4 épisodes

Join Cameron Bernadsky and John Williamson, two financial advisors in completely different markets, as they discuss topics to help individuals navigate to, and through, retirement successfully.

Securities and Investment Advisory services for Cameron Bernadsky offered through Founders Financial Securities, LLC, Member FINRA/SIPC and Registered Investment Advisor. Securities and Investment Advisory services for John Williamson offered through Alexander Capital, LP, Member FINRA/SIPC and Registered Investment Advisor.

Retireology Cameron Bernadsky

    • Affaires

Join Cameron Bernadsky and John Williamson, two financial advisors in completely different markets, as they discuss topics to help individuals navigate to, and through, retirement successfully.

Securities and Investment Advisory services for Cameron Bernadsky offered through Founders Financial Securities, LLC, Member FINRA/SIPC and Registered Investment Advisor. Securities and Investment Advisory services for John Williamson offered through Alexander Capital, LP, Member FINRA/SIPC and Registered Investment Advisor.

    What if I have to go into a nursing home? Last minute estate work that can help you or your loved ones save assets and pay for care.

    What if I have to go into a nursing home? Last minute estate work that can help you or your loved ones save assets and pay for care.

    Today, John and Cameron are joined by Rachael Houck, a certified Elder Care attorney that is licensed in the State of Ohio.  Rachael walks through the options available to married or single individuals who find themselves needing to have long-term care, including how to quickly become eligible for Medicaid benefits.  The information in this episode is for informational purposes only.  If you would like to know more about your specific situation, please contact an qualified attorney in your area.  If in Ohio, please contact:

    Rachael Houck
    Houck Menninger Law, LLC
    https://hmestateplanning.com
    937-985-0059

    If you live outside of Ohio, please go to the National Elder Law Foundation (link below) and find an Elder Care attorney near you:

    https://nelf.org



    For Cameron Bernadsky:  Securities and Investment Advisory services offered through Founders Financial Services, LLC, Member FINRA/SIPC and Registered Investment Advisory.

    For John Williamson: Securities and Investment Advisory services offered through Alexander Capital, LLC, Member FINRA/SIPC and Registered Investment Advisory.






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    Send in a voice message: https://podcasters.spotify.com/pod/show/retireology/message

    • 44 min
    Medicare 101 - Everything you wanted to know about Medicare but were afraid to ask!

    Medicare 101 - Everything you wanted to know about Medicare but were afraid to ask!

    Cameron and John are joined by Bill Rowe.  Bill is not only Cameron's partner, but he is an Insurance Broker Specialist who has been helping people with their Medicare needs for over ten years.  If you have questions about Medicaid, please click on this link: www.CovenantMedicare.com.  

    For Cameron Bernadsky:  Securities and Investment Advisory services offered through Founders Financial Services, LLC, Member FINRA/SIPC and Registered Investment Advisory.

    For John Williamson: Securities and Investment Advisory services offered through Alexander Capital, LLC, Member FINRA/SIPC and Registered Investment Advisory.


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    Send in a voice message: https://podcasters.spotify.com/pod/show/retireology/message

    • 36 min
    Retirement and Social Security Income - How do you enjoy your retirement without running out of income?

    Retirement and Social Security Income - How do you enjoy your retirement without running out of income?

    Income is a key component to your retirement plan.  Without it, how do you know if you will make it through your retired life without running out of income?  John and Cameron delve into the various aspects of your retirement income, including how to maximize your Social Security benefits.  The link below will take you to a Social Security planning page that can help you decide when would be the best time to take your Social Security benefits:

    https://my.advisorcontrols.com/cameronbernadsky/ssgen#/

    For Cameron Bernadsky:  Securities and Investment Advisory services offered through Founders Financial Services, LLC, Member FINRA/SIPC and Registered Investment Advisory.

    For John Williamson: Securities and Investment Advisory services offered through Alexander Capital, LLC, Member FINRA/SIPC and Registered Investment Advisory.


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    Send in a voice message: https://podcasters.spotify.com/pod/show/retireology/message

    • 35 min
    Introduction to Retireology

    Introduction to Retireology

    Get to know Cameron Bernadsky and John Williamson and understand why they feel that now is as good a time as any to start a podcast!


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    Send in a voice message: https://podcasters.spotify.com/pod/show/retireology/message

    • 39 min

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