Georgia's Retirement Gameplan

On this episode, Evan Ward talks about the best retirement destinations in the United States. A couple of the cities surprise them and they talk about what to consider when you think about WHERE you're planning your longest vacation a.k.a. RETIREMENT!

Ready to build your retirement plan? Visit https://atlasretirement.net/ to connect with Evan and his team today!

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Evan Ward defines to listeners what the “Rule of 100” is and what the challenges are in measuring financial risk. Evan reveals how even some conservative financial vehicles are exposed to more market risk than people realize. He also shares what safer financial methods are and how Atlas Retirement can lead people in the discussion to define the right kind. Evan also discusses the sentimentality of his oldest child is entering their final semester of high school.

Ready to build your retirement plan? Visit https://atlasretirement.net/ to connect with Evan and his team today!

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As we gear up for 2025, Evan Ward discusses the three different types of people in how they approach their finances…and why we don’t really want to be like the third type. Evan also discusses how often the widely used “4% Rule” fails people and how Atlas Retirement offers a holistic approach to financial planning. Evan also shares about dealing with his son’s “wobbly” car issue.

Ready to build your retirement plan? Visit https://atlasretirement.net/ to connect with Evan and his team today!

See omnystudio.com/listener for privacy information.

Evan Ward discusses 401(k)s and the advice he has for college-aged people or people in their twenties to do with money they are trying to save. He then compares those strategies to how he advises people nearing retirement to move their money. Evan runs down what a 401(k) is and the different things to consider when rolling 401(k)s into other accounts. He stresses the need for a financial advisor when making those big decisions, to help people stay tax efficient and avoid penalties. 

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Evan Ward chats about the concerns over tariffs after the results of the election and why we have already seen the effect that they have - and it is nothing new. Evan also talks about emotion and psychology and the one thing that almost always costs people money in the market. And Evan shares about coaching his first-grader and how he coaches his other children to coach. 

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Evan Ward explains to listeners about people's preconceived notions about annuities and how there are different types to serve different goals. Evan explains how everyone should have a goal in retirement and then find the right tool to achieve it. He also talks about the role of ATVs and baked mac 'n' cheese in his family's big Thanksgiving. 

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Evan Ward defines income planning and how retirees should approach it. He goes over several questions he asks people: How much money is enough to retire? What is guaranteed income? What assets do they have? Then Evan stresses the need for a plan to achieve those retirement goals. Evan also talks about how he likes to relax on a weekend without anything big on the schedule. 

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Evan Ward breaks down several financial deadlines and things people should watch for before the end of the year. He discusses college savings and transfers into and out of those plans for October, reviewing insurance plans in November, and several December deadlines for both giving and contributing to different retirement plans. Evan also talks about adjusting from coaching high schoolers to now focusing on his first-grade son’s basketball team and how that versatility relates to being a financial advisor.

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Advisor Evan Ward discusses Costco selling lots of gold bars, as people potentially are trying to hedge inflation. Evan warns about buying any kind of asset during a bubble and shares what the long and short-term strategies can be in buying gold. He also talks about what he thinks the ideal percentage of a portfolio should be dedicated to non-cash assets. And Evan discusses attending his son’s high school senior night and coaching him and his teammates for many years in football.

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In this episode, Evan Ward discusses the implications of upcoming elections on financial planning. He explores how political outcomes can affect taxes, spending, and investment strategies, emphasizing the importance of building a resilient financial plan that can withstand uncertainties.

The conversation highlights the need for proactive financial strategies rather than reactive ones, especially in light of potential changes in government policies.

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