All Things Retirement

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...