Rank #1: 161 Is a ROTH conversion right for you?
Jason and Emilia discuss ROTH conversions and if and when to use them when planning for your retirement.
Feb 24 2018
Rank #2: 128 How To Create A Retirement Bucket Strategy For Cash-Flow
Jason and Emilia talk about creating a bucket strategy for cash-flow in retirement.
Mar 30 2017
Rank #3: 138 Seven Steps To A Sound Retirement Plan
Jason and Emilia discuss seven steps to creating a sound retirement plan.
Jul 21 2017
Rank #4: 156 Your Sound Retirement Plan
Jan 04 2018
Rank #5: 137 Retirement Budget Calculator
Jason and Emilia discuss the launch of Retirement Budget Calculator.
Jul 13 2017
Rank #6: 168 Sound Investing with Paul Merriman
Jason interviews Paul Merriman about investing in retirement.
Paul Merriman is a nationally recognized authority on mutual funds, index investing, asset allocation and both buy-and-hold and active management strategies. Now retired from Merriman, the Seattle-based investment advisory firm he founded in 1983, he is dedicated to educating investors, young and old, through weekly articles at Marketwatch.com, and via free eBooks, podcasts, articles, recommendations for mutual funds, ETFs, 401(k) plans and more.
To learn more visit his website at, paulmerriman.com
May 10 2018
Rank #7: 183 Ten Questions To Ask Before Hiring A Financial Advisor
Jason and Emilia discuss 10 questions you should ask before hiring a financial advisor.
Oct 26 2018
Rank #8: 158 What are annuities?
Jason and Emilia talk about annuities and how they can be used as a tool in retirement planning.
Feb 02 2018
Rank #9: 196 Your Complete Guide to a Successful and Secure Retirement
Larry and I discuss his new book, Your Complete Guide to a Successful and Secure Retirement.
Larry Swedroe is the Lead Director and Director of Research of the Buckingham Family of Financial Services. Buckingham Strategic Wealth is a Registered Investment Advisory firm, currently managing $15 billion in assets, with offices in 30 cities. BAM is also provider of Turnkey Asset Management Services through the BAM ALLIANCE to about 135 financial advisory firms across the U.S. with approximately $19 billion of assets under administration and through Loring Ward which serves about another 1000 advisors and has about $17 billion of assets under administration.
Larry has authored or co-authored 17 books. The latest is Your Complete Guide to a Successful and Secure Retirement co-authored with Kevin Grogan.
Mar 08 2019
Rank #10: 175 Wise Investing Made Simple with Larry Swedroe
Jason and Larry talk about efficient markets and asset allocation for retirement investing.
Larry Swedroe is the Lead Director and Director of Research as well as a member of the Board of Directors at Buckingham Family of Financial Services. Buckingham is a Registered Investment Advisory firm, currently managing $15 billion in assets, with offices in 25 cities. BAM is also provider of Turnkey Asset Management Services to about 130 financial advisory firms across the U.S. and has approximately $19 billion of assets under administration.
Larry has authored or co-authored 16 books. The latest is Reducing the Risk of Black Swans, 2018 edition, co-authored with Kevin Grogan.
If you would like to learn more visit: www.buckinghamadvisor.com
Jul 20 2018
Rank #12: 159 "Rock Retirement" with Roger Whitney
Jason interviews Roger Whitney about his new book, Rock Retirement.
Roger Whitney is the Retirement Answer Man, and he believes you can create a great life that balances living well today AND living well tomorrow by having the right little conversation about money. Over the last 24 years he has worked directly with clients on this journey and shares the wisdom he's learned on his weekly podcast, The Retirement Answer Man, and his blog at rogerwhitney.com.
Roger has gifted 10 free copies of Rock Retirement to our listeners. Roger will randomly select the 10 listeners from those who sign up by visiting rogerwhitney.com/soundretirement.
Feb 09 2018
Rank #13: 146 Income, Safety & Growth
Jason and Emilia discuss three things that a retirement plan needs.
Sep 29 2017
Rank #14: 217 Tax Efficient Giving
Jason and John talk about strategies for giving in the most tax efficient ways.
John Madison is a CPA with 30+ years of experience working with clients to help them meet their financial goals. His counseling and teaching ministries are based on Biblical principles for financial stewardship of God's resources entrusted to us.
John doesn't sell insurance or investment products, nor does he manage investments for his clients. He receives no commissions from any product or services that he may recommend. Instead, his ministry is singularly focused on teaching and presenting options for his client's individual situations and goals.
He has been featured or quoted in numerous publications and web sites, including Forbes, U.S. News & World Report, the Chicago Tribune, and the New York Post.
To learn more join Jason and John for a live webinar on Wednesday, October 9 at 5:30 PM PST. Click here to register.
Sep 27 2019
Rank #15: 193 Diversify & Asset Allocation
Jason and Emilia discuss diversifying and asset allocation during your retirement years.
Feb 08 2019
Rank #16: 216 Get Positive with Dr. Joey Faucette
Jason and Dr. Joey Faucette discuss how to overcome worry when transitioning into retirement.
Dr. Joey Faucette is the author of two #1 best-sellers, Faith Positive in a Negative World (with Mike Van Vranken) and Work Positive in a Negative World (Entrepreneur Press). He has written seven books and contributed to numerous others. He is the founder of Listen to Life, Too, a coaching company that develops leaders, engages employees, and transforms culture. His Get Positive Coaching and Coach Training programs impact Fortune 50 companies, family-owned businesses, and governmental organizations. He hosts the popular podcast, Faith Positive Radio, Faith Positive TV, Work Positive TV and Live Positive which are watched in over 50 countries. Dr. Joey has appeared as a guest on hundreds of radio and TV shows across North America in most major markets. He has written over 1,000 articles that have appeared on Wall Street Journal Money Watch, CNBC, Dallas Morning News, Sacramento Bee, Entrepreneur.com, Yahoo Finance, and countless other websites.
He and his wife have two married, adult daughters, no grandchildren yet but 4 granddogs, and enjoy living on Pleasant Gap Farm with their two dogs, two horses, and two cats— Boo Radley and Atticus Finch.
Sep 12 2019
Rank #17: 198 Will You Run Out Of Money In Retirement?
Jason and Emilia talk about the number #1 concern people have, will I run out of money in retirement. They also discuss the new features in Retirement Budget Calculator.
Mar 22 2019
Rank #18: 185 How Do You Compare
Jason and Greg discuss net worth and income in retirement compared to your peers.
To learn more also visit:
Nov 17 2018
Rank #19: 211 FedImpact Retirement Training
Jason and Chris discuss some of the unique opportunities and planning strategies for federal employees.
Chris Kowalik is the founder of ProFeds, and a federal retirement expert and frequent speaker to federal employee groups nationwide. In her highly-acclaimed Federal Retirement Impact Workshops and FedImpact Podcasts, she and her team empower 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. She knows first-hand the challenges that so many face as they plan for and approach retirement. She believes that helping employees to take ownership of their decisions is the first step to making progress in meeting their retirement goals.
To learn more visit: fedimpact.com
Jul 24 2019
Rank #20: 125 Planning For Retirement
Jason and Emilia discuss questions about planning for retirement.
Feb 24 2017