All Things Retirement

Socrates said that “the unexamined life is not worth living.” And when it comes to financial planning, it’s important to examine yourself by pondering some important questions.

Show Notes:

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

Website: https://www.cardinalwg.com/

Email: [email protected]

Phone: (904) 414-2375

Have you ever stopped to think about your journey of learning all that you have about money and finances? Did you parents shape your financial views most heavily? Is there a TV or radio expert that has influenced you most? Or have you learned everything from a book or Google?

Show Notes:

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

Website: https://www.cardinalwg.com/

Email: [email protected]

Phone: (904) 414-2375

No industry is without its flaws, and the financial industry is no exception. Let’s explore some times where we’ve encountered annoying or frustrating elements of the financial world.

Show Notes:

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

Website: https://www.cardinalwg.com/

Email: [email protected]

Phone: (904) 414-2375

You’ve probably never heard anyone make these statements that we’ll provide on today’s episode. And there are some great reasons why.

Show Notes:

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

Website: https://www.cardinalwg.com/

Email: [email protected]

Phone: (904) 414-2375

We all have that food we just can’t stomach. Maybe canned tuna. Stinky cheese. Liver. Kool-Aid pickles. You get the idea. If there is any product in the financial world that’s like one of these much-maligned meals it has to be the variable annuity. It “gets hated on” by seemingly everyone who calls themselves a retirement planner. Why is that? And just like there’s always a couple of people who like pineapple pizza, is there ever a situation where a variable annuity could be an attractive delicacy for an investor?

Show Notes:

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

Website: https://www.cardinalwg.com/

Email: [email protected]

Phone: (904) 414-2375

If you look up quotes about diversification from famous investors, you might come across one from renowned investor Warren Buffet that will certainly raise your eyebrows. It goes, “Diversification is protection against ignorance. It makes little sense if you know what you are doing.” Yet, we’ve always heard about diversification being one of the keys to success for retirement planning. How can these seemingly different ideas both be right?

Show Notes:

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

Website: https://www.cardinalwg.com/

Email: [email protected]

Phone: (904) 414-2375

This episode is all about addressing the most frequently asked questions about 401(k)s.

Show Notes:

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

Website: https://www.cardinalwg.com/

Email: [email protected]

Phone: (904) 414-2375

We’re talking specifically to Baby Boomers on this episode. What are the most common challenges, fears and objectives of this generation? What are some of the mistakes Boomers often make and how can they be avoided? We’ll ask and attempt to answer those questions on today’s show.

Show Notes:

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

Website: https://www.cardinalwg.com/

Email: [email protected]

Phone: (904) 414-2375

Just like any decision in life, making financial choices would be a lot easier with the benefit of hindsight. Let’s talk about some of the things we might hear from people who wish they’d done things differently after looking in the rear view mirror.

Show Notes:

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

Website: https://www.cardinalwg.com/

Email: [email protected]

Phone: (904) 414-2375

We get a lot of questions about how the house (or houses) fit into retirement plans. From downsizing to rental properties to interest rates, let’s explore some of the top retirement questions as it relates to all things housing.

Show Notes:

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

Website: https://www.cardinalwg.com/

Email: [email protected]

Phone: (904) 414-2375