benefits In this video Peter with Richon Planning and Erin Kennedy talk through some key questions including Spousal strategies how to leverage spousal benefits for a bigger joint income Planning for the future Understand how claiming decisions impact your survivor benefits and overall financial security There are more than permutations if you're married and looking to claim Social Security which is why this isn't simply an equation it needs to be a conversation with an expert If you'd like to [... more]
Finishing Well
Hans Scheil
March 16, 2024
Long Term Care, A Caregiver's Story
Hans and Robby are back again this week with a brand new episode This week's discussion is about A caregiver's letter It is a letter written by you to your family that describes what you want done long term care wise depending on different scenarios Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
MoneyWise
Rob West and Steve Moore
March 13, 2024
What’s in Your Health Care Directive?
Within the process of estate planning wills and trusts are important but they only apply to your money and possessions mdash not to you On today's Faith amp Finance Live host Rob West will give some reasons why you also need a Health Care Directive as part of your estate plan Then he rsquo ll take some calls on various financial topics nbsp See omnystudio com listener for privacy information [... more]
Faith And Finance
Rob West
March 13, 2024
What’s in Your Health Care Directive?
Within the process of estate planning wills and trusts are important but they only apply to your money and possessions mdash not to you On today's Faith amp Finance Live host Rob West will give some reasons why you also need a Health Care Directive as part of your estate plan Then he rsquo ll take some calls on various financial topics nbsp See omnystudio com listener for privacy information [... more]
The Charlie Kirk Show
Charlie Kirk
March 12, 2024
The Left Fears Mark Robinson
Mark Robinson is poised to be the next governor of North Carolina and the left is in a panic In order to stop a conservative black man from making NC a new Florida the left is planning to spend million and is outrageously smearing him as a Holocaust denier Robinson joins Charlie for a conversation debunking the lies and looking to North Carolina's promising future Then Charlie reacts to Robert Hur's testimony in Congress which is making his report even more devastating for the Biden White House For more content become a member at members charliekirk com Support the show [... more]
Outlaw Lawyer
Josh Whitaker & Joe Hamer
March 09, 2024
Private Bar laws as Well as Sports Gambling for NC, Q&A Wills and Trust
On this edition of Judica County Radio Owning a Private Bar and the laws that will govern Sports Gambling is coming and Josh and Joe discuss Question and answer in and around Wills and Trusts also making the show today If you have a legal question call Whitaker and Hamer - - Free consult for the first callers in need of estate planning attorneylife lawupdates legalservices business supremecourt legaladvice lawmemes personalinjurylawyer lawnews lawsuit lawyerup lawfirms lawlife criminallaw criminaldefense lawyered legalpractice divorce lawyerlifestyleSee omnystudio com listener for privacy information [... more]
Planning Matters Radio
Peter Richon
March 09, 2024
How to Have a Conversation about Money and Financial Values with Your Kids: 3 Tips!
Teaching kids about money and financial values isn't just about preparing them for financial success it's about teaching them responsible decision-making boosting their confidence and independence and reducing their vulnerability to scams and manipulation In this video Peter with Richon Planning and Erin Kennedy share tips to get the ball rolling Tailor your approach to their age conversations and questions should vary depending on whether your talking to young children versus tweens versus teens Use everyday opportunities to teach grocery shopping paying bills discussing needs versus wants Lead by example be transparent about your budget savings goals and spending habits [... more]
Finishing Well
Hans Scheil
March 09, 2024
Medicare Part D
Hans and Robby are back again this week with a brand new episode This week's discussion is about medicare part D Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Family Life Today
Dave & Ann Wilson, Bob Lepine
March 08, 2024
Blending a Family after Loss: Ron Deal
Stepparenting is hard especially after loss of a family member Ron Deal understands how blending a family can be hard and in his book 'Preparing to Blend ' crafted for engaged or pre-engaged couples with kids from previous relationships he guides you through the journey of combining loss and love touching on wedding planning and communication Show Notes and Resources Connect with Ron Deal and catch more of his thoughts at rondeal org about and on X RonLDeal and Facebook SmartStepfamilies and FamilyLifeBlended And grab Ron Deal's book Preparing to Blend in our shop Listen to the full episode of [... more]
Planning Matters Radio
Peter Richon
March 02, 2024
Retirement Planning and Tips for Women
A recent study found women are far less financially prepared for retirement than men According to TransAmerica men have more than double the retirement savings of women As Peter with Richon Planning and Erin Kennedy discuss there are several factors that contribute to that discrepancy the earnings gap women are more likely to be caregivers and they're more likely to have professional interruptions Further of women do not have a retirement strategy versus of men However women live longer than men they need a retirement plan that accounts for longevity Working with a financial advisor can help you create a [... more]
Finishing Well
Hans Scheil
March 02, 2024
Social Security Statement For 2024
Hans and Robby are back again this week with a brand new episode This week's discussion is about your social security statement for Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Wisdom for the Heart
Dr. Stephen Davey
February 29, 2024
Questions for the Heart
Listen to the full-length version or read the manuscript of this message here https wfth me postcards Third John is a personal letter between the great Apostle John and one of his closest friends and it's astounding that the issues they faced haven't changed much over the past two millennia As Pastor Davey unpacks the first four introductory verses he raises five questions for which the answers are known only to each of us respectively and to God So let's use these promptings as a mirror for our souls and reflect upon how we are progressing in our own walk [... more]
Planning Matters Radio
Peter Richon
February 24, 2024
Should Couples Retire Together?
Couples should carefully consider the financial and emotional consequences of retiring simultaneously before making the decision If you're considering retiring at the same time peter with richonplanning and erinkennedy walk through questions you should consider first Have You Correctly Calculated Your Cost of Living in Retirement According to a recent study of older adults spend MORE money during their first few years of retirement than before retiring When is the Best Time for each Person to Claim Social Security Do You Feel Ready to Retire The decision to retire is not just a financial one And keep in mind when [... more]
Finishing Well
Hans Scheil
February 24, 2024
2024 Income Tax Brackets For Roth IRA Conversion
Hans and Robby are back again this week with a brand new episode This week's discussion is about income tax brackets for Roth IRA conversion for Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Living on the Edge
Chip Ingram
February 20, 2024
Broken Hearts Broken Dreams - Why Marriages Don't Work Anymore, Part 1
Remember your wedding day - the planning the dreams the excitement Do you wish you could rekindle those just-married feelings and passions all over again Chip gets this series started by explaining how you can spark that flame of love and at the same time build a friendship and foundation that will stand the test of time [... more]
Planning Matters Radio
Peter Richon
February 17, 2024
Have You Heard of the "Rich Person's Roth?
Roth IRAs are one of the best ways to minimize taxes However many people earn too much to qualify for a Roth IRA single filers who make more than K and married couples who make more than k In this video Peter with Richon Planning and Erin Kennedy talk through an alternative for those high earners known as the Rich Person's Roth However it's not a retirement account it's a cash value life insurance policy which also offers tax free growth and tax free withdrawals Cash value life insurance can be a great strategy for certain investors However it's certainly [... more]
Finishing Well
Hans Scheil
February 17, 2024
Estate & Inheritance Tax Federal & State
Hans and Robby are back again this week with a brand new episode This week's discussion is about federal and state tax for both estate and inheritance Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Alan Wright Ministries
Alan Wright
February 16, 2024
See It to Be It [Part 3]
[... more]
Planning Matters Radio
Peter Richon
February 10, 2024
The Dow and the S&P Climb to Record Highs... How Long Will the Rally Last?
The S P recently crossed its January peak fueled by investor optimism and signaling from the Fed that we'll begin to see lower interest rates The Dow also recently hit a new high However as Peter with Richon Planning explains to Erin Kennedy this rally can't last forever which is why it's so important to stick to your financial plan When the market reaches new highs investors feel euphoric and tend to invest more precisely when we are at the point of maximum financial risk This counterintuitive reaction is known as emotional investing Remember the point of maximum financial opportunity [... more]
Finishing Well
Hans Scheil
February 10, 2024
Single Premium Immediate Annuities
Robby is back again this week with Tom Griffith for a brand new episode This week's discussion is about single premium immediate annuities Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
The Charlie Kirk Show
Charlie Kirk
February 10, 2024
THOUGHTCRIME Ep. 32 — Working 40 Hours = Boomer? Prosecute Shooters' Parents? DignifAI?
In this week's ThoughtCrime Charlie Kirk Jack Posobiec Tyler Bowyer and Blake Neff engage with many compelling questions including -Should parents be held responsible for deadly crimes by their children -Is it Boomer to think young people should work hours a week -Why is Elon Musk planning a DEI war against Disney Support the show http www charliekirk com supportSee omnystudio com listener for privacy information [... more]
Outlaw Lawyer
Josh Whitaker & Joe Hamer
February 03, 2024
All-Star Group of Lawyers Joins Judica County Radio for Q&A
On this edition of Judica County Radio Josh Whitaker amp Joe Hamer welcome in three of their own to help with question and answer Attorneys Taylor Scruggs-Smith Ashley Pinner and Cassandra Nicholas join Josh amp Joe to tackle questions Family law Estate Planning and Estate Administration questions will be answered by the legal minds of Whitaker amp Hamer If you have any legal questions of your own please call Whitaker amp Hamer Law Firm - - attorneylife lawupdates legalservices business supremecourt legaladvice lawmemes personalinjurylawyer lawnews lawsuit lawyerup lawfirms lawlife criminallaw criminaldefense lawyered legalpractice divorce lawyerlifestyleSee omnystudio com listener for privacy [... more]
Finishing Well
Hans Scheil
February 03, 2024
Which Beneficiary Are You
Robby is back again this week with Tom Griffith for a brand new episode This week's discussion is which beneficiary are you Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Summit Life
J.D. Greear
January 31, 2024
Make the Most of Your Mist
We all make plans whether they concern what we will do the next day or in the coming years While the Bible acknowledges that it is certainly wise to plan it also recognizes that the posture behind our planning is crucial In this teaching from the book of James Pastor J D shows us how to make the most of the short time God has given to each of us [... more]
Planning Matters Radio
Peter Richon
January 27, 2024
What is a Retirement Drawdown Strategy? 6 Tips to Make Your Money Last
You've spent decades building your nest egg Then when you retire you need a plan to stop saving and start spending but not too much that you risk running out of money As Peter with Richon Planning explains to Erin Kennedy it's a delicate balance that requires you to consider these variables A Plan to Minimize Taxes Make the Right Decision about Social Security Benefits Choose the Right Pension Payout Balance Guaranteed Income and Long-Term Growth Plan for Longevity Account for Inflation Accounting for each of these variables will be different for everyone If you'd like to speak with a [... more]
Finishing Well
Hans Scheil
January 27, 2024
Long Term Care Life Insurance Purchased With IRA 401K Money
Hans and Robby are back again this week with a brand new episode This week they discuss how you can purchase long term care life insurance with IRA k money Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Planning Matters Radio
Peter Richon
January 20, 2024
5 Benefits of Working in Retirement
Retirees may not be ready to stop working According to the Bureau of Labor Statistics just over percent of people aged - are employed That's up from about percent in In fact as Peter Richon with Richon Planning lays out with Erin Kennedy as Boomers age more are viewing retirement as another opportunity instead of an ending Here's a look at the top benefits of working in retirement Mental Health people who pursue meaningful activities say they feel happier and healthier according to the NIH Physical Benefits working provides you with many opportunities to stay balanced strong and healthy Financial [... more]
Finishing Well
Hans Scheil
January 20, 2024
Medicare Supplement Plan G
Hans and Robby are back again this week with a brand new episode This week they discuss the supplement plan G for medicare Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Planning Matters Radio
Peter Richon
January 13, 2024
5 Financial Resolutions for a Happy and Successful 2024
We're revisiting an annual favorite with some new action steps you can take now to set yourself up for success In this video Peter Richon with Richon Planning and Erin Kennedy walk through the top resolutions you should consider in Meet Your Match contribute at least the minimum amount to your retirement accounts to secure your employer's match Contribute More to Retirement contribution limits are higher in and don't forget to contribute to your Roth accounts Create a Budget one of the most important and often overlooked if not avoided steps You don't know what you'll need to live on [... more]
Finishing Well
Hans Scheil
January 13, 2024
Tax On Your Social Security
Hans and Robby are back again this week with a brand new episode This week they discuss the tax on your social security Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Planning Matters Radio
Peter Richon
January 06, 2024
Hoping to Make a Catch-Up Contribution? One Big Change for High-Income Earners
The passage of SECURE Act changed a lot when it comes to saving for retirement And we've just received some clarifications from the IRS about catch up contributions In is video Peter with Richon Planning and Erin Kennedy break down the changes that could affect you Despite previous guidance if you are looking to make a catch-up contribution in there won't be any changes However starting in those catch-up contributions will have to be made in your Roth account Here's what you need to know if you're at least years old or older no matter your income level you can [... more]
Finishing Well
Hans Scheil
January 06, 2024
Retiree Tax Rates, Brackets, And Exemptions For 2024
Hans and Robby are back again this week with a brand new episode This week they discuss tax rates brackets and exemptions for retirees in Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Planning Matters Radio
Peter Richon
December 30, 2023
5 Retirement Investing Mistakes to Avoid
A financially secure and happy retirement doesn't just happen it takes planning and some modifications as you get older In this video Peter with Richon Planning and Erin Kennedy walk through some mistakes Not Having a Plan Forgetting about Inflation Not Creating any Tax-Free Income Investing too Conservatively Taking on too much Risk as You near Retirement If you'd like to speak with a fiduciary advisor about creating a financial plan that is uniquely tailored to your financial goals please give Peter a call at - or set up a complimentary consultation by visiting www RichonPlanning com Retirement WealthManagement RetirermentMistakes [... more]
Finishing Well
Hans Scheil
December 30, 2023
All 7 Worries
Hans and Robby are back again this week with a brand new episode This week they discuss all seven worries in one show Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Planning Matters Radio
Peter Richon
December 23, 2023
The Concentration Risk Lurking in Your Portfolio
For the first time since investors are putting a lot of their money in S P index funds or in mutual funds that use the S P as a benchmark Most investors probably don't know that about of the gains we've seen this year are due to the performance of only companies In other words you may have a lot of money tied up in just a few stocks which could mean you're taking on more risk than you know In this video Peter with Richon Planning and Erin Kennedy talk through the reasons behind this new trend and how [... more]
Finishing Well
Hans Scheil
December 23, 2023
3 Retirement Income Annuities
Hans and Robby are back again this week with a brand new episode This week they discuss the three retirement income annuities Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Planning Matters Radio
Peter Richon
December 20, 2023
A Tax Smart Alternative To Cash
It's been a long time since we've seen inflation-adjusted interest rates above zero Since the Fed began hiking interest rates investors can once again earn attractive returns on cash But as Peter with Richon Planning explains to Erin Kennedy you may be earning less money than you think after accounting for inflation and taxes Instead of socking your money away in CDs treasuries or Money Market accounts Peter suggests you consider Buffered ETFs which can offer full principal protection Also unlike cash and cash alternatives Buffered ETFs don't generate taxable interest Instead you get much more favorable capital gains treatment [... more]
Planning Matters Radio
Peter Richon
December 16, 2023
Climbing Interest Rates Mean Good News for Annuity Buyers
The third quarter of saw record growth in annuity sales billion That's an jump over the same quarter last year Here's one reason why recent interest rate hikes When interest rates rise that often means better returns on annuities especially for fixed and fixed index annuities Peter with Richon Planning explains the correlation to Erin Kennedy while outlining why annuities could make sense as part of your larger financial plan Annuities function as a private pension They can provide guaranteed income for the rest of your life Creating a private pension has become increasingly important because the percentage of workers [... more]
Finishing Well
Hans Scheil
December 16, 2023
Getting Money Out Of A Roth IRA
Hans and Robby are back again this week with a brand new episode This week they discuss getting money out of a Roth IRA Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Outlaw Lawyer
Josh Whitaker & Joe Hamer
December 09, 2023
The Importance of Having an Estate Plan/Will
On this edition of Judica County Radio Attorney's Josh Whitaker amp Joe Hamer discuss the importance of Estate Planning A pretty simple process that can help you avoid issues with your estate and holdings Having a simple will can also help you avoid big headaches with legal ramifications Stay tuned Judica County Radio is next If you need a legal question answered call Whitaker amp Hamer Law Firm - - attorneylife lawupdates legalservices business supremecourt legaladvice lawmemes personalinjurylawyer lawnews lawsuit lawyerup lawfirms lawlife criminallaw criminaldefense lawyered legalpractice divorce lawyerlifestyleSee omnystudio com listener for privacy information [... more]
Planning Matters Radio
Peter Richon
December 09, 2023
Social Security COLA Jumps 3.2% for 2024... but Medicare Part B Jumps 5.9%!
The cost of living adjustment reflects another year of high inflation However we now know we'll be paying almost more for Medicare Part B That doesn't mean you'll see a smaller SS check in January but if you're wondering how this will affect you Peter with Richon Planning and Erin Kennedy walk through these questions -Does the COLA affect when we should claim our Social Security benefits -How does this jump in the cost of Medicare Part B affect my Social Security check -Does this COLA increase affect the program's insolvency If you have any questions about when you should [... more]
Finishing Well
Hans Scheil
December 09, 2023
Long Term Care By The Numbers
Hans and Robby are back again this week with a brand new episode This week they discuss long term care by the numbers Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Planning Matters Radio
Peter Richon
December 02, 2023
New Retirement Account Contribution Limits for 2024
The IRS recently announced that we'll be able to sock away a lot more money for retirement starting in These increases are in line with an increased cost of living In this video Peter with Richon Planning and Erin Kennedy break down those changes and Peter explains how to prioritize your retirement savings If you'd like to talk through how to prioritize saving for your retirement or if you'd like to find out if you're properly tax-diversified please feel free to reach out to Peter by calling - or by visiting www RichonPlanning com Retirement k TaxStrategies TaxFree TaxDeferred [... more]
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