Wealth and Wisdom with Gary Goldberg

Gary Goldberg
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Wealth and Wisdom with Gary Goldberg

Sit back and relax, because gaining retirement wisdom is now as easy as opening your favorite podcast platform. Gary Goldberg of Financial & Tax Strategies brings you your on-the-go resource for financial and retirement straight-talk with the Wealth and Wisdom with Gary Goldberg podcast! Wealth and Wisdom will bring you timely, informative, and lively discussion on the topics that concern you most about growing and protecting your wealth to and through retirement. Join Gary on each weekly episode as he shares his experience, knowledge, and personal stories, all designed to empower you with greater confidence on your journey to retirement. Whether your retirement is decades away or you’re already in the thick of it, Wisdom and Wealth with Gary Goldberg is your anywhere, anytime companion for navigating the complexities of retirement planning. Be sure to subscribe to never miss an episode drop!

Episodes

  1. 4 DAYS AGO

    Tax Planning: Avoiding the Retirement Time Bomb

    Gary Goldberg emphasizes the importance of a protective investment strategy, the influence of Warren Buffett's philosophy, and the necessity of having open family conversations about finances. Additionally, it highlights the significance of understanding tax strategies and the role of financial advisors in helping clients navigate their retirement planning effectively. Find out more about Gary and the team at Financial and Tax Strategies and, to set up a time to speak with them clicking here. (www.checkwithgary.com) See omnystudio.com/listener for privacy information.

    44 min

  2. NOV 26

    How Diversification protects from major losses.

    Gary Goldberg discusses essential strategies for retirement planning, focusing on tax strategies, generational financial anxiety, investment reviews, market conditions, and the role of pensions and cryptocurrency in retirement. Find out more about Gary and the team at Financial and Tax Strategies and, if you like, set up a time to speak with them by clicking here. See omnystudio.com/listener for privacy information.

    45 min

  3. NOV 12

    Creating Your Personal Pension Plan

    Gary Goldberg discusses the current state of the U.S. retirement system, highlighting its shortcomings and the importance of personal pension plans. He emphasizes the need for effective budgeting strategies, particularly the 50-30-20 rule, and the significance of engaging couples in the retirement planning process. The conversation also covers the complexities of Social Security benefits and introduces the concept of 'loud budgeting' as a modern approach to savings.  You can hear more of Gary on KMOX NewsRadio 1120 every Saturday or if you have more questions, you can simply check with Gary Goldberg at www.checkwithgary.com.    See omnystudio.com/listener for privacy information.

    42 min

  4. NOV 5

    Uncovering Hidden Fees in Retirement Plans

    Gary Goldberg discusses the importance of retirement planning, focusing on annuities, the role of financial advisors, and strategies for achieving retirement confidence. He emphasizes the need to uncover hidden fees in retirement plans and the value of personalized financial advice over automated solutions. You can hear more of Gary on KMOX NewsRadio 1120 every Saturday or if you have more questions, you can simply check with Gary Goldberg at www.checkwithgary.com.    See omnystudio.com/listener for privacy information.

    44 min

  5. OCT 29

    Regular reviews of your financial plans are vital

    Gary Goldberg discusses various financial strategies for retirement, including the importance of Social Security benefits, the role of gold in investment portfolios, and the necessity of regular financial reviews. He highlights the impact of interest rate changes on retirement planning and identifies common financial threats, referred to as 'retirement villains.' Find out more about Gary and the team at Financial and Tax Strategies and, to set up a time to speak with them clicking here. (www.checkwithgary.com) See omnystudio.com/listener for privacy information.

    39 min

  6. OCT 22

    Regular Reviews: The Key to Financial Health

    Gary Goldberg discusses various aspects of financial planning for retirement, including the importance of understanding Social Security benefits, the role of gold in investment strategies, and the necessity of regular financial reviews. The conversation also touches on the concept of retirement villains that can jeopardize financial security, the benefits of annuities, and insights from Warren Buffett's investment strategies. Find out more about Gary and the team at Financial and Tax Strategies and, if you like, set up a time to speak with them by clicking here.     See omnystudio.com/listener for privacy information.

    40 min

  7. OCT 15

    401(k) Management: What to Do After Retirement

    Gary Goldberg discusses the current financial landscape, particularly in light of the upcoming presidential election and its potential impact on the stock market. Gary shares the significant changes in Medicare for 2025, including new out-of-pocket limits for prescription drugs. He emphasizes the importance of understanding hidden fees in retirement plans and the need for a comprehensive financial strategy.  You can hear more of Gary on KMOX NewsRadio 1120 every Saturday or if you have more questions, you can simply check with Gary Goldberg at www.checkwithgary.com.  See omnystudio.com/listener for privacy information.

    45 min

  8. OCT 1

    Exploring Bonds and Alternative Investments

    In this episode of Wealth and Wisdom, Gary Goldberg discusses essential strategies for retirement planning, including the impact of interest rate cuts, the importance of budgeting, and the role of 401(k) rollovers. Additionally, Gary highlights the importance of tax and estate planning to ensure financial security for loved ones.  You can hear more of Gary on KMOX NewsRadio 1120 every Saturday or if you have more questions, you can simply check with Gary Goldberg at www.checkwithgary.com.  See omnystudio.com/listener for privacy information.

    45 min

  9. SEP 20

    Financial Planning For All

    In this episode, Gary Goldberg discusses the importance of financial planning, particularly for marginalized communities, and the unique challenges they face in retirement. He emphasizes the need for both spouses to be involved in financial discussions, the significance of understanding fees in financial services, and the necessity of estate planning for everyone. Find out more about Gary and the team at Financial and Tax Strategies and, if you like, set up a time to speak with them by clicking here. See omnystudio.com/listener for privacy information.

    38 min

  10. SEP 20

    The Mindset Shift In Retirement

    In this episode, Gary Goldberg discusses the complexities of retirement planning, emphasizing the importance of a flexible mindset, and the need for ongoing guidance. He highlights common pitfalls retirees face, such as tax implications and the anxiety surrounding financial security. The discussion also covers the significance of income planning, the impact of inflation, and the strategic timing of Social Security benefits. Find out more about Gary and the team at Financial and Tax Strategies and, if you like, set up a time to speak with them by clicking here. See omnystudio.com/listener for privacy information.

    43 min

  11. SEP 20

    Gary's Journey Into Financial Advising/The Importance of Retirement Planning

    In this episode, Gary Goldberg discusses his extensive experience in financial advisory, focusing on retirement planning and the importance of building strong relationships with clients. He shares his journey from the restaurant business to helping individuals navigate their financial futures, emphasizing the need for personalized strategies that address the unique concerns of pre-retirees and retirees. The discussion also touches on the emotional aspects of financial decision-making and the significance of planning for market volatility. Find out more about Gary and the team at Financial and Tax Strategies and, if you like, set up a time to speak with them by clicking here. See omnystudio.com/listener for privacy information.

    32 min
  • 11 Episodes

About

Sit back and relax, because gaining retirement wisdom is now as easy as opening your favorite podcast platform. Gary Goldberg of Financial & Tax Strategies brings you your on-the-go resource for financial and retirement straight-talk with the Wealth and Wisdom with Gary Goldberg podcast! Wealth and Wisdom will bring you timely, informative, and lively discussion on the topics that concern you most about growing and protecting your wealth to and through retirement. Join Gary on each weekly episode as he shares his experience, knowledge, and personal stories, all designed to empower you with greater confidence on your journey to retirement. Whether your retirement is decades away or you’re already in the thick of it, Wisdom and Wealth with Gary Goldberg is your anywhere, anytime companion for navigating the complexities of retirement planning. Be sure to subscribe to never miss an episode drop!

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