Retirement
Embracing Retirement: Resources for Baby Boomers
Welcome to our Baby Boomer Retirement resource page, your guide to a fulfilling and secure retirement. Here, you’ll find expert advice, practical tips, and valuable resources tailored specifically for Baby Boomers planning for or already enjoying their retirement years. Discover strategies for financial planning, retirement income, healthcare considerations, and maintaining an active and purposeful Lifestyle. We provide insights on navigating the unique challenges and opportunities that come with this significant life transition. Empower yourself to make the most of your retirement years with our curated resources for Baby Boomer Retirement.
Retirement Specialists & Contributors
Podcasts About Retirement
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In Episode 171 of Money Matters USA, Fred Saide discusses essential strategies for wealth preservation, particularly for those in retirement. He emphasizes the importance of having a solid financial plan, understanding risk tolerance, budgeting for cash flow, and optimizing taxes. Additionally, he t…
In Episode 171 of Money Matters USA, Fred Saide discusses essential strategies for wealth preservation, particularly for those in retirement. He emphasizes the importance of having a solid financial p…
In Episode 171 of Money Matters USA, Fred Saide discusses essential strategies for wealth preservation, particularly for those in retirement. He emphasizes the importance of having a solid financial plan, understanding risk tolerance, budgeting for cash flow, and optimizing taxes. Additionally, he touches on the significance of legacy planning and ensuring that one's assets are distributed according to their wishes. The conversation provides valuable insights into managing finances effectively to secure a stable retirement and leave a lasting legacy. Reach Fred at 800-593-8188. Money Matters U…
Frederick Saide
November 15, 2024 
In this Health and Wealth Podcast episode, hosts Carter Wilcoxson and Dr. Ben welcome Anson McDaniel, who shares his extensive journey in the financial services industry. Anson discusses the importance of mentorship, the influence of his family, and his commitment to helping others. The conversation…
In this Health and Wealth Podcast episode, hosts Carter Wilcoxson and Dr. Ben welcome Anson McDaniel, who shares his extensive journey in the financial services industry. Anson discusses the importanc…
In this Health and Wealth Podcast episode, hosts Carter Wilcoxson and Dr. Ben welcome Anson McDaniel, who shares his extensive journey in the financial services industry. Anson discusses the importance of mentorship, the influence of his family, and his commitment to helping others. The conversation delves into Anson's current work, including the Retirement Impact Blueprint, which focuses on tax mitigation strategies for high-net-worth individuals. Anson also highlights his philanthropic efforts to combat human trafficking and the importance of having a purpose beyond financial gain. In t…
Carter Wilcoxson
November 14, 2024 
Take Charge of Your Future. Imagine Possibilities with Design Thinking – and Test Them. Join our Design Your New Life in Retirement Program – two new groups start in January. Learn more _______________________ Getting older brings questions. Debra Whitman, PhD, the Chief Public Policy Officer fo…
Take Charge of Your Future. Imagine Possibilities with Design Thinking – and Test Them. Join our Design Your New Life in Retirement Program – two new groups start in January. Learn more __________…
Take Charge of Your Future. Imagine Possibilities with Design Thinking – and Test Them. Join our Design Your New Life in Retirement Program – two new groups start in January. Learn more _______________________ Getting older brings questions. Debra Whitman, PhD, the Chief Public Policy Officer for AARP, had questions, too. Her research led her to write the new book “The Second Fifty: Answers to the 7 Big Questions of Midlife and Beyond.” You’ll benefit from her insights from interviews with experts and takeaways from cutting-edge research across a range of topics including brain healt…
Joe Casey
November 14, 2024 
In this episode Adam is diving into the first part of his NERD-vember series, doing a deeper dive into 2 of the major factors to consider when investing... price and trend. Adam will be looking at these 2 indicators and how to use them to determine if it's a good TIME to buy, or when it's a good t…
In this episode Adam is diving into the first part of his NERD-vember series, doing a deeper dive into 2 of the major factors to consider when investing... price and trend. Adam will be looking at t…
In this episode Adam is diving into the first part of his NERD-vember series, doing a deeper dive into 2 of the major factors to consider when investing... price and trend. Adam will be looking at these 2 indicators and how to use them to determine if it's a good TIME to buy, or when it's a good time to buy or sell your current investments. Examing the highs and lows of recent market history, Adam shares more on how trends and moving averages work and how to take this into account when making your financial decisions. Check out the video on YouTube for visuals Libertas Wealth: htt…
Adam Koós
November 14, 2024 In this episode Adam is diving into the first part of his NERD-vember series, doing a deeper dive into 2 of the major factors to consider when investing... price and trend. Adam will be looking at these 2 indicators and how to use them to determine if it's a good TIME to buy, or when it's a good t…
In this episode Adam is diving into the first part of his NERD-vember series, doing a deeper dive into 2 of the major factors to consider when investing... price and trend. Adam will be looking at t…
In this episode Adam is diving into the first part of his NERD-vember series, doing a deeper dive into 2 of the major factors to consider when investing... price and trend. Adam will be looking at these 2 indicators and how to use them to determine if it's a good TIME to buy, or when it's a good time to buy or sell your current investments. Examing the highs and lows of recent market history, Adam shares more on how trends and moving averages work and how to take this into account when making your financial decisions. Check out the video on YouTube for visuals Libertas Wealth: htt…
Adam Koós
November 14, 2024 
In this episode Adam is diving into the first part of his NERD-vember series, doing a deeper dive into 2 of the major factors to consider when investing... price and trend. Adam will be looking at these 2 indicators and how to use them to determine if it's a good TIME to buy, or when it's a good t…
In this episode Adam is diving into the first part of his NERD-vember series, doing a deeper dive into 2 of the major factors to consider when investing... price and trend. Adam will be looking at t…
In this episode Adam is diving into the first part of his NERD-vember series, doing a deeper dive into 2 of the major factors to consider when investing... price and trend. Adam will be looking at these 2 indicators and how to use them to determine if it's a good TIME to buy, or when it's a good time to buy or sell your current investments. Examing the highs and lows of recent market history, Adam shares more on how trends and moving averages work and how to take this into account when making your financial decisions. Libertas Wealth: https://bit.ly/3HpmN2o Subscribe on Apple Po…
Adam Koós
November 14, 2024 In this episode Adam is diving into the first part of his NERD-vember series, doing a deeper dive into 2 of the major factors to consider when investing... price and trend. Adam will be looking at these 2 indicators and how to use them to determine if it's a good TIME to buy, or when it's a good t…
In this episode Adam is diving into the first part of his NERD-vember series, doing a deeper dive into 2 of the major factors to consider when investing... price and trend. Adam will be looking at t…
In this episode Adam is diving into the first part of his NERD-vember series, doing a deeper dive into 2 of the major factors to consider when investing... price and trend. Adam will be looking at these 2 indicators and how to use them to determine if it's a good TIME to buy, or when it's a good time to buy or sell your current investments. Examing the highs and lows of recent market history, Adam shares more on how trends and moving averages work and how to take this into account when making your financial decisions. Libertas Wealth: https://bit.ly/3HpmN2o Subscribe on Apple Po…
Adam Koós
November 14, 2024 
It's not easy to bring up the topic of finances with your parents in money is taboo in your family. Was it for you? Let us know by informing us here.Check out James YouTube channel hereCreate Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join…
It's not easy to bring up the topic of finances with your parents in money is taboo in your family. Was it for you? Let us know by informing us here.Check out James YouTube channel hereCreate You…
It's not easy to bring up the topic of finances with your parents in money is taboo in your family. Was it for you? Let us know by informing us here.Check out James YouTube channel hereCreate Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
Ari Taublieb
November 14, 2024 
Meet Ari Taublieb 👋 If you didn’t already know, Ari and I work together at Root Financial, and we thought it was finally time to launch a podcast series together.In our very first episode, we dive into a topic that many people shy away from: talking to your parents about money. Whether it’s d…
Meet Ari Taublieb 👋 If you didn’t already know, Ari and I work together at Root Financial, and we thought it was finally time to launch a podcast series together.In our very first episode, we div…
Meet Ari Taublieb 👋 If you didn’t already know, Ari and I work together at Root Financial, and we thought it was finally time to launch a podcast series together.In our very first episode, we dive into a topic that many people shy away from: talking to your parents about money. Whether it’s discussing their estate plans, long-term care, or the tough conversations around wealth, these talks can feel awkward—but they’re absolutely essential.In this episode, we break down:▪️ Our personal stories and insights on how to approach these conversations▪️ Tips for handling these talks…
James Conole
November 14, 2024 
You spent your entire career working toward the day you could afford to live without worrying about a constant cash flow. Once you’ve established that lifestyle, aka retirement, you decided you would go all out, buying the most lavish, luxurious items you could get your paws on. Is this method of …
You spent your entire career working toward the day you could afford to live without worrying about a constant cash flow. Once you’ve established that lifestyle, aka retirement, you decided you woul…
You spent your entire career working toward the day you could afford to live without worrying about a constant cash flow. Once you’ve established that lifestyle, aka retirement, you decided you would go all out, buying the most lavish, luxurious items you could get your paws on. Is this method of living the best kind ... Read more
Steve Cummings
November 14, 2024 
The Mentorship Edge launches today. The Mentorship EdgePlease let me know your thoughts and comments. Writing this book has been a true labor of love.The Right Side of 40 is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.Ch…
The Mentorship Edge launches today. The Mentorship EdgePlease let me know your thoughts and comments. Writing this book has been a true labor of love.The Right Side of 40 is a reader-supported pub…
The Mentorship Edge launches today. The Mentorship EdgePlease let me know your thoughts and comments. Writing this book has been a true labor of love.The Right Side of 40 is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.Chapter 1: We Are Built to MentorAt birth we begin an emotional journey that propels us from the vulnerability of infancy, where we rely on trust in those who care for us, to the autonomy of childhood, where we eagerly embrace new experiences and master skills. This climb continues from adolescence,…
Deborah Heiser, PhD
November 13, 2024 
Growing up in Hawaii, Derick discovered a healing power within his ukulele, transforming personal challenges into melodies of hope and resilience. Listen as he recounts the profound impact of losing his father at a young age and grappling with asthma, all while the soothing strings of "Somewher…
Growing up in Hawaii, Derick discovered a healing power within his ukulele, transforming personal challenges into melodies of hope and resilience. Listen as he recounts the profound impact of losing h…
Growing up in Hawaii, Derick discovered a healing power within his ukulele, transforming personal challenges into melodies of hope and resilience. Listen as he recounts the profound impact of losing his father at a young age and grappling with asthma, all while the soothing strings of "Somewhere Over the Rainbow" carried him through. Derick's journey is a testament to the aloha spirit—infused with unconditional love and gratitude—that resonates deeply through his music. This episode paints a vivid picture of how music became Derick's lifeline, guiding him through life's storms an…
Steve Ramona
November 13, 2024 
