『Financially Speaking』のカバーアート

Financially Speaking

Financially Speaking

著者： Cole Bruner Kailey Berendsen Zachary Kyhos Ryan Connor Logan Woller and Ryan Pecha
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今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

 Navigating retirement can be complex—but you don’t have to do it alone. Join us each week on Financially Speaking, where we explore the critical issues that matter most in retirement. From planning strategies to managing evolving financial needs, our team offers valuable insights and practical guidance to help you make informed decisions with confidence. Whether you're approaching retirement or already there, Financially Speaking is your trusted companion on the journey to long-term financial security. Don’t face retirement planning on your own—tune in and take the next step with clarity and peace of mind. 経済学
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  • Tax Now or Later? How Your 401(k), IRA, and Roth All Work Together

    Tax Now or Later? How Your 401(k), IRA, and Roth All Work Together
    2026/04/19
    Deciding between tax-deferred and tax-free growth can feel like a high-stakes guessing game, but the real magic happens when you use these accounts in tandem. This episode breaks down the fundamental differences between 401(k)s, Traditional IRAs, and Roth accounts to help you build a diversified "tax bucket" strategy. Learn how to optimize your current contributions and future withdrawals so you can keep more of your hard-earned money regardless of how tax laws change.
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  • Is Social Security Enough? Building Your Retirement Income Plan

    Is Social Security Enough? Building Your Retirement Income Plan
    2026/04/12
    Today we’re diving into an important topic for anyone planning for or already in retirement — understanding income risk and how to create complementary income streams alongside Social Security. For many retirees, Social Security serves as a foundation of their income plan. But the big question is — will it be enough? And just as importantly, how do you build additional income streams that are reliable, tax-efficient, and built to last?
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  • Why Now Might Be the Right Time for a Second Opinion on Your Financial Plan

    Why Now Might Be the Right Time for a Second Opinion on Your Financial Plan
    2026/04/05
    This episode explores the shifting economic landscape and why your current financial strategy may need a fresh perspective to remain effective. We break down the key indicators—from market volatility to evolving tax laws—that suggest your long-term goals could benefit from a professional stress test. Tune in to learn how a second opinion can provide the clarity and confidence necessary to ensure your retirement roadmap stays on track.
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