31 episodes

Financial Wellness is a discussion surrounding innovative financial strategies that help result in financial clarity, security and overall financial health. Rob Burnette and Lori Gross bring decades of experience with a primary focus on retirement planning, tax planning, and Medicare maximization.

Financial Wellness Rob Burnette and Lori Gross

    • Business

Financial Wellness is a discussion surrounding innovative financial strategies that help result in financial clarity, security and overall financial health. Rob Burnette and Lori Gross bring decades of experience with a primary focus on retirement planning, tax planning, and Medicare maximization.

    Ep 31: Is 2021 The Year You Choose To Retire?

    Ep 31: Is 2021 The Year You Choose To Retire?

    Despite challenges stemming from the pandemic, many people are still choosing to retire in 2021. But what can you do to get on track and stay on track financially? Also, Rob and Lori provide some added clarity on lifetime income via annuities.
    For more information, visit www.OutlookFC.com.

    • 11 min
    Ep 30: The More You Have, The More You Have To Lose

    Ep 30: The More You Have, The More You Have To Lose

    "The more you have, the more you have to lose." As your financial situation evolves, so too will your planning needs. Also, is your 401k a "ticking tax bomb?" Rob and Lori discuss that and more on this episode.
    For more information, visit www.OutlookFC.com.

    • 12 min
    Ep 29: Financial Advisors Are Not Just For The Wealthy

    Ep 29: Financial Advisors Are Not Just For The Wealthy

    A recent survey indicated that many people believe a financial advisor is only for the wealthy. Rob and Lori discuss why that is simply not the case. Also, what new tax concerns are looming in 2021.
    For more information, visit www.OutlookFC.com.

    • 11 min
    Ep 28: Taking Advantage of Tax Laws and Combating Health Care Costs

    Ep 28: Taking Advantage of Tax Laws and Combating Health Care Costs

    When it comes to taxes, are you overpaying or are you taking full advantage of the tax laws that might work to your benefit? Also, Rob and Lori tackle dealing with the rising cost of health care in retirement.
    For more information, visit www.OutlookFC.com.

    • 10 min
    Ep 27: Rebalancing Your IRA and the Dangers of Inflation

    Ep 27: Rebalancing Your IRA and the Dangers of Inflation

    How long has it been since you rebalanced your IRA's? Rob and Lori will discuss that and share with you the effects rising inflation can have on your retirement accounts.
    For more information, visit www.OutlookFC.com.

    • 10 min
    Ep 26: Tackling Stock Market And Retirement Strategy Confusion

    Ep 26: Tackling Stock Market And Retirement Strategy Confusion

    Is the stock market a "legal ponzi scheme?" Also, knowing the difference between pre and post-retirement strategies.
    For more information, visit www.OutlookFC.com.

    • 11 min

Top Podcasts In Business

Ramsey Network
Freakonomics Network & Zachary Crockett
Erika Kullberg
NPR
Jocko DEFCOR Network
Andy Frisella #100to0