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The Five Minute Financial Plan Podcast

Retirement Matters, Inc.

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Followers
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The Five Minute Financial Plan Podcast

The Five Minute Financial Plan Podcast

Retirement Matters, Inc.

3
Followers
0
Plays
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About Us

Regular personal financial podcasts are too long. In five minutes or less, we'll cover personal financial topics and make them relevant for you. The US-focused content is easy to listen to (as your host hails from England) and if it goes over five minutes, Feed My Starving children gets a $10 donation each time. Tune in to see which episode goes too long!

Latest Episodes

39 - What Happens to My Pension if My Company Goes Bankrupt?

Have you ever wondered what will happen to your pension if your company goes bankrupt? It may seem like a distant possibility, which is possibly why you haven’t considered it before. The truth is that bankruptcy at a corporate level happens, and so it’s best to be prepared in case you’re ever in a situation where you’re at risk of losing your livelihood, benefits, and your retirement savings due to your company going bankrupt.

6 MIN2019 JAN 23
Comments
39 - What Happens to My Pension if My Company Goes Bankrupt?

38 - Everything You Need to Know About Your Pension

Pensions are an often-confusing component of your retirement plan.For years, pensions were the gold standard for retirement benefits across industries. However, in recent years, pension plans have largely fallen to the wayside as bigger companies are moving towardexclusivelyoffering 401(k) plans to their employees. So, if you have a pension available to you, it’s important to make sure you’re taking full advantage of it.

4 MIN2019 JAN 16
Comments
38 - Everything You Need to Know About Your Pension

37 - 7 Steps to Making Your 2019 A Financial Home-Run

A lot of these articles, blog posts, YouTube videos, and podcasts released this time of year often fall short for a variety of reasons: they’re too specific, they set unrealistic expectations, they don’t give enough detail, or they offer solutions that just aren’t feasible when it comes time to incorporate them into your day-to-day.

9 MIN2019 JAN 10
Comments
37 - 7 Steps to Making Your 2019 A Financial Home-Run

36 - Christmas Podcast

I wanted to take time this holiday season to thank you for listening to The Five Minute Financial Plan - have a very Merry Christmas!

6 MIN2018 DEC 26
Comments
36 - Christmas Podcast

35 - Estate Planning for Executives

Estate planning as an executive isn’t easy. It requires a lot of conversations between family members, and financial professionals. Even if your intentions are good, and you just want to ensure that your spouse, kids, and grandkids get the most out of your hard-earned wealth, it’s possible to slip up and have a large portion of your estate taxed at high rates. So, let's dive into the estate planning basics (and beyond) for executives to help you find your estate-planning-footing!

7 MIN2018 DEC 19
Comments
35 - Estate Planning for Executives

34 - How Does a Financial Plan Work When You Have Too Much Money?

A financial plan provides the framework for all important money decisions so your money can be designed towards achieving your goals on time. You would think that the more money you have, the less you have to worry about how much easier it would be fulfilling your dreams. In reality, the opposite is true.

6 MIN2018 DEC 12
Comments
34 - How Does a Financial Plan Work When You Have Too Much Money?

33 - How Much Money Do You Need to Retire?

How much money do you need to retire? It is the single most important question on most people’s minds; yet, because there are so many variables, it is one of the most difficult to answer.

7 MIN2018 DEC 5
Comments
33 - How Much Money Do You Need to Retire?

32 - My Week by the Pool

Vacations can help you to visualize the retirement of your dreams. Visiting different locations helps you to zero in on the lifestyle you want: What type of weather do you prefer? Do you want to be near family? Do you want to be somewhere where you can participate in activities you love like hiking or biking year round? Next time you go to plan a family vacation, think about shaking things up and using the time to picture your retirement. Don't just do Disney all the time!

8 MIN2018 NOV 28
Comments
32 - My Week by the Pool

31 - The New Retirement Dilemma: I Have Enough Money to Retire but I Can’t Pull the Trigger

You’ve done the planning.You’ve crunched the numbers. Recent stock market movements havecarried you over the top, assuring you of a worry-free retirement(hopefully!), but you can’t bring yourself to pull the trigger.Did you ever think you would have to be dragged kicking and screaming into retirement? Well, you’re not alone.Welcome to the “new normal” retirement.

6 MIN2018 NOV 14
Comments
31 - The New Retirement Dilemma: I Have Enough Money to Retire but I Can’t Pull the Trigger

30 - What Does Being a “Fee Only” Advisor Mean?

Most of the articles you read about finding a financial planner today discuss whether or notthe advisors you’re interviewing are “fee only.” These articles typically come to the same conclusion – the advisors you’re interviewingshould befee-only. As a fee-only advisor myself, I couldn’t agree more with this.

4 MIN2018 NOV 7
Comments
30 - What Does Being a “Fee Only” Advisor Mean?

Latest Episodes

39 - What Happens to My Pension if My Company Goes Bankrupt?

Have you ever wondered what will happen to your pension if your company goes bankrupt? It may seem like a distant possibility, which is possibly why you haven’t considered it before. The truth is that bankruptcy at a corporate level happens, and so it’s best to be prepared in case you’re ever in a situation where you’re at risk of losing your livelihood, benefits, and your retirement savings due to your company going bankrupt.

6 MIN2019 JAN 23
Comments
39 - What Happens to My Pension if My Company Goes Bankrupt?

38 - Everything You Need to Know About Your Pension

Pensions are an often-confusing component of your retirement plan.For years, pensions were the gold standard for retirement benefits across industries. However, in recent years, pension plans have largely fallen to the wayside as bigger companies are moving towardexclusivelyoffering 401(k) plans to their employees. So, if you have a pension available to you, it’s important to make sure you’re taking full advantage of it.

4 MIN2019 JAN 16
Comments
38 - Everything You Need to Know About Your Pension

37 - 7 Steps to Making Your 2019 A Financial Home-Run

A lot of these articles, blog posts, YouTube videos, and podcasts released this time of year often fall short for a variety of reasons: they’re too specific, they set unrealistic expectations, they don’t give enough detail, or they offer solutions that just aren’t feasible when it comes time to incorporate them into your day-to-day.

9 MIN2019 JAN 10
Comments
37 - 7 Steps to Making Your 2019 A Financial Home-Run

36 - Christmas Podcast

I wanted to take time this holiday season to thank you for listening to The Five Minute Financial Plan - have a very Merry Christmas!

6 MIN2018 DEC 26
Comments
36 - Christmas Podcast

35 - Estate Planning for Executives

Estate planning as an executive isn’t easy. It requires a lot of conversations between family members, and financial professionals. Even if your intentions are good, and you just want to ensure that your spouse, kids, and grandkids get the most out of your hard-earned wealth, it’s possible to slip up and have a large portion of your estate taxed at high rates. So, let's dive into the estate planning basics (and beyond) for executives to help you find your estate-planning-footing!

7 MIN2018 DEC 19
Comments
35 - Estate Planning for Executives

34 - How Does a Financial Plan Work When You Have Too Much Money?

A financial plan provides the framework for all important money decisions so your money can be designed towards achieving your goals on time. You would think that the more money you have, the less you have to worry about how much easier it would be fulfilling your dreams. In reality, the opposite is true.

6 MIN2018 DEC 12
Comments
34 - How Does a Financial Plan Work When You Have Too Much Money?

33 - How Much Money Do You Need to Retire?

How much money do you need to retire? It is the single most important question on most people’s minds; yet, because there are so many variables, it is one of the most difficult to answer.

7 MIN2018 DEC 5
Comments
33 - How Much Money Do You Need to Retire?

32 - My Week by the Pool

Vacations can help you to visualize the retirement of your dreams. Visiting different locations helps you to zero in on the lifestyle you want: What type of weather do you prefer? Do you want to be near family? Do you want to be somewhere where you can participate in activities you love like hiking or biking year round? Next time you go to plan a family vacation, think about shaking things up and using the time to picture your retirement. Don't just do Disney all the time!

8 MIN2018 NOV 28
Comments
32 - My Week by the Pool

31 - The New Retirement Dilemma: I Have Enough Money to Retire but I Can’t Pull the Trigger

You’ve done the planning.You’ve crunched the numbers. Recent stock market movements havecarried you over the top, assuring you of a worry-free retirement(hopefully!), but you can’t bring yourself to pull the trigger.Did you ever think you would have to be dragged kicking and screaming into retirement? Well, you’re not alone.Welcome to the “new normal” retirement.

6 MIN2018 NOV 14
Comments
31 - The New Retirement Dilemma: I Have Enough Money to Retire but I Can’t Pull the Trigger

30 - What Does Being a “Fee Only” Advisor Mean?

Most of the articles you read about finding a financial planner today discuss whether or notthe advisors you’re interviewing are “fee only.” These articles typically come to the same conclusion – the advisors you’re interviewingshould befee-only. As a fee-only advisor myself, I couldn’t agree more with this.

4 MIN2018 NOV 7
Comments
30 - What Does Being a “Fee Only” Advisor Mean?
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