The Retirement Power Hour

Joe Allaria
  • 5.0 (1)
  • INVESTING
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. 31 JAN

    2025 Stock Market Predictions

    In this new episode of the Retirement Power Hour, Joe Allaria, CFP®, & Jay Waters break down how financial "experts" consistently make incorrect market predictions. They highlight key misses from 2024, including false recession calls, incorrect volatility forecasts, and failed AI bubble predictions. The takeaway? Ignore the noise, focus on a strategy built around your personal financial plan, and invest wisely for the long term. If you enjoyed this episode, make sure to check out our pod...

    27 min

  2. 24/12/2024

    2025 Contribution Limits

    Welcome to the Retirement Power Hour with Joe Allaria, CFP®. In episode 35, we break down the 2025 retirement contribution limits and key tax changes you need to know. Learn about updates to IRAs, Roth IRAs, 401(k)s, SIMPLE IRAs, and more—including the new provisions introduced by Secure Act 2.0. Key Topics Discussed: IRA and Roth IRA contribution limits and phase-outs New 401(k) and SIMPLE IRA catch-up provisions Changes to tax brackets, standard deductions, and Social Security wage base H...

    11 min

  3. 27/11/2024

    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 Rest Whether you’re new to life insurance or reassessing your coverage, this episode will help you understand th...

    17 min

  4. 03/10/2024

    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 en...

    17 min

  5. 27/08/2024

    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 Questions To submit a listener question, visit our website, and enter the...

    35 min

  6. 05/08/2024

    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 Questions To submit a listener question, visit our website, and enter the details of your question. Leave a Review Visit https://www.retirement...

    19 min

  7. 10/07/2024

    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

  8. 15/05/2024

    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...

    17 min
See All (36)

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 - 2025
  • Episodes
    36
  • Rating
    Clean
  • Copyright
    © 2025 The Retirement Power Hour
  • Show Website
    The Retirement Power Hour

You Might Also Like

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes and get the latest updates.
Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada