Truth Network Podcasts : Roth IRA

Podcasts

The following listen on-demand podcasts matched your search results for: Roth IRA

Faith And Finance

Rob West

April 26, 2024

If you make a year after taxes and have no children you rsquo re in the wealthiest of the global population If we begin to think of ourselves in the top how will that affect our financial decisions as stewards of God rsquo s resources On today's Faith amp Finance Live host Rob West will welcome John Cortines to share some interesting insights about Jesus and the wealthy Then Rob will answer your calls and financial questions nbsp See omnystudio com listener for privacy information [... more]

Faith And Finance

Rob West

April 17, 2024

Busy Mom’s 4 Steps to Spiritual Balance

We don rsquo t often think of time management as one of God rsquo s financial and spiritual principles but we definitely should And certainly busy moms know how critical it is to keep these things in balance On today's Faith amp Finance Live host Rob West will welcome Crystal Paine to share some tips on time management for achieving spiritual balance Then Rob will answer your questions on different financial topics nbsp See omnystudio com listener for privacy information [... 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]

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]

MoneyWise

Rob West and Steve Moore

February 13, 2024

Helping the Kids Buy a House

Home values and interest rates remain high and that rsquo s leading some parents to consider becoming a bank for their kids to help them finance their home purchase But are there pitfalls that come with that strategy On today's Faith amp Finance Live host Rob West will explore the idea of you helping your kids buy a house Then he rsquo ll answer some calls and financial questions nbsp See omnystudio com listener for privacy information [... 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]

MoneyWise

Rob West and Steve Moore

January 08, 2024

Created for Good Works

There rsquo s always someone who has a list of chores for you whether it rsquo s your spouse or your mom or your boss But what about your heavenly Father Is there a list He has for you On today's Faith amp Finance Live host Rob West will talk about what God wants from us when it comes to good works Then he rsquo ll answer your calls and various financial questions nbsp See omnystudio com listener for privacy information [... 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]

MoneyWise

Rob West and Steve Moore

December 28, 2023

Inside Out Stewardship

The Bible has dozens of verses about stewardship But have you ever wondered where stewardship begins What is it based on On today's Faith amp Finance Live host Rob West will welcome Chad Clark and they rsquo ll explore the basis of stewardship and what motivates us to practice it nbsp Then Rob will answer some calls on various financial topics nbsp See omnystudio com listener for privacy information [... 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]

MoneyWise

Rob West and Steve Moore

October 17, 2023

Roth Over a Traditional IRA?

What rsquo s the best investment option for you mdash a traditional IRA or a Roth On Faith amp Finance Live we get that question a lot as folks try to decide which type of retirement account will put them ahead in the long run So be sure to tune in today as host Rob West welcomes Mark Biller to help us take a fresh look at these two options Then they rsquo ll tackle your questions about investing nbsp See omnystudio com listener for privacy information [... more]

Planning Matters Radio

Peter Richon

October 17, 2023

2023 EP1017 | Financial Updates | 4 Year End Tax Tips To Get On Track For 2024

The end of the year is a great time to start thinking about your taxes for the upcoming year That's why Peter with Richon Planning and Erin Kennedy are sharing tax saving tips you can do now to help you get on track for Max Out Your Roth IRA Tax Loss Harvesting Consider Your Tax Filing Status Seek Tax Efficient Investments If you have any questions about Roth Conversions or if you'd like to talk through specific tax efficient investments including Health Savings Accounts s or Qualified Charitable Distributions please reach out to Peter by calling - or visit www [... more]

Planning Matters Radio

Peter Richon

October 14, 2023

2023 EP1014 | Financial Updates | Inheriting A Roth IRA? What You Need To Know

We talk a lot about the benefits of Roth accounts A Roth IRA allows you to save for retirement with after-tax dollars That means you pay taxes on your contributions now but your withdrawals are tax free in retirement There are also several benefits to inheriting a Roth IRA as Peter with Richon Planning explains to Erin Kennedy the distributions are tax-free and they won't affect your taxable income However with a few exceptions you'll still have to drain the inherited account within years If you are inheriting a Roth IRA here's a quick action plan Understand your beneficiary type [... more]

Planning Matters Radio

Peter Richon

September 30, 2023

2023 EP0930 | Financial Updates | 401k Withdrawal Rules: What You Need to Know

More Americans are tapping their ks because of financial distress In fact the number of people who made a hardship withdrawal surged from the second quarter of If you're thinking of tapping your k early Peter with Richon Planning and Erin Kennedy explain how it works and the risks including -How can I withdraw money from my k without penalty -How the passage of the SECURE Act made hardship withdrawals even easier -The lost opportunity cost of tapping your k Keep in mind if you're not and you make a withdrawal not for a hardship you're going to face a [... more]

MoneyWise

Rob West and Steve Moore

September 25, 2023

Should You Set Up a Legacy IRA?

You've heard of the traditional IRA and the Roth IRA But have you heard of the Legacy IRA If you haven't heard of it before you might be wondering now if you need to have one On today's Faith amp Finance Live host Rob West will talk about the Legacy IRA its purposes and how you can know if you should set one up Then he'll answer your questions on various financial topics See omnystudio com listener for privacy information [... more]

Planning Matters Radio

Peter Richon

September 23, 2023

2023 EP0923 | Peter Richon | Opening A Trading Account

Many retirees are surprised to learn that above a certain income Social Security is taxed In retirement it's important to know how all your income streams will be taxed and how to mitigate those taxes In this video Peter with Richon Planning explains strategies to Erin Kennedy Convert to a Roth IRA Consider Shifting Income Investments Delay Claiming Your Social Security Benefits Another strategy to consider is a Qualified Charitable Distribution Determining which strategy is right for you is a very personalized calculation and it's something we specialize in at Richon Planning For your detailed and personalized retirement tax plan [... more]

MoneyWise

Rob West and Steve Moore

September 01, 2023

Financial Plans and God’s Will

We all want our plans to succeed but what does the Lord want And how can we tell if we are on the same page with God when it comes to our financial plans Join us for today's Faith amp Finance Live when host Rob West will talk about achieving your financial goals while doing God rsquo s will mdash all at the same time Then he rsquo ll answer your calls about various financial topics nbsp See omnystudio com listener for privacy information [... more]

MoneyWise

Rob West and Steve Moore

August 09, 2023

Be Diligent with Your IRA

Throughout scripture we read about the importance of diligence and find instructions for us to be good stewards of the things God has placed in our care On today's MoneyWise Live Rob West will give us some ways that we can be diligent with the money we rsquo ve been blessed with mdash specifically what we rsquo ve invested in our IRAs Then he rsquo ll answer some questions on various financial topics nbsp See omnystudio com listener for privacy information [... more]

MoneyWise

Rob West and Steve Moore

August 09, 2023

Charitable Gift Annuities

How you ever wondered if there rsquo s a way to receive income and increase your generosity at the same time On today's MoneyWise Live host Rob West will talk with George Duffin of the National Christian Foundation about a way you can do just that by using a charitable gift annuity Then Rob will answer your calls and questions on any financial topic nbsp nbsp See omnystudio com listener for privacy information [... more]

Planning Matters Radio

Peter Richon

July 01, 2023

2023 EP0701 | Financial Updates | Is It A Good Idea To Max Out Your 401K?

k s are generally the most accessible and easiest way to save for retirement but should you really be maxing out your contributions every year In this video Peter with Richon Planning and Erin Kennedy break down the pros and cons of stashing a lot of money in a pre-tax account and Peter explains when you should consider investing in other accounts as well If you'd like to sit down with Peter to determine where you should be putting your money to ensure a happy and tax-efficient retirement please feel free to give him a call at - or schedule [... more]

MoneyWise

Rob West and Steve Moore

June 27, 2023

When Helping Hurts

Christians are called to help the poor and studies consistently show that we rsquo re generous people compared to the whole But does that generosity always mean we rsquo re helping On today's Faith amp Finance Live host Rob West will talk with Brian Fikkert about when helping hurts Then Rob will answer your questions on different financial topics nbsp See omnystudio com listener for privacy information [... more]

MoneyWise

Rob West and Steve Moore

June 23, 2023

Inside Out Stewardship

The Bible has dozens of verses about stewardship But have you ever wondered where stewardship begins What is it based on On today's Faith amp Finance Live host Rob West will welcome Chad Clark and they rsquo ll explore the basis of stewardship and what motivates us to practice it nbsp Then Rob will answer the financial questions you want to ask nbsp See omnystudio com listener for privacy information [... more]

MoneyWise

Rob West and Steve Moore

June 12, 2023

Generous Stewardship

Christians have a calling to be generous We rsquo re also called to be faithful stewards So what happens when those two virtues intersect On today's Faith amp Finance Live Rob West will talk about generous stewardship Then he rsquo ll answer your questions on various financial topics nbsp See omnystudio com listener for privacy information [... more]

MoneyWise

Rob West and Steve Moore

June 01, 2023

Hidden Costs of Credit Cards

Credit cards can be a great tool mdash but they also carry some hidden costs that you should know about and try to avoid On today's Faith amp Finance Live host Rob West will talk about the hidden costs of credit cards and share some ways you can avoid them Then Rob will answer some calls on various financial topics nbsp See omnystudio com listener for privacy information [... more]

Planning Matters Radio

Peter Richon

May 27, 2023

2023 EP0527 | Financial Updates | Conversion as a Gift to Your Beneficiaries

When considering which assets to leave your beneficiaries there's one asset that's loaded with taxes IRAs Inheriting an IRA is very different from inheriting a Roth IRA In fact without proper planning as Peter Richon with Richon Planning explains to Erin Kennedy the irs may end up being your largest beneficiary Distributions from an inherited Roth account are both tax and penalty free which means you won't saddle your heirs with a heavy tax burden during their prime earning years If you have any questions about your financial legacy or if you'd like to learn more about strategic tax planning [... more]

Finishing Well

Hans Scheil

May 27, 2023

Back Door Roth IRA Strategy

Hans and Robby are back again this week with a brand new episode This week Hans and Robby discuss a back door Roth IRA strategy 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

May 07, 2023

2023 EP0506 | Financial Updates | Myth-busting Roth Conceptions

Roth IRAs are one of the most powerful tools you can use to become extremely wealthy But as Peter with Richon Planning explains to Erin Kennedy there are many misconceptions about them including -Myth You can't touch any money in a Roth until your years old -Myth Roth IRAs are only for Retirement -Myth You can't contribute to a Roth if you make too much money There are many reasons to consider investing in a Roth account or even converting your traditional IRA to a Roth If you would like to learn more about the tax-free earnings growth of a [... more]

MoneyWise

Rob West and Steve Moore

May 03, 2023

How to Give When You’re Broke

So you rsquo d like to give more but you feel you have nothing to spare Good news If money rsquo s scarce it doesn rsquo t mean your giving has to be On today's Faith amp Finance Live host Rob West will share some ways you can be generous without giving money Then he rsquo ll answer your calls on various financial topics nbsp See omnystudio com listener for privacy information [... more]

MoneyWise

Rob West and Steve Moore

April 25, 2023

Things You May Not Know About an IRA

Whether you already have an Individual Retirement Account mdash more commonly known as an IRA mdash or you rsquo re thinking about opening one there are several things you should know about them On today's Faith amp Finance Live host Rob West will explain some facts you may not know about IRAs Then he rsquo ll answer your calls on various financial topics nbsp See omnystudio com listener for privacy information [... more]

MoneyWise

Rob West and Steve Moore

April 12, 2023

The Ideal Economy

The creation account in Genesis lays the foundation for everything that comes after it in the Bible But you probably didn't realize it also forms the basis for the ideal economy On today's Faith amp Finance Live host Rob West will talk with economist Jerry Bowyer about what God intended to be the ideal economy Then Rob will answer your calls on various financial topics See omnystudio com listener for privacy information [... more]

Finishing Well

Hans Scheil

April 08, 2023

RMD Aggregation

Hans and Robby are back again this week with a brand new episode This week Hans and Robby have a discussion about RMD Aggregation 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

March 18, 2023

2023 EP0318 | Financial Updates | 5 Reasons You Should Consider a Roth Conversion Now

There may never be a better time to open a Roth account Roth IRAs offer tax-free earnings growth and as Peter with Richon Planning explains to Erin Kennedy there are clear-cut reasons you should consider investing in a Roth today Today's Historically Low Tax Rate the Tax Cuts and Jobs Act which reduced federal income tax rates is set to sunset in Your Depreciated Portfolio pay taxes on a smaller value now then allow that future growth to happen tax free Possible Elimination of Backdoor Roths the Build Back Better Act proposed ending Backdoor Roths the loophole dodged the axe [... more]

MoneyWise

Rob West and Steve Moore

March 07, 2023

Why and How We Save

Saving doesn rsquo t come naturally to us It rsquo s a habit we have to learn And God rsquo s Word tells us why it rsquo s so important that we learn to do it well On today's Faith amp Finance Live host Rob West will talk about why and how we save and what scripture has to say about it Then he rsquo ll answer your questions on different financial topics nbsp See omnystudio com listener for privacy information [... more]

MoneyWise

Rob West and Steve Moore

February 14, 2023

How To Have a Happy Valentine’s Day

Expressing your feelings to your loved ones on Valentine's Day is a great tradition but it's only one day a year and we could probably all do better expressing our love more often On today's Faith amp Finance Live host Rob West will share some things you should do all year round to ensure your Valentine's day is a happy one Then he'll answer your questions on different financial topics See omnystudio com listener for privacy information [... more]

MoneyWise

Rob West and Steve Moore

February 07, 2023

Financially Faithful in the Busyness of Life

We're called to be good stewards of God's resources but being financially faithful amid the busyness of modern life isn't easy On today's Faith amp Finance Live host Rob West will explain how to remain faithful in managing your money no matter how busy life becomes Then he'll answer your questions on different financial topics See omnystudio com listener for privacy information [... more]

MoneyWise

Rob West and Steve Moore

January 31, 2023

Trail Guide: Pt. 3 A Helper for the Way

What should you do if your faith is weak and you're struggling in your walk with Jesus He actually answered that question on the night before His crucifixion Chris Brooks shares the encouragement Christ promised to his disciples and to us Learn to enjoy the person and work of the Holy Spirit who empowers us to live in victory See omnystudio com listener for privacy information [... more]

Planning Matters Radio

Peter Richon

January 28, 2023

2023 EP0129 | Financial Updates | Did 529s Just Become a Better Investment?

Starting in you can roll up to from a into a Roth individual retirement account which can jumpstart tax-free retirement savings for young investors all while taking advantage of today's historically low tax rate But opening a as Peter Richon with Richon Planning explains to Erin Kennedy isn't right for everyone In this video Peter lays out the pros and cons and suggests other accounts you should consider maxing out first If you'd like to learn more about opening a for your child or grandchild or if you'd like to talk through other strategies to help fund higher education please [... more]

MoneyWise

Rob West and Steve Moore

January 13, 2023

Watch Out for Online Scams

Emotions can cause a lot of trouble especially if you allow them to get anywhere near your money And two of the most troublesome emotions are fear and greed On today's Faith amp Finance Live Rob West will explain how scam artists use fear and greed to separate you from your hard earned cash and what you can do to avoid becoming a victim of their schemes Then he rsquo ll answer your calls and financial questions See omnystudio com listener for privacy information [... more]

Finishing Well

Hans Scheil

January 07, 2023

Do You Know The Difference Between Contribution and Conversion?

Hans and Robby are back again this week with a brand new episode This week Hans and Robby discuss a particular question Do you know The difference between contribution and conversion 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

January 02, 2023

_MWL

MWL MWL-EX TUE - - MWL-EX TUE - - MWL-EX TUE - - MWL-EX TUE - - MWL-EX TUE - - See omnystudio com listener for privacy information [... more]

MoneyWise

Rob West and Steve Moore

January 02, 2023

_MWL

MWL MWL THU - - MWL THU - - MWL THU - - Eventide MWL THU - - MWL THU - - See omnystudio com listener for privacy information [... more]

MoneyWise

Rob West and Steve Moore

December 15, 2022

Getting Rid of a Credit Card

It rsquo s easy to get rid of a credit card Just cancel it But is that the best way And what if there rsquo s a balance On today's MoneyWise Live host Rob West will explain the easiest way to get rid of a credit card may not be the best way to handle an account when you rsquo re done using it Then he rsquo ll answer your questions on various financial topics nbsp See omnystudio com listener for privacy information [... more]

MoneyWise

Rob West and Steve Moore

December 07, 2022

12/7/2022_MWL

MWL record start record start record start record start record startSee omnystudio com listener for privacy information [... more]

MoneyWise

Rob West and Steve Moore

December 05, 2022

12/5/2022_MWL

MWL record start record start record startSee omnystudio com listener for privacy information [... more]

MoneyWise

Rob West and Steve Moore

November 28, 2022

A Penny Saved

Benjamin Franklin said ldquo A penny saved is a penny earned rdquo I rsquo m sure you rsquo ve heard that phrase but you may not realize that it rsquo s also a crucial insight into good money management On today's MoneyWise Live Rob West will explain how saving is a critical part of wise stewardship Then he rsquo ll take your calls and questions on various financial topics nbsp See omnystudio com listener for privacy information [... more]

Planning Matters Radio

Peter Richon

November 22, 2022

Financial Updates With Erin Kennedy & Peter Richon | The Clock is Ticking on 2022 Conversions

If you're considering converting an IRA to a Roth IRA in the clock is ticking In this video Peter with Richon Planning and Erin Kennedy break down everything you need to know before making a decision Keep in mind we are in a historically low tax rate Paying your taxes now will allow your money to grow tax free and any future withdrawals will not be taxed Also to help manage your tax liability you may choose to convert just a portion of your assets There is no limit to the number of conversions you can make so you may [... more]

Planning Matters Radio

Peter Richon

October 22, 2022

Financial Updates with Erin Kennedy & Peter Richon | 5 Year End

We are still firmly in Bear Market territory Stocks and bonds are sharply negative In fact the market recently lost nearly one quarter of its value since the beginning of the year But those negatives actually offer some unique opportunities according to Peter at RichonPlanning He breaks down several strategies with Erin Kennedy including Tax Loss Harvesting Rebalancing Avoiding Phantom Income Roth Conversions RMDs If you have any questions about how to employ some of these tax strategies please reach out to Peter for a complimentary consultation by calling - or by visiting www RichonPlanning com [... more]

Finishing Well

Hans Scheil

September 17, 2022

Life Insurance Tax Shelter

Hans and Robby are back again this week with a brand new episode This week Hans and Robby discuss using life insurance as a tax shelter 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

August 17, 2022

Maybe You Don’t Need a Reverse Mortgage

A reverse mortgage might seem like a great option for seniors who have equity in their home yet still find it hard to make ends meet But is it their only option On today's MoneyWise Live host Rob West will talk about some reverse mortgage alternatives that seniors can consider Then he rsquo ll answer your calls on various financial topics nbsp See omnystudio com listener for privacy information [... more]

MoneyWise

Rob West and Steve Moore

August 16, 2022

1970s Deja Vu All Over Again?

A philosopher once said those who can rsquo t remember the past are condemned to repeat it So is that what we rsquo re experiencing now On today's MoneyWise Live host Rob West will talk to investing expert Mark Biller about how history is repeating itself now that we rsquo re seeing many of the same economic conditions that existed in the s Then Rob will take your calls and financial questions See omnystudio com listener for privacy information [... more]

Finishing Well

Hans Scheil

August 06, 2022

Tax Planning For 2022

Hans and Robby are back again this week with a brand new episode The topic this week is about tax planning in Often times it is good to have a plan in place Proper planning can be the difference between success and failure Hans and Robby want to help you be successful when it comes to planning your taxes 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 - - [... more]

Planning Matters Radio

Peter Richon

July 16, 2022

2022 EP0716 | PLANNING MATTERS RADIO | FINANCIAL CONFLICTS

Do you remember a time when the news anchor on TV told you what happened in the world and left it up to you to formulate an opinion In today's world it seems we have to view everything with jaded glasses do extra research to verify what we are told and gather other information from different sources just to draw our conclusion about what we can believe Tune in this week as Peter Richon discusses a few of the potential conflicts in today's financial world Contact Peter Richon at - or visit the website at https richonplanning com [... more]

Finishing Well

Hans Scheil

June 18, 2022

Retiree Tax Bracket Planning

Hans and Robby are back again this week with a brand new episode So you're retired you've saved your money over the years now what do you do with it Hans and Robby are here to help 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]

Finishing Well

Hans Scheil

June 04, 2022

Revisiting MYGAS

Hans and Robby are back again this week with a brand new episode This week's show is all about revisiting MYGAS aka multi-year guaranteed annuity Hans and Robby go over the details and help you decide if this is what you need 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]

Finishing Well

Hans Scheil

May 28, 2022

IRA Beneficiaries And The Ten Year Rule

Hans and Robby are back again this week with a brand new episode This week's show is all about the new regulations for with IRA beneficiaries as well as a discussion on the ten year rule 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

May 19, 2022

Future Job Insecurity

Technology is advancing continually and often we don't even notice how that progress affects our everyday lives But if technology were to eliminate our job that's something we're certain to notice On today's MoneyWise Live host Rob West will share how some workers are facing future job insecurity because of developing technology Then he'll answer various financial questions from a biblical perspective See omnystudio com listener for privacy information [... more]

MoneyWise

Rob West and Steve Moore

May 06, 2022

What the Wealthy Know

It's been said that knowledge helps build wealth So if knowing things is an important part of managing money wisely we might ask what do the wealthy know that others might not On today's MoneyWise Live host Rob West will answer that question and share what the wealthy know Then he'll answer your calls and questions on various financial topics See omnystudio com listener for privacy information [... more]

MoneyWise

Rob West and Steve Moore

May 05, 2022

The Scoop on Career Assessments

Finding the right work makes life a lot easier As the saying goes find a job you love and you'll never work a day in your life But how do you find that job On today's MoneyWise Live host Rob West will talk about how career assessments can help you decide which field of work is right for you Then he'll answer some calls financial calls from a biblical perspective See omnystudio com listener for privacy information [... more]

MoneyWise

Rob West and Steve Moore

May 02, 2022

Are REITs Right for You?

Real estate not only can give you an income stream it almost always appreciates in value So is there an easy way to invest in it without becoming a landlord On today's MoneyWise Live Rob West will talk about a hands free way to invest in real estate Then he'll answer your calls and financial questions See omnystudio com listener for privacy information [... more]

Planning Matters Radio

Peter Richon

April 28, 2022

Financial Literacy Month

Interest compounding inflation bonds FINRA annually tests the American public's knowledge of basic financial concepts Peter Richon of RichonPlanning discusses these topics as well as Traditional vs Roth IRA's the recent and upcoming Fed rate hikes and where you can get a secure interest on savings right now on this week's show [... more]