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.

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🎧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

With rising political tensions and the US hitting Iran's nuclear facilities, investors are concerned about the economic impact. This video dives into how war impacts the stock market, the economy, and retirement income. Learn about this geopolitical framework and what it means for your investments.

👉 Ready to create a stress-free 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. 🌐Website: https://seasidewealth.com/🤔Questions for Brad? [email protected]🤔Questions for Matt? [email protected]☎️Give us a call: (760) 730-8120

Baseball seasons are long and full of ups and downs. But it's a game of averages, just like investing. In this episode, Brad Lineberger, CFP, and Matt Callahan, CFP, discuss the similarities between baseball and investing. 👉 Ready to create a stress-free 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.
🌐Website: https://seasidewealth.com/🤔Questions for Brad? [email protected]🤔Questions for Matt? [email protected]☎️Give us a call: (760) 730-8120

Bonds are supposed to be safe and steady. But recently, Bonds have been volatile. What's going on? Brad Lineberger, CFP, and Matt Callahan, CFP, discuss the bond market and their place in a portfolio. 👉 Ready to create a stress-free 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://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

It's time to have a difficult conversation with your parents about money. Why? Because if they leave you assets, you could be stuck with a huge tax bill. Brad Lineberger, CFP, and Matt Callahan, CFP, discuss scenarios on how to inherit assets to pay less taxes. 👉 Ready to create a stress-free 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.

Brad Lineberger, CFP, and Matt Callahan, CFP, recap all the wild market swings in Q1 of 2025 and use that data to predict what may happen for the rest of the year and 2026. What markets are hot? What futures have cooled? They provide valuable insights.

👉 Ready to create a stress-free retirement? Schedule a FREE intro call with us here: 🤝 ⁠⁠https://7ym2vglvi6z.typeform.com/SeasideWealth⁠⁠

Website: ⁠⁠https://seasidewealth.com/⁠⁠

Questions for Brad? [email protected]

Questions for Matt? [email protected]

Give us a call: (760) 730-8120

Show Notes:

Market Correction Definition

2025 Papal Conclave

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Seaside Wealth Management, Inc. is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Seaside Wealth Management, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Seaside Wealth Management, Inc. unless a client service agreement is in place

While it may cause anxiety, taking some time to plan over 30 years of your life can have huge rewards for you and your family. Brad Lineberger, CFP, and Matt Callahan, CFP, discuss the rewards of retirement planning.

👉 Ready to create a stress-free retirement? Schedule a FREE intro call with us here: 🤝 ⁠https://7ym2vglvi6z.typeform.com/SeasideWealth⁠

Website: ⁠https://seasidewealth.com/⁠

Questions for Brad? [email protected]

Questions for Matt? [email protected]

Give us a call: (760) 730-8120

Show Notes:

Flag Football: https://nflflag.com/

Marriage Officiant

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Seaside Wealth Management, Inc. is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Seaside Wealth Management, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Seaside Wealth Management, Inc. unless a client service agreement is in place