Family First Retirement

The Great Wealth Transfer is happening now. Over $50 trillion is expected to be passed down to Millennials and Gen Z in the next few decades. But are they prepared for this windfall of money? In this podcast, George Politarhos, founder of Patria Wealth, breaks down the Great Wealth Transfer and how it will impact Millennials and Gen Z. He also discusses the fees that are destroying 401(k) plans an...

In this episode of the Family First Retirement Podcast, George Politarhos shares the story of how his parents' lack of retirement planning led to a financial nightmare for his family. He discusses the importance of starting to save early, the benefits of working with a financial advisor, and the mistakes to avoid when planning for retirement. Learn more about his story. Call 302-330-2166 for a com...

No one likes to talk taxes but it's not always painful. In this episode of the Family First Retirement Podcast, George Politarhos shares why proactive tax planning in important. He addresses how to stay ahead of the curve and minimize your tax liability in the future by utilizing different strategies for reducing your tax liability, such as Roth conversions, tax-deferred annuities, and life insura...

In this episode of the Family First Retirement Podcast, George Politarhos and his sister Angie highlight the importance of women having control of their finances by sharing a true story of a client whose husband passed away and left her with no knowledge of their financial situation. They emphasize the need for women to be involved in their own financial planning. They also discuss the challenges...

George Politaris discusses how to customize a retirement plan for unique situations. He shares a case study of a 62-year-old woman who wants to retire and use her 401(k) for eight years before starting to take Social Security. George explains the factors to consider when making this decision, such as the woman's expenses, her goals for retirement, and her health. He also discusses the importance o...

Are you approaching retirement and feeling overwhelmed by the thought of planning for it? If so, you're not alone. Many people don't know where to start when it comes to retirement planning. That's where George Politarhos and the team at Patria Wealth Group come in. They offer a complimentary portfolio X-ray to help you get started on the right foot. In this episode of the Family First Retirement...

Family First Retirement is just that- retirement planning insights for those who want to put family first. Join host George Politarhos each week for new episodes that help answer questions on every soon-to-be or current retiree's mind with helpful insights based on true stories. Learn more about George and his own family at Patria Wealth Group. See omnystudio.com/listener for privacy information.