How do you choose the right financial advisor for your specific needs?  When you start googling, you’ll find lots of different titles:

•            Investment Advisor

•            Financial Planner

•            CFP (Certified Financial Planner)

•            Wealth Manager

•            Broker

 What should people look for when starting down this path?

Then, find out why the 5 years BEFORE you retire and the first 5 years OF retirement ARE CRUCIAL to your success in retirement! 

Meet with Corey for your customized Discovery Visit and begin the process of creating an income plan for LIFE!  

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Over the last few years, we’ve talked about people putting money in a rising stock market due to “FOMO” - the fear of missing out.  We’re now seeing interest rates rise to levels we haven’t seen in 20 years, making fixed income products very attractive.  Are you seeing people have FOMO over CDs, T-Bills and annuities?  And if not, should they?

Corey talks about how important it is to "know your numbers" and how he can help ease your financial anxiety over the fear of running out of money with a custom income plan! 

Call Corey today and come in for your discovery visit and start getting the pieces together to create your custom income plan! 

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The financial headlines have been talking about a recession for months, are we already there? Hear Corey discuss if people should be looking for a more protective stance with their retirement money.

Then, it looks like Wall Street is getting the message.  The Fed is going to keep raising rates, the volatility continues, and the mood is starting to change.  Strategists at Morgan Stanley are now calling for a 26% drop in the S&P in the next 4 months.  If your clients came in with that headline, how would that conversation go? 

Call Corey today for your complimentary Discovery Visit! 

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How important is tax planning in retirement? Corey shares an incredible story of saving one client save BIG money with his tax planning strategies. 

You’ve told us many times about the benefits of annuities.  They offer a guaranteed stream of income in retirement.  But they can come with a lot of fine print.  So, let’s say you’re saving up for retirement and everything looks to be on track.  Is there anything else you should do beyond crunching numbers? Hear Corey explain how having this conversation with his clients, leads to further clarity when setting goals in a retirement plan! 

Call Corey for your Complimentary Discovery Visit!  

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We’ve heard a lot more lately about Artificial Intelligence or “AI.”  Basically, it’s when computers act like humans with reasonable accuracy that’s apparently improving every day.  One form of AI is something called “ChatGPT.”  It reacts to questions in a conversational, google type of way.  Most recently, its answers passed the Wharton MBA exam, correctly answered medical license exam questions and scored well on a multi-state bar exam.  So, if AI can try to answer everything, can it replace financial advisors?

To know where your income plan stands today and what your financial future holds, call Corey today for your customized Discovery Visit! 

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If you're a fan of baking... you're in luck for todays episode!  Hear Corey explain how baking cookies is similar to planning for retirement -its all about the ingredients! Then, one of the most common retirement questions:  Is it smart to guarantee some retirement income by putting a portion of funds into an annuity? Corey weigh's in on these topics and how a Discovery Visit with him is the perfect starting point to protecting your money! 

(P.S... enjoy the Dad jokes and the singing!) 

Call Corey today to schedule your complimentary Discovery Visit! 

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Meet Corey Hodges of Fortified Futures Wealth and Retirement Advisors! For years, Corey has been helping people just like YOU retire with confidence! In this episode, hear why Corey's passion, service and knowledge stands out from other financial advisors AND meet the VIP of the office, Sir Edward! 

Call Corey today for a Complimentary Discovery Visit! 

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