Retirement Planning - Redefined

Are you and your spouse on the same page when it comes to what retirement is going to look like? If not, it’s time to talk. Listen to this episode where we'll explore why it’s so important for couples to have detailed conversations about their finances and retirement futures. We’ll cover exactly what you need to discuss, and how to handle any disagreements.   Helpful Information: PFG Website:  htt...

Remember the thrill of shaking a Magic 8 Ball to get answers to your childhood questions? Would we ace that math test? Would we be famous someday? Well, today, we're bringing a bit of that magic back. But instead of asking about pop quizzes and playground crushes, we’re turning to the Magic 8 Ball for advice on something much more important: your retirement planning! What would the Magic 8 Ball ha...

Very often, we see people who know that the financial decisions that they’re making aren’t the best decisions, but they try to create excuses or explanations for why they’re doing what they’re doing. Let’s talk about why these excuses usually don’t hold water...   Helpful Information: PFG Website:  https://www.pfgprivatewealth.com/ Contact: 813-286-7776 Email:  info@pfgprivatewealth.com   Disclaim...

In this episode, we’re diving into some famous words by the one and only Yogi Berra. You might know him for his legendary baseball career, but Yogi was also a goldmine of wisdom. We'll spin some of his classic quotes into financial advice. It's all about viewing things through the right lens—so let's see what financial insights we can uncover from Yogi’s memorable sayings!   Helpful Information: P...

Each generation is currently navigating a unique part of the retirement planning experience. With many baby boomers preparing for the transition into retirement, we're going to focus on some of the top questions this age group is asking in today's episode. Stay tuned to see what you can learn from John and Nick this week on Retirement Planning Redefined!   Helpful Information: PFG Website:  https:...

Are you planning for your retirement with the confidence that you're making all the right moves? In today's episode, we'll unveil the crucial income planning mistakes that could jeopardize your retirement and show you how to craft a financial plan that's built to last decades, not just years. Tune in to ensure your retirement strategy is foolproof against common pitfalls and ready to secure your f...

“Learn from the mistakes of others. You can’t live long enough to make them all yourself.” – Eleanor Roosevelt… Ever wish you could foresee financial missteps before they happen? On today’s episode explore some real-life stories of regret and arm yourself with the essential dos and don'ts to ensure your money works for you, not against you.   Helpful Information: PFG Website:  https://www.pfgpriva...

The retirement planning world is filled with plenty of advice and suggestions, but there are critical questions lurking in the shadows – the unasked, the overlooked. These are the questions that can help define the comfort and security of your retirement future. On this episode, we unearth and tackle these hidden, but essential questions about retirement.   Helpful Information: PFG Website:  https...

Money can't buy love, but it can certainly start some spicy debates between you and your better half. In this episode, we're digging into the financial face-offs that make Monopoly fights look like child's play and exploring some money minefields that can test even the most solid relationships. Listen in as we explore how to resolve some of the most common financial sources of tension between coup...

Get ready for part two of our Retirement Cash Flow series! This time, we're diving into the income side of the equation. In our first two episodes, we tackled the ins and outs of your expenses in retirement. Now, it's all about understanding the crucial role of income analysis. We'll uncover the secrets of guaranteed income versus the uncertain stuff and shed light on the consequences of retiring...

On this episode, we will continue our conversation on what expenses may change when you enter into retirement. Helpful Information: PFG Website:  https://www.pfgprivatewealth.com/ Contact: 813-286-7776 Email:  info@pfgprivatewealth.com Disclaimer: PFG Private Wealth Management, LLC is a registered investment adviser. All statements and opinions expressed are based upon information considered relia...

In this episode, we’ll explore many of the expenses in your life that might drastically change (one way or another) in retirement. We’ll break those expenses down further to see which ones are the top priorities and analyze some of the other factors that impact your cash flow in retirement. Helpful Information: PFG Website:  https://www.pfgprivatewealth.com/ Contact: 813-286-7776 Email:  info@pfgp...

This is part 2 of our Social Security conversation. We will be debunking the remaining 5 myths on today's show. Helpful Information: PFG Website:  https://www.pfgprivatewealth.com/ Contact: 813-286-7776 Email:  info@pfgprivatewealth.com Disclaimer: PFG Private Wealth Management, LLC is a registered investment adviser. All statements and opinions expressed are based upon information considered reli...

Have you ever wondered if the Social Security system will run out of money before you retire? Or if claiming benefits as soon as you're eligible is the best decision for your financial future? In this episode, we'll be debunking common myths about Social Security and answering the questions you've been curious about. Helpful Information: PFG Website:  https://www.pfgprivatewealth.com/ Contact: 813...

Are you a golfer? Even if you're not, the game of golf can teach us valuable lessons about retirement planning. For example, hitting a hole-in-one might be thrilling, but it won't necessarily guarantee your overall success. And just like you need different clubs in your golf bag to play a round, you need a well-balanced approach to your investments in retirement. But perhaps the most important les...

Are you preparing for retirement but feeling confident that you have covered all the expenses? Well, think again... It turns out that many retirees overlook some crucial expenses that can leave them financially vulnerable. In this episode, we explore the retirement expenses that most people tend to forget, including skyrocketing medical bills, unexpected travel costs, taxes, and much more. We'll d...

After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. Listen to today’s episode to see what you need to know and learn four ways the new changes might impact you. Helpful Information: PFG Website:  https://www.pfgprivatewealth.com/ Contact: 813-286-7776 Email:  info@pfgprivatewealth.com Disclaimer: PFG Private Wealth Management, LLC is a registered i...

Too many folks misunderstand bonds, how they work, and what role they play in a proper financial plan. We’ll address some of those bond related issues on today’s show. Helpful Information: PFG Website:  https://www.pfgprivatewealth.com/ Contact: 813-286-7776 Email:  info@pfgprivatewealth.com Disclaimer: PFG Private Wealth Management, LLC is a registered investment adviser. All statements and opini...

Just like the lights on your dashboard can indicate if something is wrong with your car (like low tire pressure or leaking oil), there are indicators in your financial life that might point out that you have a problem that needs to be addressed. Helpful Information: PFG Website:  https://www.pfgprivatewealth.com/ Contact: 813-286-7776 Email:  info@pfgprivatewealth.com Disclaimer: PFG Private Wealt...

There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. On this episode, we’ll explain why these decisions are so important and can’t be undone. Helpful Information: PFG Website:  https://www.pfgprivatewealth.com/ Contact: 813-286-7776 Email:  info@pfgprivatewealth.com Disclaimer: PFG Private Wea...

We always talk about the money side of financial and retirement planning. But what about the mental aspect of that big life change? Today we’ll break down an article written by a Licensed Professional Counselor (Kate Schroeder) for Psychology Today, titled The Psychological Investment In Retirement . Helpful Information: PFG Website:  https://www.pfgprivatewealth.com/ Contact: 813-286-7776 Email: ...

Finding yourself between jobs can be frustrating—whether you were fired, laid off, or just had to step away of your own choosing. But it can also present some opportunities. Let’s discuss some of the challenges and opportunities that you need to consider if you’re between jobs. Helpful Information: PFG Website:  https://www.pfgprivatewealth.com/ Contact: 813-286-7776 Email:  info@pfgprivatewealth....

Don’t dread this as much as you hated hearing these words as a kid, but it’s time for a pop quiz! We’re putting retirement planning preparedness under the microscope with 5 critical questions to which you need to know the answers. So sharpen those pencils and let’s see how ready you are for retirement. Helpful Information: PFG Website:  https://www.pfgprivatewealth.com/ Contact: 813-286-7776 Email...

We’ve assembled a list of priorities to keep in mind as you count down the days to retirement. Helpful Information: PFG Website:  https://www.pfgprivatewealth.com/ Contact: 813-286-7776 Email:  info@pfgprivatewealth.com Disclaimer: PFG Private Wealth Management, LLC is a registered investment adviser. All statements and opinions expressed are based upon information considered reliable although it...

There are plenty of external factors that often negatively influence our chances of having a successful retirement. But often, failure comes from within. On this episode, we’ll talk about some of the common ways people get in their own way when it comes to financial planning. Helpful Information: PFG Website:  https://www.pfgprivatewealth.com/ Contact: 813-286-7776 Email:  info@pfgprivatewealth.co...