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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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Secrets To OPTIMIZE Your Retirement Plan
Navigating Retirement Podcast
26 minutes 8 seconds
2 weeks ago
Secrets To OPTIMIZE Your Retirement Plan

✅ 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

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