Friends Talk Money
Business & Economics Podcasts
Whatever life after 50 looks like to you, thinking about money in retirement shouldn’t keep you up at night. We’re all dealing with the big questions about money and aging: How much you can really spend, how to invest your life savings without risking it all in the stock market, and should you sell your home and downsize? Then there’s the biggest unknown: how much health care you’ll need, and whether your savings and insurance is enough to cover the costs. This is personal. These topics may not be easy to talk about with your own family. That’s why nationally known personal finance experts Terry Savage, Richard Eisenberg, and Pam Krueger and are here to open up the dialogue so you can learn how to define your retirement and deal with your money on your own terms. These three friends think, write, and speak about these issues. And now they’re joining forces to give you the benefit of their experience, wisdom and advice in their new podcast, Friends Talk Money. Each week Richard, Pam and Terry will discuss a different piece of the retirement pie. Everything from Social Security and Medicare to investing and cash flow management is on the table, with practical, common-sense advice on how to deal with these and other challenges. But don’t expect cut-and-dried answers. These friends have strong opinions, and aren’t afraid to debate the pros and cons of their friends’ recommendations. But what you will walk away after each episode is a greater awareness of the retirement planning issues you’ll need to address with the help of your family, friends and financial advisor.
Location:
United States
Description:
Whatever life after 50 looks like to you, thinking about money in retirement shouldn’t keep you up at night. We’re all dealing with the big questions about money and aging: How much you can really spend, how to invest your life savings without risking it all in the stock market, and should you sell your home and downsize? Then there’s the biggest unknown: how much health care you’ll need, and whether your savings and insurance is enough to cover the costs. This is personal. These topics may not be easy to talk about with your own family. That’s why nationally known personal finance experts Terry Savage, Richard Eisenberg, and Pam Krueger and are here to open up the dialogue so you can learn how to define your retirement and deal with your money on your own terms. These three friends think, write, and speak about these issues. And now they’re joining forces to give you the benefit of their experience, wisdom and advice in their new podcast, Friends Talk Money. Each week Richard, Pam and Terry will discuss a different piece of the retirement pie. Everything from Social Security and Medicare to investing and cash flow management is on the table, with practical, common-sense advice on how to deal with these and other challenges. But don’t expect cut-and-dried answers. These friends have strong opinions, and aren’t afraid to debate the pros and cons of their friends’ recommendations. But what you will walk away after each episode is a greater awareness of the retirement planning issues you’ll need to address with the help of your family, friends and financial advisor.
Language:
English
Website:
http://friendstalkmoney.org/
Episodes
The Truth About Financial Advisors: Friends Talk Money Co-Hosts Interview Pam Krueger
5/5/2025
Is your financial advisor truly working in your best interest — or theirs? In this eye-opening episode, the Friends Talk Money team turns the mic toward their own co-host, Pam Krueger, as she reveals the personal story behind Wealthramp, the platform she created to connect investors with trustworthy, vetted financial advisors.
Pam shares the shocking truths she uncovered about conflicts of interest in the financial industry and why too many investors unknowingly work with advisors who don’t prioritize their clients' financial well-being. Learn how Wealthramp is disrupting the traditional advisor model by putting integrity, transparency, and fiduciary responsibility front and center.
If you’ve ever wondered how to find a financial advisor you can actually trust — this conversation is a must-watch.
Duration:00:46:25
Social Security: True or False
4/22/2025
In this episode of Friends Talk Money, we're joined by Phil Moeller, renowned journalist and co-author of Get What’s Yours: The Secrets to Maxing Out Your Social Security. Phil dives into all things Social Security—unpacking the latest changes, what they mean for you, and how to make smart decisions that can boost your retirement benefits.
Topics we cover:
Whether you're nearing retirement, already collecting benefits, or helping a loved one make financial decisions, this episode is packed with practical advice and essential information you won't want to miss.
Duration:00:39:42
Solo Travel on a Budget: Tips from Expert Barbara Talisman
3/20/2025
Ready to explore the world without breaking the bank? The Friends Talk Money crew sat down with Barbara Talisman from Talisman Travel Tribe, who shares her top tips for traveling the world on a shoestring budget! From finding cheap flights to scoring affordable accommodations, Barbara's got you covered. What's your go-to tip for saving money while traveling?
Duration:00:37:09
The Taxman Answers Your Questions
2/25/2025
Looking for help this tax season? The Friends Talk Money team welcomes IRS spokesperson Eric Smith to discuss important tax changes and tax planning strategies. As a trusted tax accountant for the IRS, Eric breaks down the difference between tax credits and deductions, and shares valuable insights into new tools ‘direct file’ and ‘free file’ and other crucial matters that could affect your finances. Listen for more informative tips on how you should navigate the complex world of taxes!
Duration:00:36:07
How to Rebuild Your Finances After a Disaster: Insights from Mitchell Freedman
2/21/2025
Rebuilding your finances after a disaster can feel overwhelming, but you're not alone. The Friends Talk Money crew sits down to learn more from Wealthramp-network advisor Mitchell Freedman, CPA/PFS, who’s lived through this before himself. His personal and practical tips on preparing for and recovering from financial crises are invaluable. Mitch highlights how working with a fee-only fiduciary financial advisor can help those affected by a disaster recover financially. Listen to learn more!
Duration:00:50:17
Retirees: Are You Taking too Much Risk With Your Investments?
2/12/2025
Worried whether the stock market is too risky for your retirement money? You’re not alone! We’re going to help you decide how to sleep at night and still invest so you’re money’s working for you. Tune in as the Friends Talk Money team chats with Jim Stack from InvesTech Research to uncover smart strategies for navigating your retirement journey.
Duration:00:43:29
Is a Roth Conversion Right for You? Guest Larry Kotlikoff Helps You Decide
1/31/2025
Thinking about a Roth conversion but not sure if it's the right move? The Friends Talk Money team breaks down six key things you need to know before making a decision! From tax implications to future benefits, we've got you covered. Curious about how a Roth conversion could impact your financial future?
Duration:00:34:34
How to Get Your Finance Organized in 2025
1/23/2025
The Friends Talk Money team is here to help you start 2025 off right!
From organizing your important documents to aligning your investments with your goals, we've got the tools and tips you need for a successful financial year! What financial goals are you going to cross off your list this year?
Duration:00:20:38
Answers to The Big Questions for the Second Half of Life With Debra Whitman, PhD
1/6/2025
Debra Whitman Chief Public Policy Officer, AARP joins the Friends Talk Money crew to give us a glimpse into her latest book, ‘The Second Fifty’. Dive into the conversation as Richard, Pam, and Terry discuss the big questions about health, wealth, and longevity in midlife and beyond. What’s the biggest question you have about navigating this new chapter? Listen to learn more!
Duration:00:35:15
Kickstart Your New Year: Essential Financial Tips for a Better Life
12/13/2024
Ready to make 2025 your best financial year yet? The Friends Talk Money team is here to help! Join Terry, Rich, and Pam as they break down 9 essential tips to set yourself up for financial success in the new year.
Unlock Your Financial FutureRefresh Your RecordsOptimize Your PortfolioExplore Secure InvestmentsSeek Expert InsightEnhance Your SecurityGuard Against SIM FraudPrepare for Tax SeasonReimagine Retirement
Duration:00:26:32
Charitable Giving 101: Year End Tax Tip & Maximize Your Impact
11/25/2024
It’s that time of year again! The Friends Talk Money team dives into charitable giving. There are many benefits to contributing to your favorite charity. The conversation is about the tax and personal benefits of giving. But how do you choose the right charities, align donations with your values, and maximize tax savings? Terry, Rich, and Pam share tips on vetting charities and questions to ask your financial advisor. Tune in and join the conversation!
Duration:00:31:53
Unlock Medicare: Your Guide to Open Enrollment with Philip Moeller
10/11/2024
Medicare open enrollment starts now, and this year things could get a little tricky. Good news! We have three of the country’s top Medicare experts co-hosts, Richard & Terry right here, and we’re joined by Medicare special guest, Philip Moeller, author of Get What’s Your’s for Medicare. Phil walks us through some of the most confusing new changes and offers some helpful tips to avoid costly mistakes. Don’t wait to make changes! Have you reviewed your plan options yet?
Duration:00:45:29
Back to School for Retirees
9/20/2024
A growing number of people 55+ are searching for a deeper meaning and purpose in your life, and heading back to college to find it. And many prestigious colleges and universities are offering specialized programs designed just for those new ‘senior students’. These midlife and later-life reinvention courses are flourishing nationwide, with exciting new opportunities launching soon at Yale, the University of Southern California, and Boston College. Tune in to this week’s episode as the Friends Talk Money team delves into this transformative journey, exploring what’s included, all costs involved, and how these programs can help you achieve a fulfilling and enriching new life in retirement.
Duration:00:19:36
Estate Planning 101: What to Do With Your Home
9/4/2024
Your home is more than just a roof over your head; it’s a treasure trove of memories and emotions. As you consider your estate planning, it’s essential to think about how to pass this cherished asset on to your heirs. The Friends Talk Money team dives into the heart of estate planning and explores all your options for your most emotional asset—your home. Whether you want to keep it in the family, sell it, or create a trust, we’re here to guide you through those tough decisions.
Duration:00:24:28
Resume Building Tips for Those Looking to Come Out of Retirement
8/20/2024
As more retirees seek to reenter the workforce, it is crucial to know how to position yourself for success in today's competitive job market. In this episode, the Friends Talk Money team shares valuable insights on updating your resume effectively. With years of experience in your industry, focus on maintaining a concise and impactful resume. Highlight your achievements with quantifiable metrics and incorporate relevant keywords to make your resume stand out to potential employers. Listen to learn more!
Duration:00:25:17
IRAs: The Latest Law with IRA Guru Ed Slott
7/23/2024
On the latest episode of Friends Talk Money, the crew sits down with IRA and Tax Guru Ed Slott to dive deep into all things retirement savings.
Duration:00:50:50
How to Find the Money to Buy Long-Term Care Insurance
7/1/2024
Expert Brian Gordon explains how a recent law created a clever new way to pay for premiums in case you ever need long-term care.
Duration:00:42:36
Financial Planning for Families with Special Needs
6/28/2024
Taking care of loved one’s with special needs can be incredibly overwhelming, especially if you’re going at it alone. That’s why it’s so important to know where to turn for help. Mary Anne Ehlert, founder of Protected Tomorrows, recently joined the Friends Talk Money team to share her personal experience as a caregiver to her own sister with special needs. Mary Anne shed light on the complexities and amount of work required to financially care for someone who cannot earn an income of their own. She also described what motivated her to start Protected Tomorrows and help families to access the vital resources and professional support they need.
Duration:00:38:24
A Widows Guide to Emotional and Financial Well-being with Alexandra Armstrong, CFP®
6/21/2024
The Friends Talk Money team is joined by Alexandra Armstrong, CFP®, CRPC® who is the chairman and founder of Armstrong, Fleming & Moore, Inc. Alex has worked in the investment field for more than 40 years and back in 1977, was the first person to earn the Certified Financial Planner™ certification in Washington, DC. On this episode, Alex discusses her book On Your Own, a widows guide to emotional and financial well-being and offers useful advice to those who are struggling with becoming a widow.
Duration:00:28:56
A Conversation With the Man Who Invented Your 401(k)
5/6/2024
Our next special guest has undeniably made the most significant impact on your retirement savings strategy. In this episode, the Friends Talk Money team sits down with Ted Benna, the father of the 401(k) plan. Ted shares the fascinating story of how he conceived this groundbreaking idea, navigated the IRS approval process, and gives us a glimpse into his current projects.
Duration:00:44:10