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Financial Wellness is a discussion surrounding innovative financial strategies that help result in financial clarity, security and overall financial health. Rob Burnette and Lori Gross bring decades... more
FAQs about Financial Wellness:How many episodes does Financial Wellness have?The podcast currently has 31 episodes available.
May 03, 2021Ep 31: Is 2021 The Year You Choose To Retire?Despite challenges stemming from the pandemic, many people are still choosing to retire in 2021. But what can you do to get on track and stay on track financially? Also, Rob and Lori provide some added clarity on lifetime income via annuities. For more information, visit www.OutlookFC.com....more12minPlay
April 26, 2021Ep 30: The More You Have, The More You Have To Lose"The more you have, the more you have to lose." As your financial situation evolves, so too will your planning needs. Also, is your 401k a "ticking tax bomb?" Rob and Lori discuss that and more on this episode. For more information, visit www.OutlookFC.com....more13minPlay
April 19, 2021Ep 29: Financial Advisors Are Not Just For The WealthyA recent survey indicated that many people believe a financial advisor is only for the wealthy. Rob and Lori discuss why that is simply not the case. Also, what new tax concerns are looming in 2021. For more information, visit www.OutlookFC.com....more12minPlay
April 12, 2021Ep 28: Taking Advantage of Tax Laws and Combating Health Care CostsWhen it comes to taxes, are you overpaying or are you taking full advantage of the tax laws that might work to your benefit? Also, Rob and Lori tackle dealing with the rising cost of health care in retirement. For more information, visit www.OutlookFC.com....more11minPlay
April 05, 2021Ep 27: Rebalancing Your IRA and the Dangers of InflationHow long has it been since you rebalanced your IRA's? Rob and Lori will discuss that and share with you the effects rising inflation can have on your retirement accounts. For more information, visit www.OutlookFC.com....more11minPlay
March 28, 2021Ep 26: Tackling Stock Market And Retirement Strategy ConfusionIs the stock market a "legal ponzi scheme?" Also, knowing the difference between pre and post-retirement strategies. For more information, visit www.OutlookFC.com....more12minPlay
November 09, 2020Ep 25: To Roll Or Not To Roll, That’s The Question Facing Many Baby Boomers – What To Consider When Figuring Out Retirement Income Streams...more12minPlay
October 26, 2020Ep 24: How Could Picking The Wrong Medicare Plan Be A Costly Mistake, And Why Joe Biden Is Causing A Rush On Estate Planning Appointments...more11minPlay
October 12, 2020Ep 23: Why The Inflation Rate Seems Higher Than What The Government Is Telling Us, And Are Stock Splits Really A Good Thing?...more12minPlay
September 28, 2020Ep 22: Studies Say THIS Is The Dollar Amount Each Year It Would It Take To Make You Happy...more10minPlay
FAQs about Financial Wellness:How many episodes does Financial Wellness have?The podcast currently has 31 episodes available.