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Your Money Your Retirement Podcast

Linda Gardner
Retirement Planning
Roth IRA
Tax Planning
Social Security
Investment Strategies
IRA
Withdrawal Strategy
Social Security Tax Torpedo
Taxes On Social Security
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

Gone are the days when retirees could rely heavily on robust corporate pension plans. Today, not only are corporate pensions a fading memory, but many retirees need more than their Social Security benefits. This places a greater burden of securing a ... more

Any time is a good time to break a bad habit. Whether you want to make improvements in your routine at home, your job performance at work, with your physical health or your financial health, the time to make a positive change for your future, is righ... more

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

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
Joel Cavaliere
Financial advisor at Blue Heron Capital
Blue Heron Capital
Episode: Things to Consider About Early Retirement
Zach Roberts
Blue Heron Capital
Episode: Planning for Higher Taxes
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

Alex Dingman
Co-host who focuses on retirement planning and financial strategies alongside Linda Gardner.
Linda Gardner
CPA and financial advisor, co-founder of Blue Heron Capital, specializing in retirement planning and financial education.

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 timely advice from seasoned experts, noting it as essential during uncertain economic times. They're particularly enjoying the practical tips for making informed financial decisions as they approach retirement.

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Talking Points

Recent interactions between the hosts and their guests.

Financial Habits You Should Break
Q: How can having a tax-efficient retirement strategy help you keep more money for your own use in retirement?
It helps ensure clients pay less taxes on their income in retirement, keeping more money for themselves.
Financial Habits You Should Break
Q: How does working with you and the Blue Heron Capital team help someone from becoming too complacent with retirement savings?
Regular meetings and continuous planning, adjusting, and reviewing help clients stay informed about their investments.
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.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
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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?

Focused on navigating the complexities of retirement planning, the discussions cover a wide range of financial topics that are vital for individuals approaching retirement age. Key themes include creating reliable income streams, understanding the intricacies of Social Security, managing healthcare costs, and effective tax strategies. The hosts provide actionable insights and practical tips on estate planning, the advantages and disadvantages of different investment strategies, and budgeting for unexpected retirement expenses. With expertise in the field and engaging dialogues, the content is tailored to both educate and empower listeners as they prepare for their retirement years, making it a valuable resource for financial literacy and re... more

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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 Answers
2. Retirement Starts Today
3. Retirement Answer Man
4. The Great Retirement Debate with Ed Slott & Jeffrey Levine
5. Big Picture Retirement®

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. Joel Cavaliere
5. Zach Roberts
6. Juliana Young
7. Becky Ruby Swansburg

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