Stop Worrying You're Retired

George Fossing and Zach Jenkins talk about finding ways to put their clients at ease in a time of uncertainty. Plus, Bill Murray's favorite piece of financial advice. See omnystudio.com/listener for privacy information.

George Fossing and Zach Jenkins discuss potential changes coming to the tax code and how they will specifically effect retirees and their families.  See omnystudio.com/listener for privacy information.

George Fossing and Zach Jenkins discuss how tax planning for the future could reduce your tax burden in retirement. Plus, what is driving the market and what to do with old 401(k) accounts. See omnystudio.com/listener for privacy information.

George Fossing and Zach Jenkins discuss a story about pensions being delayed for government employees in Baltimore and what it might mean for others that are counting on a pension. Plus, is a correction in the market coming? And things to consider when claiming your Social Security benefit. See omnystudio.com/listener for privacy information.

George Fossing and Zach Jenkins discuss how they help their clients build a steady income in their retirement years. Plus, what indicators are signaling a market correction? See omnystudio.com/listener for privacy information.

George Fossing and Zach Jenkins welcome Tory Aggeler, Broker Manager and Senior Precious Metals Advisor, to the show this week to discuss an investment category that a lot of people are curious about - precious metals. Find out what to know, what to avoid, and what options are available when it comes to gold, silver and other precious metals. See omnystudio.com/listener for privacy information.

George Fossing and Zach Jenkins welcome Jim Pritchard, the Chief Investment Strategist for Northstar Financial, to the show to discuss activity in the markets and what he expects in the rest of 2021. See omnystudio.com/listener for privacy information.

George Fossing and Zach Jenkins discuss how hidden fees in your retirement accounts can add up quickly. Also, the most common questions George's clients are asking him about preparing for retirement. See omnystudio.com/listener for privacy information.

George Fossing and Zach Jenkins react to a volatile week in the stock market. With the unpredictable nature of the stock market, are you prepared for a sudden downturn? Plus, strategies for surviving inflation. See omnystudio.com/listener for privacy information.

George Fossing and Zach Jenkins talk about how you can give your money a purpose by making it work for you. Plus, why people from California are moving to the Carolinas. See omnystudio.com/listener for privacy information.

George Fossing and Zach Jenkins discuss some of the unexpected expenses that are commonly overlooked when people are planning their retirement years. Plus, some surprising numbers about how much you could receive over time if you make the right choices in claiming your Social Security benefit. See omnystudio.com/listener for privacy information.

George Fossing and Zach Jenkins discuss some of the strategies they use to help their clients save on their tax bill in retirement. Plus, how much will it take to make you "financially happy?" See omnystudio.com/listener for privacy information.

George welcomes his friend and neighbor Miles Merwin of Advisors Insurance Agency to discuss common blind spots in most peoples policies. He also shares a story about how $500 helped a friend avoid a $750K expense.  See omnystudio.com/listener for privacy information.

George Fossing and Zach Jenkins talk about developing sustainable income for your retirement years. Plus, what can we learn from Duke University's Coach K as he announces his coming retirement? See omnystudio.com/listener for privacy information.

Northstar Financial's Chief Investment Officer, Jim Pritchard, joins George Fossing in studio this week to discuss his experiences over 40 years in the financial industry, including market strategies, financial bubbles, and how to avoid mistakes as you near retirement. See omnystudio.com/listener for privacy information.

George Fossing and Zach Jenkins discuss the factors to consider when being offered a buyout, which is happening more often across the country. Plus, the highest searched financial questions from Google in 2020. See omnystudio.com/listener for privacy information.

George Fossing has a great discussion with Mary Ellyse Fendig, the Regional Sales Director for Senior Living Communities. They explore the benefits and possibilities for seniors and how Mary Ellyse helps people find the right place to call home in their later years. See omnystudio.com/listener for privacy information.

George Fossing and Zach Jenkins discuss one of the most critical pieces to a successful retirement strategy - Social Security Benefits. Learn what common mistakes to avoid on this week's episode! See omnystudio.com/listener for privacy information.

Chief Investment Officer for Northstar Financial, Jim Pritchard, joins George Fossing and Zach Jenkins to discuss market trends and the outlook for the rest of 2021. See omnystudio.com/listener for privacy information.

George Fossing and Zach Jenkins discuss how to give yourself a pay raise in retirement. Plus, the power of proper tax planning. See omnystudio.com/listener for privacy information.

George Fossing and Zach Jenkins discuss how the pandemic has forced millions of people into an early retirement. Don't get caught scrambling if this happens to you. Plus, what can we learn from investing mistakes of the past. See omnystudio.com/listener for privacy information.

George Fossing and Zach Jenkins react to a report that estate taxes could be going up across the board. What steps can you take to minimize your tax burden in retirement and in your estate?  See omnystudio.com/listener for privacy information.

George Fossing and Zach Jenkins break down the implications of the current national deficit. There is an opportunity now to take advantage of current tax rates before they eventually go up. Plus, how to make sure your foundation is solid before building the fun parts of your retirement plan. See omnystudio.com/listener for privacy information.

George Fossing and Zach Jenkins discuss having target date funds in your portfolio, as well as why it's important to not play musical chairs with your financial future. Also, many people dream of paying off their mortgage before retirement, but is that always the best idea? See omnystudio.com/listener for privacy information.

George Fossing and Zach Jenkins react to recent news that Warren Buffet made an investment mistake that cost his company $11 Billion. Obviously, Warren can afford to make mistakes, but how can the rest of us avoid costly mistakes as we approach our retirement years?  See omnystudio.com/listener for privacy information.