Drew Blackston, Certified Retirement Counselor® Registered Financial Consultant®

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning

Welcome to the Your Financial EKG™ Podcast, your go-to source for expert financial planning insights, retirement strategies, and wealth-building tips. Whether you're approaching retirement, already retired, or looking to maximize your investments, this podcast delivers actionable advice on retirement income planning, tax-efficient strategies, Social Security optimization, estate planning, and long-term wealth management.**Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall **

Autor

Drew Blackston, Certified Retirement Counselor® Registered Financial Consultant®

Kategorie

Business

Podcast-Website

pearlwealthgroup.com

Neueste Folge

8. Jul 2026

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Risk Investors Don't Realize Part 3 24.02.2021

In this final episode of the series "Risk Investors Don't Realize," Drew finishes his conversation with Steve Zanoli about the inherent risk that investors don't realize when it comes to their investments. We hope you have enjoyed this series. If you would like to learn more, please visit our website at yourfinancialekg.com or LinkedIn @drewblackston. 

Risk Investors Don't Realize Part 2 17.02.2021

In this Part 2 of "Risks Investors Don't Realize," Drew Blackston and Steve Zanoli dive head into 3 common risk that most investors don't see creeping around in their investments: 1. Not Understanding Fees 2. Taking trading advice from TV or Message Boards 3. Not using a Professional  If you like this podcast, please share it with your friends and give us a 5 star rating!

Risk Investors Don't Realize Part 1 10.02.2021

How do you know if you are in a burning building unless you smell smoke? That is how most investors feel when it comes to their investing. They don't realize they are on fire because they don't smell any smoke. Join Drew today as he welcomes special guest Steve Zanoli, head of Wealth Management for Sandy Morris Financial, as they discuss risks that all investors need to be aware of. 

Bad Money Assumptions 03.02.2021

Let's talk about bad money assumptions. We all have them. We assume certain things about money and investing maybe based on our own financial situation or others. I want to talk about 3 that I believe could change how you view saving, investing, and moving forward financially. 1. I need lots of $$ to start investing 2. You need lots of $$ to retire 3. More $$ will make me happy :)

Why is Money Important to you? 25.01.2021

Introductory Podcast: Why is money important to you? Tune in as Drew Blackston, a Certified Retirement Counselor®, Investment Advisor Representative, and Financial Planner looks at why money is important to you and how you can be more purposeful and strategic with your money. Stay tuned for more podcast in the future featuring topics about investing, tips for saving, budgeting, retirement planning...

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