Your Money Your Retirement Podcast Linda Gardner
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- Economía y empresa
Hear Linda Gardner discuss important retirement topics.
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Excited to Retire
When you think about retiring are you excited about your next chapter…or are you thinking that’s just what comes next in the cycle of life. Or, maybe you’re just happy to leave your job behind without any thought of what comes next. Whatever you’ve been thinking, maybe it’s time to re-fire! And make the rest of your life the best it can possibly be!
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Answers for Senior Care with Juliana Young
It’s 7:00 on a Friday evening and you just met with the doctor who told you she’s releasing your mom from the hospital first thing Saturday morning. Mom still needs a lot of care and she can’t go back to her home. Where do you start? What do you do next? Who are you going to call this late on a Friday evening? This can happen to anyone!
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Questions You Should Be Asked
Does your advisor ever ask to look at your tax return? Does your advisor ask you about your potential for longevity, your health and your retirement goals? And, does your advisor explain things like sequence of returns and how that could impact your retirement future? If not… why not?
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What Keeps You Up At Night
Will your money last...how will inflation, future taxes and healthcare expenses impact your retirement? Will your loved ones be financially ok when you’re gone? Do you know where your retirement income is actually coming from? If questions like these are keeping you awake at night, you’re not alone! The good news is that there are some great strategies to help you relax!
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Estate Planning Mistakes to Avoid
You might think you work well under pressure, but just-in-time estate planning is the last thing you’ll want to do! It’s critically important and, you want to get it right! We'll disclose 6 key mistakes to avoid.
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Saver's Dilemma
How do you balance growth with protection in your retirement portfolio? Too much in growth can be risky…Yet, too much in protection may not last long enough! Can you design a retirement plan that allows you to do both?
with Joel Cavaliere CFP TM
Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Guarantees are backed by the financial strength and claims paying ability of the issuer. Please refer to our firm brochure, the ADV 2A Item 4, for additional information.