Navigating Retirement Podcast

Brad Lineberger, CFP®, and guest Vince Tiseo, Global Head of Business Strategy for Goldman Sachs, discuss how to prepare yourself and your family for the biggest transfer of wealth in American history. What do you want your legacy to be? Who's important to you? How do you leave money to your loved ones and not the IRS? Does transferring wealth also mean transferring values? Brad and Vince dig into all of that in this important conversation for all retirees. 👉 Want to invest in your retirement? Schedule a FREE intro call with us here: 🤝 https://7ym2vglvi6z.typeform.com/SeasideWealth

🔔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®, discuss recent changes in Washington, D.C., and how pensions and Social Security work together, impacting retirement income. Don't be complacent with your retirement planning; stay informed to maximize your benefits. Ensure your financial planning accounts for these DC changes.👉 Have enough to retire? Let us help! Schedule a FREE intro call with us here: 🤝 https://7ym2vglvi6z.typeform.com/SeasideWealth===🔔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®, discuss whether $1 million is still enough for a comfortable retirement, especially considering current financial realities; they offer expert insights for retirement planning. Understanding financial planning, retirement income, and retirement savings is crucial for those aiming for financial freedom. Learn about the average retirement and how to strategize effectively.👉 Have enough to retire? 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

Brad Lineberger, CFP®, and guest Vince Tiseo, Global Head of Business Strategy for Goldman Sachs, discuss how retirement investing is evolving with Direct Indexing. Direct Indexing is an investment strategy that combines stock market investing with tax advantages. Learn about stock market investing and how it compares to ETF investing and mutual funds. Discover tax loss harvesting opportunities and how to potentially lower your tax bill.👉 Want to invest in your retirement? 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. ===🎧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

Matt, CFP®, and Brad, CFP®, discuss a checklist of all the financial areas you need to consider before retiring in 2025 to avoid retirement mistakes. From investing to Social Security and Medicare to the sequence of returns risks. We cover it all to help you achieve financial security. 👉 Want to invest in your retirement? 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

Matt, CFP®, and Brad, CFP®, discuss how retirees can invest wisely to ensure they don't run out of money due to longevity and inflation. They cover strategies to help with retirement planning, focusing on retirement income streams and the importance of a diversified portfolio. Learn how to achieve financial security in your golden years!👉 Want to get that tax bill low? Schedule a FREE intro call with us here: 🤝 https://7ym2vglvi6z.typeform.com/SeasideWealthWelcome to the Fishbowl! A fun and friendly conversation on all things finance for folks who are retired and getting ready for retirement. ===🎧Follow our podcast "The Fishbowl" 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

Worried about taxes impacting your retirement? Brad and Matt discuss practical ways to lower your lifetime tax bill, offering actionable steps for immediate savings. They emphasize the importance of proper retirement planning and understanding retirement tax strategies. Learn how financial planning can help you save money on taxes and achieve financial freedom in retirement.👉 Want to talk fixed income for your retirement? Schedule a FREE intro call with us here: 🤝 https://7ym2vglvi6z.typeform.com/SeasideWealth===🔔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

Considering annuities for your retirement? This episode examines the pros and cons to help with your retirement planning. Learn how annuities can fit into your financial plan, and if they are the right investment for your retirement income planning.👉 Want to talk fixed income for your retirement? Schedule a FREE intro call with us here: 🤝 https://7ym2vglvi6z.typeform.com/SeasideWealthWelcome to the Fishbowl! A fun and friendly conversation on all things finance for folks who are retired and getting ready for retirement. ===🎧Follow our podcast "The Fishbowl" 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

In this episode, Brad and Matt discuss the "One Big Beautiful Bill" and its impact on retirement, Social Security, and investments, offering guidance for financial planning. They break down the key aspects of the bill to help viewers navigate changes and understand its implications for retirement planning and personal finance.👉 Want to talk Social Security Timing? Schedule a FREE intro call with us here: 🤝 https://7ym2vglvi6z.typeform.com/SeasideWealthWelcome to the Fishbowl! A fun and friendly conversation on all things finance for folks who are retired and getting ready for retirement. ===🎧Follow our podcast "The Fishbowl" by using our RSS feed: https://anchor.fm/s/103bf5c1c/podcast/rssor on Spotify: 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👉 Need help? Schedule a FREE intro call with us here: 🤝 https://7ym2vglvi6z.typeform.com/SeasideWealth

By 2034, Social Security may face challenges, impacting investors and retirees; this video explores potential congressional solutions. Understand the implications for retirement planning and how this affects personal finance. Learn how financial planning can help navigate these changes.

👉 Want to talk Social Security Timing? Schedule a FREE intro call with us here: 🤝 https://7ym2vglvi6z.typeform.com/SeasideWealth

Welcome to the Fishbowl! A fun and friendly conversation on all things finance for folks who are retired and getting ready for retirement.

===

🎧Follow our podcast "The Fishbowl" by using our RSS feed: https://anchor.fm/s/103bf5c1c/podcast/rssor on Spotify: 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