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Your Money Your Retirement Podcast

Linda Gardner
Retirement Planning
Roth IRA
Tax Planning
Social Security
Investment Strategies
IRA
Withdrawal Strategy
Taxes On Social Security
Social Security Tax Torpedo
Nest Egg
Estate Planning
Market Fluctuations
Inflation
Budget Management
Tax Policies
4% Rule
Market Volatility
Refire, Don't Retire
Roth 401(k)
Investment Risk Management

Hear Linda Gardner discuss important retirement topics.

PublishesWeeklyEpisodes296Founded7 years ago
Number of ListenersCategories
BusinessInvesting

Listen to this Podcast

Artwork for Your Money Your Retirement Podcast

Latest Episodes

In your working years, a steady paycheck provided peace of mind. In retirement, that sense of predictability can disappear, and is sometimes subject to market ups and downs. In this episode, we explore how to build reliable income streams, so your re... more

You probably know what you should plan to spend on housing and groceries in retirement. And you've been dreaming to finally book that luxury vacation or close on that lake house in retirement. But are you ready for all the unplanned costs in retireme... more

We can't prevent bad things from happening. But we can help plan for the worst so if there is an accident, emergency, or serious medical diagnosis...you and your loved ones can focus on healing, not financial headaches.

You've spent an entire career saving for retirement. The last thing you need at this stage of the game is to make a misstep, so you end up spending down your savings too quickly. How can you make sure you've done enough?

Key Facts

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Number of Listeners
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Recent Guests

Steven Chau
CPA and owner, founder of Citadel CPA Group
Citadel CPA Group
Episode: The Big Beautiful Bill: Special Guest Steven Chau, CPA
David Walker
Former US Comptroller General and Auditor General, expert on fiscal sustainability and government accountability
Federal Fiscal Sustainability Foundation Board
Episode: Special Guest - David Walker
Becky Swansburg
CEO of Stonewood Financial and expert on legislative risk in retirement.
Stonewood Financial
Episode: Becky Swansburg
Zach Roberts
Financial Advisor at Blue Heron Capital
Blue Heron Capital
Episode: Making Your Retirement Income Last Longer
Joel Cavaliere
Financial advisor at Blue Heron Capital
Blue Heron Capital
Episode: Things to Consider About Early Retirement
Juliana Young
Resource Specialist for Answers for Senior Care
Answers for Senior Care
Episode: Answers for Senior Care with Juliana Young
Becky Ruby Swansburg
Experienced professional in retirement planning with a background in Washington, DC policy.
Stonewood Financial
Episode: Becky Ruby Swansburg

Hosts

Linda Gardner
CPA and CEO of Blue Heron Capital, co-host specializing in retirement planning and financial advisory services.
Alex Dingman
Co-host and financial planner, contributing insights into retirement strategies and financial health.

Reviews

3.7 out of 5 stars from 24 ratings
  • Timely advice from top industry experts

    During this time of uncertainty, it is important to have access to advice from the top industry experts and experienced business people so we can make the best decisions possible for our future. I'm really enjoying it so far! Great show.

    Apple Podcasts
    5
    Olga052020
    Philippines6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the expertise provided on retirement topics and find the advice timely and relevant. Many express gratitude for the insight offered on financial planning, especially during uncertain times. The show's focus on practical strategies resonates with individuals looking to secure their financial futures.

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Talking Points

Recent interactions between the hosts and their guests.

Retirement's Hidden Costs
Q: How can a retirement income strategy at least help us navigate these unknowns?
Having a retirement income strategy can help create plans that account for unforeseen expenses and changes in financial situations during retirement.
Taxes Don't Retire When You Do
Q: Why could it be important for some people to have different types of accounts with different tax treatments in retirement?
It is crucial for tax management, ensuring a balance of taxable and tax-free income streams to optimize financial outcomes for you and your beneficiaries.
Less Tax, More Wealth - Tax Savvy Strategies
Q: What's the first step for somebody looking for a more tax-efficient retirement plan? Where does it begin?
It begins with sitting down with advisors to evaluate tax impact down the road and consider options like Roth conversions.
Have You Done Enough?
Q: How can I set up my income and investments so that I can keep living my current lifestyle during retirement without running out of money too soon?
Recreating a paycheck through guaranteed lifetime income streams, like annuities, while balancing growth-oriented investments is crucial.
Have You Done Enough?
Q: What are some things we need to think about when deciding when to take Social Security?
Life expectancy and current health issues are key factors when determining when to start Social Security benefits, especially if you're still working.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
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Frequently Asked Questions About Your Money Your Retirement Podcast

What is Your Money Your Retirement Podcast about and what kind of topics does it cover?

Listeners are guided through essential retirement planning topics, emphasizing strategies for generating reliable income during retirement and preparing for the complexities of financial stability as they age. The content is particularly focused on social security, tax planning, estate planning, and the investment strategies necessary to navigate economic challenges such as inflation and market volatility. Noteworthy elements include personalized financial advice and discussions on legislative changes impacting retirement benefits. The hosts often share real-life anecdotes and practical tips, making the content accessible and relevant for listeners eager to secure their financial futures.

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Which podcasts are similar to Your Money Your Retirement Podcast?

These podcasts share a similar audience with Your Money Your Retirement Podcast:

1. RETIREMENT MADE EASY
2. Retire Today
3. Retire With Purpose - The Retirement Podcast
4. Retirement Answers
5. Retirement Starts Today

How many episodes of Your Money Your Retirement Podcast are there?

Your Money Your Retirement Podcast launched 7 years ago and published 296 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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What guests have appeared on Your Money Your Retirement Podcast?

Recent guests on Your Money Your Retirement Podcast include:

1. Steven Chau
2. David Walker
3. Becky Swansburg
4. Zach Roberts
5. Joel Cavaliere
6. Juliana Young
7. Becky Ruby Swansburg

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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