Navigating Retirement Podcast
Seaside Wealth ManagementWelcome to Navigating Retirement, a friendly conversation on all things finance for retired people and those getting ready for retirement. Join hosts Brad Lineberger, CFP® & Matt Callahan, CFP®, as they discuss topics such as investing, retirement, Social Security, estate planning, taxes, current events, and more. 👉Website: seasidewealth.com/ 🤔Questions for Brad? brad@seasidewealth.com �... more
| Publishes | Weekly | Episodes | 26 | Founded | 6 months ago |
|---|---|---|---|---|---|
| Categories | EducationHow To | ||||
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Latest Episodes
✅ Schedule a Retirement Strategy session with us here: 7ym2vglvi6z.typeform.com/SeasideWealthIt's the end of the year, and the IRS is eyeing up how to tax your investment profits. In this episode, Matt and Brad explain all the various ways yo... more
Did you know that 7 of 10 retirees today are going to need long-term care in their lifetime? The odds are against you if you think that you'll be one of the lucky 3 who don't need it. On today's show, Brad and Matt welcome Christina Frey from Frey In... more
✅ Schedule a Retirement Strategy session with us here: 7ym2vglvi6z.typeform.com/SeasideWealthAre you prepared for all the expenses you'll face in retirement? In this episode, Brad Lineberger, CFP®, and Matt Callahan, CFP®, highlight the impor... more
✅ Schedule a Retirement Strategy session with us here: 7ym2vglvi6z.typeform.com/SeasideWealthAre you prepared for all the expenses you'll face in retirement? In this episode, Brad Lineberger, CFP®, and Matt Callahan, CFP®, highlight the impor... more
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Apple Podcasts | #214 |  Hong Kong/Education/How To |
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Navigating Retirement Podcast launched 6 months ago and published 26 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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