Navigating Retirement Podcast

✅ 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 e...

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...

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 r...

✅ 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 socia...

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 fo...

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...

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...

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 st...

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 an...

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.co...

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...

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 i...

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...

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...

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...

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:/...

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 friendl...

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...

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/SeasideWealthWel...

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...

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/⁠ Questio...

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:...