All Things Retirement

Maybe you’re close to retirement and think you don’t have nearly enough money saved. But let’s talk about some reasons that the news might not be as bad as you think.

Show Notes:

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

Website: https://www.cardinalwg.com/

Email: [email protected]

Phone: (904) 414-2375

We see a lot of people who aren’t getting the kind of advice and service from their financial advisor that they should be. In a lot of cases, the advisor is only “managing the investments,” but not providing guidance in other areas. Let’s talk about some of the things that your advisor should be doing...

Show Notes:

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

Website: https://www.cardinalwg.com/

Email: [email protected]

Phone: (904) 414-2375

Sometimes it’s helpful to visualize complex topics to help make them easier to understand. On this episode, we’ll discuss how to compartmentalize your wants, needs, and wishes in regards to your retirement plan. Anthony will talk about the process he goes through with each client and the importance of having a plan that covers more than just finances.

Show Notes:

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

Website: https://www.cardinalwg.com/

Email: [email protected]

Phone: (904) 414-2375

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