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Pamela Hirsch retired from her national educational prep company and ended up starting a nonprofit for people struggling with the cost of infertility treatments. Learn about Pam's transition through retirement and the inside scoop about starting and running a nonprofit. Visit retirementlifematters.com to learn more.
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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.
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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.
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.
Tune in and listen to Mike Ziccardi discuss how Adviceware is changing retirement one portfolio at a time.
Adviceware is a cutting-edge online program that guides users through a 5-minute experience. The software evaluates participants’ responses and interactions, allowing the program to recommend a professionally managed, asset allocated model portfolio, designed specifically for each user. This process should be repeated every six to twelve months to ensure the portfolio co
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!
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
Author Miriam Goodman who is here to speak to us about the new phenomenon of the rise in divorce rates for people married more than 20 years. We’ll learn about the different personality changes that happen upon retirement, how spouses can keep separate lives and still have a successful relationship, and danger signs to watch for. In the process of research for her books – Reinventing Retirement – and - Too Much Togetherness – she has interviewed hundreds of couples that
"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.
This show covers three areas that have been the most requested topics of the listeners to Living the Question Radio. There is something for everyone: From one's financial security in retirement to the reason why China is hoarding rice, and added to that, what are the signs of demon possession. Listen and call in with your comments.
Have you thought about your retirement. Have you planned to have enough income for medical bills, foods, medicine, rent, etc,.etc. Most folk are not in a position to pay the bills now and are going to be totally lost in the future or plan out homeless. Listen to our host Elijah'Isaiah X - as he tells a story of an prepared mana dn his faith in the future. This is must hear program.
No BS Money Guy Todd Strobel interviews Kim Butler, Best Selling Author of Busting the Financial Planning Lies. Today's topic is practical retirement strategies your financial planner won't tell you about. Check Out: Busting the Retirement Lies How about a Free Chapter Delivered to Your Email Via PDF?
In this powerful show, Rick Bueter will be discussing his new book, The Great Wall Street Retirement, and the various aspects of 401 K plans. Office #: 858-621-9099 Twitter: @RickBueter Facebook: The Great Wall Street Retirement Scam by Rick Bueter