All Things Retirement

The idea of a Roth conversion is intriguing to a lot of people, and for some people it can be a great strategy to enact. Let’s explore the concept…

Show Notes:

Retirement Rescue TOOLKIT: https://www.cardinalwg.com/shock/

Website: https://www.cardinalwg.com/

Email: [email protected]

Phone: (904) 414-2375

Of course, we all want a healthy bank account. Having a good amount of dollars within easy grasp is helpful in the case of emergencies or for medium-sized purchases where you don’t want to have to liquidate assets. But is it counterproductive to have too much cash on hand? We’ll explore that idea and other pressing questions about the role that cash plays in financial and retirement planning.

Show Notes:

CNBC Article: https://www.cnbc.com/2019/12/30/why-retiring-at-65-could-become-a-thing-of-the-past.html

Retirement Rescue TOOLKIT: https://www.cardinalwg.com/shock/

Website: https://www.cardinalwg.com/

Email: [email protected]

Phone: (904) 414-2375

It’s always good to keep yourself up to date with what’s going on in the financial world. But it’s also important to understand that the information you get from the media isn’t completely unbiased. Let’s talk about some of the problems with the financial media.

Show Notes:

Retirement Rescue TOOLKIT: https://www.cardinalwg.com/shock/

Website: https://www.cardinalwg.com/

Email: [email protected]

Phone: (904) 414-2375

Sometimes people say they don’t want to retire…and sometimes they really mean it. Other times it’s just a defense mechanism to compensate for the fact that they feel like they can’t retire. So let’s explore some of the possible meanings behind the statement, “I don’t want to retire.”

Show Notes:

How To Retire Happy, Wild, and Free: https://www.amazon.com/How-Retire-Happy-Wild-Free/dp/096941949X/ref=asc_df_096941949X/?tag=hyprod-20&linkCode=df0&hvadid=312031138203&hvpos=1o1&hvnetw=g&hvrand=11406474146165153437&hvpone=&hvptwo=&hvqmt=&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=9009752&hvtargid=pla-457715410310&psc

Retirement Rescue TOOLKIT: https://www.cardinalwg.com/shock/

Website: https://www.cardinalwg.com/

Email: [email protected]

Phone: (904) 414-2375

Trustworthy. Likeable. Problem-solving. Good listener. We should be describing your financial advisor or a potential advisor if you’re in the process of finding one. On today’s show, we’ll talk about why it’s so important for your advisor to embrace these kinds of characteristics. That’s the easy part. But we’ll also tackle the harder part and discuss some tangible ways how you can determine if an advisor has these characteristics or not.

Show Notes:

Retirement Rescue TOOLKIT: https://www.cardinalwg.com/shock/

Website: https://www.cardinalwg.com/

Email: [email protected]

Phone: (904) 414-2375

Welcome to the All Things Retirement podcast. On this introductory episode, we'll get to know our retirement and financial guide, Anthony Aulffo a bit better. Host Ben George will ask him about how he got into the financial industry, how experiences in his life have shaped him into the advisor he is today, and much more. If you're new to Anthony or new to the podcast, give this episode a listen to get familiar with the advisor who will take you through some important education about the financial world in episodes to come.

Show Notes:

Retirement Rescue TOOLKIT: https://www.cardinalwg.com/shock/

Website: https://www.cardinalwg.com/

Email: [email protected]

Phone: (904) 414-2375