Guest: Ric Edelman
Episode Description: What's the truth about YOUR financial future? Do you know? Do you want to know? Would you change what you're doing if you could understand how technology will radically change almost every aspect of your future life, including your financial planning needs? Ric Edelman, best selling author, host of The Ric Edelman Show and internationally recognized financial advisor, joins Jordan Goodman, host of The Money Answers Show, to talk about his new best seller, 'The Truth About Your Future.' Edelman is the Founder and Executive Chairman of Edelman Financial Services. Edelman believes that thanks to technology and extended projected life spans we’ll need three distinctly different financial plans - one for now, one for later, and another for much later. Current financial planning isn’t enough! Edelman and Goodman explore why this is true and unpack the assumptions that current financial plannings assumes, why those assumptions won’t work and what the implications are for all of us.
Guest Bio: For 30 years, Ric Edelman has worked to teach everyday people about personal finance. He’s widely regarded as a top financial advisors, having been named in 2016 among the country’s Top 10 Wealth Advisors by Forbesmagazine,1 the nation’s #1 Independent Financial Advisor (three times) by Barron’s,2 and one of the “10 most influential figures” in the investment advisory field by RIABiz in 2013. . Ric is also a #1 New York Times bestselling author with more than 1 million copies collectively in print, The Ric Edelman Show has been on radio for more than 25 years. Ric has been named among the top 100 talk shows hosts for four years by TALKERS magazine. Ric and his wife, Jean, founded Edelman Financial Services to provide financial planning and investment management services. Today, the firm’s 157 advisors serve more than 33,000 individuals and families from 43 offices coast-to-coast, managing more than $18.5 billion in assets. Ric and Jean live in the suburbs of Northern Virginia.
Guest: Benjamin Brandt
Episode Description: Benjamin Brandt, CFP, talks with host Jordan Goodman about why planning for retirement means so much more than just money. People need to work on building happiness beyond jobs and finding meaning beyond golf and grandkids. Brandt uses many examples based on his military experience to illustrate retirement planning concepts and practices with colorful, memorable examples. Brandt talks with Goodman about the importance of not doing silly, reactive things while also not avoiding making necessary changes. Broad, diversified investments across the market with minimal fund costs can yield income while preserving assets. Very boring, non-sexy investments can be the approach to best serve retirees needs for safety and income.
Guest Bio: Benjamin Brandt is a CERTIFIED FINANCIAL PLANNER™ and Founder/President of Capital City Wealth Management, a Bismarck, North Dakota fee-only financial planning company. He is the host of the popular podcast Retirement Starts Today Radio and the accompanying blog. Benjamin is an Iraqi combat veteran having served in the North Dakota Army National Guard for 8 years, including a 15-month deployment to Iraq in 2003. You may have seen Benjamin featured in The Huffington Post, CNBC.com, Forbes, Business Insider, ClarkHoward.com, and many others. In his free time, Benjamin and his wife Kristen can be found on the weekends at the hockey rink, or on the gymnastics and wrestling mats, chasing their three energetic children. Learn more about Benjamin at his site, Retirement Starts Today.
URL: http://retirementstartstoday.com and http://www.retirementstartstodayradio.com
Guest: Steve Down
Episode Description: This unusual episode begins with Steve Down, serial entrepreneur and passionate force for good, talking with Jordan Goodman about his journey to founding multiple businesses embodying Cause Capitalism. The discussion takes a surprising turn as callers-in to the show ask Down questions related to The Falls Event Center, Evergreen Aviation & Space Museum, and more.
Guest Bio: Steve Down is a man with a cause. Many causes, in fact. His companies are a force for good, as Steve has an unwavering commitment to building businesses that change our lives and communities for the better.
Guests: Al Clopine and Joe Anderson
Description: How will Trump’s proposed income tax plan affect you and your taxes? Al Clopine and Joe Anderson of Pure Financial talk with host Jordan Goodman about the changes that Trump’s proposal could have on you and your finances. Anderson and Clopine take a closer look at different tax brackets, estate tax reform, individual tax strategies that are at risk and end-of-year tax planning tips for Trump’s proposed plan. Goodman, Clopine and Anderson wrap up this episode with a vigorous discussion focused on the insightful end of year tax planning with actionable steps for listeners to take now to improve and consolidate their financial well being, regardless of Trump’s proposed plan. Recommended end of year tax planning includes getting organized, maxing out contributions to retirement accounts, checking IRA distributions, employer sponsored retirement plans, Roth conversions, FSA, home mortgage acceleration, charitable contributions, and especially paying attention to tax efficiency.
Guest: Richard C Cella III
Description: Which side of the retirement savings gap are you on? Are you one of the few who’ve saved enough or one of the who majority haven’t? There’s a retirement crisis in the U.S.! Richard Cella, author of ‘Your Personal Retirement Machine,’ talks with host Jordan Goodman about creating retirement readiness and what financial freedom really means. Cella explores his 7 Rules for Successful Retirement Investing, emphasizing sound guidelines that significantly improve investor’s likelihood of arriving at retirement age in a position to have both time and money. Cella and Goodman talk about the 4 Pillars of Investing and why Cella believes that retirement planning is the most important.
Guest Bio: Richard C. Cella, III is author of the book “Your Personal Retirement Machine,” and the founding partner of Ipswich Bay Advisors, a Massachusetts wealth management firm. He is also a member of Ed Slott’s Elite IRA Advisor Group, the nation’s leading experts regarding IRAs, tax planning, and retirement distributions. Richard began his financial services career in 1983 as a life insurance agent for John Hancock. Since that time, he has excelled in his professional growth as an investment advisor to complement his expertise in retirement plans such as 401(k)s and IRAs. He is an industry leader not only for his business growth but for the breadth and quality of his client services. Richard is licensed in several states and holds a full complement of securities licenses under FINRA including series 6, 7, 24, 26, 63, 65, and 66 enabling him to offer his clients the complete universe of investment options including fee-based investment advice and alternative investments.
Guest: Chris Hogan
Description: Is retirement an age you reach, like 62, or a financial goal? Chris Hogan, retirement guru, financial advisor and Dave Ramsey personality, wants us to switch our perspectives to looking at retirement as something that happens once we reach specific financial set points rather than age. Hogan talks with host Jordan Goodman about setting goals, how to evaluate whether you've reached retirement and determining f not now, how long till you get there. It all starts with a plan, says Hogan, including understanding what you want to do in retirement and what that might cost.
Guest Bio: Chris Hogan is the #1 national best-selling author of Retire Inspired: It’s Not an Age. It’s a Financial Number and host of the Retire Inspired Podcast. A popular and dynamic speaker on the topics of personal finance, retirement and leadership, Hogan helps people across the country develop successful strategies to manage their money in both their personal lives and businesses.
Guest: Ray LeVitre
Description: Ray LeVitre talks with host Jordan Goodman about retirement and how decisions you make right now - today - can have lasting impact twenty to thirty years down the line. Retirement, LeVitre believes, has three distinct stages: planning for retirement, the process of retiring, and then actual retirement. Host Jordan Goodman and LeVitre explore the distinctly different types of decisions you make in each phase and how they link together to create a strong financial future.
Guest Bio: Ray LeVitre, author of “20 Retirement Decisions You Need to Make Right Now” and Managing Partner at Net Worth Advisory Group, has gained a unique perspective of the financial industry during his 19 years of experience. Ray worked as representative for Fidelity, as bank investment representative for Citicorp, and as insurance agent for Mutual of New York. Ray worked as a stock broker for Merrill Lynch before starting his own independent firm.
Guest: Josh Jalinski
Description: Host Jordan Goodman talks with financial advisor and investment specialist Josh Jalinksi about the importance and value of holistic financial planning, particularly over time. Holistic financial planning can combine financial planning, life goals and comprehensive planning. Jalinksi and Goodman discuss common money mistakes people make, why they happen and what you can do to prevent them as well as tax mitigation strategies that can be implemented to help maximize financial strength.
Guest Bio: Josh Jalinski has been selected as a Five Star Wealth Manager in 2012, 2013, 2014, and 2015. He was named as an Advisor of the Year finalist (only 5 are selected each year in the country) by Senior Market Advisor August 2010 magazine, a leading financial industry publication. He has also been selected for the Top of the Million Dollar Round Table, an association of financial professionals. Josh has attained elite status in the Top of the Table for eight years (only the top one-tenth of 1% make this category). Josh teaches people how they may be able to lower risk, minimize taxes, and maximize wealth! Josh is the host of the popular Financial Quarterback TM Show. He has been featured as an expert guest on numerous media sources including CNBC, Fox Business News, CBS News, and Bloomberg.
Guest: Jeffrey Small
Description: Jeffrey Small, financial planner and author of 'Turning Financial Planning Right Side Up,' talks with host Jordan Goodman about the struggle Americans face trying to find trustworthy, quality financial information. Small, President of Arbor Financial, believes that the need for reliable information is more pressing than ever as individuals make long term financial plans in a rapidly changing world.
Guest Bio: Jeff Small is the President of Arbor Financial, a boutique of Financial Investments. When starting out, Jeff recognized that many of his retired clients were jeopardizing their financial futures simply because they lacked basic economic industry knowledge. Jeff and Arbo Financial set a goal of providing vitally important free financial knowledge and information to hard-working Americans who want to know how best to save for retirement. This counter-cultural attitude is also what sets him apart from his local competitors. And so, to this day, Jeffrey advocates it as a best practice that allows both him and his firm to give something back to the community in which he lives and works. Both Jeff & Arbor Financial are accredited members of the Central Florida Better Business Bureau and The National Ethics Association. Jeff is also licensed through the Florida Dept. of Financial Services and holds state licenses in New York, New Hampshire, Maryland, Indiana & Georgia.
Searchable Show Topics
- Employer plans
- Federal policy
- Federal Reserve
- Financial planning
- Financial Skills
- Fiscal Policy
- Hot markets
- Income streams
- Kids and Money
- Market Fluctuations
- Mergers and Acquisitions
- Money management
- Non-Traditional Employment
- Passive income
- Personal finance
- Portfolio management
- Real estate
- Revenue streams
- Risk management
- Safe investments
- Stocks and bonds
- Wealth Creation
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