100 episodes

Eric Kearney discusses financial and retirement topics.

Wealthworx Radio with Eric Kearney Eric Kearney

    • Business
    • 5.0 • 1 Rating

Eric Kearney discusses financial and retirement topics.

    Eric Kearney and Joseph Lanza discuss various retirement planning concerns and the importance of financial planning.

    Eric Kearney and Joseph Lanza discuss various retirement planning concerns and the importance of financial planning.

    In this episode of WealthWorx Radio, the Eric Kearney and Joseph Lanza discuss various retirement planning concerns and the importance of financial planning. They highlight the impact of inflation, taxes, and government spending on retirement savings. The hosts emphasize the need for a comprehensive financial plan and the importance of emergency savings. They also advise listeners to ignore media influence and focus on their own financial situation.  Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.
    See omnystudio.com/listener for privacy information.

    • 52 min
    The conversation covers various aspects of retirement planning, including the desire to retire early, the importance of planning and considering factors like debt and mortgages.

    The conversation covers various aspects of retirement planning, including the desire to retire early, the importance of planning and considering factors like debt and mortgages.

    The conversation covers various aspects of retirement planning, including the desire to retire early, the importance of planning and considering factors like debt and mortgages. It also discusses risk tolerance, healthcare and insurance in retirement, inflation, active management, mental and emotional preparedness, financial planning education, and creating an income strategy. The impact of politics on retirement planning and the importance of tax planning are also explored. The hosts also discuss the impact of life events on financial plans, such as divorce and illness. They provide insights into saving money in retirement, retiring at different times, and traveling in retirement. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.
    See omnystudio.com/listener for privacy information.

    • 51 min
    Eric Kearney and Joseph Lanza discuss the importance of periodically reviewing and refreshing your financial plan.

    Eric Kearney and Joseph Lanza discuss the importance of periodically reviewing and refreshing your financial plan.

    In this episode of WealthWorx Radio, Eric Kearney and Joseph Lanza discuss the importance of periodically reviewing and refreshing your financial plan. They draw parallels between March Madness and financial planning, emphasizing the need to avoid emotional decision-making and focus on fundamentals. They highlight the significance of education in financial literacy and the benefits of working with an independent fiduciary advisor. The hosts also discuss the dangers of extreme investments and the importance of finding a balance in your portfolio. Overall, the hosts stress the need for a comprehensive financial plan and the value of working with a knowledgeable advisor. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.
    See omnystudio.com/listener for privacy information.

    • 52 min
    Lanza discusses retirement savings strategies, tax planning, and the future of Social Security.

    Lanza discusses retirement savings strategies, tax planning, and the future of Social Security.

    In this episode of WealthWorks Radio, Steve Sedahl and Joseph Lanza discuss retirement savings strategies, tax planning, and the future of Social Security. They emphasize the importance of financial planning and the need to consider factors such as taxes, inflation, and healthcare in retirement. They also address listener questions about retirement age, Social Security benefits, and required minimum distributions. Overall, the conversation highlights the need for individuals to take control of their financial future and create a comprehensive plan to ensure a comfortable retirement. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.
    See omnystudio.com/listener for privacy information.

    • 52 min
    Eric Kearney covers the importance of estate planning and the potential consequences of not having a plan in place.

    Eric Kearney covers the importance of estate planning and the potential consequences of not having a plan in place.

    This episode of WealthWorx Radio covers the importance of estate planning and the potential consequences of not having a plan in place. The conversation also delves into the worst retirement planning advice and the significance of tax planning in retirement. Eric Kearney emphasizes the need for a comprehensive financial plan and the importance of working with a qualified and trustworthy financial advisor. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.
    See omnystudio.com/listener for privacy information.

    • 51 min
    In this episode, Eric Kearney and Joseph Lanza discuss the importance of having a retirement checklist and a written financial plan.

    In this episode, Eric Kearney and Joseph Lanza discuss the importance of having a retirement checklist and a written financial plan.

    In this episode of WealthWorx Radio, Eric Kearney and Joseph Lanza discuss the importance of having a retirement checklist and a written financial plan. They emphasize the need for couples to be on the same page financially and the benefits of legacy planning. The hosts also answer listener questions and provide guidance on supplementing a pension and involving children in financial planning. In this conversation, the hosts discuss long-term care insurance and annuities.

    Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.
    See omnystudio.com/listener for privacy information.

    • 51 min

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