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Navigating Retirement Podcast
Seaside Wealth Management
25 episodes
3 days ago
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? brad@seasidewealth.com 🤔Questions for Matt? matt@seasidewealth.com 📱Give us a call: (760) 730-8120
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All content for Navigating Retirement Podcast is the property of Seaside Wealth Management and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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? brad@seasidewealth.com 🤔Questions for Matt? matt@seasidewealth.com 📱Give us a call: (760) 730-8120
Show more...
How To
Education
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401k Hacks You MUST USE for Retirement
Navigating Retirement Podcast
23 minutes 16 seconds
1 month ago
401k Hacks You MUST USE for Retirement

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

Navigating Retirement Podcast
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? brad@seasidewealth.com 🤔Questions for Matt? matt@seasidewealth.com 📱Give us a call: (760) 730-8120