
Welcome to the Your Financial EKG™ Podcast, your go-to source for expert financial planning insights, retirement strategies, and wealth-building tips. Whether you're approaching retirement, already retired, or looking to maximize your investments, this podcast delivers actionable advice on retirement income planning, tax-efficient strategies, Social Security optimization, estate planning, and long... more
| Publishes | Weekly | Episodes | 284 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||

Retire at 55: The Complete Retirement Strategy Plan
In this video, we walk through a full retirement plan for someone leaving the workforce at 55, including how to create reliable income, manage investments, plan for healthcare before Medicare, red... more
You Have $250K Saved—Now What? (5-Minute Retirement Plan)
Have $250,000 saved for retirement and wondering what to do next? In this video, I'll walk you through a practical 5-minute retirement plan to help you make smart decisions about your savings... more
Can You Retire at 55 With $800,000? (Using the Rule of 55)
Are you 55 years old with around $800,000 saved for retirement? You may be closer to retirement than you think.
In this video, I'll walk through a real retirement scenario and explain how t... more
Can I Retire at 63 with $350,000?!?
Can you really retire at 63 with $350,000 saved for retirement? In this retirement video, we break down the real numbers behind retirement income, Social Security, retirement healthcare costs, retirement withdrawa... more
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Stumbled on this podcast this morning and did a little binge. Went to college and played ball with this fella. He’s really become a good financial resource. Great info on the pod.
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Practical retirement planning insights with a focus on income strategies, tax efficiency, and Social Security optimization. Episodes frequently explore bucket planning, Roth conversions, and the balance between guaranteed income and growth, using concrete case studies to model long-term outcomes and longevity of assets. Noteworthy are actionable frameworks like the Freedom Fund, early- and late-life withdrawal sequencing, and proactive planning tailored to individual situations, including potential home equity, long-term care, and healthcare costs. The show stands out for its hands-on math-driven approach, personalized planning narratives, and emphasis on staying flexible as circumstances change.
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These podcasts share a similar audience with Your Financial EKG™:
1. Ready For Retirement
2. Retirement Answers
3. Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
4. Retirement Starts Today
5. Stay Wealthy Retirement Podcast
Your Financial EKG™ launched 6 years ago and published 284 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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Recent guests on Your Financial EKG™ include:
1. David Grant
2. Frank Bankerton
3. Karen Bankerton
4. Bob Smith
5. John Hilden
6. Rebecca Hilden
7. Billy Murphy
8. Mary Murphy
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