Family First Retirement

George Politarhos
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  • 每週更新
Family First Retirement

Welcome to "Family First Retirement," presented by Patria Wealth Group. Join us as we talk about family and financial security, exploring the connection between your values and your retirement dreams. Hosted by George Politarhos, founder of Patria Wealth Group, each episode guides you through aligning family bonds with financial stability. Discover insights and perspectives for a retirement plan that resonates with your family's ethos. Subscribe for wisdom that leads to security, unity, and fulfillment in retirement. Your family's financial legacy begins here. Ready to learn more about how to protect your family in retirement? Click here to download our 5 Steps to Retirement handout. Learn more about George and his family on Facebook, Instagram, and LinkedIn.

  1. 23 小時前

    Kickoff to Financial Awareness

    In this episode of Family First Retirement, George Politarhos emphasizes the importance of financial awareness as we enter the new year. He discusses the significance of understanding social security and tax strategies, the need for diverse income streams in retirement, and makes predictions for the economy and cryptocurrency in 2025. The conversation also touches on the political landscape's impact on the economy and the necessity of having a solid tax strategy. Finally, George encourages listeners to seek a second opinion on their financial planning to ensure they are on the right track. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com! See omnystudio.com/listener for privacy information.

    17 分鐘

  2. 2024/12/31

    Make 2025 Your Best Financial Year

    This week, George Politarhos discusses strategies for making 2025 a financially successful year. He emphasizes the importance of setting realistic goals rather than resolutions, personalizing financial plans, and navigating tax strategies and social security. The conversation also touches on the significance of charitable giving and how it can be integrated into financial planning. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com! See omnystudio.com/listener for privacy information.

    22 分鐘

  3. 2024/12/24

    Meet The Team

    In this episode of Family First Retirement, George Politarhos and his team discuss the importance of family conversations during the holiday season, focusing on financial planning and security for loved ones. They emphasize the need for proactive engagement with clients, the significance of teamwork in providing excellent service, and the ongoing support offered to families navigating retirement and Medicare. The conversation also highlights the importance of preparing for the upcoming year, encouraging listeners to take charge of their financial futures. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com! See omnystudio.com/listener for privacy information.

    20 分鐘

  4. 2024/12/17

    Unlocking the Secrets of Mailbox Money

    This week, George Politarhos discusses the importance of planning for retirement income through various means, including annuities and social security. He emphasizes the need for guaranteed income, the role of annuities in providing financial security, and the significance of understanding social security options. The conversation also touches on the impact of cost of living adjustments and the necessity of realistic financial planning to ensure a comfortable retirement. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com! See omnystudio.com/listener for privacy information.

    19 分鐘

  5. 2024/12/10

    Understanding Annuities for Retirement

    In this episode of Family First Retirement, George Politarhos discusses the importance of understanding annuities and their role in retirement planning. He emphasizes the evolution of annuities, the need for risk management in retirement, and the concept of 'dead money' in savings accounts. The conversation also touches on the significance of planning for the future, especially as we approach 2025, and the value of personalized financial advice. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com! See omnystudio.com/listener for privacy information.

    21 分鐘

  6. 2024/12/03

    Navigating Retirement: The Value of Second Opinions

    This week, George Politarhos discusses the importance of personalized retirement planning and the value of seeking second opinions from financial advisors. He emphasizes the need for a personal touch in financial advice, especially when clients feel neglected by larger firms. The conversation also explores the emotional aspects of retirement, including finding purpose and planning for the future. George shares insights on succession planning within his firm and addresses common concerns about taxes in retirement, highlighting the importance of having a comprehensive financial plan. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com! See omnystudio.com/listener for privacy information.

    23 分鐘

  7. 2024/11/26

    Maximizing Charitable Giving Through QCDs

    This week on Family First Retirement, the conversation focuses on the importance of charitable giving, particularly through Qualified Charitable Distributions (QCDs), and how they can benefit both the giver and the recipient. It also delves into the complexities of Medicare, including the differences between Medicare and Medicaid, and the various parts of Medicare. Additionally, the discussion covers pension strategies, particularly in light of recent trends such as the incorporation of Bitcoin into pension funds, and emphasizes the need for personalized financial planning. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com See omnystudio.com/listener for privacy information.

    23 分鐘

  8. 2024/11/19

    Navigating Post-Election Retirement Planning

    This week on Family First Retirement, the conversation revolves around the impact of recent elections on retirement planning, emphasizing the importance of individualized strategies and tax considerations. George Politarhos shares personal anecdotes and client experiences to illustrate the significance of a family-first approach in financial planning. He stresses the need for honest assessments and tailored retirement plans to ensure financial security for families. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com See omnystudio.com/listener for privacy information.

    22 分鐘
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簡介

Welcome to "Family First Retirement," presented by Patria Wealth Group. Join us as we talk about family and financial security, exploring the connection between your values and your retirement dreams. Hosted by George Politarhos, founder of Patria Wealth Group, each episode guides you through aligning family bonds with financial stability. Discover insights and perspectives for a retirement plan that resonates with your family's ethos. Subscribe for wisdom that leads to security, unity, and fulfillment in retirement. Your family's financial legacy begins here. Ready to learn more about how to protect your family in retirement? Click here to download our 5 Steps to Retirement handout. Learn more about George and his family on Facebook, Instagram, and LinkedIn.

資訊

  • 創作者
    George Politarhos
  • 活躍年代
    2023年 - 2025年
  • 集數
    76
  • 年齡分級
    兒少適宜
  • 版權
    © 2025 Family First Retirement
  • 節目網站
    Family First Retirement

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