Navigating Retirement Podcast
Seaside Wealth ManagementWelcome 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: seasidewealth.com/ 🤔Questions for Brad? brad@seasidewealth.com �... more
| Publishes | Weekly | Episodes | 38 | Founded | 9 months ago |
|---|---|---|---|---|---|
| Categories | How ToEducation | ||||
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Latest Episodes
✅ Schedule a Retirement Strategy session with us here: 7ym2vglvi6z.typeform.com/SeasideWealth
Investing is fun, and with technology, it's easier than ever to trade. But there are a lot of risks that increase with active investing. On today's... more
✅ Schedule a Retirement Strategy session with us here: 7ym2vglvi6z.typeform.com/SeasideWealthWarren Buffett says cash is a bad investment. Is that actually true? If you're close to or in retirement, does it make sense for you to have some cas... more
✅ Schedule a Retirement Strategy session with us here: 7ym2vglvi6z.typeform.com/SeasideWealthIn this episode, Matt and Brad discuss what would have happened to you if put the predictions of Wall Street into action in 2025. They also discuss w... more
Welcome to 2026! 🎇 Matt and I are here to guide you through some smart financial planning to set yourself up for long-term success. We'll share essential money tips and strategies for effective financial management to help you achieve financial succ... more
In this episode, Matt and Brad discuss if the 4% is still practical these days and some strategies for how to manage your withdrawals in retirement. Welcome to Navigating Retirement! A fun and friendly conversation on helping you reduce the fear of r... more
✅ Schedule a Retirement Strategy session with us here: 7ym2vglvi6z.typeform.com/SeasideWealthIn this episode, Matt and Brad ring in the New Year with some sound strategies for you to add to your list of financial goals to help you build wealt... more
✅ Schedule a Retirement Strategy session with us here: 7ym2vglvi6z.typeform.com/SeasideWealthIn this episode, Matt and Brad welcome special guest Jake Lincoln, CPA of Coastal Tax Advisors to discuss the importance of tax planning and tax loop... more
✅ Schedule a Retirement Strategy session with us here: 7ym2vglvi6z.typeform.com/SeasideWealthIn this episode, Matt and Brad discuss the wild ride of the stock market in 2025. If you're an investor, you've seen some highs and lows this year. H... more
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Navigating Retirement Podcast launched 9 months ago and published 38 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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