Advertise on podcast: Mind Over Money: Retirement Planning Facts vs. Feelings
This podcast has
23 episodes
Language
EnglishPublisher
Adam RosendahlExplicit
No
Date created
2020/07/30
Latest episode
2020/12/29
Average duration
27 min.
Release period
7 days
Description
Welcome to the Mind Over Money Radio: Retirement Planning Facts vs. Feelings Podcast with Adam Rosendahl. Adam is the President of AIM Retirement Planning in Phoenix, Arizona. On this show, Adam will seek to educate you on topics like income and tax planning, long term care and estate planning, and many other important financial and retirement issues. Contact Adam at www.aimretirementplanning.com or by calling 480-535-2303.
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Check latest episodes from Mind Over Money: Retirement Planning Facts vs. Feelings podcast
Ep 23: Prime Rib & Retirement Planning
2020/12/29
Preparing prime rib has many parallels to financial planning. They both take meticulous preparation and attention to detail. But perhaps the most important takeaway is that to complete both of these activities successfully, you must keep the end goal in mind.
Contact Adam:
[email protected]
844-886-6639
https://www.aimretirementplanning.com/
Ep 22: Setting Up Your Financial Plan For Success In 2021
2020/12/21
As we see the year winding down, people usually make resolutions for the new year. Today Adam will discuss a few topics that you might be able to implement in your financial plan for a solid 2021.
Contact Adam:
[email protected]
844-886-6639
https://www.aimretirementplanning.com/
Ep 21: Year End Review And Previewing 2021
2020/12/17
Adam will discuss what you should be reviewing in your finances as you close out each year, as well as what we have to look forward to in 2021.
Contact Adam:
[email protected]
844-886-6639
https://www.aimretirementplanning.com/
Ep 20: Variable Annuities - The Financial White Elephant
2020/12/10
White elephant gifts are gifts that seem good for you but are actually terrible. Adam will dive into the history of the phrase, and explain why it applies to variable annuities.
Contact Adam:
[email protected]
844-886-6639
https://www.aimretirementplanning.com/
Ep 19: Winning At Retirement
2020/12/03
Using some sports analogies, Adam will go over how you can make sure that you are winning the game of retirement.
Contact Adam:
[email protected]
844-886-6639
https://www.aimretirementplanning.com/
Ep 18: Graditude
2020/11/24
On this Thanksgiving edition of the show, Adam will reflect on what he is grateful for in this past year. He'll also discuss what financial lessons we have learned from the unexpected events of 2020.
Contact Adam:
[email protected]
844-886-6639
https://www.aimretirementplanning.com/
Ep 17: IRAs
2020/11/19
There is a lot of information to cover about IRAs, especially now that recent tax code changes has affected what you can and cannot do with them. Make sure that you are up to date with your IRA knowledge.
Contact Adam:
[email protected]
844-886-6639
https://www.aimretirementplanning.com/
Ep 16: Long Term Care
2020/11/12
Make sure that you know all of the different decisions that will have to be made about long-term care insurance and how to pay for it.
Contact Adam:
[email protected]
844-886-6639
https://www.aimretirementplanning.com/
Ep 15: Don't Gamble With Your Finances
2020/11/05
If you're not careful, investing can be like a risky gamble. Make sure that you are being prudent with your portfolio.
Contact Adam:
[email protected]
844-886-6639
https://www.aimretirementplanning.com/
Ep 14: Taking A Closer Look At Taxes
2020/10/29
With the year starting to wind down, it's time to start thinking about tax planning and tax preparation. Adam shares some tax perspectives that you may not have considered.
Contact Adam:
[email protected]
844-886-6639
https://www.aimretirementplanning.com/
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