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 five important questions to ask your advisor about inflation and its impact on your retirement plan.

    Eric Kearney and Joseph Lanza discuss five important questions to ask your advisor about inflation and its impact on your retirement plan.

    On today's show, Eric Kearney and Joseph Lanza discuss five important questions to ask your advisor about inflation and its impact on your retirement plan. They also touch on the recent statements made by Jerome Powell, the Federal Reserve Chair, regarding interest rates and inflation. The hosts emphasize the importance of having a long-term financial plan and being disciplined in your financial decisions. They caution against trying to beat the market or timing the market, and instead recommend participating in the market with no downside risk. They also advise against keeping all your savings untouched and instead prioritize taking care of yourself first. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.
    See omnystudio.com/listener for privacy information.

    • 48 min
    Joseph Lanza discusses financial planning strategies for retirement using golf analogies.

    Joseph Lanza discusses financial planning strategies for retirement using golf analogies.

    In this episode of WealthWorks Radio, the hosts discuss financial planning strategies for retirement using golf analogies. They emphasize the importance of avoiding hazards such as inflation and taxes, and the need to manage emotions and learn from past mistakes. They also touch on topics like early retirement, retirement age, and saving for retirement. The hosts offer a complimentary financial plan review for listeners and highlight the importance of ongoing education and a strong advisor-client relationship. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.
    See omnystudio.com/listener for privacy information.

    • 50 min
    The conversation highlights the importance of reliable information in the financial industry, especially in the age of social media. It warns against scams and misinformation that can be spread through platforms like TikTok.

    The conversation highlights the importance of reliable information in the financial industry, especially in the age of social media. It warns against scams and misinformation that can be spread through platforms like TikTok.

    This conversation explores the influence of social media on financial planning and retirement. It discusses the rise and fall of the FIRE (Financial Independence, Retire Early) movement and the changing work environment and expectations. The role of Finfluencers and the lack of regulation in the financial advice space is also examined. The conversation highlights the danger of believing false financial claims and emphasizes the importance of financial planning. It explores the impact of social media on society and the questions to ask a financial advisor. The future of social media and digitalization, the value of a financial advisor, the importance of retirement income planning, understanding fees and value in financial planning, the significance of estate planning, and the outlook for the market and retirement planning are also discussed.

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

    • 52 min
    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

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