Fullerton Financial Hour

Fullerton Financial

Licensed insurance professional & Investment Advisor Representative, Stephanie Fullerton is focused on using strategic retirement income planning to assist retirees and pre-retirees across Arizona in preserving their retirement savings. Her goal is to build trust by following two guiding principles: integrity and honesty.

  1. Planning for Large IRAs

    08/09/2024

    Planning for Large IRAs

    If your retirement savings is in a tax deferred retirement account, you may want to be aware of new retirement planning rules that have changed the way we need to think about tax deferred retirement accounts. And the Secure Act and Secure Act 2.0 could have an even bigger impact on those with balances of $250,000 or more.

    51 min
  2. Four Retirement Unknowns

    07/25/2024

    Four Retirement Unknowns

    I’ll bet a lot has happened to you in the last 20 years that you didn’t see coming. You probably had some unexpected blessings and also some obstacles to overcome. Either way, there were some big unknowns in your past and they’ll continue in the future.

    51 min
  3. Risks in Retirement

    06/28/2024

    Risks in Retirement

    Risks in Retirement by Fullerton Financial

    53 min
  4. Three Stages of Retirement

    06/14/2024

    Three Stages of Retirement

    We used to think of retirement as the final stage of life. It’s not the finish line anymore. It’s just the beginning of the next phase of life. Retirement today lasts so much longer, and we believe it actually unfolds in stages.

    52 min
  5. Retirement for Small Business Owners

    05/17/2024

    Retirement for Small Business Owners

    Did you know that if you're running your own business then you've got a few extra twists and turns on the road to retirement? No 401(k)? No problem. Today, we're digging into how you can get retirement-ready when a corporate 401(k) isn't part of the picture.

    52 min
  6. Plan For The Worst and Hope For The Best

    04/19/2024

    Plan For The Worst and Hope For The Best

    In the U.S., medical bills are not only the most common reason for bankruptcies, but they directly cause a whopping 66.5% of them, making them the leading cause of bankruptcy. A healthcare emergency, catastrophic illness, or accident can knock you off your feet physically – and financially.

    51 min
  7. Creating a Lasting Legacy

    04/05/2024

    Creating a Lasting Legacy

    It’s easy to make assumptions about what goes into a legacy plan, but Tyler Price will help make it clear for you as we dive into the basics of creating a lasting legacy for your family.

    53 min
  8. Behavioral Finance and You

    03/21/2024

    Behavioral Finance and You

    Financial professionals say there are behavioral factors that could influence our financial decisions. Let me translate that for you: sometimes we act “weird” when it comes to our money!

    52 min
See All (48)

About

Licensed insurance professional & Investment Advisor Representative, Stephanie Fullerton is focused on using strategic retirement income planning to assist retirees and pre-retirees across Arizona in preserving their retirement savings. Her goal is to build trust by following two guiding principles: integrity and honesty.

Information

  • Creator
    Fullerton Financial
  • Years Active
    2022 - 2024
  • Episodes
    48
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    Fullerton Financial Hour