Navigating Retirement Podcast

✅ 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...

Brad Lineberger, CFP®, and Matt Callahan, CFP®, share why most people who use their 401k as the biggest tool for saving for retirement, don't often understand how to use it to its full potential. In their many years of financial planning, they've found workers often miss out on maximizing their employee benefits. Optimize your biggest investing vehicle for retirement investing, and plan for your retirement money today!

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Brad Lineberger, CFP®, and guest Vince Tiseo, Global Head of Business Strategy for Goldman Sachs, discuss how to prepare yourself and your family for the biggest transfer of wealth in American history. What do you want your legacy to be? Who's important to you? How do you leave money to your loved ones and not the IRS? Does transferring wealth also mean transferring values? Brad and Vince dig into all of that in this important conv...

Brad Lineberger, CFP®, and Matt Callahan, CFP®, discuss recent changes in Washington, D.C., and how pensions and Social Security work together, impacting retirement income. Don't be complacent with your retirement planning; stay informed to maximize your benefits. Ensure your financial planning accounts for these DC changes.👉 Have enough to retire? Let us help! Schedule a FREE intro call with us here: 🤝 https://7ym2vglvi6z.typefo...

Brad Lineberger, CFP®, and Matt Callahan, CFP®, discuss whether $1 million is still enough for a comfortable retirement, especially considering current financial realities; they offer expert insights for retirement planning. Understanding financial planning, retirement income, and retirement savings is crucial for those aiming for financial freedom. Learn about the average retirement and how to strategize effectively.👉 Have enough...

Brad Lineberger, CFP®, and guest Vince Tiseo, Global Head of Business Strategy for Goldman Sachs, discuss how retirement investing is evolving with Direct Indexing. Direct Indexing is an investment strategy that combines stock market investing with tax advantages. Learn about stock market investing and how it compares to ETF investing and mutual funds. Discover tax loss harvesting opportunities and how to potentially lower your tax...

Matt, CFP®, and Brad, CFP®, discuss a checklist of all the financial areas you need to consider before retiring in 2025 to avoid retirement mistakes. From investing to Social Security and Medicare to the sequence of returns risks. We cover it all to help you achieve financial security. 👉 Want to invest in your retirement? Schedule a FREE intro call with us here: 🤝 https://7ym2vglvi6z.typeform.com/SeasideWealthWelcome to Navigatin...

Matt, CFP®, and Brad, CFP®, discuss how retirees can invest wisely to ensure they don't run out of money due to longevity and inflation. They cover strategies to help with retirement planning, focusing on retirement income streams and the importance of a diversified portfolio. Learn how to achieve financial security in your golden years!👉 Want to get that tax bill low? Schedule a FREE intro call with us here: 🤝 https://7ym2vglvi6...

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...

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 co...

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://7ym2v...

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 Fis...

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/Seasi...

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 financ...

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 ar...