All Things Retirement

Before you can live the retirement dream, you have to figure out what the dream looks like in the first place. Let’s talk about some of the things you need to dream about.

Show Notes:

Retirement Rescue TOOLKIT: https://pfcl1znr.pages.infusionsoft.net/

Website: https://www.cardinalwg.com/

Email: [email protected]

Phone: (904) 414-2375

Dave Ramsey has earned a lot of respect among savers and investors over the years as evidenced by his enormously popular radio show, books and sold out performance venues when he speaks. But is all of his advice worth following? Is it possible that some of the things he professes will actually hurt you financially?

Show Notes:

USA Today Article: https://bit.ly/2WvzCWa

Retirement Rescue TOOLKIT: https://pfcl1znr.pages.infusionsoft.net/

Website: https://www.cardinalwg.com/

Email: [email protected]

Phone: (904) 414-2375

Getting husbands and wives on the same page with their retirement plan can often be a challenge. Let’s talk about some of the things that couples often mess up.

Show Notes:

Retirement Rescue TOOLKIT: https://pfcl1znr.pages.infusionsoft.net/

Website: https://www.cardinalwg.com/

Email: [email protected]

Phone: (904) 414-2375

So, you’re experiencing some concerning symptoms? Let’s have a visit with the money “doctor” to see what financial prescriptions you might need.

Show Notes:

Retirement Rescue TOOLKIT: https://pfcl1znr.pages.infusionsoft.net/

Website: https://www.cardinalwg.com/

Email: [email protected]

Phone: (904) 414-2375

There’s an old quote that says, “Age is the price of wisdom.” Let’s talk about how that applies to the financial world.

Show Notes:

Retirement Rescue TOOLKIT: https://pfcl1znr.pages.infusionsoft.net/

Website: https://www.cardinalwg.com/

Email: [email protected]

Phone: (904) 414-2375

The world is stressful. Let’s take a small break from it with some goofy financial planning and financial advisor jokes and see what kinds of lessons we can learn from them.

Show Notes:

Retirement Rescue TOOLKIT: https://pfcl1znr.pages.infusionsoft.net/

Website: https://www.cardinalwg.com/

Email: [email protected]

Phone: (904) 414-2375

So much focus in the financial world revolves around accumulating money. There’s all sorts of advice, how- to guides and guardrails in place when it comes to saving and investing, but a lot less resources out there to help retirees navigate the period of time after retirement. This is known as decumulation, the spending down and managing of the assets you’ve accumulated through your life. And on this episode, we’ll point at (at least) 5 things you must know about decumulation to retire successfully.

Show Notes:

Retirement Rescue TOOLKIT: https://pfcl1znr.pages.infusionsoft.net/

Website: https://www.cardinalwg.com/

Email: [email protected]

Phone: (904) 414-2375

When you really boil it down, there’s really only three places where you can invest money. Let’s talk about the role that each of those worlds play in a good financial plan.

Show Notes:

Retirement Rescue TOOLKIT: https://pfcl1znr.pages.infusionsoft.net/

Website: https://www.cardinalwg.com/

Email: [email protected]

Phone: (904) 414-2375

At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon.

Show Notes:

Retirement Rescue TOOLKIT: https://pfcl1znr.pages.infusionsoft.net/

Website: https://www.cardinalwg.com/

Email: [email protected]

Phone: (904) 414-2375

Ironically, life insurance is a young man’s game. The perception among many people is that your need for life insurance dramatically decreases and perhaps becomes completely unnecessary as you age. Is that really the case? On this episode, let’s explore some ins and outs of life insurance and its various uses.

Show Notes:

Retirement Rescue TOOLKIT: https://pfcl1znr.pages.infusionsoft.net/

Website: https://www.cardinalwg.com/

Email: [email protected]

Phone: (904) 414-2375