Rocket City Retirement Show

Cris Wallace
  • 5.0 (6)
  • INVESTING
Rocket City Retirement Show

https://wgfinancialgroup.com/ Insurance products are offered through the insurance business WG Financial. WG Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by WG Financial are not subject to Investment Advisor requirements. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements. 2043008 - 10/23

  1. FEB 15

    Rocket City Retirement Show - Interest rates, mortgages, and estate planning

    Optimizing Your Mortgage & Retirement Strategy with Special Guest Alexandria Anderson In this episode of The Rocket City Retirement Show, Certified Financial Planner and Financial Advisor Chris Wallace is joined by mortgage loan officer Alexandria Anderson from the Modern Lending Team. Together, they break down the mortgage market, interest rates, and refinancing strategies, offering crucial insights for homeowners and potential buyers alike. Chris and Alexandria discuss the current outlook on mortgage rates, the impact of inflation and Federal Reserve decisions, and what consumers need to know about FHA, conventional, and adjustable-rate mortgages. They also dive into the strategic use of home equity, the pros and cons of refinancing, and how mortgage decisions align with long-term financial planning. Additionally, Chris shares key legacy planning strategies, estate document must-haves, and tax-efficient ways to transfer wealth. Whether you’re planning for retirement, managing debt, or considering homeownership, this episode provides actionable advice to help you make informed financial decisions. Timestamps 00:00:00 Introduction to The Rocket City Retirement Show 00:01:30 Special Guest: Alexandria Anderson, Mortgage Loan Officer 00:03:45 Mortgage Interest Rate Outlook for 2024 00:10:15 Understanding FHA vs. Conventional Loans 00:15:30 Pros & Cons of Adjustable-Rate Mortgages (ARMs) 00:22:45 When Does Refinancing Make Sense? 00:30:10 Home Equity & Cash-Out Refinancing Explained 00:38:20 Estate & Legacy Planning: Essential Documents 00:45:00 Tax-Efficient Wealth Transfers 00:50:30 Common Retirement & Mortgage Planning Mistakes 00:55:00 Final Thoughts & How to Connect with Chris Wallace Resources & Links: Visit WGFinancialGroup.com for more insights and retirement planning resources. Follow WG Financial Group on Facebook: WG Financial Group 256 Schedule a complimentary discovery session: Call or text 256-937-2010 Subscribe & Stay Updated: Never miss an episode! Follow The Rocket City Retirement Show on Apple Podcasts, Spotify, and your favorite podcast platforms. In this Episode: Modern Lending Team: Expert mortgage solutions tailored to your needs. WG Financial Group: Helping you plan, retire, and play with confidence. Tune in next week for an exclusive conversation on reverse mortgages and whether they’re a smart strategy for retirement! The Rocket City Retirement Show is hosted by Chris Wallace, CFP, and produced by WG Financial Group. Investment advisory products and services are offered through AE Wealth Management, LLC, a registered investment advisor. This content is for informational purposes only and should not be considered financial, legal, or tax advice.

    1 hr

  2. FEB 8

    Rocket City Retirement Show - Trump, Tariffs, Taxes

    Rocket City Retirement Show

    1 hr

  3. FEB 1

    Rocket City Retirement Show : Retirement Regrets

    Rocket City Retirement Show

    1 hr

  4. JAN 18

    Rocket City Retirement Show : Legislation risk and Psychology

    Rocket City Retirement Show

    1 hr

  5. JAN 11

    Rocket City Retirement Show : New Year's Resolutions

    Rocket City Retirement Show

    1 hr

  6. 12/21/2024

    Rocket City Retirement Show : Retirement Decisions

    Rocket City Retirement Show

    1 hr

  7. 12/14/2024

    Rocket City Retirement Show : Retirement and Tax with Beth Andrews

    Rocket City Retirement Show

    1 hr

  8. 12/07/2024

    Rocket City Retirement Show : Risks in Retirement

    Rocket City Retirement Show

    1 hr
See All (28)

Ratings & Reviews

5
out of 5
6 Ratings

About

https://wgfinancialgroup.com/ Insurance products are offered through the insurance business WG Financial. WG Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by WG Financial are not subject to Investment Advisor requirements. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements. 2043008 - 10/23

Information

You Might Also Like

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes, and get the latest updates.
Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada