Family First Retirement

Dillon Carmichael is an up-and-coming country star and talked with George about the power of family and advice he wish someone would have given him.  For more information call 302-330-2166 or visit www.patriawealth.com   See omnystudio.com/listener for privacy information.

What happens if you forget about an old 401k? Is it gone forever or can you blow the dust off it and still have it generate income? For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com   See omnystudio.com/listener for privacy information.

Building a proper retirement plan means getting out of your comfort zone. George Politarhos details the reasons why people don't call but more importantly the benefits of making the call. Plus, how to avoid the most common tax scams.  For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com   See omnystudio.com/listener for privacy information.

The fine print is where the most damage can be done to a retirement plan. George Politarhos details how to find and eliminate the unknown fees in retirement. Plus, what we can learn about Annuities from a MLB ICON. For more information or to schedule a consultation, call 302-330-2166 or visit www.patriawealth.com   See omnystudio.com/listener for privacy information.

Mr. Wonderful thinks you need at least $5 Million to have a successful retirement, but George Politarhos explains how that line of thinking can be damaging to a retirement saver. Plus, what do an annuity and anchovies have in common?! For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com   See omnystudio.com/listener for privacy information.

What happens if you get a pink slip close to retirement? You're close to the goal, but don't have the time or energy to start a new career. So, now what? Plus, exactly who is George Politarhos trying to help? He defines the perfect candidate for a retirement plan.  For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com   See omnystudio.com/listener for p...

What happens if the Feds attempt to get inflation to below 3% fails? Should we just accept that high inflation is the new normal and more importantly, how should we adjust our income plan to reflect our budget? Plus, is it time to take another look at Crypto? For more information or to schedule a consultation call 302-330-3166 or visit www.patriawealth.com   See omnystudio.com/listener for privacy...

George Politarhos breaks down 3 simple financial tips you should try for the new year. Plus, can you successfully "google" a 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 details the importance of setting goals for the new year and not relying on resolutions (which usually fail). Plus, how to stay accountable for financial and personal goals in your life.  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 details strategies they have created specifically for Federal Employees.  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 details how the fear of judgement is one of the main reasons adults refuse to put a retirement plan together. Plus, what to avoid in a workplace 401k.  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 details what remains the biggest fear in retirement for adults in retirement planning and those who are already retired. Plus, we get the temperature of the community to see what is on peoples mind.  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 details the new tax brackets coming in 2024 and how to prepare, plus annuities have never been more popular, so why do so few advisors use them? 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 details how you can give your retirement a "test drive" and the latest on Social Security benefits in the event of a divorce.  For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com   See omnystudio.com/listener for privacy information.

We've dealt with inflation, stagflation, shrinkflation and now, funflation is taking a bite out of our savings. What is it and how can you limit the damage? Plus the best avenues for extra income for your 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.

George Politarhos understands there are no questions too big or too small and answers a listener's question about withdrawals. Plus, what do Reese Witherspoon and George Politarhos have in common? It's more than good looks and an adorable attitude.  For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com   See omnystudio.com/listener for privacy informati...

George Politarhos explores the power of hindsight and what adults wish they "woulda, coulda, shoulda" done differently in retirement planning.  Don't miss an episode- subscribe or follow today! Download your complimentary 5 Steps To Retirement here . Learn more about the team at Patria Wealth at PatriaWealth.com or on social media: Facebook , Instagram , LinkedIn and YouTube . For more information...

George Politarhos details the 3 most important aspects of a retirement plan: protection, income and growth.  For more information or to schedule a consultation call 302-332-0166 or visit www.patriawealth.com   See omnystudio.com/listener for privacy information.

This week George is proud to introduce us to the newest member of the family, Baby Archie Politarhos. As George celebrates becoming a grandparent for the first time, he shares insights into the adjustments he's making to his Legacy plan. Join him as he delves into the intricacies of financial planning, highlighting areas where he draws the line on family involvement. Explore the love/hate dynamics...

Long Term Care is not something a lot of adults like to talk about because we only like to think about the fun part of retirement. Reality is, almost all adults will need some type of care in their lifetime. This week George Politarhos talks about the process of putting a care plan together and more importantly, how a quarterly review could benefit your plan in 2024.  For more information call 302...

George and Angie Politarhos offer tips and information to help navigate the upcoming Open Enrollment for Medicare. Plus, how you can get your hands on "mailbox money" without shedding a tear.  For more information or to schedule a consultation visit www.patriawealth.com   See omnystudio.com/listener for privacy information.

In this episode of the Family First Retirement Podcast, George Politarhos discusses the importance of planning for retirement without taking unnecessary risk. He talks about the different factors to consider when creating a retirement plan, such as your income, expenses, and tax bracket. He also discusses the importance of working with a financial advisor to create a personalized plan that meets y...

Annuities can be a great way to provide income in retirement, but they're not without their risks. In this episode of the Family First Retirement Podcast, George Politarhos of Patria Wealth Group discusses the pros and cons of annuities. He talks about the different types of annuities, the fees and charges associated with them, and the potential risks. He also shares some tips for avoiding the pit...

In this episode of the Family First Retirement Podcast, George Politarhos discusses the question of how much money you need to retire comfortably based on your dreams and desires. He talks about the factors that affect your retirement savings needs, such as your lifestyle, your health, and your expected lifespan- and what happens when it's different for your spouse. They also discuss the importanc...

George Politarhos details the pros and cons of an Annuity and why some "scoff" at the idea of guaranteed income in retirement. Plus, changes to be aware of regarding your Social Security and what we can learn about retirement from Taylor Swift. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com   See omnystudio.com/listener for privacy information.