Family First Retirement

On this week's Family First Retirement podcast, George Politarhos discusses inflation, corporate greed, and the impact on prices. He discusses the role of elected officials in controlling inflation and the misconception that big chain stores are solely responsible for high prices. He also touches on the concept of supply and demand and how it affects inflation. The conversation then shifts to the...

This week on Family First Retirement, George Politarhos discusses the current state of the economy, the impact on people's investments and retirement plans, and the importance of financial planning and tax strategy. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com See omnystudio.com/listener for privacy information.

This week, George Politarhos discusses how many Americans want to retire at 62, but healthcare coverage is a major concern. Retirees often have to keep their health insurance through COBRA, which can be expensive. It's important to have a comprehensive retirement plan that includes healthcare coverage. Speaking to a financial professional is crucial to ensure all aspects of the plan make sense. An...

This week, George Politarhos discusses concerns about the economy, inflation, and the security of personal finances. He also explores the impact of a recent cyber security glitch and the importance of diversification and annuities in protecting investments. George emphasizes the need for a customized retirement plan and offers second opinions for those dissatisfied with their current financial adv...

This week, George Politarhos discusses the recent political unrest in the United States and its potential impact on retirement savings. He emphasizes the importance of voting in the upcoming election in November. The conversation then transitions to the topic of 401(k) strategies and in-service withdrawals. George explains the concept of in-service withdrawals and how they can be used to preserve...

This week on the Family First Retirement Podcast, George Politarhos talks about meeting country music star, Gary LeVox, and the importance of chemistry in relationships. He also talks about the Family First Retirement plan and the significance of the initial consultation. George emphasizes the authenticity and sincerity of his approach, aiming to provide honest and customized plans for his clients...

A study shows that 68% of adults are not prepared for retirement, and 48% don't care about planning for retirement. The reasons for this lack of preparation could be procrastination, feeling overwhelmed, or past financial mistakes. George Politarhos emphasizes the importance of not dwelling on past mistakes and instead focusing on moving forward. The conversation then transitions to discussing the...

George Politarhos details some of the strategies created specifically for Federal Employees and their families. As George says, Federal Employees are a unique group and require unique customization to fully take advantage of opportunities.  For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com  See omnystudio.com/listener for privacy information.

This week, George Politarhos discusses the strategy of Roth conversion in retirement planning. He explains the difference between traditional and Roth retirement plans and the tax implications of each. George emphasizes the importance of having multiple sources of income in retirement and the benefits of having a Roth account. The conversation also touches on the current tax landscape and the pote...

George Politarhos covers various topics related to retirement planning, taxes, and the importance of having a financial strategy. The discussion also touches on the challenges of living longer in retirement and the need to plan for longevity. George highlights the impact of healthcare costs and long-term care on retirement portfolios. He emphasizes the importance of being proactive in retirement p...

This week, George Politarhos discusses the importance of family and fatherly advice in financial planning. He shares stories about his own family and the lessons he learned from his father. George emphasizes the need to make thoughtful and informed decisions when it comes to retirement planning, rather than making rash decisions based on sales tactics or pressure. He also highlights the importance...

This week George Politarhos discusses the current political climate and its impact on individuals' financial well-being. George and Mark discuss the anxiety and tension caused by the presidential election and the need to protect one's wealth and income. The importance of having a financial advisor who can provide guidance and help navigate uncertain times is emphasized. The conversation also touch...

This week George Politarhos covers creating multiple streams of income in retirement, including avenues such as Social Security, pensions, and 401k. He also emphasizes the importance of a family-first retirement plan and the need for a financial analysis before making decisions. The discussion delves into the challenges of big box advisors and the value of seeking a second opinion. Annuities are e...

George Politarhos discusses the pitfalls of DIY retirement planning and the importance of seeking professional help. He highlights the need for a customized retirement plan that takes into account factors like inflation, life events, and income strategies. The conversation also touches on common mistakes in retirement planning, such as lack of contributions, lack of tax diversification, and insuff...

Angie Politarhos joins George to talk about changes to Medicare to be aware of and strategies that could save you money and headaches For more information call 302-330-2166 or visit www.patriawealth.com   See omnystudio.com/listener for privacy information.

Moms never seem to get a break, so what can you as an adult do to help pay them back for taking care of you? George details some of the ways you can set mom up to be more financially independent and secure.  For more information call 302-330-2166 or visit www.patriawealth.com   See omnystudio.com/listener for privacy information.

George Politarhos details the importance and what to expect from a 2nd Opinion visit and we discuss the "Saban Effect" of your retirement plan.  For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com   See omnystudio.com/listener for privacy information.

George Politarhos works with families who may not understand their income wants and needs in retirement. Even worse are adults who "assume" they know what they will need in retirement. George details the power behind income strategies when building a plan.  For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com   See omnystudio.com/listener for privacy i...

There are lots of rules for taking your Social Security and the Motley Fool has 3 rules that are not commonly known but could be beneficial to your plan.  For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com   See omnystudio.com/listener for privacy information.

George details how to have not 1, but 2, 3, even 4 streams of income in retirement and what strategies best provide the most for your income. Plus, we get the temperature of the community to see what adults are worried about for their retirement.  For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com   See omnystudio.com/listener for privacy information...

George details why the 50+ crowd, despite being one of the most financially stable in the country, are often overlooked or ignored. Plus, the importance of finding your focus as you approach retirement.  For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com   See omnystudio.com/listener for privacy information.

It's the 3 pillars to a retirement plan: income, protection, and growth. George breaks down what strategies are best for each individual's portfolio.  For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com   See omnystudio.com/listener for privacy information.

With pensions not as available from employers, is the 401(k) the best opportunity for retirement income? Plus, what are the pros and cons of Long Term Care insurance? For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com   See omnystudio.com/listener for privacy information.

Live from Country Radio Seminar, George Politarhos had the opportunity to hear from Nashville Icon "Whispering" Bill Anderson who talked about why even at the age of 86, he has no plans to retire. Plus, Georges conversation with comedian Dusty Slay.   See omnystudio.com/listener for privacy information.

Annuities continue to grow as a retirement option, but why? George details the pros and cons of an Annuity as a retirement option.  For more information or to schedule a consultation call 302-330-3166 or visit www.patriawealth.com   See omnystudio.com/listener for privacy information.