North Georgia's Retirement Game Plan

Evan Ward takes a look at the fact that Donald Trump has a strong interest in cryptocurrency upon his return to the White House. Is this something everyone should look into for their portfolios? How does it tie into Evan's love for Georgia football. Find this and more on this week's episode. Ready to build your retirement plan? Visit https://atlasretirement.net/ to connect with Evan and his team t...

On this episode, Evan Ward talks about the best retirement destinations in the United States. A couple of the cities surprise them and they talk about what to consider when you think about WHERE you're planning your longest vacation a.k.a. RETIREMENT! Ready to build your retirement plan? Visit  https://atlasretirement.net/ to connect with Evan and his team today! See omnystudio.com/listener f...

Evan Ward defines to listeners what the “Rule of 100” is and what the challenges are in measuring financial risk. Evan reveals how even some conservative financial vehicles are exposed to more market risk than people realize. He also shares what safer financial methods are and how Atlas Retirement can lead people in the discussion to define the right kind. Evan also discusses the senti...

As we gear up for 2025, Evan Ward discusses the three different types of people in how they approach their finances…and why we don’t really want to be like the third type. Evan also discusses how often the widely used “4% Rule” fails people and how Atlas Retirement offers a holistic approach to financial planning. Evan also shares about dealing with his son’s “...

Evan Ward discusses 401(k)s and the advice he has for college-aged people or people in their twenties to do with money they are trying to save. He then compares those strategies to how he advises people nearing retirement to move their money. Evan runs down what a 401(k) is and the different things to consider when rolling 401(k)s into other accounts. He stresses the need for a financial advisor w...

Evan Ward chats about the concerns over tariffs after the results of the election and why we have already seen the effect that they have - and it is nothing new. Evan also talks about emotion and psychology and the one thing that almost always costs people money in the market. And Evan shares about coaching his first-grader and how he coaches his other children to coach.  See omnystudio.com/l...

Evan Ward explains to listeners about people's preconceived notions about annuities and how there are different types to serve different goals. Evan explains how everyone should have a goal in retirement and then find the right tool to achieve it. He also talks about the role of ATVs and baked mac 'n' cheese in his family's big Thanksgiving.  See omnystudio.com/listener for privacy informatio...

Evan Ward defines income planning and how retirees should approach it. He goes over several questions he asks people: How much money is enough to retire? What is guaranteed income? What assets do they have? Then Evan stresses the need for a plan to achieve those retirement goals. Evan also talks about how he likes to relax on a weekend without anything big on the schedule.  See omnystudio.com...

Evan Ward breaks down several financial deadlines and things people should watch for before the end of the year. He discusses college savings and transfers into and out of those plans for October, reviewing insurance plans in November, and several December deadlines for both giving and contributing to different retirement plans. Evan also talks about adjusting from coaching high schoolers to now f...

Advisor Evan Ward discusses Costco selling lots of gold bars, as people potentially are trying to hedge inflation. Evan warns about buying any kind of asset during a bubble and shares what the long and short-term strategies can be in buying gold. He also talks about what he thinks the ideal percentage of a portfolio should be dedicated to non-cash assets. And Evan discusses attending his son&rsquo...

In this episode, Evan Ward discusses the implications of upcoming elections on financial planning. He explores how political outcomes can affect taxes, spending, and investment strategies, emphasizing the importance of building a resilient financial plan that can withstand uncertainties. The conversation highlights the need for proactive financial strategies rather than reactive ones, especially i...

In this episode, Evan Ward discusses the intersection of sports coaching and retirement planning. He explores how coaching experiences shape their approach to helping clients achieve their retirement goals, the differences in financial planning perspectives between men and women, and the importance of defining clear retirement objectives. Additionally, they touch on the potential impact of interes...

In this episode, Financial Advisor Evan Ward talks about Social Security and whether it's better to take it early at 62 or wait until full retirement age. The hosts discuss the advice given by Dave Ramsey to invest the money from Social Security at 62 and compare it to the traditional financial planning approach of waiting until 70. They explore the financial and emotional factors that come into p...

Evan Ward  discusses the concept of needing a million dollars for retirement and explores the factors that determine retirement readiness. It emphasizes the importance of personalized planning and true diversification to ensure a stress-free retirement. The conversation also highlights the significance of tax diversification and the control it provides over one's finances. Overall, the key takeawa...

In this conversation, Evan Ward, a financial advisor, discusses the importance of having a financial checkup during the summer. He emphasizes the need for flexibility in financial planning due to changing goals and external factors such as the economy and politics. Evan also highlights the impact of interest rates and stock market volatility on investment strategies. He emphasizes the importance o...

On this Episode of North Georgia's Retirement Gameplan with Evan Ward: many people put off seeing a financial advisor about their retirement plan due to apprehensions and fear of the unknown. Just like ignoring a check engine light in a car, delaying retirement planning can lead to bigger problems down the road. It's important to have a plan in place and make changes as you approach retirement, ta...

Evan Ward shares his journey from growing up on a farm to becoming a financial planner, drawing parallels between the skills learned on the farm and their application in financial planning. He emphasizes the importance of having a solid financial plan and the need to avoid desperate financial moves. For more information be sure to check out www.atlasretirement.net   See omnystudio.com/listener for...

Planning for retirement is important, but you’d depend on a doctor to plan a surgery and lean heavily on a real estate agent if your plan was to buy a house. So why not let a similarly experienced and knowledgeable professional help with future finances? Atlas Retirement and company founder Evan Ward brings you “North Georgia’s Retirement Game Plan,” which provides listeners with insightful tips,...

Evan Ward discusses the impending depletion of social security by 2035 and its impact on retirement planning. It delves into the implications for individuals, the role of political candidates, and the need for proactive financial planning. The conversation emphasizes the importance of understanding retirement goals, adapting to changing circumstances, and seeking professional guidance for financia...