Navigating Retirement Podcast

✅ Schedule a Retirement Strategy session with us here: https://7ym2vglvi6z.typeform.com/SeasideWealthWarren Buffett says cash is a bad investment. Is that actually true? If you're close to or in retirement, does it make sense for you to have some cash on hand to pay less tax and increase your wealth? In this episode, Matt and Brad discuss the power of cash. They discuss when to have it and when to use it. Welcome to Navigating ...

✅ Schedule a Retirement Strategy session with us here: https://7ym2vglvi6z.typeform.com/SeasideWealthIn this episode, Matt and Brad discuss what would have happened to you if put the predictions of Wall Street into action in 2025. They also discuss what they think will happen in the markets in 2026. Welcome to Navigating Retirement! A fun and friendly conversation on helping you reduce the fear of running out of money in retirement...

Welcome to 2026! 🎇 Matt and I are here to guide you through some smart financial planning to set yourself up for long-term success. We'll share essential money tips and strategies for effective financial management to help you achieve financial success. This year, focus on goal setting to build wealth for years to come. 📈
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In this episode, Matt and Brad discuss if the 4% is still practical these days and some strategies for how to manage your withdrawals in retirement. Welcome 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/6S8H7hgEl...

✅ Schedule a Retirement Strategy session with us here: https://7ym2vglvi6z.typeform.com/SeasideWealthIn this episode, Matt and Brad ring in the New Year with some sound strategies for you to add to your list of financial goals to help you build wealth and retire in style. Welcome to Navigating Retirement! A fun and friendly conversation on helping you reduce the fear of running out of money in retirement and build generational weal...

✅ Schedule a Retirement Strategy session with us here: https://7ym2vglvi6z.typeform.com/SeasideWealthIn this episode, Matt and Brad welcome special guest Jake Lincoln, CPA of Coastal Tax Advisors to discuss the importance of tax planning and tax loopholes that are often underutilized to build wealth. Chances are you are overpaying taxes and tipping the IRS every year. To talk to Jake and his team, visit: https://coastaltaxadvisors....

✅ Schedule a Retirement Strategy session with us here: https://7ym2vglvi6z.typeform.com/SeasideWealthIn this episode, Matt and Brad discuss the wild ride of the stock market in 2025. If you're an investor, you've seen some highs and lows this year. Hopefully, you ended up in the green, but if not, we discuss some tax strategies to take advantage of your losses and how to prepare for 2026.Welcome to Navigating Retirement! A ...

✅ Schedule a Retirement Strategy session with us here: https://7ym2vglvi6z.typeform.com/SeasideWealthIn this episode, Matt and Brad discuss their best tax dodging strategies they've used for their clients. You have the right to use every tax rule that you can to lower your lifetime tax bill. Pay your share, but never leave the IRS a tip. Welcome to Navigating Retirement! A fun and friendly conversation on helping you reduce the...

✅ Schedule a Retirement Strategy session with us here: https://7ym2vglvi6z.typeform.com/SeasideWealthIn this episode, Matt and Brad discuss how, why, and when to rebalance your portfolio. What should you buy, sell, or hold? The end of the year is a good time to rebalance your investments, but you should know the tax laws that come with selling your investments. Welcome to Navigating Retirement! A fun and friendly conversation on he...

✅ Schedule a Retirement Strategy session with us here: https://7ym2vglvi6z.typeform.com/SeasideWealthIn this episode, Matt and Brad discuss all the smart moves you can make before the end of the year to set yourself up for success in 2026. Do these now! Welcome 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...

✅ Schedule a Retirement Strategy session with us here: https://7ym2vglvi6z.typeform.com/SeasideWealthCurious about investing with ETFs? In this episode, Matt and Brad look at the best and worst ETFs of 2025 to help you plan for 2026. They also help you understand what ETFs are and how they work so that you don't overpay in fees and expense ratios. Not all ETFs are the same. Welcome to Navigating Retirement! A fun and friendly c...

✅ Schedule a Retirement Strategy session with us here: https://7ym2vglvi6z.typeform.com/SeasideWealthIt's the end of the year, and the IRS is eyeing up how to tax your investment profits. In this episode, Matt and Brad explain all the various ways your investments will be taxed and cover some legal strategies they use for their clients to lower the bill. Welcome to Navigating Retirement! A fun and friendly conversation on helpi...

Did you know that 7 of 10 retirees today are going to need long-term care in their lifetime? The odds are against you if you think that you'll be one of the lucky 3 who don't need it. On today's show, Brad and Matt welcome Christina Frey from Frey Insurance to discuss why exploring Long Term Care Insurance is a valuable part of planning for your retirement. For more about Christina: https://freyinsures.com/Welcome to Navigating Ret...

✅ Schedule a Retirement Strategy session with us here: https://7ym2vglvi6z.typeform.com/SeasideWealthAre you prepared for all the expenses you'll face in retirement? In this episode, Brad Lineberger, CFP®, and Matt Callahan, CFP®, highlight the importance of creating a solid retirement budget. We'll discuss common expenses in retirement, offering essential financial planning and tips for managing your retirement income, so ...

✅ Schedule a Retirement Strategy session with us here: https://7ym2vglvi6z.typeform.com/SeasideWealthAre you prepared for all the expenses you'll face in retirement? In this episode, Brad Lineberger, CFP®, and Matt Callahan, CFP®, highlight the importance of creating a solid retirement budget. We'll discuss common expenses in retirement, offering essential financial planning and tips for managing your retirement income, so you can ...

✅ Register NOW for our FREE Social Security Live Webinar Q&A on 10/22/25: https://keap.seasidewealth.com/ss-oct-15-event-registration.htmlAre you prepared for all the expenses you'll face in retirement? In this episode, Brad Lineberger, CFP®, and Matt Callahan, CFP®, highlight the importance of creating a solid retirement budget. We'll discuss common expenses in retirement, offering essential financial planning and tips...

Are you prepared for the sneaky retirement risk that could derail your plans? Brad Lineberger, CFP®, and Matt Callahan, CFP®, explain the sequence of returns risk in retirement and why it's essential for financial planning for retirement. Learn more about retirement savings and the best withdrawal strategy to secure your retirement income and avoid other financial risks. Welcome to Navigating Retirement! A fun and friendly conv...

Have you been trying to figure out how to manage your money, especially with retirement planning on the horizon? 🤔 This video explores the role of a financial advisor and how they can help you maximize your savings and overall financial planning. Could wealth management be the key to achieving your financial goals?Welcome to Navigating Retirement! A fun and friendly conversation on helping you reduce the fear of running out of mon...

✅ Register NOW for our FREE Social Security Live Webinar Q&A on 10/22/25: https://keap.seasidewealth.com/ss-oct-15-event-registration.html

We are addressing the common misconception that Social Security is going bankrupt, offering a crucial social security update. Our discussion includes advice on when to claim your social security benefits, exploring the advantages of choosing to delay social security. This video is essenti...