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00:35Beneficiary Forms for Retirement Accounts
by Tax Investment Planning Show in Finance
Tags: beneficiary IRAs Denise Appleby retirement financial planning
Disclaimer Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.
The views expressed in this talk are solely the opinions of the speakers involved.
These opinions are general in nature and not designed to provide specific investment advice to individuals.
Investors should not make investment decisions based exclusively on the material discussed on this call.
CapSouth Partners is an independent, Registered Investment Advisor. Please consult your tax or legal advisor before making decisions that may have tax or legal consequences
My guest today is Denise Appleby, a Rutgers State University graduate, who is a Accredited Pension Administrator (APA), Certified IRA Services Professional (CISP), Chartered Retirement Plans Specialist (CRPS), Certified Retirement Counselor (CRC), International Foundation for Retirement Education (InFRE), and Certified Retirement Services Professional (CRSP)
She is CEO of Appleby Retirement Consulting Inc., providing IRA tools and resources for financial and tax professionals. She has over 15 years of experience and has written over 400 articles on IRA and regulations.
Denise held several senior retirement plans related positions with Pershing LLC, which includes Vice President of Retirement Plans Products and Services, Retirement Plans Manager, and Writer. Denise has extensive experience with training the staff and financial advisors. -
00:28
Next Steps until 1st Retirement Check in 2014
Tags: Jobs Employment Entrepreneur Training Programs Retirement
Many people are shifting gears as employment ends. Some use time off to have a second career doing something they are passionate about or gifted in talent. Others relax from the daily grind as their NOW is reward season in THIS lifetime.Examples are shared as the host is planning to travel next year in early retirement at 50 if not employed. Global visionaries enjoy life by understanding the World is vast to gain employment, and live. The age 50 is a "Golden Ticket" for those eligible to collect retirement!
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00:31
Blue Prints TTFI Retirement IRA's vs 401K
by Blue Prints TTFI in Business
Tags: TITHES SAVINGS SEEDS RETIREMENT FUNDS HARVEST
What proportion of your Time is Financially Free?
Passive Income from wise Investments paying your
Monthly Living Expenses?
INVESTING your Retirement Funds; Seed to Grow your Asset Wealth for your families protection
2002 Congress created a powerful financial tool by introducing the "One Person" 401K Plan. This Tool is as Real Estate Investing friendly as you can get Saving you Taxes to reinvest while growing your funds.
Self Directed IRA vs 401K Plan
Custodian required vs NO Custodian required
Investments must be approved vs 100% Owner admin.,
Ongoing Transacional Fees vs No Fees Tax deferred
Holds title control of your funds vs 100% Check book contro
LLC May or not allow investment vs LLC not required
IRA Tax Code NO comingle Funds Pool Funds one Account
No personal loans to IRA Owner vs 50/50/5 Rule Home Loan
IRA Tax Trap no 1 UBIT Tax vs Real Estate No UBITTax
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01:01
Corporate Talk - Retirement is becoming Complicated
by Tough Talk Radio Network in Business
Tags: Charlie Lobosco Eva Lewandowski Jim Black Career Coaching Authors and Speakers
Corporate Talk with Charlie and Eva with guest Jim Black
Retirement expert Jim Black has been featured in USA Today, The Wall Street Journal and on “Americas Premier Experts” ( As seen on ABC, CNN, Fox, NBC and CBS) Jim is the best selling author of “Happily Ever After; Retirement Doesn’t Have To Be Just A Fairy Tale” the Quilly award winning book for “Excellence in education and enlightenment”
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00:59
There is Life After Retirement
by KatrinaJones in Spirituality
Tags: Prosperity Life Coach Transitions Aging Retirement Hope
Join us as we welcome to our show motivational speaker and Life After Retirement Advocate Geraldine Jones.
She is a retired social worker who worked in social services for over 30 year providing advocacy services to neglected and abused youth. Geraldine states that she never really planned to retire but intended to transition from working with the county to working in private adoptions.
Before she was able to make that transition, health problems forced her to retire and reevaluate her life. She was diagnosed with diabetic retinopathy and realized she was losing her sight. She went into a depression and felt hopeless about her situation.
Through spiritual support from her family, church, retirement community (where she lives) and coaching, she was able to slowly recover. She began exploring hobbies and interests (she didn't have or make time for during her career). She learned how to swim, play the organ, and became a public speaker, all after the age of 65.
She is continuing to discover that there can be life after retirement despite medical, physical and other impairments that often follow the aging process. She speaks to seniors, those who are close to retirement, disabled, and youth about hope, change, and faith.
Journey with us as we learn how to prepare and transition through the aging process towards retirement.
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01:00
Peter Calhoun- Beyond limits- Thurs 9pm EST
by Spiritual Connections in Spirituality
Tags: Peter Calhoun Soul Power Planet Earth Shamanic Priest
Peter Calhoun- Beyond limits- How to remove our limitations.Tune in Thursday to hear Peter talk about:Soul Powers- What are they and how can they be used? The basic understanding of the SiddhisWhat are our false belief systems about who we are?Reconnection with the planet- One of the most important things we need to do to survive in this lifetime.Shift from Mind to heart, we need to make this shift for our liberation.Peter Calhoun and his partner, Astrid, may be among the very few people of our Western Culture who have awakened such a wide range of the Siddhis and are demonstrating a command over the elements of Earth, Air, Fire, and Water, the spiritual forces of Creation and the means by which our wondrous Creator Goddess personifies Herself.This path, which they both teach and demonstrate, is seen in both Vedic and shamanic traditions as an impeccable path to self realization and enlightenment.Nearly four decades ago, while serving as a priest in the Episcopal Church, Peter had a series of lucid visions that completely turned his world upside down. In these visions, he was shown that the vast majority of people on Earth were trapped in a prison of false belief systems that made up the consensus reality of our times. These false beliefs, which had no connection to Truth or Reality, had left all but a few of the most advanced individuals powerless and leading lives that were limited and inconsequential.Peter was told that in truth, each of us—as individual manifestations of an Infinite Creator—are beings without limitations of any kind!Website: http://www.petercalhoun.com/index.htm
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00:32
Calhoun the Pacman
by Tone Tha Bishop in Radio
Tags: MILWAUKEE 414 RAP MUSIC STREET
SUP YALL WISCONSINS OWN Calhoun the Pacman COMES THUR GF RADIO 2 HOLLA @ UR TRULY,BUT HIS NU MUSIC ,AND HOW HE CAME UP AND HIS VIEWS ON THE GAME
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00:30
Top 5 all-time College Basketball Coaches (Jim Calhoun)
by the MINOR sTATEment in Sports
Tags: Jim Calhoun the MINOR sTATEment retirement College Basketball top 5 coaches
After announcing retirement, where does Jim Calhoun rank among the Top 5 all-time College Basketball coaches? Expert Analysis given by College Basketball guru & lead host DeShaun Tate and Kevin Minor.
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The Road To Midian Presents - Jim O'Rear
by livingdeadheathen in Entertainment
Tags: Jim O Rear The Hospital Post Mortem America 2021 Paranormal Horror
Here at "The Road To Midian", we are proud to welcome back the one and only...man, myth, and legend...Mr. Jim O'Rear! Jim is an author, paranormal investigator, musician, stunt man, actor, producer, director, and more. There is literally nothing in the entertainment industry that this man cannot master. Jim O'Rear and his business partner, Daniel Emery Taylor, have been touring the festival circuit with the new unforgettable cult film from Deviant Pictures, "The Hospital". O'Rear's new book, "Magic, Monsters, and Me", also hit the bookshelves last month. We'll talk music, movies, the paranormal, and internet trolls! Join us here at the Red Flag Nation where no subject is taboo and censorship has no dominion!
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01:18
Jim Kissane - Wine industry contributor/investor - Georgia
by All About Wine BTR in Wine
Tags: wine horticulture investor georgia jim kissane
Join us tonight as All About Wine show host, Ron, welcomes Jim Kissane. Jim was one of the investors who helped start Chestnut Mountain Winery. Jim will share his passion and contribution to the wine industry in Georgia in the 1980's.
Join us on-air and speak with Ron and our special guest by calling our guest line at (646) 727-3235 during the LIVE show. Or, email the show anytime at allaboutwine101@gmail.com
Always informative and entertaining...it's All About Wine!
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01:47
June 13, 2013 with Richard Flamer and Jim Fetzer
by The New American Dream Radio Show in Politics Progressive
Tags: Richard Flamer The Chiapas Project Jim Fetzer The Real Deal The News from Mount Liberty
Chuck Gregory and Mike Palecek welcome regular columnists Richard Flamer and Jim Fetzer, who join us from Chiapas, Mexico and Madison, Wisconsin.
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00:42
Too Much Togetherness: Surviving Retirement As A Couple
by LeesaMyers in Women
Tags: Retirement Divorce Togetherness Challenges Relationships
"Surviving Retirement As a Couple"
Spending time with your spouse is a given in retirement, but how you approach it can be the difference between a good retirement or an anxious one. Miriam Goodman, the author of Too Much Togetherness (Bonneville Books), has interviewed hundreds of couples on the brink of retirement and found many are anxious and worried about being together all the time. This book helps readers prepare psychologically for challenges to their long term relationships as they subtly change from career to retirement and the next stage of their lives.
The rise in divorce rates for people married more than 20 years
The 5 types of retired men: the glommer, who doesn't want her out of his sight; the ghost, who never leaves the house, the TV or computer;
the grump, the general, and the gypsy, etc.
How to keep separate yet together lives
Signs to watch for if your spouse seems depressed.
www.toomuchtogetherness.com
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