Navigating Retirement Podcast

✅ Schedule a Retirement Strategy session with us here: https://7ym2vglvi6z.typeform.com/SeasideWealthCurious about investing with ETFs? In this episode, Matt and Brad look at the best and worst ETFs of 2025 to help you plan for 2026. They also help you understand what ETFs are and how they work so that you don't overpay in fees and expense ratios. Not all ETFs are the same. Welcome to Navigating Retirement! A fun and friendly conversation on helping you reduce the fear of running out of money in retirement and build generational wealth. ===🔔Subscribe to our channel: https://www.youtube.com/@SeasideWealth📸Instagram: https://www.instagram.com/seasidewealthmanagement💼LinkedIn: https://www.linkedin.com/company/seasidewealth👥Facebook: https://www.facebook.com/seasidewealth🌐Website: https://seasidewealth.com/🤔Questions for Brad? [email protected]🤔Questions for Matt? [email protected]☎️Give us a call: (760) 730-8120

✅ Schedule a Retirement Strategy session with us here: https://7ym2vglvi6z.typeform.com/SeasideWealthIt's the end of the year, and the IRS is eyeing up how to tax your investment profits. In this episode, Matt and Brad explain all the various ways your investments will be taxed and cover some legal strategies they use for their clients to lower the bill. Welcome to Navigating Retirement! A fun and friendly conversation on helping you reduce the fear of running out of money in retirement and build generational wealth. ===🎧Follow our podcast "Navigating Retirement" by using our RSS feed: https://open.spotify.com/show/6S8H7hgElibBS7Sdi5Tyk6?si=B2KBMQ61QTqVgjfnxPPVWQ===🔔Subscribe to our channel: https://www.youtube.com/@SeasideWealth📸Instagram: https://www.instagram.com/seasidewealthmanagement💼LinkedIn: https://www.linkedin.com/company/seasidewealth👥Facebook: https://www.facebook.com/seasidewealth🌐Website: https://seasidewealth.com/🤔Questions for Brad? [email protected]🤔Questions for Matt? [email protected]☎️Give us a call: (760) 730-8120

Did you know that 7 of 10 retirees today are going to need long-term care in their lifetime? The odds are against you if you think that you'll be one of the lucky 3 who don't need it. On today's show, Brad and Matt welcome Christina Frey from Frey Insurance to discuss why exploring Long Term Care Insurance is a valuable part of planning for your retirement. For more about Christina: https://freyinsures.com/Welcome to Navigating Retirement! A fun and friendly conversation on helping you reduce the fear of running out of money in retirement and build generational wealth. ===🎧Follow our podcast "Navigating Retirement" by using our RSS feed: https://open.spotify.com/show/6S8H7hgElibBS7Sdi5Tyk6?si=B2KBMQ61QTqVgjfnxPPVWQ===🔔Subscribe to our channel: https://www.youtube.com/@SeasideWealth📸Instagram: https://www.instagram.com/seasidewealthmanagement💼LinkedIn: https://www.linkedin.com/company/seasidewealth👥Facebook: https://www.facebook.com/seasidewealth🌐Website: https://seasidewealth.com/🤔Questions for Brad? [email protected]🤔Questions for Matt? [email protected]☎️Give us a call: (760) 730-8120

✅ Schedule a Retirement Strategy session with us here: https://7ym2vglvi6z.typeform.com/SeasideWealthAre you prepared for all the expenses you'll face in retirement? In this episode, Brad Lineberger, CFP®, and Matt Callahan, CFP®, highlight the importance of creating a solid retirement budget. We'll discuss common expenses in retirement, offering essential financial planning and tips for managing your retirement income, so you can work with your financial advisor on retirement planning.Welcome to Navigating Retirement! A fun and friendly conversation on helping you reduce the fear of running out of money in retirement and build generational wealth.
🔔Subscribe to our channel: https://www.youtube.com/@SeasideWealth📸Instagram: https://www.instagram.com/seasidewealthmanagement💼LinkedIn: https://www.linkedin.com/company/seasidewealth👥Facebook: https://www.facebook.com/seasidewealth🌐Website: https://seasidewealth.com/🤔Questions for Brad? [email protected]🤔Questions for Matt? [email protected]☎️Give us a call: (760) 730-8120

✅ Schedule a Retirement Strategy session with us here: https://7ym2vglvi6z.typeform.com/SeasideWealthAre you prepared for all the expenses you'll face in retirement? In this episode, Brad Lineberger, CFP®, and Matt Callahan, CFP®, highlight the importance of creating a solid retirement budget. We'll discuss common expenses in retirement, offering essential financial planning and tips for managing your retirement income, so you can work with your financial advisor on retirement planning.Welcome to Navigating Retirement! A fun and friendly conversation on helping you reduce the fear of running out of money in retirement and build generational wealth. ===🎧Follow our podcast "Navigating Retirement" by using our RSS feed: https://open.spotify.com/show/6S8H7hgElibBS7Sdi5Tyk6?si=B2KBMQ61QTqVgjfnxPPVWQ===🔔Subscribe to our channel: https://www.youtube.com/@SeasideWealth📸Instagram: https://www.instagram.com/seasidewealthmanagement💼LinkedIn: https://www.linkedin.com/company/seasidewealth👥Facebook: https://www.facebook.com/seasidewealth🌐Website: https://seasidewealth.com/🤔Questions for Brad? [email protected]🤔Questions for Matt? [email protected]☎️Give us a call: (760) 730-8120

✅ Register NOW for our FREE Social Security Live Webinar Q&A on 10/22/25: https://keap.seasidewealth.com/ss-oct-15-event-registration.htmlAre you prepared for all the expenses you'll face in retirement? In this episode, Brad Lineberger, CFP®, and Matt Callahan, CFP®, highlight the importance of creating a solid retirement budget. We'll discuss common expenses in retirement, offering essential financial planning and tips for managing your retirement income, so you can work with your financial advisor on retirement planning.Welcome to Navigating Retirement! A fun and friendly conversation on helping you reduce the fear of running out of money in retirement and build generational wealth. ===🎧Follow our podcast "Navigating Retirement" by using our RSS feed: https://open.spotify.com/show/6S8H7hgElibBS7Sdi5Tyk6?si=B2KBMQ61QTqVgjfnxPPVWQ===🔔Subscribe to our channel: https://www.youtube.com/@SeasideWealth📸Instagram: https://www.instagram.com/seasidewealthmanagement💼LinkedIn: https://www.linkedin.com/company/seasidewealth👥Facebook: https://www.facebook.com/seasidewealth🌐Website: https://seasidewealth.com/🤔Questions for Brad? [email protected]🤔Questions for Matt? [email protected]☎️Give us a call: (760) 730-8120

Are you prepared for the sneaky retirement risk that could derail your plans? Brad Lineberger, CFP®, and Matt Callahan, CFP®, explain the sequence of returns risk in retirement and why it's essential for financial planning for retirement. Learn more about retirement savings and the best withdrawal strategy to secure your retirement income and avoid other financial risks. Welcome to Navigating Retirement! A fun and friendly conversation on helping you reduce the fear of running out of money in retirement and build generational wealth. ===🎧Follow our podcast "Navigating Retirement" by using our RSS feed: https://open.spotify.com/show/6S8H7hgElibBS7Sdi5Tyk6?si=B2KBMQ61QTqVgjfnxPPVWQ===🔔Subscribe to our channel: https://www.youtube.com/@SeasideWealth📸Instagram: https://www.instagram.com/seasidewealthmanagement💼LinkedIn: https://www.linkedin.com/company/seasidewealth👥Facebook: https://www.facebook.com/seasidewealth🌐Website: https://seasidewealth.com/🤔Questions for Brad? [email protected]🤔Questions for Matt? [email protected]☎️Give us a call: (760) 730-8120

Have you been trying to figure out how to manage your money, especially with retirement planning on the horizon? 🤔 This video explores the role of a financial advisor and how they can help you maximize your savings and overall financial planning. Could wealth management be the key to achieving your financial goals?Welcome to Navigating Retirement! A fun and friendly conversation on helping you reduce the fear of running out of money in retirement and build generational wealth. ===🎧Follow our podcast "Navigating Retirement" by using our RSS feed: https://open.spotify.com/show/6S8H7hgElibBS7Sdi5Tyk6?si=B2KBMQ61QTqVgjfnxPPVWQ===🔔Subscribe to our channel: https://www.youtube.com/@SeasideWealth📸Instagram: https://www.instagram.com/seasidewealthmanagement💼LinkedIn: https://www.linkedin.com/company/seasidewealth👥Facebook: https://www.facebook.com/seasidewealth🌐Website: https://seasidewealth.com/🤔Questions for Brad? [email protected]🤔Questions for Matt? [email protected]☎️Give us a call: (760) 730-8120

✅ Register NOW for our FREE Social Security Live Webinar Q&A on 10/22/25: https://keap.seasidewealth.com/ss-oct-15-event-registration.html

We are addressing the common misconception that Social Security is going bankrupt, offering a crucial social security update. Our discussion includes advice on when to claim your social security benefits, exploring the advantages of choosing to delay social security. This video is essential for anyone engaged in retirement planning and needing reliable information about their retirement benefits.
Welcome to Navigating Retirement! A fun and friendly conversation on helping you reduce the fear of running out of money in retirement and build generational wealth.
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🎧Follow our podcast "Navigating Retirement" by using our RSS feed:
https://open.spotify.com/show/6S8H7hgElibBS7Sdi5Tyk6?si=B2KBMQ61QTqVgjfnxPPVWQ
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🔔Subscribe to our channel: https://www.youtube.com/@SeasideWealth
📸Instagram: https://www.instagram.com/seasidewealthmanagement
💼LinkedIn: https://www.linkedin.com/company/seasidewealth
👥Facebook: https://www.facebook.com/seasidewealth
🌐Website: https://seasidewealth.com/
🤔Questions for Brad? [email protected]
🤔Questions for Matt? [email protected]
☎️Give us a call: (760) 730-8120

Brad Lineberger, CFP®, and Matt Callahan, CFP®, share why most people who use their 401k as the biggest tool for saving for retirement, don't often understand how to use it to its full potential. In their many years of financial planning, they've found workers often miss out on maximizing their employee benefits. Optimize your biggest investing vehicle for retirement investing, and plan for your retirement money today!

👉 Have questions on how Social Security can boost your Pension? Let us help! Schedule a FREE intro call with us here: 🤝 https://7ym2vglvi6z.typeform.com/SeasideWealthWelcome to Navigating Retirement! A fun and friendly conversation on helping you reduce the fear of running out of money in retirement and build generational wealth. ===

🔔Subscribe to our channel: https://www.youtube.com/@SeasideWealth📸Instagram: https://www.instagram.com/seasidewealthmanagement💼LinkedIn: https://www.linkedin.com/company/seasidewealth👥Facebook: https://www.facebook.com/seasidewealth🌐Website: https://seasidewealth.com/🤔Questions for Brad? [email protected]🤔Questions for Matt? [email protected]☎️Give us a call: (760) 730-8120