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Navigating Retirement Podcast

Seaside Wealth Management

Welcome 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

PublishesWeeklyEpisodes47Foundeda year ago
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Artwork for Navigating Retirement Podcast

Latest Episodes

Is talking openly about money with aging parents really necessary — or can it wait?

In this episode of Navigating Retirement, Certified Financial Planners Brad Lineberger and Matt Callahan share what happens to families who skip this conversation, ... more

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Is selling your home and downsizing in retirement actually a smart move — or a costly mistake? In this episode of Navigating Retirement, Certified Financial Planners Brad Lineberger and Matt Callahan break down the real pros, cons, and tax consequenc... more

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Are required minimum distributions creating tax bills you weren't expecting in retirement? In this episode of Navigating Retirement, Certified Financial Planners Brad Lineberger and Matt Callahan break down three strategies to lower your RMDs, reduce... more

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Is a late-life divorce putting your retirement at risk? In this episode of Navigating Retirement, Certified Financial Planners Brad Lineberger and Matt Callahan break down the financial moves you need to make — and the costly mistakes to avoid — when... more

YouTube

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Navigating Retirement Podcast launched a year ago and published 47 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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