Jacksonville’s Retirement Coach with Adam Wolf

Adam Wolf discusses robo-advisors or AI chat bots that offer services. He explains how big financial firms use these and how sometimes these bots can be inaccurate. Adam also describes two areas he thinks that a real-life advisor is needed the most: developing an income plan from accounts that a spread all over, developing a tax strategy unique to a person. He also highlights four women in his off...

Adam Wolf talks about how people need to start re-checking their financial strategies as they near retirement or go through other season-changes in life. Adam details the importance of gaining a second opinion and three areas where people often leave money on the table by not reflecting on their strategy: tax planning, amount of risk, and fees (especially in 401(k)s). He also laments the lost seas...

Adam Wolf compares a tax planner to a tax preparer and why both are important. He then dives deep into what tax planning is and how it looks a thousand miles down the road. Adam also discusses the things to consider on if one needs a tax planner or not and the inventories he and his team take to see how they can help lower someone’s tax burden. Ready to build your retirement plan? Visit http...

Adam Wolf talks about having enough money in retirement. He discusses the wide range of years a retirement can last and how to determine one’s budget. Adam also talks about how much money to save, how to determine that number, and the importance enjoying one’s life savings. Adam also talks about his family’s holiday trip to NYC. Ready to build your retirement plan? Visit https://...

Adam Wolf defines required minimum distributions. He explains not only what RMDs are, but when people have to take them, how much they usually have to withdraw, and the penalties for not doing so. Adam also explains the tax strategies in taking these and why people need an advisor to guide them in that. Adam also shares his family's Christmas travel plans to New York City.  See omnystudio.com...

Adam Wolf digs into the definition of Roth IRAs and the tax benefits of having those accounts. He explains the many pros of a Roth IRA but also the times that they do not work best for people. Adam also shares the four basic ways people attain those accounts. And Adam talks about Tony's Turkey Trot, Jacksonville's largest 5K, and the modified version he did on Thanksgiving.  See omnystudio.co...

Adam Wolf defines what year-end tax planning is. He explains maximizing Roth IRA contributions, converting certain accounts into Roths by the end of the year, taking required minimum distributions (RMDs), and tax-loss harvesting. Adam also talks about his Thanksgiving plans and Jacksonville’s major “Tony’s Turkey Trot” run that raises money for those affecting by traumatic...

Adam Wolf discusses a recent Yahoo! Finance article about the U.S.’ C+ retirement grade from the Mercer CFA Institute Global Pension Index. He explains the factors that make retirement difficult and how the “three legs of retirement”: pensions, Social Security, and savings have gotten wobbly. Adam also details five main retirement risks everyone should plan for. See omnystudio.co...

Wolf Retirement Navigation’s Adam Wolf talks about his background and 25 years in finance. Adam describes the specialties of his firm and why retirement can be very tricky without a guide. He also discusses his involvement with two Jacksonville charities and how he landed on the name of his business 10 years ago.  See omnystudio.com/listener for privacy information.

Every retirement needs a successful game plan. Every successful game plan needs a strong coach. Adam Wolf of Wolf Retirement Navigation is stepping up to the plate on his new podcast, Jacksonville’s Retirement Coach with Adam Wolf, to bring you timely and informative retirement news straight to your streaming device! Each new episode will cover key areas of financial and retirement planning, from...