95 episodes

The CPA Wealth Advisors demonstrate the importance of developing a retirement action plan to maximize income, legally reduce taxes in retirement with strategies to keep your hard-earned dollars in your pocket. Your #1 goal in retirement is to stay retired. You don’t ever want to be in a position where you’re FORCED to return to work or become a burden on your family. That’s the worst-case scenario. How do you STAY retired? The answer is having a thoughtful and comprehensive retirement game plan. A key component of that plan is to have an income strategy that will stand the test of time, and increase over time, so you can maintain your same lifestyle in retirement.


Do you have a stockbroker or financial advisor who’s helping you with retirement planning? If so, do you really know their credentials? Are your financial decisions being guided by someone who just wants to make a commission, or are they a “fiduciary?” It’s critical you understand the difference. Selecting a fiduciary translates to hiring a person or firm with a legal obligation to do what’s best for you; not what’s best for their wallet.


Retiring successfully is no accident. It’s not about your “returns” or achieving some arbitrary number. It’s about a comprehensive RETIREMENT PLAN that addresses: risk, diversification, income, taxes, social security, healthcare, inflation, withdrawal strategies and so much more. Anyone living an enjoyable retirement didn’t get there by winging it. It’s not a matter of IF you need a plan; it’s a matter of WHO will help you create that plan. Contact the CPA Wealth Advisors to get a custom 5-Point Retirement Action Plan that identifies: 1) Concrete steps to protect your life savings 2) How to transform your savings into an income workhorse in retirement 3) How to potentially reduce your taxes in retirement and keep this money for yourself 4) How and when to wring every nickel from your social security benefits and 5) Why so many traditional retirement plans fail.

Take control of your finances and your retirement income. To get your FREE customized Retirement Action Plan, call the CPA Wealth Advisors at 678-671-3779

CPA Wealth Advisors Atlanta Podcast: How to Prioritize Retirement Planning, While Maximizing Social Security and Other Assets Woody Alpern and CPA Wealth Advisors, LLC

    • Business
    • 3.5, 8 Ratings

The CPA Wealth Advisors demonstrate the importance of developing a retirement action plan to maximize income, legally reduce taxes in retirement with strategies to keep your hard-earned dollars in your pocket. Your #1 goal in retirement is to stay retired. You don’t ever want to be in a position where you’re FORCED to return to work or become a burden on your family. That’s the worst-case scenario. How do you STAY retired? The answer is having a thoughtful and comprehensive retirement game plan. A key component of that plan is to have an income strategy that will stand the test of time, and increase over time, so you can maintain your same lifestyle in retirement.


Do you have a stockbroker or financial advisor who’s helping you with retirement planning? If so, do you really know their credentials? Are your financial decisions being guided by someone who just wants to make a commission, or are they a “fiduciary?” It’s critical you understand the difference. Selecting a fiduciary translates to hiring a person or firm with a legal obligation to do what’s best for you; not what’s best for their wallet.


Retiring successfully is no accident. It’s not about your “returns” or achieving some arbitrary number. It’s about a comprehensive RETIREMENT PLAN that addresses: risk, diversification, income, taxes, social security, healthcare, inflation, withdrawal strategies and so much more. Anyone living an enjoyable retirement didn’t get there by winging it. It’s not a matter of IF you need a plan; it’s a matter of WHO will help you create that plan. Contact the CPA Wealth Advisors to get a custom 5-Point Retirement Action Plan that identifies: 1) Concrete steps to protect your life savings 2) How to transform your savings into an income workhorse in retirement 3) How to potentially reduce your taxes in retirement and keep this money for yourself 4) How and when to wring every nickel from your social security benefits and 5) Why so many traditional retirement plans fail.

Take control of your finances and your retirement income. To get your FREE customized Retirement Action Plan, call the CPA Wealth Advisors at 678-671-3779

Customer Reviews

3.5 out of 5
8 Ratings

8 Ratings

adpanko ,

Great content, but with an overbearing sales pitch

The show's content is very good, very thorough and well grounded in the fundamentals of sound retirement income planning. As such, it's worth listening to. However, there is a strong sales pitch laced throughout the show. Like the promotion of their free Social Security analysis, where they pitch it by saying they already filled up their open spots but just opened up five more...so don't miss out! It's got the look and feel of an "As Seen on TV" infomercial, which is unfortunate because the content really is quite valuable. But in my opinion, the Billy Mays style pitch of the show detracts from the value and impact of the content.

But what really rubbed me the wrong way was on their "6 out of 10 Americans Retire Unexpectedly..." show where they said in reference to their "free" Social Security analysis that the person needs to have at least $100,000 saved to apply because, "if we don't have at least $100,000 in savings to work with, it's not going to give you the kind of impact that is beneficial to you." Based on that comment, I'm assuming they are saying that there is an asset minimum for them to work with clients, including giving out to said clients their "free" Social Security analysis. There is nothing wrong with having a minimum account size to take on clients. But please don't turn around the narrative to say that a Social Security analysis won't be of value to a client who doesn't have a minimum amount of investable assets. Becuase the exact opposite is true. i.e. for clients who don't have meaningful amounts of savings, proper Social Security planning and optimization is of even more importance because Social Security will be that much larger of a portion of that client's retirement income plan. My recommendation would be to change that comment going forward to something along the lines of, "we offer a free Social Seucurity analysis to persons who have at least $100,000 of investable assets."

AboutBigTime ,

Easy to understand, wealth management advice.

The CPA Wealth Advisors make tax reduction strategy and retirement planning interesting. Great radio show! Nice varied content available on iTunes Podcast channel. These guys know what they are talking about.

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