Family First Retirement

What do golf, retirement, and Bill Murray have in common? In this episode, George Politarhos shares laughs from the fairway, lessons from the Caddyshack Charity Tournament, and a heartfelt call to support veterans through the Bets for Vets Golf Tournament. George dives into the risks of investing in restaurants, the importance of planning for retirement, and how quality of life is more than just n...

What do golf tournaments and gift card scams have in common? In this episode, George Politarhos shares behind-the-scenes excitement for the Patria Wealth Group’s charity golf event—then pivots to a sobering story about how easily loved ones can fall victim to scams. From fake tech support to financial red flags, George unpacks how to protect your retirement and your family. Plus, why l...

This week on Family First Retirement, George Politarhos discusses the recently passed Big Beautiful Bill, exploring its implications for retirement planning, tax provisions, and healthcare. He emphasizes the importance of understanding the changes in retirement account rules, the benefits of Roth conversions, and the impact on Social Security and Medicare. The conversation also covers tax credits...

This week on Family First Retirement, George Politarhos discusses the importance of comprehensive financial planning, emphasizing a family-centric approach to wealth management. He highlights the necessity of long-term care planning, the complexities of Medicare and Social Security, and the importance of preparing for retirement. George shares personal anecdotes and insights to illustrate the sign...

In this episode of Family First Retirement, George Politarhos discusses the journey of retirement, focusing on the importance of having a solid plan. He shares personal anecdotes about his wife Leslie's transition into retirement and emphasizes the need for stress testing retirement plans. The conversation highlights the significance of family in financial planning, navigating taxes, and strategie...

In this episode of Family First Retirement, George Politarhos discusses the importance of financial planning, especially in the face of unexpected life challenges. He emphasizes the need for comprehensive strategies that include long-term care and tax planning, ensuring that individuals are prepared for both anticipated and unforeseen expenses. The conversation highlights the significance of havin...

This week, George Politarhos and Angie Politarhos discuss the complexities of Medicare and retirement planning. They emphasize the importance of understanding Medicare options, the differences between Medicare Advantage and supplemental plans, and the critical decisions that retirees must make regarding their healthcare and financial planning. The conversation highlights common mistakes made durin...

In this episode of Family First Retirement, George Politarhos discusses the transition into retirement, emphasizing the importance of having a purpose and a plan. He shares personal anecdotes about his wife's retirement experience and highlights the significance of financial planning, including managing debt and understanding social security options. The conversation also touches on the health and...

This week, George Politarhos shares a personal milestone as his wife, Leslie, retires after 32 years. The conversation delves into the emotional challenges of retirement, the importance of planning for both financial and non-financial aspects, and the distinction between being wealthy and being rich. George emphasizes the need for a comprehensive retirement plan that includes income strategies and...

This week on Family First Retirement, George Politarhos discusses the importance of building trust with clients in retirement planning, the critical need for long-term care planning, and the challenges of having difficult conversations about financial futures. He shares personal anecdotes to illustrate these points, including a humorous yet terrifying experience snowmobiling, emphasizing the need...

In this episode of Family First Retirement, George Politarhos discusses the importance of loyalty in financial advising, the significance of understanding fees, and the impact of economic changes such as tariffs. He emphasizes the need for planning around social security, Medicare, and long-term care, while also sharing personal anecdotes about retirement transitions and the importance of having a...

This week, George Politarhos discusses the importance of comprehensive financial planning, emphasizing the need for a holistic approach that includes retirement planning, long-term care, and community support. He shares personal anecdotes about his family's financial struggles and the lessons learned, highlighting the significance of having a solid financial plan in place. The conversation also to...

In this episode of Family First Retirement, George Politarhos discusses a recent charity event with Milwaukee Brewers player Christian Yelich and shares insights from a conversation with The Goo Goo Dolls. The discussion highlights the challenges in the music industry, the importance of trust in building relationships, and how these themes relate to retirement planning and wealth management. For m...

In this episode, George Politarhos discusses the critical aspects of retirement planning, focusing on long-term care, economic concerns, and the importance of a comprehensive strategy. The conversation also touches on insights from the music industry, highlighting the challenges faced by artists and the importance of trust and collaboration in achieving success. Overall, the episode provides valua...

This week on Family First Retirement, George Politarhos discusses the importance of financial freedom and the role of partnerships in achieving it. He emphasizes the need for honest conversations in financial planning, particularly for federal employees and various professions. The discussion also covers key considerations for retirement, the implications of lazy money, and the importance of maint...

In this episode of Family First Retirement, George Politarhos discusses the importance of having a proactive mindset towards retirement planning. He emphasizes the value of financial security, the role of annuities in providing guaranteed income, and the necessity of comprehensive planning to ensure a comfortable retirement. The conversation also touches on the common pitfalls of neglecting retire...

In this episode of Family First Retirement, George Politarhos discusses the importance of financial planning, especially for widows and those facing retirement. He emphasizes the need for a holistic approach to retirement planning, addressing market volatility, and the significance of proper preparation for a secure financial future. George shares personal anecdotes and insights on navigating the...

This week, George Politarhos discusses the importance of building trust with clients in retirement planning, the critical need for long-term care planning, and the challenges of having difficult conversations about financial futures. He emphasizes the evolution of annuities and the necessity of balancing risk and safety in retirement strategies, ultimately focusing on creating personalized plans t...

In this episode of Family First Retirement, George Politarhos discusses the current challenges faced by federal employees, emphasizing the importance of personalized retirement planning. He shares his personal motivations for helping others plan for retirement, highlighting the need for a comprehensive approach that includes income, protection, and growth strategies. The conversation also touches...

This week, George Politarhos interviews rising Nashville star Avery Anna. They discuss her journey from singing in her bathtub to becoming a recognized artist, her songwriting process inspired by fan letters, and her aspirations for the future, including hopes of winning a Grammy. The conversation also touches on the support of her family and the humorous moments during the interview. For more inf...

In this episode of Family First Retirement, George Politarhos discusses the essential questions to consider for retirement planning, especially in light of increasing life expectancy. He emphasizes the importance of financial security, quality of life, and finding purpose in retirement. The conversation covers various income sources, the significance of long-term care planning, and the need for a...

This week on Family First Retirement, George Politarhos and Jarred Politarhos discuss the importance of regular financial check-ins, particularly quarterly reviews, to ensure clients are on track with their retirement plans. They address current market concerns and the role of annuities in providing guaranteed income, emphasizing the need for a balanced approach to risk and safety in investments....

In this episode, George Politarhos interviews Scotty Hasting, a decorated Army veteran turned country music artist. They discuss Scotty's journey from serving in the military to using music as a form of therapy for his PTSD. The conversation highlights the healing power of music, the importance of helping others, and the connections made within the music industry. For more information or to schedu...

This week, George Politarhos discusses the essential components of retirement planning, focusing on the concept of allocating retirement funds into various buckets: security, risk, growth, and dreams. He emphasizes the importance of visualizing retirement, addressing long-term care needs, and customizing financial plans to individual circumstances. The conversation highlights the significance of c...

This week on Family First Retirement, George Politarhos discusses the importance of having a proactive mindset towards retirement planning. He emphasizes the value of financial security, the role of annuities in providing guaranteed income, and the necessity of planning for various aspects of retirement, including social security and healthcare. The conversation highlights the need for individuals...