On The Money with Jerry and Nick Royer Podcast
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Episodes
94 episodes
Episode #76 What's That Turkey Really Cost?
It’s the holiday season, buying gifts and eating food. On this weeks podcast, Jerry and Nick talk about how much all of this stuff cost back in 1965 when Jerry first entered the financial planning world. - Discover how much of a...
Episode #75: Do You Have Tricks or Treats in Your Financial Goodie Bag?
Happy Halloween!!!Jerry and Nick are joined by their co-host Mark Elliott as they play Financial Trick or Treat. They will talk about the types of things that can end up in your financial bag and whether or not these are Tricks to avoid...
Episode #74 WBZW Interview on the Mary Flynn Show
Jerry and Nick are interviewed for their Money Monday Financial Segment on WBZW’s Mary Flynn Show.They talk about the Financial Landmines that can blow up everything you took a lifetime to accumulate. Fortunately, Jerry and Nick have bee...
Episode #73 David Bach Interview- What's The Best Advice He's Ever Gotten?
On this weeks podcast, Jerry and Nick welcome back New York Times Best-Selling Author David Bach! David has been in the financial industry for nearly 3 decades and is the author of nine best-selling books including: The Automatic Milliona...
Episode #72 Money Monday Interview on the Pete Paquette Show- The Inverted Yield Curve, Biggest Retirement Fears, Love Stinks Money Truths and 5 Reasons You Don’t Need A Financial Advisor
Listen to Jerry and Nick's awesome Money Monday Interview on the Pete Paquette Show as they talk about: - What the inverted yield curve is and does it really mean we are headed towards a recession? - The biggest fears plagu...
Episode #71 Inverted Yield Curve - Should You Be Worried?
On this weeks podcast, Jerry and Nick talk about all of the news lately on the Inverted Yield Curve. What is it? What’s all the noise about? Is it something you should be worried about? You’ll learn: - What is ...
Episode #70 Mid-Year Resolution Check-Up Part 2
On this weeks podcast, its Part 2 of Jerry and Nick’s podcast on doing that mid-year check up on those financial resolutions you’ve made. We cover the last 9 things you should be checking up on with your money so you can finish well into the en...
Episode #69 Mid-Year Resolution Check-Up Part 1
On this weeks podcast, Jerry and Nick revisit the financial resolutions we made in January for Part 1 of this two part Podcast. On this show we cover the first 7 things you should be checking up on with your money so you can finish well...
Episode #68 5 Easy Steps to Avoid Those Nasty 60-Day Rollover Mistakes on Your IRA
Jerry and Nick talk about how to avoid making mistakes when moving your IRAs, 401ks, and 403b accounts. Making a mistake with this can result in potentially thousands of dollars in tax penalties! Not Good! You’ll learn:&...
Episode #67 The 5 Legs of Planning For A Rock Solid Retirement!
On this weeks podcast, Jerry and Nick talk about when you should start planning for retirement and what the 5 phases are too planning for it. You’ll learn: - Why it’s not too early to start planning in your 50s....
Episode #66 What’s on Your Summer Reading List? We Interview New York Times Best Selling Author David Bach on What Books He Suggests!
On this weeks podcast, Jerry and Nick welcome back New York Times Best-Selling Author David Bach! David has been in the financial industry for nearly 3 decades and is the author of nine best-selling books, including The Automatic Milliona...
Episode #65 Money Monday Interview on the Pete Paquette Show- Financial Jargon, 5 Phases to Retirement, and Strategies for Retirement Income
Listen to Jerry and Nick's awesome interview on the Pete Paquette Show as they talk about: - The 12-Strategies To Generate Income in Retirement - Demystifying the Financial Jargon out there- The 5 Phases To Planning For Reti...
Episode #64 Transitioning From Your Work Life To Your Retired Life
On this weeks podcast, Jerry and Nick talk about how to transition from your work life to your retired life. The fact is that retirement is like 20-30 years of unemployment, are you ready to live through that? Are you sure that you can retire a...
Episode #63: Is That Risk I Smell?
The markets have had a bit of a decline lately and 2019 has had its fair bit of big swings up accompanied by increases in volatility. Jerry and Nick put the current market decline in perspective including what are the 3 downside risks and the 5...
Episode #62 Jerry & Nick Interviewed on the Debbie O'Brien Show on The Financial Redzone, Diversification and Getting Rid of Obsolete Financial Thinking!
Jerry & Nick Interviewed on the Debbie O'Brien Show on The Financial Redzone, Diversification and Getting Rid of Obsolete Financial Thinking!- Jerry and Nick talk about the 3 Key Levels of Diversification that people should use when ...
Episode #61 Listener Questions Answered! Junky Interest Rates! What Account Do I Spend First? Am I Diversified?
Jerry and Nick pull some questions from out of the mailbag and tackle the following questions:- What can you do to stay safe and earn better than the measly 1%-2% that the banks are offering?- What accounts should you spend first ...
Episode #60 Can I Move My 401k Before I Even Retire?
Topic: In-Service Distributions: Can I Move My 401k Before I Even Retire?- Most Americans have been told the lie that they can’t do anything with their 401ks until they leave their job or retire. If you are over 59 1/2, this may not be t...
Episode #59 Are People Really Retiring On Cruise Ships???
Are People Really Retiring On Cruise Ships???There’s a growing trend of retirees leaving the workforce, downsizing, and then moving on-board some of the worlds most famous cruise ships. But why are they doing this? Whats this cost? What...
Episode #58 5-Star Retirement
Do You Have A 5-Star Retirement Plan?? You’ve heard of 5-Star Hotels and 5-Star Restaurants, but can you create a 5-Star Retirement Plan? On this weeks podcast Jerry and Nick talk about the 5 parts to that 5-Star Retirement Plan and...
Episode #57 Captive vs Independent…Does It Really Matter???
There’s captive advisors and independent advisors…does it really matter who you end up working with? Jerry shares his story from around 50 years ago where he learned this lesson the hard way. Does it matter? Well in this weeks podcast you’ll fi...
Episode #56 There’s No Way In Heck That All Investments Are Created Equal
On this weeks podcast Jerry and Nick tackle the myths about all sorts of investments out there. They touch on the Myth of the Average Return and why the market rarely hits the average return. They go after the most publicized Buy and Ho...
Episode #55 Lessons Learned From Nashville!
In this week's episode, you’ll find out the lessons Jerry and Nick learned during a recent conference they attended in Nashville. They judged the IARFC National Financial Plan Competition and left with several valuable lessons. One of which is ...
Episode #54 Questions to Ask a Financial Professional
How can you be sure that you are picking the right financial advisor for you? Do you know what to ask? We do and that's what this podcast is all about. We will arm you with 11 key questions to ask to make sure you have the right partner h...
Episode #53 Is Your Financial Ideology Valid or Obsolete
There are a few financial ideologies...aka: financial rules...that have been around for years and have been part of the foundation of financial planning. But just like anything, over time even the best rules can be rules no longer. Times change...
Episode #52 On The Money Retirement University - Medicare 101
Welcome to class! That's right...you have entered the doors of the On The Money Retirement University and your professors today are Jerry & Nick Royer...and today's class is Medicare 101. This is probably one of the most impor...