Explore every episode of the podcast Navigating Retirement Podcast
| Title | Pub. Date | Duration | |
|---|---|---|---|
| 2026 Money Goals: What's Really Going to Work? | 14 janv. 2026 | 00:26:14 | |
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. 📈 ✅ Schedule a Retirement Strategy session with us here: https://7ym2vglvi6z.typeform.com/SeasideWealth | |||
| Protect Yourself From Running Out of Money in Retirement | 07 janv. 2026 | 00:27:31 | |
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/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? brad@seasidewealth.com🤔Questions for Matt? matt@seasidewealth.com☎️Give us a call: (760) 730-8120 | |||
| 2026 Wealth Blueprint: Our Top Money Strategies | 31 déc. 2025 | 00:25:39 | |
✅ 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 wealth. 🔔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? brad@seasidewealth.com🤔Questions for Matt? matt@seasidewealth.com☎️Give us a call: (760) 730-8120 | |||
| Building Wealth Includes Paying Less Taxes w/ Jake Lincoln CPA 🎧 [Ep 34] | 24 déc. 2025 | 00:28:35 | |
✅ 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.com/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. ===🔔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? brad@seasidewealth.com🤔Questions for Matt? matt@seasidewealth.com☎️Give us a call: (760) 730-8120 | |||
| 2025 Investing Year In Review | 17 déc. 2025 | 00:29:11 | |
✅ 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 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/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? brad@seasidewealth.com🤔Questions for Matt? matt@seasidewealth.com☎️Give us a call: (760) 730-8120#taxes #investing #retirementplanning | |||
| Our Top 3 Tax Dodging Strategies | 11 déc. 2025 | 00:19:11 | |
✅ 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 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/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? brad@seasidewealth.com🤔Questions for Matt? matt@seasidewealth.com☎️Give us a call: (760) 730-8120 | |||
| How To Rebalance Your Portfolio | 03 déc. 2025 | 00:24:49 | |
✅ 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 helping you reduce the fear of running out of money in retirement and build generational wealth. 🔔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? brad@seasidewealth.com🤔Questions for Matt? matt@seasidewealth.com☎️Give us a call: (760) 730-8120 | |||
| Smart Year-End Money Moves for 2025 | 26 nov. 2025 | 00:24:18 | |
✅ 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 podcast "Navigating Retirement" 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? brad@seasidewealth.com🤔Questions for Matt? matt@seasidewealth.com☎️Give us a call: (760) 730-8120 | |||
| Best & Worst ETFs for 2026 | 18 nov. 2025 | 00:23:09 | |
✅ 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 conversation on helping you reduce the fear of running out of money in retirement and build generational wealth. ===🔔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? brad@seasidewealth.com🤔Questions for Matt? matt@seasidewealth.com☎️Give us a call: (760) 730-8120 | |||
| How YOUR Investments Are Taxed | 12 nov. 2025 | 00:27:40 | |
✅ 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 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/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? brad@seasidewealth.com🤔Questions for Matt? matt@seasidewealth.com☎️Give us a call: (760) 730-8120 | |||
| A Ramsey Trusted Pro Talks Long Term Care Insurance | 05 nov. 2025 | 00:28:41 | |
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 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/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? brad@seasidewealth.com🤔Questions for Matt? matt@seasidewealth.com☎️Give us a call: (760) 730-8120 | |||
| What's Retirement Actually Like? New Retiree Speaks! | 29 oct. 2025 | 00:26:28 | |
✅ 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 work with your financial advisor on retirement planning.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. | |||
| Secrets To OPTIMIZE Your Retirement Plan | 22 oct. 2025 | 00:26:08 | |
✅ 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 work with your financial advisor on retirement planning.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/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? brad@seasidewealth.com🤔Questions for Matt? matt@seasidewealth.com☎️Give us a call: (760) 730-8120 | |||
| How to Spend Smartly When You Retire! | 15 oct. 2025 | 00:23:14 | |
✅ 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 for managing your retirement income, so you can work with your financial advisor on retirement planning.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/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? brad@seasidewealth.com🤔Questions for Matt? matt@seasidewealth.com☎️Give us a call: (760) 730-8120 | |||
| The Hidden Investing Danger That Can Wreck Your Retirement! | 08 oct. 2025 | 00:27:10 | |
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 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/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? brad@seasidewealth.com🤔Questions for Matt? matt@seasidewealth.com☎️Give us a call: (760) 730-8120 | |||
| What's a Financial Advisor? What Does Fiduciary Mean? What's a CFP®? (We'll Answer Those Questions) | 01 oct. 2025 | 00:23:38 | |
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 money in retirement and build generational wealth. ===🎧Follow our podcast "Navigating Retirement" 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? brad@seasidewealth.com🤔Questions for Matt? matt@seasidewealth.com☎️Give us a call: (760) 730-8120 | |||
| GREAT DEBATE: Claim Social Security at 62, 67, or 70? | 24 sept. 2025 | 00:23:23 | |
✅ 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 essential for anyone engaged in retirement planning and needing reliable information about their retirement benefits. | |||
| 401k Hacks You MUST USE for Retirement | 17 sept. 2025 | 00:23:16 | |
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! 👉 Have questions on how Social Security can boost your Pension? Let us help! Schedule a FREE intro call with us here: 🤝 https://7ym2vglvi6z.typeform.com/SeasideWealthWelcome 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. === 🔔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? brad@seasidewealth.com🤔Questions for Matt? matt@seasidewealth.com☎️Give us a call: (760) 730-8120 | |||
| Baby Boomers Prepare: MASSIVE Transfer Of Wealth Has Begun | 10 sept. 2025 | 00:14:05 | |
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 conversation for all retirees. 👉 Want to invest in your retirement? Schedule a FREE intro call with us here: 🤝 https://7ym2vglvi6z.typeform.com/SeasideWealth
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| Social Security Reform & Your Pension's Future. Will Your Retirement Thrive? | 03 sept. 2025 | 00:21:06 | |
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.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? brad@seasidewealth.com🤔Questions for Matt? matt@seasidewealth.com☎️Give us a call: (760) 730-8120 | |||
| Retiring With $1 Million in 2025: Is It Possible? | 27 août 2025 | 00:22:51 | |
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 to retire? Let us help! Schedule a FREE intro call with us here: 🤝 https://7ym2vglvi6z.typeform.com/SeasideWealthWelcome 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. 🔔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? brad@seasidewealth.com🤔Questions for Matt? matt@seasidewealth.com☎️Give us a call: (760) 730-8120 | |||
| Stock Market Secrets No One Told You About! | 21 août 2025 | 00:17:07 | |
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 bill.👉 Want to invest in your retirement? Schedule a FREE intro call with us here: 🤝 https://7ym2vglvi6z.typeform.com/SeasideWealthWelcome 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/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? brad@seasidewealth.com🤔Questions for Matt? matt@seasidewealth.com☎️Give us a call: (760) 730-8120 | |||
| The Checklist You MUST Have Before Securely Retiring in 2025 | 13 août 2025 | 00:31:54 | |
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 Navigating Retirement! A fun and friendly conversation on helping you reduce the fear of running out of money in retirement and build generational wealth. 🔔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? brad@seasidewealth.com🤔Questions for Matt? matt@seasidewealth.com☎️Give us a call: (760) 730-8120 | |||
| The BEST Investment Secrets for a Secure Retirement in 2025 | 06 août 2025 | 00:22:46 | |
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://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? brad@seasidewealth.com🤔Questions for Matt? matt@seasidewealth.com☎️Give us a call: (760) 730-8120 | |||
| Are Taxes Stealing Your Retirement Dreams? | The Fishbowl Podcast | 30 juil. 2025 | 00:22:25 | |
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? brad@seasidewealth.com🤔Questions for Matt? matt@seasidewealth.com☎️Give us a call: (760) 730-8120 | |||
| Should You Trust Annuities for Retirement in 2025? | The Fishbowl Podcast | 23 juil. 2025 | 00:22:59 | |
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? brad@seasidewealth.com🤔Questions for Matt? matt@seasidewealth.com☎️Give us a call: (760) 730-8120 | |||
| Will Your Retirement Be Safe After One Big Beautiful Bill? | The Fishbowl Podcast | 16 juil. 2025 | 00:25:55 | |
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? brad@seasidewealth.com🤔Questions for Matt? matt@seasidewealth.com☎️Give us a call: (760) 730-8120👉 Need help? Schedule a FREE intro call with us here: 🤝 https://7ym2vglvi6z.typeform.com/SeasideWealth | |||
| Social Security Will Be Gone in 2034 | The Fishbowl Podcast by Seaside Wealth Managment | 09 juil. 2025 | 00:24:58 | |
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. === 🎧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? brad@seasidewealth.com 🤔Questions for Matt? matt@seasidewealth.com ☎️Give us a call: (760) 730-8120 | |||
| Investing and War | The Fishbowl Podcast by Seaside Wealth Management | 02 juil. 2025 | 00:24:28 | |
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? brad@seasidewealth.com🤔Questions for Matt? matt@seasidewealth.com☎️Give us a call: (760) 730-8120 | |||
| How Investing Is Like Baseball | The Fishbowl Podcast by Seaside Wealth Management | 25 juin 2025 | 00:17:12 | |
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. | |||
| All About Bonds | The Fishbowl Podcast by Seaside Wealth Management | 11 juin 2025 | 00:22:33 | |
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? brad@seasidewealth.com🤔Questions for Matt? matt@seasidewealth.com☎️Give us a call: (760) 730-8120 | |||
| Inheriting Assets, 401(k)s, & IRAs | The Fishbowl Podcast by Seaside Wealth Management | 28 mai 2025 | 00:17:52 | |
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. | |||
| 2025 Q1 Recap & Looking Ahead to 2026 | The Fishbowl Podcast by Seaside Wealth Management | 14 mai 2025 | 00:20:25 | |
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? brad@seasidewealth.com Questions for Matt? matt@seasidewealth.com Give us a call: (760) 730-8120 Show Notes: 2025 Papal Conclave ------------------ 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 | |||
| The Rewards of Retirement Planning | The Fishbowl Podcast by Seaside Wealth Management | 30 avr. 2025 | 00:14:34 | |
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? brad@seasidewealth.com Questions for Matt? matt@seasidewealth.com Give us a call: (760) 730-8120 Show Notes: Flag Football: https://nflflag.com/ ------------------ 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 | |||
| Tariffs, Volatility, & Retiring in a Down Market | The Fishbowl Podcast by Seaside Wealth Management | 16 avr. 2025 | 00:20:40 | |
Tariffs are here and causing volatility in the market. Brad Lineberger, CFP® & Matt Callahan, CFP®, discuss how they're helping their clients during this uncertain time. Welcome to the Fishbowl! A fun and friendly conversation on all things finance for folks who are retired and getting ready for retirement. 👉 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? brad@seasidewealth.com Questions for Matt? matt@seasidewealth.com Give us a call: (760) 730-8120 Show Notes: Why is President Trump Using Tariffs? White House Statement ------------------ 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 | |||