What if your retirement portfolio is quietly sabotaging your sleep? In this episode of Family First Retirement, George Politarhos dives into the overlooked risks in retirement planning—from unbalanced portfolios to misunderstood Social Security strategies. He shares personal stories, including his wife Leslie’s journey into retirement, and explains how fixed index annuities can offer a safety net when markets dip. Whether you're nearing retirement or already there, this episode helps you rethink risk, income, and legacy with clarity and care.

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Think your 401(k) is working for you? Think again. In this episode, George Politarhos exposes the hidden fees, limited investment options, and common misconceptions that keep retirement plans underperforming. From the dangers of procrastination to the power of in-service withdrawals at age 59½, learn why waiting could cost you more than you think. Whether you're just starting out or nearing retirement, this conversation will challenge how you view your financial future.

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What if the biggest retirement regret isn’t what you think? In this episode, George Politarhos and team unpack the misunderstood world of annuities, revealing how lifetime income streams can transform retirement security. From personal stories about Leslie’s transition to retirement to reflections on legacy and purpose, this conversation blends financial insight with heartfelt moments—including a tribute to country music legend Jeannie Seely. Whether you're nearing retirement or already there, this episode helps you rethink income, identity, and what comes next.

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What happens when a wounded warrior turns pain into purpose? In this episode of Family First Retirement, George Politarhos sits down with Scotty Hastings, a Purple Heart recipient and rising country music artist. Shot 10 times in combat, Scotty taught himself to play guitar left-handed and now uses music as therapy—and a platform to help others battling PTSD. From sharing the stage with Jelly Roll and Lee Brice to inspiring veterans nationwide, Scotty’s story is one of resilience, humility, and hope.

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What do charity golf, Ozzy Osbourne, and legacy planning have in common? In this heartfelt episode, George Politarhos blends humor, music, and personal stories to spotlight the importance of preparing for retirement and protecting your family’s future. From honoring veterans to ensuring your children aren’t left in limbo, George shares why a written financial plan and trust aren’t just paperwork—they’re peace of mind. Plus, hear Carrie Underwood’s tribute to Ozzy and why teamwork matters in life and finance.

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What do golf, retirement, and Bill Murray have in common? In this episode, George Politarhos shares laughs from the fairway, lessons from the Caddyshack Charity Tournament, and a heartfelt call to support veterans through the Bets for Vets Golf Tournament. George dives into the risks of investing in restaurants, the importance of planning for retirement, and how quality of life is more than just numbers—it’s about purpose, relationships, and legacy.

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What do golf tournaments and gift card scams have in common? In this episode, George Politarhos shares behind-the-scenes excitement for the Patria Wealth Group’s charity golf event—then pivots to a sobering story about how easily loved ones can fall victim to scams. From fake tech support to financial red flags, George unpacks how to protect your retirement and your family. Plus, why legacy planning is more than just passing down money—it's about preparing your “backup quarterback” for the unexpected.

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This week on Family First Retirement, George Politarhos discusses the recently passed Big Beautiful Bill, exploring its implications for retirement planning, tax provisions, and healthcare. He emphasizes the importance of understanding the changes in retirement account rules, the benefits of Roth conversions, and the impact on Social Security and Medicare. The conversation also covers tax credits for seniors, the SALT cap, and the need for accountability in government spending. George provides actionable advice for listeners to navigate these changes effectively and plan for their financial future.

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This week on Family First Retirement, George Politarhos discusses the importance of comprehensive financial planning, emphasizing a family-centric approach to wealth management. He highlights the necessity of long-term care planning, the complexities of Medicare and Social Security, and the importance of preparing for retirement. George shares personal anecdotes and insights to illustrate the significance of being proactive in financial decisions, ensuring that families are well-prepared for the future.

For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com!

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In this episode of Family First Retirement, George Politarhos discusses the journey of retirement, focusing on the importance of having a solid plan. He shares personal anecdotes about his wife Leslie's transition into retirement and emphasizes the need for stress testing retirement plans. The conversation highlights the significance of family in financial planning, navigating taxes, and strategies for wealth transfer. George also stresses the importance of building a balanced financial portfolio to prepare for fluctuations in the market and personal circumstances.

For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com!

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