Retirement Insights

Episode 22 - Lifetime Gifting  It is much more fun to make gifts while you are living, than after you're gone.  In this episode Eric covers lifetime gifting and how to make the greatest impact with your retirement assets.

Episode 21 - 2021 Market Review and 2022 Outlook  In this episode, Eric takes a look back at the market and the economy over the last year, and look forward to what may be in store for 2022.

Episode 20 - Estate Planning with Rebecca Doyle, Esq  In this episode Robert interviews local Sussex County Estate Planning attorney Rebecca Doyle of Baird, Mandalas & Brockstedt. They cover the importance of Estate Planning, what makes up a complete estate plan and what laws are different in Delaware law and what you may need to update after moving here.

Episode 19 - The Market vs. The Economy with Gene Goldman, CFA  In this episode Eric interviews guest Gene Goldman, CFA Chief Investment Officer of Cetera Financial Group. They cover the difference between the market and the economy, what data matters, what most investors get wrong and what lies ahead for the rest of the year.

Episode 18 - Low Yields   Low yields can have great impact. In this episode Eric talks about the current low yield environment, its affect on withdrawal rates and how this may affect retiree portfolios in the future. 

Episode 17 - Automating Your Finances  Technology: In this episode Eric talks about the good and the bad in new technology and automation available to today's investors.

Episode 16 - ESG: The Latest on Socially Conscious Investing -- In episode 16 of the Retirement Insights Podcast, Eric covers ESG Investing. ESG is a new trend in investment selection, on selecting companies that have favorable “Environmental, Social and Governance” stances. He reviews what exactly those factors mean, how they are implemented and what we here at InFocus have done to bring this new trend to our clients.

Episode 15 - Planning For Survivorship  This is important. In this episode Eric talks about the importance of planning for survivorship. What happens when one spouse pre-deceases the other. We cover the financial implications of pension decisions, Social Security and what planning items you should be reviewing for this possibility.

Episode 14 - Introducing Cetera Financial Group. An Interview with Brian Klimke, CFA In this episode, Robert interviews Investment Director Brian Klimke, CFA. They cover who Cetera Financial Group is, their relation to InFocus Financial advisors and why they are important to our clients success. They also cover whats been going on in the markets and economy, as well as an outlook for the rest of the year.

Episode 13 - The Lewes Public Library  Such a great place and staff! In this episode, Robert Jeter, CFP interviews Rebecca Lowe from the Lewes Public Library. They review the abundance of resources the library has to offer the community around Sussex County, how they are dealing with the Covid-19 pandemic, and activities when your kids and grandkids come visit you at the beach.