49 episodes

Over 22 years ago, George Fossing’s passion for creating financial solutions for clients began. He founded NorthStar Financial & Retirement Planning to focus on educating people about their investment and retirement planning options, and ultimately help his clients achieve the retirement they’ve worked so hard for.

Stop Worrying You're Retired George Fossing

    • Business
    • 5.0, 2 Ratings

Over 22 years ago, George Fossing’s passion for creating financial solutions for clients began. He founded NorthStar Financial & Retirement Planning to focus on educating people about their investment and retirement planning options, and ultimately help his clients achieve the retirement they’ve worked so hard for.

    Uncovering Undisclosed Corona & Investment Fees

    Uncovering Undisclosed Corona & Investment Fees

    Many businesses across the country have struggled to keep prices low during the coronavirus pandemic, and some have been forced to add what they call a "COVID-19 surcharge" to survive this economic period. Some customers understand, but others are irritated to say the least – especially if they didn’t know about the fees! If extra charges such as this bug you, George explains why and how to take a closer look at your investment accounts… where most of the fees are buried in fine print. 

    • 8 min
    Changes You Need To Make Because Of The Stimulus

    Changes You Need To Make Because Of The Stimulus

    Coming in at just over $2 trillion, the LARGEST stimulus package in U.S. history is now part of our economy. As we continue to adjust to many changes, George clarifies how we must also prepare for changes to our future taxes in retirement… And how we can do it as efficiently as possible.

    • 10 min
    NOT Having Regrets During This Decline

    NOT Having Regrets During This Decline

    George & Kristen have some friends chime in on an interesting topic: If they’d known the financial part of this crisis was coming, what would they have done differently with their money? Plus, if you’re nervous to open your 401(k) statement during this time… George explains the pros and cons of that coping method.

    • 11 min
    Should Your Consider An Annuity During This Decline?

    Should Your Consider An Annuity During This Decline?

    The stock market experienced unprecedented growth for 11 years… But what a difference a little over a month makes! Some Americans near and in retirement are asking themselves if they should add an annuity to their portfolio after the recent stock market decline. On this brief episode, George explains the pros and cons of this strategy so that you can decide what’s best for you!

    • 4 min
    Is It The "Best Time In History" To Do A Roth Conversion

    Is It The "Best Time In History" To Do A Roth Conversion

    Considering our current deficit and the new $2 trillion bailout, it isn’t a huge leap to think tax rates will go up in the future. That’s why some are saying it’s the “best time in history” to do a Roth conversion. George explains why this is TRUE, how you can take advantage of this for your own retirement… and how easy it is to accomplish!

    • 10 min
    Managing Cabin Fever & Your Stimulus Check

    Managing Cabin Fever & Your Stimulus Check

    Most of us are dealing with some sort of physical distancing right now, and cabin fever has set in… George and his family included! That’s why we’re sharing ideas of how you can feel less constrained at home and focus on the small joys we’re fortunate to have. Plus, George discusses the GOOD NEWS about the stimulus package and the new options you have for your retirement accounts during 2020.

    • 9 min

Customer Reviews

5.0 out of 5
2 Ratings

2 Ratings

CanterburyTom ,

Review

I have known George for about 8 years. I consider him to be one of the most knowledgeable advisors in the industry. He focuses on retirement and investment education. His clients are knowledgeable and understand what to expect in their transition to retirement. The peace of mind he provides is almost as important as his excellent financial advice.

Tom Hardin

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