Navigating Retirement Podcast

Por: Seaside Wealth Management
Welcome to Navigating Retirement, a friendly conversation on all things finance for retired people and those getting ready for retirement. Join hosts Brad Lineberger, CFP® & Matt Callahan, CFP®, as they discuss topics such as investing, retirement, Social Security, estate planning, taxes, current events, and more.

👉Website: https://seasidewealth.com/
🤔Questions for Brad? [email protected]
🤔Questions for Matt? [email protected]
📱Give us a call: (760) 730-8120
32 episodios disponibles

Latest episodes of the podcast Navigating Retirement Podcast

Building Wealth Includes Paying Less Taxes w/ Jake Lincoln CPA 🎧 [Ep 34] 24/12/2025
2025 Investing Year In Review 17/12/2025
Our Top 3 Tax Dodging Strategies 11/12/2025
How To Rebalance Your Portfolio 03/12/2025
Smart Year-End Money Moves for 2025 26/11/2025
Best & Worst ETFs for 2026 18/11/2025
How YOUR Investments Are Taxed 12/11/2025
A Ramsey Trusted Pro Talks Long Term Care Insurance 05/11/2025
What's Retirement Actually Like? New Retiree Speaks! 29/10/2025
Secrets To OPTIMIZE Your Retirement Plan 22/10/2025
How to Spend Smartly When You Retire! 15/10/2025
The Hidden Investing Danger That Can Wreck Your Retirement! 08/10/2025
What's a Financial Advisor? What Does Fiduciary Mean? What's a CFP®? (We'll Answer Those Questions) 01/10/2025
GREAT DEBATE: Claim Social Security at 62, 67, or 70? 24/09/2025
401k Hacks You MUST USE for Retirement 17/09/2025
Baby Boomers Prepare: MASSIVE Transfer Of Wealth Has Begun 10/09/2025
Social Security Reform & Your Pension's Future. Will Your Retirement Thrive? 03/09/2025
Retiring With $1 Million in 2025: Is It Possible? 27/08/2025
Stock Market Secrets No One Told You About! 21/08/2025
The Checklist You MUST Have Before Securely Retiring in 2025 13/08/2025
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