Retirement Planning in 2023 – Joe Allaria CFP

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What should be on your retirement planning list for the new year ahead?

Joe Allaria, CFP joins us to share his retirement planning insights.

We discuss:

What should be on your retirement planning checklist for the new year that you may not be thinking about

What the happiest retirees do that those who are less so didn’t do – or do as well

The biggest mistakes people make in retirement planning – and how can they be avoided

The implications of unretiring

The pros and cons of working longer

A key lesson learned about retirement planning

Joe Allaria, CFP joins us from Illinois.

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Bio

As a Partner and Wealth Advisor for CarsonAllaria Wealth Management, Joe’s primary responsibilities are to work directly with clients as the leader of their financial plan, while also creating and implementing the strategic vision for the firm. Joe brings an analytical, yet creative approach in finding solutions for our clients.

For his numerous articles, Joe has been featured in The Wall Street Journal, USA Today.com, Yahoo Finance, Nasdaq.com, and Investopedia. Joe is committed to educating his clients and the general public about the important issues surrounding financial planning and wealth management.

Joe earned his CERTIFIED FINANCIAL PLANNER™ designation in 2015. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas:  the financial planning process, risk management, investments, tax planning and management, retirement planning, and estate planning. Joe also holds a Life & Health Insurance License and a Series 65 Security License.

Joe was born and raised in Edwardsville, Illinois, where he graduated from high school and received a Division I football scholarship to Southern Illinois University Carbondale. There, he earned a Bachelor’s Degree in Marketing and met his wife, Jacki. Joe played football throughout his college career and was named a 1st Team ESPN Academic All-American, while also being honored as an SIU Top 25 Distinguished Senior, of which honorees are selected university-wide. He later earned an MBA from Southern Illinois University Edwardsville.

Joe, Jacki, and their two sons, Brooks and Bennett, enjoy living in the Edwardsville/Glen Carbon community. They enjoy traveling as a family, hiking in the Pacific Northwest, being outdoors, listening to and playing music, and spending time with family and friends.

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For More on Joe Allaria

CarsonAllaria Wealth Management

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Podcast Episodes You May Like

The Key Decisions for Retirement Success – Wade Pfau

The Vintage Years - Francine Toder

Are You Ready for The New Long Life? – Andrew Scott

Happier Hour - Cassie Holmes

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Browse all podcast conversations across five seasons here.

It’s a free retirement school.

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Wise Quotes

On Being Prepared

"...let's just take an inventory, and you can keep doing your own thing, but someone should know what's going on. And so for those that don't want to hire an advisor because they handle it themselves, no problem. But you should have your own succession plan,