All Things Retirement

It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let’s discuss how to determine what’s best for you. Show Notes: Retirement Rescue TOOLKIT:  https://www.cardinalwg.com/shock/ Website:  https://www.cardinalwg.com/ Email:  retire@cardinalwg.com Phone: (904) 414-2375

Let’s talk about some of the common mistakes that we see being made time and time again by retirees and pre-retirees. Show Notes: Retirement Rescue TOOLKIT:  https://www.cardinalwg.com/shock/ Website:  https://www.cardinalwg.com/ Email:  retire@cardinalwg.com Phone: (904) 414-2375

Dave Ramsey has earned a lot of respect among savers and investors over the years as evidenced by his enormously popular radio show, books and sold out performance venues when he speaks. But is all of his advice worth following? Is it possible that some of the things he professes will actually hurt you financially? Let’s take a look at some of Dave’s most popular advice and see if and when it make...

We were planning to bring up this conversation before the Coronavirus pandemic hit, but now it just makes it even more important to discuss. You likely seek financial advice from lots of difference sources. And some of those sources will certainly have good intentions, but they’ll often give bad financial advice. Let’s look at some examples and explore the reasons why we have to be very careful fr...

Time for an update on where we stand with the markets, the economy, and retirement planning as it relates to the Coronavirus pandemic. Show Notes: Retirement Rescue TOOLKIT:  https://www.cardinalwg.com/shock/ Website:  https://www.cardinalwg.com/ Email:  retire@cardinalwg.com Phone: (904) 414-2375

So there might not be such a thing as a “bad financial product”, but there are certainly inappropriate investments out there for people in certain situations. We’ll explore some examples of those kinds of situations on this episode and you might be surprised just how common it is for people to be invested in products that are ill-suited for their financial goals. Show Notes: Retirement Rescue TOOL...

Anthony will share his thoughts on the financial fallout we've seen from the coronavirus and then we'll dive into our conversation on the different stages of retirement. Where should your focus be as you approach that retirement day. Plus, we answer questions from two listeners with investment concerns since the market crash. Show Notes: Retirement Rescue TOOLKIT:  https://www.cardinalwg.com/shock...

We talk all the time about how people need to give their dollars purpose or set goals for their retirement and even specifically for certain investments. But let’s dive deeper into what different goals look like for various folks approaching retirement. How do you determine if a goal is realistic or out of reach? We’ll tackle that conversation with plenty of examples on this episode. Show Notes: R...

The idea of a Roth conversion is intriguing to a lot of people, and for some people it can be a great strategy to enact. Let’s explore the concept… Show Notes: Retirement Rescue TOOLKIT:  https://www.cardinalwg.com/shock/ Website:  https://www.cardinalwg.com/ Email:  retire@cardinalwg.com Phone: (904) 414-2375

Of course, we all want a healthy bank account. Having a good amount of dollars within easy grasp is helpful in the case of emergencies or for medium-sized purchases where you don’t want to have to liquidate assets. But is it counterproductive to have too much cash on hand? We’ll explore that idea and other pressing questions about the role that cash plays in financial and retirement planning. Show...

It’s always good to keep yourself up to date with what’s going on in the financial world. But it’s also important to understand that the information you get from the media isn’t completely unbiased. Let’s talk about some of the problems with the financial media. Show Notes: Retirement Rescue TOOLKIT:  https://www.cardinalwg.com/shock/ Website:  https://www.cardinalwg.com/ Email:  retire@cardinalwg...

Sometimes people say they don’t want to retire…and sometimes they really mean it. Other times it’s just a defense mechanism to compensate for the fact that they feel like they can’t retire. So let’s explore some of the possible meanings behind the statement, “I don’t want to retire.” Show Notes: How To Retire Happy, Wild, and Free:  https://www.amazon.com/How-Retire-Happy-Wild-Free/dp/096941949X/r...

Trustworthy. Likeable. Problem-solving. Good listener. We should be describing your financial advisor or a potential advisor if you’re in the process of finding one. On today’s show, we’ll talk about why it’s so important for your advisor to embrace these kinds of characteristics. That’s the easy part. But we’ll also tackle the harder part and discuss some tangible ways how you can determine if an...

Welcome to the All Things Retirement podcast. On this introductory episode, we'll get to know our retirement and financial guide, Anthony Aulffo a bit better. Host Ben George will ask him about how he got into the financial industry, how experiences in his life have shaped him into the advisor he is today, and much more. If you're new to Anthony or new to the podcast, give this episode a listen to...