Stop Worrying You're Retired

Will there be a rate cut this year and what does that mean for your portfolio? George Fossing and Zach Jenkins discuss the importance of a tax plan with the changes of the Secure act 2.0. They also breakdown the 5 questions you should be asking your financial advisor and how much things will cost in 30 years from now.  See omnystudio.com/listener for privacy information.

How long will interest rates continue to rise? George Fossing and Zach Jenkins discuss what you should do if you aren't feeling confident in the market. They also talk about tips from Warren Buffett and if you should convert your 401(k) to a Roth IRA.  See omnystudio.com/listener for privacy information.

Should you be optimistic about the stock market in 2023? George Fossing and Zach Jenkins discuss this and their 5-step guide to retirement. They also talk about a TikTok influencer who tried to live off a very little budget and give advice about inheriting a large sum of money.  See omnystudio.com/listener for privacy information.

How much money should you be risking in the market in the new year? George Fossing and Zach Jenkins balancing your financial concerns as you head towards retirement, mistakes to avoid in a recession, and a former NBA champion's advice on finding your passion when your working days are over.   See omnystudio.com/listener for privacy information.

Zach Jenkins and Mery Ellyse Fendig discuss the difference between legacy planning and having a will or an estate. They also talk about financial fears and what you can do now to prepare yourself for 2023! See omnystudio.com/listener for privacy information.

George Fossing and Zach Jenkins discuss putting guardrails on your retirement to cut risk. They also talk about the Christmas Price Index hitting a record high and Kentucky boy who wanted an Xbox.  See omnystudio.com/listener for privacy information.

What are indicators of inflation and how can you protect your portfolio? George Fossing and Zach Jenkins discuss the options you have and the best ways to be more efficient with your time while meeting with a financial advisor.  See omnystudio.com/listener for privacy information.

With rising inflation, what changes should you be making in your retirement plan? George Fossing and Zach Jenkins discuss creating insurance around your investments and how layoffs in the tech sector could create a trend.  See omnystudio.com/listener for privacy information.

George Fossing and Zach Jenkins discuss the current state of the stock market and how to find your pain threshold. They also talk about preventing further loss and how retirement has changed over the years.  See omnystudio.com/listener for privacy information.

Zach Jenkins and Travis Smith discuss the possibility of having to delay your retirement due to the current status of the market. They also talk about being forced to move so you can lower your tax rate and how an annuity can fit into your portfolio.  See omnystudio.com/listener for privacy information.

George Fossing sits down with multi-platinum musician Jason Aldean! They discuss the journey of his career in the music industry and the importance of surrounding yourself with a good team to be successful. Jason also talks about the transition from being a performer, to becoming a businessperson.  See omnystudio.com/listener for privacy information.

Can you retire in a recession? George Fossing and Zach Jenkins discuss how long it will take for the market to come back, what to do when you cross the retirement threshold, and the items you should bring to a first meeting with a financial advisor!   See omnystudio.com/listener for privacy information.

George Fossing and Zach Jenkins discuss the biggest losers in the market right now. They also talk about nearing the bottom of the market, what a first meeting with an advisor is like, and creating a plan to retire now.  See omnystudio.com/listener for privacy information.

Zach Jenkins discusses the importance of protecting yourself from higher taxes. He also talks about creating a plan to avoid worrying about running out of money and investing like a woman!  See omnystudio.com/listener for privacy information.

George Fossing and Zach Jenkins discuss the steps you can make right now to create downside protection in your portfolio. They also discuss the transition into becoming an empty nester and how to make a meeting with your financial advisor worth your while.  See omnystudio.com/listener for privacy information.

On this week's show, George Fossing welcomes on NorthStar Financials’ CPA Travis Smith and long term care planner Mary Ellyse Fendig. They discuss the current state of the economy, a woman's roll in retirement, and how a local city got named one of the best places in the world to spend fall.  See omnystudio.com/listener for privacy information.

George Fossing and Zach Jenkins discuss the current state of inflation and if we've hit the bottom of the market. They also talk about having a plan "B" for when life changes occur and the when you should start making retirement moves.  See omnystudio.com/listener for privacy information.

George Fossing and Zach Jenkins discuss safe options you have for your money. They also discuss potential financial scams and investments that may not be what the seem on the surface.  See omnystudio.com/listener for privacy information.

George Fossing and Zach Jenkins discuss how retirement has changed since your parents time. They also talk about finding your risk tolerance in the market and winning the lottery in life.  See omnystudio.com/listener for privacy information.

George Fossing and Zach Jenkins discuss what you should do with your portfolio as you head into retirement. They also talk about the importance of creating an income plan and a cruise that will last half a year, so what are your plans for the future? See omnystudio.com/listener for privacy information.

George Fossing and Zach Jenkins discuss how retirement has changed. They also talk about how likely a recession is and how to know if your portfolio is protected.  See omnystudio.com/listener for privacy information.

George Fossing welcomes on Northstar's Chief Investment Officer Jim Pritchard. They discuss having confidence in the current market and where you should be putting your money right now.  See omnystudio.com/listener for privacy information.

George Fossing discusses your tax liability and how it can affect your state of mind in retirement. He also talks about maximizing your 401(k) and the biggest expenses you'll face in retirement.  See omnystudio.com/listener for privacy information.

George Fossing and Zach Jenkins discuss how to figure out if an annuity is right for you. They also talk about the first question you should ask an advisor and Vice President Mike Pence's take on the future of social security in America.  See omnystudio.com/listener for privacy information.

George Fossing and Zach Jenkins discuss how you know if you have enough money to retire. They also talk about the risks of putting all your money in one investment and financial advise for your kids.  See omnystudio.com/listener for privacy information.