Podcasts by The Ivy Retirement Podcast
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
Further podcasts by Brandon Archibald and Peter Laufenberg
Podcast on the topic Geldanlage
All episodes
How to Handle a Bear Market from 2023-12-13T18:24:28.483989
The possibility of a coming bear market has been in the news a lot lately, so during today’s episode we’re going to discuss what a bear market is and what you can do to help prepare yourself — and ...
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Do you know your financial time horizon? from 2023-12-13T18:24:28.480121
During this episode, we’re going to examine short-term, medium-term, and long-term financial horizons and how you can operate within each.
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What the Fed rate hike means for you from 2023-12-13T18:24:28.470503
During this episode, we’re going to examine the fallout of the Fed’s recent rate increase and what it means for not only the economy but to the average person.
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The benefits of saving for retirement with a Roth IRA from 2023-12-13T18:24:28.467084
During this episode, we’ll first examine some of the ways that Roth IRAs may be a good fit for certain financial strategies before pivoting to discussing some of the prominent financial scams that ...
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401(k) mistakes you should avoid from 2023-12-13T18:24:28.462546
In this episode, we look at common 401(k) mistakes and what you can do to avoid them.
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Market Volatility from 2023-12-13T18:24:28.459153
We've seen a lot of market volatility. In this episode we talk about how it may be affecting your finances and retirement plans and what you can do about it.
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How to Cover College Costs for Our Children from 2023-12-13T18:24:28.455777
In this episode we discuss how you can help cover college costs for your children or grandchildren without jeopardizing your retirement funds.
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The Future of Medicare from 2023-12-13T18:24:28.451560
In this episode Peter talks about the importance of Medicare and healthcare planning as a part of your overall financial plan.
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Factoring Inflation Into Your Retirement Plan from 2023-12-13T18:24:28.448876
With inflation continuing to rise, you need to make sure you're doing the right things to help protect your savings and portfolio. We talk about what's going on as well as helpful tips and strategies.
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Preparing for taxes in retirement from 2023-12-13T18:24:28.446760
During this episode, we’re going to examine some of the ways you can prepare yourself – and your financial strategy – for the taxes you may face during your retirement.
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Social Security: Myth Versus Reality from 2023-12-13T18:24:28.444177
During this episode, we’re going to first address some of the most common myths about Social Security before pivoting to a discussion about some of the lesser known services that Social Security pr...
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Are you ready for RMDs? from 2023-12-13T18:24:28.441056
During this show, we’re going to first look at some of things you need to know about RMDs and then in our final segment we’ll discuss some of the financial mistakes that could put your retirement a...
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Retirement in Four Phases from 2023-12-13T18:24:28.436858
During this episode, we’re going to closely examine the four phases of retirement and in the final segment we’ll discuss working part-time in retirement.
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Tax strategies and insights for 2022 from 2023-12-13T18:24:28.387625
During this episode, we’re going to look at tax issues to be aware of in 2022 as well as broader tax insights that apply anytime.
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Year-end Financial Planning from 2023-12-13T18:24:28.383516
In this episode Peter talks about what you need to know about your finances before the end of the year and before you file your taxes in the new year.
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Is a semi-retired life right for you? from 2023-12-13T18:24:28.378527
During this episode, we’re going to look at some of the ways the semi-retired — rather than the fully retired — lifestyle may be a step for not only your financial strategy but for your physical an...
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Medicare insights and updates from 2023-12-13T18:24:28.373309
During this episode, we’re going to share Medicare insights and updates that will be useful for people already enrolled in Medicare and for those approaching their enrollment window.
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Social Security COLA is on the rise from 2023-12-13T18:24:28.367644
During this episode, we’re going to break down the recent news that Social Security’s Cost of Living Adjustment will go up by 5.9 percent in January 2022. We’ll also look at some Social Security an...
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Strategy Steps to Take This Fall from 2023-12-13T18:24:28.362102
On this episode, we’re going to discuss two important upcoming dates: The fall Medicare open enrollment period that begins Oct. 15 and Estate Planning Awareness Week, which begins Oct. 18.
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Protect your money from scams Part 2 from 2023-12-13T18:24:28.357470
In this episode we continue our discussion on how to protect yourself from scams.
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Protect yourself, and your money, from scams from 2023-12-13T18:24:28.353804
During this episode, we’re going to highlight some common financial scams and what you can do to better protect yourself and your money.
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Finding Money in Retirement from 2023-12-13T18:24:28.349767
During this show, we’ll examine some ways you may be able to find extra cash after you’ve retired, in a variety of options.
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Be Frugal AND Happy Part 2 from 2023-12-13T18:24:28.346148
In this episode we continue our discussion about how having a frugal retirement doesn’t mean a retirement without many of the hobbies and activities you enjoy. You can be frugal and happy.
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Yes, You Can Be Frugal AND Happy from 2023-12-13T18:24:28.342546
This episode will highlight that a frugal retirement doesn’t mean a retirement without many of the hobbies and activities you enjoy. You can be frugal and happy.
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Retirement Adventures Part 2 from 2023-12-13T18:24:28.296232
In this episode we continue our discussion about possible retirement adventures!
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Retirement Changes — Past, Present, and Future from 2023-12-13T18:24:28.294144
During this show, we’re going to discuss some of they key ways that retirement has changed during the last 25 years. In the final segment, we’ll also consider how retirement may change in the next ...
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Finding Money in Retirement Part 2 from 2023-12-13T18:24:28.291386
We continue our discussion about how to find money in retirement.
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Retirement and Financial Steps Part 2 from 2023-12-13T18:24:28.288275
During this show, we’ll examine some of the financial resources and possibilities that are available to you at the very important ages of 50 and 65.
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Retirement and Financial Steps at Important Ages from 2023-12-13T18:24:28.286163
During this show, we’ll examine some of the financial resources and possibilities that are available to you at the very important ages of 50 and 65.
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Tips to Make Retirement Travel Easier from 2023-12-13T18:24:28.283554
During today’s show, we’re going to discuss the many ways retirees can start traveling again post-pandemic while also staying on budget.
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So, You Want to Retire Early from 2023-12-13T18:24:28.280368
On this episode, we examine the 10 potentially critical things you need to know if you’re considering early retirement.
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The Benefits and Drawbacks of Annuities from 2023-12-13T18:24:28.269664
Annuities can provide a steady stream of retirement income if utilized properly. Find out about different types of annuities, how they work and how/when they may be part of a financial strategy.
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Are You Ready for Inflation? from 2023-12-13T18:24:28.266416
Inflation is a concern for some people in retirement. Let’s discuss the current inflation news and then examine ways you can build a budget and a retirement strategy that may offer some degree of p...
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Find YOUR Retirement Lifestyle from 2023-12-13T18:24:28.261975
During today’s episode, we’re going to discuss some of the common preferred retirement lifestyles and what you can do to make one of them a reality for you.
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Breaking down the Biden tax plan from 2023-12-13T18:24:28.257146
We examine some of the most significant elements of the Biden tax plan proposal and what some of its details may mean for your financial strategy in both the near term and the long term.
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Financial Steps for Veterans and Rookies from 2023-12-13T18:24:28.233302
It’s spring and among the many things that brings is the return of baseball. To get in the spirit, we take a look at what steps “veterans,” or people in the last year of their career, may want to t...
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Avoiding Social Security Scams from 2023-12-13T18:24:28.198514
Every once in a while, we hear about a new Social Security scam that targets retirees and pre-retirees. The latest version is another reason to be cautious about who you talk to and what you say.
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Questions to Ask When Choosing a Financial Services Professional from 2023-12-13T18:24:28.190440
During this episode, we’re going to discuss some of the critical questions you should ask a financial services professional you’re considering working with. In our final segment, will look at some ...
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Eye-Popping Retirement Statistics from 2023-12-13T18:24:28.183489
During this episode, we’re going to examine financial statistics that may surprise you, scare you, or inspire you to readjust your own financial strategy.
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What the American Rescue Plan Means for You from 2023-12-13T18:24:28.172218
During this episode, we’re going to do a deep analysis of the recently passed American Rescue Plan. In our final segment, we’ll address some good post-pandemic budgeting options.
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Social Security in 2021 from 2023-12-13T18:24:27.881
During today’s episode, we’re going to discuss some of the changes you’ll see to Social Security in 2021 as well as what you can do to adjust your own retirement strategy to address those changes.
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Are You Ready for Tax Season? from 2023-12-13T18:24:27.872686
During this episode, we’ll discuss some potential tax breaks for people who are in their 50s and 60s, the self-employed, and tax breaks that anyone can take advantage of.
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Financial Steps in Three Stages from 2023-12-13T18:24:27.861092
During this episode, we discuss smart financial decisions during three critical chapters of your life: your 20s and 30s, your 50s, and during your retirement.
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Understanding 401(k)s from 2023-12-13T18:24:27.854718
During this episode, we’re going to really break down 401(k) so that listeners can gain a deeper understanding of their importance. We’ll also discuss way to maximize your 401(k).
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What is Holistic Financial Planning from 2023-12-13T18:24:27.849872
Very often in podcast I will mention that we take a holistic approach to working with people. But what exactly does that mean? Well, in this episode we delve a little deeper into what holistic advi...
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How to Get Over Your Retirement Fears from 2023-12-13T18:24:27.843022
During this episode, we’re going to look at some of the common financial fears that people nearing retirement often experience and how they can be overcome. In the final segment, we’ll discuss how ...
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Legacy Planning During the Pandemic from 2023-12-13T18:24:27.834843
During this episode, we’ll be discussing how you can build an legacy plan or adjust your current plan to better reflect your needs during the coronavirus pandemic. We’ll also look at some more gene...
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What to Do if You Want to Retire Right Now from 2023-12-13T18:24:27.789409
During this episode, we’ll look at the steps people who are very close to retirement may want to take to ensure their financial strategies are as solid as possible so they leap into retirement with...
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Six Year-End Financial Planning Considerations from 2023-12-13T18:24:27.783612
Now is the time to look at your finances and tax situation before the end of the year. Peter talks about how to take advantage of year-end strategies to minimize your tax burden and maximize your r...
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The Seven Deadly Sins of Retirement Planning from 2023-12-13T18:24:27.777414
This episode looks at two different sets of the seven deadly sins of retirement planning. How many are you guilty of? We talk about what they are and how to avoid them.
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What You Should Know About Life Insurance from 2023-12-13T18:24:27.770636
During this episode, we’ll discuss some of the critical things that life insurance beneficiaries should know, including what happens if a policy has lapsed and when you can expect to receive your p...
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It’s time for a financial checkup from 2023-12-13T18:24:27.764152
Have your circumstances changed during the coronavirus economy? Some simple budgeting adjustments may help you get through this economic volatility a little easier. During our episode today, we’re ...
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Preparing for Retirement When You’re Single from 2023-12-13T18:24:27.760335
During today’s show, we’ll be discussing what you need to do to prepare for retirement if you’re single. Much of the marketing around retirement planning focuses on couples, but single people have ...
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Rollover Precautions from 2023-12-13T18:24:27.756008
Today we are talking about IRA and 401k rollovers. We’ll walk you through a number of precautions that you should take to avoid pitfalls and excessive penalties, taxes and fees.
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The Danger of Financial Assumptions from 2023-12-13T18:24:27.750124
It can be a dangerous choice to make assumptions when it comes to money, retirement and investing. This episode looks at some false retirement assumptions as well as some things you may assume you ...
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What Retirement Savings Tools Should You Consider? from 2023-12-13T18:24:27.744227
During this episode, we’ll discuss various retirement savings tools that might be a good fit for your overall financial strategy, whether you work for someone else, own a small business, or are oth...
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Preparing for Retirement as a Couple from 2023-12-13T18:24:27.692151
Looking toward retirement should be a time of optimism and excitement for couples. But in reality, there are numerous traps and obstacles standing between couples and a fulfilling retirement. Yet, ...
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Don’t Neglect Legacy Planning from 2023-12-13T18:24:27.687356
For many people, going through the legacy planning process can seem overwhelming. But by being proactive, and keeping the process simple, you can ensure that your assets are distributed in the mann...
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Protect Your Finances from Recessions from 2023-12-13T18:24:27.681611
When the economy is in flux, you may be able to reduce your stress and increase your peace of mind by following steps that may position you to better protect your finances so you can weather the co...
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How to Stay Healthy and Enjoy Retirement from 2023-12-13T18:24:27.676240
When you’re planning for retirement, it can be easy to think of your retirement date as the ultimate goal. But the reality is, your plan should address your retirement lifestyle. After all, your re...
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What You Need to Know About Annuities from 2023-12-13T18:24:27.669831
During this episode, we’ll be taking a close look at annuities to define exactly what they are, how they work, how much they cost and how to determine if they may fit your overall financial strateg...
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How to Travel in Retirement without Breaking Your Budget from 2023-12-13T18:24:27.664468
For many people, regular travel during retirement is one of their dreams. But travel can often be very expensive, especially for people on fixed incomes. In this episode, we discuss numerous ways y...
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Eight Obstacles to Retirement from 2023-12-13T18:24:27.657485
The retirement you’ve been dreaming about is possible, if you’re prepared. This episode of Financially Tuned concisely addresses the Eight Obstacles of Retirement: income, life expectancy, taxes, m...
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Tax Time Is Here Again from 2023-12-13T18:24:27.652294
Tax season is a time of year when everyone is thinking about their finances. You can use it to help you make better decisions, not just this year but into the future.
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Critical Social Security Rules from 2023-12-13T18:24:27.643680
For many people, Social Security is the key element of their financial retirement strategy, so it’s critical to understand Social Security’s many rules, regulations and quirks. Additionally, in mos...
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Life Insurance Basics and Options from 2023-12-13T18:24:27.594308
What are some basics of life insurance? Is life insurance something that should be considered as a part of your financial or retirement strategy?
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Ways to Maximize Your Retirement Investments from 2023-12-13T18:24:27.588105
Discussing some options to maximize your retirement process and investments. In this episode we talk about ways to possibly increase your investments so you'll have the income you need in retirement.
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Medicare – A Beginner’s Guide from 2023-12-13T18:24:27.582774
Medicare can be a confusing subject. There are so many parts, rules and regulations. Where do you even start when looking at Medicare? This episode serves as a potential beginner’s guide to Medicare.
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A Guide to Roth IRAs from 2023-12-13T18:24:27.578099
Roth IRAs can be a solid part of an overall financial strategy. In this episode will describe Roth IRAs, compare them to traditional IRAs, highlight their tax implications and then look at rollovers.
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5 Steps to Prep for a Better Retirement in your Sixties from 2023-12-13T18:24:27.572469
Today we are going to talk about some steps to improve your retirement when you are 60 or older. We will work through each of the five tips and talk about how they can help and apply to you and you...
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All About 401(k) Rollovers from 2023-12-13T18:24:27.563128
What happens if you leave a job or are considering rolling your 401(k) over? Today we tackle this question and more regarding your 401(k) or 403(b).
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Your Guide to the CARES Act from 2023-12-13T18:24:27.550069
The federal government’s Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law in March of 2020. It comes with several loans and grants as well as new and adapted rules and...
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