67 episodes
Retire Your Way with ILG Financial ILG Financial
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Find out what it means to “Retire Your Way” by subscribing and listening to ILG Financial's podcast. You’ll hear ILG Financial advisors Dave Lopez and his nephew, Chase Lopez talk about current events impacting the economy and overall retirement landscape. In addition, you'll hear about ILG Financial’s 5-Step Process where you receive comprehensive advice from their team of highly qualified professionals who’ve successfully managed money through some of the most difficult times in history. Contact Dave or Chase by calling 540-720-5656 or at info@ilgfinancial.com with any questions you have about financial planning and retirement.
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Two Scams Targeting Seniors - Don’t Become a Victim
Scammers targeting seniors and those in retirement pose a great risk to the protection of your assets. They know that money and plans are going back and forth, and they try to take advantage of that. On the latest episode of the Retire Your Way with ILG Financial Podcast, Dave talks about two prevalent scams that have been taking place among retirees lately.
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Making Sense of New FDIC Bank Deposit Rules for Trusts
Some of the rules that protect bank deposits to trusts just changed. On the latest episode of the Retire Your Way with ILG Financial Podcast, Dave Lopez talks about these changes, what they mean, and how they could affect you.
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IRA Mistakes to Avoid: Part 2
IRA accounts are beneficial but can be tricky. Simple contribution, conversion, and distribution mistakes can cost you thousands and thousands of dollars. On this episode of the Retire Your Way with ILG Financial Podcast, Chase Lopez continues his discussion of mistakes to avoid. This is part two of a two part series.
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IRA Mistakes to Avoid: Part 1
IRA accounts are beneficial but can be tricky. Simple contribution, conversion, and distribution mistakes can cost you thousands and thousands of dollars. On this episode of the Retire Your Way with ILG Financial Podcast, Chase Lopez covers ten mistakes to avoid. This is part one of a two part series.
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Is Social Security in Trouble?
According to a December 2023 article, about 10,000 baby boomers retire every day and the ratio of taxpayers contributing to Social Security versus retirees who need it is shrinking. On the latest episode of the Retire Your Way with ILG Financial Podcast, Dave Lopez talks about what Social Security looked like when it was created, what it looks like now, and why the differences we see are such a problem for retirees.
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Will You "Spend" Retirement the Right Way?
When you are planning a vacation, you put a lot of thought into when you want to go, where you want to go, how you’ll get there, and what you will do once you get there. You also put a lot of thought into what you can afford and how much you will need to do what you want to do. Retirement is your biggest, longest vacation in life. The same kind of planning and thought, and then some, should go in your retirement.
Most people concentrate on how to save money, where to invest their savings, and how to minimize their tax burden. But they only have a vague sense of how they want to spend their free time or what their health will enable them to do as they age. It’s like funding a luxurious vacation, but you don’t know where it is, when it is, what you need to pack. On this episode of the Retire Your Way with ILG Financial Podcast, Chase Lopez takes a look at some factors in retirement planning that a lot of people don’t think about.