Stuart J. Spivak - Podcast Details

Shows

Wealth Wisdom with Stuart J. Spivak Smart Tax Strategies for 2025 and Beyond: Be Proactive, Not ReactiveIn this episode of Wealth Wisdom with Stuart J. Spivak, we tackle one of the hottest topics on everyone’s mind—tax planning in a post-election world. With the elections behind us and a new administration setting priorities, it’s time to prepare for potential tax changes and ensure your retirement plan is secure. Join Stuart J. Spivak and co-host James Andersen as they break down key strategies for tax efficiency, including how to diversify your accounts for maximum savings and why proactive planning is the key to long-term success. Main...

2025-04-0812 min

Wealth Wisdom with Stuart J. Spivak Disinherit the IRS—Smart Strategies for Tax-Efficient GivingIn this inspiring episode of Wealth Wisdom with Stuart J. Spivak, Stuart dives into the importance of giving back while reducing taxes through Donor Advised Funds (DAFs). He also shares the heartwarming story of The Driven Project, a charity providing unforgettable experiences to terminally ill children. Discover how you can make a difference while maximizing your tax benefits! Main Points Discussed: The Driven Project and Stuart's experience as a title sponsor, supporting critically ill children through supercar therapy.What Donor Advised Funds (DAFs) are and how they can help...

2025-04-0118 min

Wealth Wisdom with Stuart J. Spivak Safeguard Your Retirement: Smart Planning for Volatile MarketsWelcome to another episode of Wealth Wisdom with Stuart J. Spivak, where we help you navigate the financial journey to—and through—retirement. In this episode, Stuart Spivak shares timely insights as we close out 2024, a year of market highs and economic uncertainty. Whether you’re planning to retire soon or are already in retirement, Stuart explains why the descent down the “financial mountain” can be even riskier than the climb—and how to avoid costly mistakes. Main Points Discussed: - The Financial Mountain Analogy – Why retiring is like climbi...

2025-03-2519 min

Wealth Wisdom with Stuart J. Spivak The Pros and Cons of Roth Conversions—What You Need to KnowIn this episode of The Prosper Retirement Podcast, host Stuart J. Spivak tackles one of the most talked-about topics in retirement planning—Roth conversions. With taxes at historic lows and changes coming in 2026, this could be the perfect time to re-evaluate your retirement strategy. Stuart walks listeners through the pros, cons, and strategies of Roth conversions to help them decide if it’s the right move for their financial future. Main Points Discussed: - Key differences between traditional IRAs and Roth IRAs and how they impact taxes. - Why taxes are...

2025-03-1819 min

Round the World With Cracklin Jane Trip to Hades - Round the World with Cracklin Jane1 - The Devil Ain't Lazy - Tommy Duncan with Bob Wills and his Texas Playboys - 0:01:30 - 19472 - Up Popped the Devil - Eddie Stone and His Orchestra;Eddie Stone;Dilliard - 0:06:01 - 19373 - El Diablo Se Aparecio (The Devil Appeared) - Tony Camargo y Orquesta Tino Contreras - 0:08:27 - 19564 - The Devil and the Farmer's Wife - Richard Dyer-Bennett - 0:11:55 - 19455 - Pack Up Your Sins and Go to The Devil - Vincent Lopez and his Hotel Pennsylvania Orchestra - 0:14:20 - 19226 - Devil in The Moon - Leo...

2025-02-1858 min

Wealth Wisdom with Stuart J. Spivak Guaranteed Income and Diversification: Building a Bulletproof Retirement PlanIn this episode of Wealth Wisdom with Stuart J. Spivak, Stuart breaks down the Three Bucket Approach to retirement planning. Most retirees focus on stocks and bonds, leaving their savings exposed to market volatility. Stuart explains how adding safe money strategies and alternative investments can protect and grow your wealth while providing guaranteed lifetime income. Main Points Discussed: Why most retirees concentrate their savings in one bucket (stocks, bonds, mutual funds) and the risks it poses.The Three Bucket Approach:Bucket 1: Safe Money with guaranteed protection and lifetime income.Bucket 2:...

2025-01-1512 min

Wealth Wisdom with Stuart J. Spivak What Most Advisors Won’t Tell You About AnnuitiesAre annuities as bad as some people say—or have they just been misunderstood? In this episode of Wealth Wisdom with Stuart J. Spivak, Stuart breaks down the myths and realities surrounding annuities. Whether you’ve heard horror stories or glowing reviews, this episode sheds light on the truth about how annuities can fit into your financial plan. Main Points Discussed: Misconceptions about annuities—why they exist and how to see through the noise.Examples of bad annuities and why they may have been mis-sold.The role annuities can play in providing market protection and gr...

2025-01-1521 min

Wealth Wisdom with Stuart J. Spivak Avoid Penalties: The Smart Way to Access Retirement Funds Before 59½In this episode of Wealth Wisdom with Stuart J. Spivak, Stuart shares his expertise as the 72(T) Professor, guiding listeners through the often-misunderstood IRS Rule 72(T). Discover how this little-known tax code can help you access retirement funds early—without paying the 10% penalty—and how to avoid common pitfalls when implementing this strategy. Main Points Discussed: What is IRS Rule 72(T)? – An overview of the IRS provision allowing penalty-free withdrawals before age 59½.Strict Requirements and Rules – Understanding SEPP (Series of Equal Periodic Payments) and the consequences of breaking complianc...

2025-01-1515 min

Wealth Wisdom with Stuart J. Spivak 3 Critical Retirement Risks You Can’t Afford to IgnoreWelcome to this episode of Wealth Wisdom with Stuart J. Spivak! In this powerful episode, Stuart opens up about the personal story that shaped his approach to retirement planning. Learn how his father’s sudden passing taught him the importance of preparing for life’s unexpected challenges—and how you can do the same. Main Points Discussed: Stuart’s personal story about his father’s passing and the life lessons it taught him about financial planning.The three biggest risks retirees face: living too long, dying too soon, and becoming disabled.How to plan proactivel...

2025-01-1518 min

Wealth Wisdom with Stuart J. Spivak Are You Ready for Retirement? Key Strategies You Need to KnowIn this debut episode of Wealth Wisdom with Stuart J. Spivak, Stuart shares insights gained from 36 years of helping clients navigate retirement planning. With a focus on preparing for life’s unexpected events—living too long, dying too soon, or facing disability—this episode highlights practical strategies to safeguard your financial future. Main Points Discussed: The 3 biggest risks retirees face—living too long, dying too soon, or becoming disabled.How to ensure financial security so work becomes optional, not mandatory.The importance of life insurance to protect loved ones in case of unexpected death.Preparin...

2025-01-0704 min

Retire Right with Reverse Rob Reverse Mortgages & Retirement Income Planning with Stuart Spivak, President & Senior Partner of Spivak Financial GroupReverse Mortgages & Retirement Income Planning with Stuart Spivak President & Senior Partner of Spivak, Financial Group

2022-03-1741 min

Retire Right with Reverse Rob How To Use Home Equity For Your Work-Optional Lifestyle, With Financial Advisor, Stuart Spivak, Senior and Managing Partner of Spivak FinancialHow To Use Home Equity For Your Work-Optional Lifestyle, With Financial Advisor, Stuart Spivak, Senior and Managing Partner of Spivak Financial

2021-07-3043 min

House of Modern History Ein anderer Blick auf die Welt? – Postcolonial TheoryPostcolonial Studies, darüber reden wir dieses mal: Ist der Begriff überhaupt angebracht? Was finden wir spannend daran? Hauptsächlich haben wir uns dann mit zwei Denkern befasst, die die postcolonial Theory maßgeblich beeinflusst haben: Zum einen Edward Said, der in seinem Buch "Orientalism" die Darstellung des "Orients" der Europäer sichtbar gemacht. Hierbei wurde scheinbares Wissen institutionalisiert, das im nächsten Schritt eine Grenzziehung zwischen "Orient" und "Okzident" verlangte. Der zweite Denker in unserer Reihe, Homi Bhabha, begreift den Kulturbegriff als fluide und nicht statisch. In sogenannten "Third Spaces" sind Wissensräume an den Rändern...

2021-03-1855 min

Musikgespräch Seans Literaturtipps für den Sommer Literatur „Seans Literaturtipps für den Sommer“: Adorno, Theodor W., Einleitung in die Musiksoziologie, Frankfurt am Main 1962. Ders., Horkheimer, Max, Dialektik der Aufklärung. Philosophische Fragmente, [1944], 14. Auflage, Frankfurt am Main 2003. Benjamin, Walter, Medienästhetische Schriften, Frankfurt am Main 2002. Bhabha, Homi K., The Location of Culture, London 1994. Binas-Preisendörfer, Susanne, Klänge im Zeitalter ihrer medialen Verfügbarkeit. Popmusik auf globalen Märkten und in lokalen Kontexten., Bielefeld 2010. Clausen, Bernd, Hemetek, Ursula, Sæther, Eva, European Music Council (Hrsg.), Music in Motion. Diversity and Dialogue in Europe., Bielefeld 2009. DeNora, Tia, Music in Everyday Life, Cambridge 2000. Ehrmann-Herfort, Sabine, Leopold, Silke (Hrsg.), Migr...

2020-07-1535 min $William\'s Podcast$

William's Podcast Are We Complicit Because of Culture? © 2019. Volume1 A close-up frame in my field of view through my lens of the particular tenure of Ralph Linton’s expression, culture “as the way of its members; the collection of ideas and habits which they learnt, are shared and transmitted from generation to another generation” begs the question Are We Complicit Because of Culture?.iMovie & Devgro Media Arts Services PresentA Devgro Media Arts Services Production In Association With iMovieA William Anderson Gittens PodcastAre We Complicit Because Of Culture? Vol.1ISBN 978-976-96356-5-4Digita...

2019-08-2605 min

Musikgespräch Aneignungen von Musiken Teil 2 Literatur „Aneignungen von Musiken“: Baumann, Max Peter, The Local and the Global: Traditional Musical Instruments and Modernization, in: The world of music 42,3 (2000), S. 121-144. Bhabha, Homi K., The Location of Culture [1994], London / New York 2002. Binas-Preisendörfer, Susanne, Klänge im Zeitalter ihrer medialen Verfügbarkeit, Bielefeld 2010. Goffman, Erving, Asyle, Frankfurt a. M. 1973. Hall, Stuart, The Great Moving Right Show, in: Marxism Today, Januar 1979, www.amielandmelburn.org.uk/collections/mt/pdf/79_01_hall.pdf, Aufruf: 14.07.2019. Harzig, Christiane, Dirk Hoerder, What is Migration history?, Cambridge 2009. Huntington, Samuel P., Kampf der Kulturen, Hamburg 2006. Inglehart, Ronald, Kultureller Umbruch – Wertewandel in der westlichen Welt, Frankfurt...

2019-08-1536 min

Musikgespräch Aneignungen von Musiken Teil 1 Literatur „Aneignungen von Musiken“: Baumann, Max Peter, The Local and the Global: Traditional Musical Instruments and Modernization, in: The world of music 42,3 (2000), S. 121-144. Bhabha, Homi K., The Location of Culture [1994], London / New York 2002. Binas-Preisendörfer, Susanne, Klänge im Zeitalter ihrer medialen Verfügbarkeit, Bielefeld 2010. Goffman, Erving, Asyle, Frankfurt a. M. 1973. Hall, Stuart, The Great Moving Right Show, in: Marxism Today, Januar 1979, www.amielandmelburn.org.uk/collections/mt/pdf/79_01_hall.pdf, Aufruf: 14.07.2019. Harzig, Christiane, Dirk Hoerder, What is Migration history?, Cambridge 2009. Huntington, Samuel P., Kampf der Kulturen, Hamburg 2006. Inglehart, Ronald, Kultureller Umbruch – Wertewandel in der westlichen Welt, Frankfurt...

2019-07-1540 min