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Mind Over Money: Retirement Planning Facts vs. Feelings

Business & Economics Podcasts

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.

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.

Location:

United States

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.

Language:

English


Episodes

Ep 23: Prime Rib & Retirement Planning

12/29/2020
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: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.com/

Duration:00:25:03

Ep 22: Setting Up Your Financial Plan For Success In 2021

12/21/2020
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: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.com/

Duration:00:25:10

Ep 21: Year End Review And Previewing 2021

12/17/2020
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: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.com/

Duration:00:26:46

Ep 20: Variable Annuities - The Financial White Elephant

12/10/2020
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: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.com/

Duration:00:26:00

Ep 19: Winning At Retirement

12/3/2020
Using some sports analogies, Adam will go over how you can make sure that you are winning the game of retirement. Contact Adam: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.com/

Duration:00:26:36

Ep 18: Graditude

11/24/2020
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: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.com/

Duration:00:26:23

Ep 17: IRAs

11/19/2020
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: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.com/

Duration:00:26:51

Ep 16: Long Term Care

11/12/2020
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: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.com/

Duration:00:25:52

Ep 15: Don't Gamble With Your Finances

11/5/2020
If you're not careful, investing can be like a risky gamble. Make sure that you are being prudent with your portfolio. Contact Adam: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.com/

Duration:00:26:43

Ep 14: Taking A Closer Look At Taxes

10/29/2020
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: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.com/

Duration:00:26:46

Ep 13: Busting Financial Myths

10/21/2020
There are some financial myths out there that you may have fallen for. Adam will go over some common myths and give you the truth behind them. Contact Adam: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.com/

Duration:00:26:35

Ep 12: The 4 Percent Rule

10/14/2020
The 4 percent rule has gained a lot of attention lately because we are in unprecedented economic times. Adam talks to us today on the information that was gathered to form this rule and how it can still be relevant today. Contact Adam: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.com/

Duration:00:25:00

Ep 11: The Role of the Modern Financial Advisor

10/8/2020
The role of the financial advisor has changed through the years. Adam will review what you should be looking for in a financial advisor that is helping you plan for retirement. Contact Adam: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.com/

Duration:00:25:56

Ep 10: Social Security

9/30/2020
Adam will go over some of the most essential things you should know about social security, and how it could impact your retirement plan. Contact Adam: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.com/

Duration:00:25:51

Ep 9: Crash Course On Bonds

9/23/2020
There is a lot of information out there on bonds. Adam will distill it all down into the essential things to know. Contact Adam: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.com/

Duration:00:25:35

Ep 8: The Psychology Of Finances

9/16/2020
We have a special guest on this episode to discuss some psychological phenomena and how they might be affecting your financial decisions. Contact Adam: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.com/

Duration:00:27:22

Ep 7: Annuities

9/9/2020
We'll give you a crash course on annuities and whether they might be a good fit for your financial plans. Contact Adam: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.com/

Duration:00:27:25

Ep 6: The Importance Of Income

9/2/2020
Income is the #1 thing that you have to take care of in retirement. Adam will help you make sure that all your possible income streams are covered. Contact Adam: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.com/

Duration:00:26:53

Ep 5: Thinking About Money

8/26/2020
Adam has a special guest on this week's show to help him talk about how we tend to think about money. Contact Adam: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.com/

Duration:00:26:56

Ep 4: Life Insurance

8/19/2020
These days, getting a grasp on life insurance is more important than ever. Hear Adam give you the ins and outs of what to know. Contact Adam: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.com/

Duration:00:26:18