The Retirement Power Hour

Joe Allaria
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The Retirement Power Hour

Helping listeners within 5 years of retirement invest wiser and retire better, as we discuss key financial topics like investing, retirement planning, behavioral finance, taxes, Social Security, Medicare, and more.

  1. 27 NOV

    Whole Life vs. Term Life

    In this episode, Joe Allaria, CFP®, and Jay Waters dive deep into the pros and cons of two popular types of life insurance: Term Life and Whole Life. While both offer unique benefits, choosing the right policy depends on your individual financial goals.Key Terms Discussed:-Term Life Insurance-Whole Life Insurance-The Cash Value Debate-Guaranteed Dividends-Buy Term, Invest the RestWhether you’re new to life insurance or reassessing your coverage, this episode will help you understand the key d...

    17 min

  2. 3 OCT

    How Much Life Insurance Do I Need?

    Welcome to Retirement Power Hour! In Episode 33, host Joe Allaria, CFP®, discusses the key factors in determining how much life insurance you need. He covers important considerations like paying off mortgages, covering future expenses for children, and replacing income for a spouse, along with strategies for wealth transfer and estate tax planning. Joe also explains the difference between term and permanent life insurance, helping you decide what best suits your needs. If you enjo...

    17 min

  3. 27 AUG

    30 Years of Financial Advice: Scott Carson's Tips and Lessons

    Welcome to Retirement Power Hour! In Episode 32, host Joe Allaria, CFP®, interviews Scott Carson, a seasoned wealth advisor with over 30 years of experience. Scott, a senior wealth advisor at CarsonAllaria Wealth Management, shares valuable insights from his extensive career in financial planning.If you enjoyed this episode, make sure to check out our latest podcast Can I Retire with $1M at age 60? Submit Your QuestionsTo submit a listener question, visit our website, and enter the deta...

    35 min

  4. 5 AUG

    Can I Retire with $1M at Age 60?

    Can you retire with $1M at age 60? Tune in to Episode #31 as host Joe Allaria, CFP®, discusses the different factors that impact the answer, including your retirement expenses, other income, Social Security, and more. If you enjoyed this episode, make sure to check out our latest podcast on How to Retire Early Using Phases Submit Your QuestionsTo submit a listener question, visit our website, and enter the details of your question. Leave a ReviewVisit https://www.retirementpowerhou...

    19 min

  5. 10 JUL

    How to Retire Early Using Phases

    Do you want to retire now and gain more freedom sooner? The answer could be yes, but the path to achieving it might differ from what you imagine. In episode #30 of the Retirement Power Hour, Joe Allaria, CFP®, and Mark Allaria, CFP®, sit down and discuss ways you can retire early using phases. Many people envision retirement as abruptly shifting from a 40-hour workweek to working zero hours. However, incorporating a semi-retirement phase can allow you to experience retirement earlier and can ...

    19 min

  6. 15 MAY

    Reduce Taxes with Charitable Giving

    Are you tired of donating cash to charities and missing out on potential tax savings? In this episode of the Retirement Power Hour, Joe Allaria, CFP®, provides four different ways, including Gifting Appreciated Shares, Qualified Charitable Distributions (QCDs), Bunching Donations Into One Year, and Mega-Bunching with Donor Advised Funds, that you can use to reduce your taxes while still giving to the charities that you care about.Resources Mentioned on the Show:• Charitable Donations Using St...

    17 min

  7. 18 APR

    The Stock Market During an Election Year with Guest Jake DeKinder

    The 2024 presidential election has caused many investors to wonder if they should be doing anything differently. Is it safe to stay invested in stocks and bonds during this time, or should investors move their money to the sidelines until later this year? In Episode #28 of the Retirement Power Hour, Joe Allaria, CFP®, talks with Jake DeKinder, Head of Client Communications and Vice President at Dimensional Fund Advisors, about what the stock market has done in the past during election years a...

    23 min

  8. 27 MAR

    Cybersecurity: How to Stay Secure Online

    In Episode #27 of the Retirement Power Hour, Joe Allaria, CFP®, talks about various ways you can protect yourself online from cybersecurity attacks, phishing attempts, and other forms of attempted fraud. Resources Mentioned on the Show:As Nationwide Fraud Looses Top $10 Billion in 2023 Identity Theft: 15 Ways to Protect Against Cyber Attacks If you enjoyed this episode, make sure to check out our latest podcast on Social Security: Will I Get It? Submit Your QuestionsTo sub...

    20 min
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Ratings & Reviews

About

Helping listeners within 5 years of retirement invest wiser and retire better, as we discuss key financial topics like investing, retirement planning, behavioral finance, taxes, Social Security, Medicare, and more.

Information

  • Creator
    Joe Allaria
  • Years Active
    2022 - 2024
  • Episodes
    34
  • Rating
    Clean
  • Copyright
    © 2024 The Retirement Power Hour
  • Show Website
    The Retirement Power Hour

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