The Real Money Pros

Self-Accountability for Retirement Planning (7/15/2023)


Listen Later

Retirement: The one main goal that people strive for when saving and investing. So this morning, Alan and Brian hone in the discussion on retirement plans and the different forms that they can take. Traditional IRA, 401k, 403b, and 457 plans just being a few options we can choose from – depending on our situations of course. While we believe that Social Security isn't going to leave us for good anytime soon, there are some actions that we need to personally put into place to supplement any potential financial shortcomings that may come with Social Security in the future. Most Americans aren't financially prepared for retirement. Make sure you're not one of them!

 

Hosts:

Alan Holman, CFP®, Wealth Advisor

Brian Wiley, Financial Advisor

 

The Real Money Pros:

https://www.therealmoneypros.com

 

—————————————————————

SPONSORS:

 

Academy Mortgage:

https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor

 

Lively (HSAs and FSAs)

https://livelyme.com/pro

 

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

 

Apollon Wealth Management:

https://apollonwealthmanagement.com/

 

Advisor Insurance Solutions:

https://advisorinsurancesolutions.com/

—————————————————————

...more
View all episodesView all episodes
Download on the App Store

The Real Money ProsBy The Real Money Pros

  • 5
  • 5
  • 5
  • 5
  • 5

5

16 ratings


More shows like The Real Money Pros

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,155 Listeners

WSJ Your Money Briefing by The Wall Street Journal

WSJ Your Money Briefing

1,747 Listeners

Sound Retirement Radio by Jason Parker

Sound Retirement Radio

436 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

776 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

734 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

502 Listeners

Afford Anything by Paula Pant | Cumulus Podcast Network

Afford Anything

3,517 Listeners

ChooseFI by ChooseFI

ChooseFI

5,079 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,050 Listeners

The Matt Walsh Show by The Daily Wire

The Matt Walsh Show

27,977 Listeners

Suze Orman's Women & Money (And Everyone Smart Enough To Listen) by Suze Orman Media

Suze Orman's Women & Money (And Everyone Smart Enough To Listen)

366 Listeners

The Long View by Morningstar

The Long View

885 Listeners

Sound Investing by Paul Merriman

Sound Investing

332 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

784 Listeners

Barron's Live by Barron's Live

Barron's Live

196 Listeners