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Hosted by Seaside Wealth Management · 🇺🇸 US · EN · 47 episodes
Established thought leaders with verified media credentials.
Welcome 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: https://seasidewealth.com/🤔Questions for Brad? brad@seasidewealth.com🤔Questions for Matt? matt@seasidewealth.com📱Give us a call: (760) 730-8120
Seaside Wealth Management hosts Navigating Retirement Podcast, a education show with 47 episodes published.
Is talking openly about money with aging parents really necessary — or can it wait? In this episode of Navigating Retirement, Certified Financial Planners Brad Lineberger and Matt Callahan share what happens to families
Is selling your home and downsizing in retirement actually a smart move — or a costly mistake? In this episode of Navigating Retirement, Certified Financial Planners Brad Lineberger and Matt Callahan break down the real
Are required minimum distributions creating tax bills you weren't expecting in retirement? In this episode of Navigating Retirement, Certified Financial Planners Brad Lineberger and Matt Callahan break down three strateg
Is a late-life divorce putting your retirement at risk? In this episode of Navigating Retirement, Certified Financial Planners Brad Lineberger and Matt Callahan break down the financial moves you need to make — and the c
Are you unknowingly handing the IRS more than you owe? In this episode of Navigating Retirement, Certified Financial Planners Brad Lineberger and Matt Callahan walk through the five biggest retirement tax mistakes made a
Wondering if a million dollars is actually enough to retire on? In this episode of Navigating Retirement, Certified Financial Planners Brad Lineberger and Matt Callahan break down everything you need to know about retiri
Confused about when to claim Social Security? In this episode of Navigating Retirement, Certified Financial Planners Brad Leibberger and Matt Callahan break down everything you need to know about claiming at 62, full ret
Planning your retirement requires clear answers to critical financial questions that determine your future security. In this episode, Certified Financial Planners Brad Lineberger and Matt Callahan tackle the ten most fre
✅ Schedule a Retirement Strategy session with us here: https://7ym2vglvi6z.typeform.com/SeasideWealthAfter 40 weekly episodes, we thought it was time to do an episode where we tell you all about who we are as people outs
✅ Schedule a Retirement Strategy session with us here: https://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
✅ Schedule a Retirement Strategy session with us here: https://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
✅ Schedule a Retirement Strategy session with us here: https://7ym2vglvi6z.typeform.com/SeasideWealthIn this episode, Matt and Brad discuss what would have happened to you if put the predictions of Wall Street into actio
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 h
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 he
✅ Schedule a Retirement Strategy session with us here: https://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
✅ Schedule a Retirement Strategy session with us here: https://7ym2vglvi6z.typeform.com/SeasideWealthIn this episode, Matt and Brad welcome special guest Jake Lincoln, CPA of Coastal Tax Advisors to discuss the importanc
✅ Schedule a Retirement Strategy session with us here: https://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 so
✅ Schedule a Retirement Strategy session with us here: https://7ym2vglvi6z.typeform.com/SeasideWealthIn this episode, Matt and Brad discuss their best tax dodging strategies they've used for their clients. You have the r
✅ Schedule a Retirement Strategy session with us here: https://7ym2vglvi6z.typeform.com/SeasideWealthIn this episode, Matt and Brad discuss how, why, and when to rebalance your portfolio. What should you buy, sell, or ho
✅ Schedule a Retirement Strategy session with us here: https://7ym2vglvi6z.typeform.com/SeasideWealthIn this episode, Matt and Brad discuss all the smart moves you can make before the end of the year to set yourself up f
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Navigating Retirement Podcast is hosted by Seaside Wealth Management. The show is categorised under education (how to) and has published 47 episodes.
Navigating Retirement Podcast has published 47 episodes.
Navigating Retirement Podcast regularly covers education, how to. It sits in the education category, with a how to focus.
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