The Retirement Power Hour

On this episode, Joe Allaria welcomes David Blanchett, Managing Director and Head of Retirement Research for PGIM DC Solutions. David is a respected voice in the financial industry and has published over 100 papers in a variety of industry and academic journals. He's also received awards for his research from the Academy of Financial Services, the CFP Board, the Financial Analysts Journal, the Financial Planning Association, the International Centre for Pension Management, the Journal of Financial Planning, and the Retirement Management Journal.

Joe and David will discuss hot topics around retirement income, including annuities, bonds, interest rates, and inflation, and steps retirees can take to improve their financial success in retirement.

To learn more about retirement planning, go to www.carsonallaria.com for additional free resources or to schedule a free 15-minute phone consultation.

To submit a listener question, visit https://www.retirementpowerhourpodcast.com/contact/ and enter the details of your question.

Disclaimer: All material discussed on this podcast is for educational purposes only and should not be construed as individual tax, legal, or investment advice. Investing involves risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results. Joe Allaria is an Investment Adviser Representative of CarsonAllaria Wealth Management, a Registered Investment Advisory firm. Information discussed on this podcast may be derived from third parties that are believed to be reliable, but CarsonAllaria Wealth Management does not control or guarantee the accuracy or timeliness of such information and disclaims all liability for damages resulting from such sources. Any references to third parties are provided as a convenience and do not constitute an endorsement.

Host Joe Allaria and special guest Scott Carson, Senior Wealth Advisor for CarsonAllaria Wealth Management, discuss the benefits of reframing your mind around retirement, building your lifestyle allocation, and designing your retirement life to maximize your satisfaction and fulfillment.

For more information and references on material discussed, see the links below:

1. Designing  Your Life Resources

2. "Where's the best place for me to retire" tool (provided by Marketwatch.com)

To submit a listener question, visit https://www.retirementpowerhourpodcast.com/contact/ and enter the details of your question.

Disclaimer: All material discussed on this podcast is for educational purposes only and should not be construed as individual tax, legal, or investment advice. Investing involves risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results. Joe Allaria is an Investment Adviser Representative of CarsonAllaria Wealth Management, a Registered Investment Advisory firm. Information discussed on this podcast may be derived from third parties that are believed to be reliable, but CarsonAllaria Wealth Management does not control or guarantee the accuracy or timeliness of such information and disclaims all liability for damages resulting from such sources. Any references to third parties are provided as a convenience and do not constitute an endorsement.

Bear markets are tough to endure and can leave investors that are committed to long-term investing feeling a bit handcuffed. But, while bear markets are uncomfortable, they can also present unique financial planning opportunities that may help investors soften the blow and minimize the negative effects of steep market declines.

On this episode, host Joe Allaria will be joined by fellow Wealth Advisor, Jay Waters, as the two discuss five useful strategies to consider during a bear market.

For more information and references on material discussed, see the links below:
1. Correction or bear? 6 charts that explain market declines
2. What do I do in a bear market?

Learn more about Host Joe Allaria and CarsonAllaria Wealth Management by visiting CarsonAllaria.com. 

Disclaimer: All material discussed on this podcast is for educational purposes only and should not be construed as individual tax, legal, or investment advice. Investing involves risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results. Joe Allaria is an Investment Adviser Representative of CarsonAllaria Wealth Management, a Registered Investment Advisory firm. Information discussed on this podcast may be derived from third parties that are believed to be reliable, but CarsonAllaria Wealth Management does not control or guarantee the accuracy or timeliness of such information and disclaims all liability for damages resulting from such sources. Any references to third parties are provided as a convenience and do not constitute an endorsement.

Times of heightened uncertainty, whether as a result of geopolitical tensions, inflation concerns, interest rate concerns, or anything else, can make it difficult for investors to stay the course. Stock market volatility and negative headlines give the impression that you should be doing something. Poor investor behavior begins to emerge and the average investor can easily lose thousands (or more) from poor decisions.

On this episode, host Joe Allaria is joined by brother, Wealth Advisor, and CERTIFIED FINANCIAL PLANNER™ professional, Mark Allaria, as the two discuss keys to investing in a crisis by properly managing your behavior.

For more information on some of the statistics mentioned, you can visit the sources below:

First Trust S&P 500 Returns study

Learn more about Host Joe Allaria and CarsonAllaria Wealth Management by visiting CarsonAllaria.com. 

Disclaimer: All material discussed on this podcast is for educational purposes only and should not be construed as individual tax, legal, or investment advice. Investing involves risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results. Joe Allaria is an Investment Adviser Representative of CarsonAllaria Wealth Management, a Registered Investment Advisory firm. Information discussed on this podcast may be derived from third parties that are believed to be reliable, but CarsonAllaria Wealth Management does not control or guarantee the accuracy or timeliness of such information and disclaims all liability for damages resulting from such sources. Any references to third parties are provided as a convenience and do not constitute an endorsement.

So many voices in finance are constantly telling you that you should worry. They say you should worry about the stock market, about Social Security, about inflation, and many other things. But, this episode is all about why you shouldn't worry. Tune in as Joe Allaria welcomes guest and co-host Mark Allaria as the two discuss the importance of focusing on what you can control, getting a plan, taking prudent action, but then letting the rest go. 

For more information on some of the statistics mentioned, you can visit the sources below:

• VeryWell Mind study
• American Psychological Association study
• Natixis Global Retirement Index
• Magnify Money survey
• Zeta retirement fear survey
• Blooomberg inflation article
• Stock market and the political party in power - Forbes
• Committee for a Responsible Federal Budget - 2021 Social Security report

Learn more about Host Joe Allaria and CarsonAllaria Wealth Management by visiting CarsonAllaria.com. 

Disclaimer: All material discussed on this podcast is for educational purposes only and should not be construed as individual tax, legal, or investment advice. Investing involves risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results. Joe Allaria is an Investment Adviser Representative of CarsonAllaria Wealth Management, a Registered Investment Advisory firm. Information discussed on this podcast may be derived from third parties that are believed to be reliable, but CarsonAllaria Wealth Management does not control or guarantee the accuracy or timeliness of such information and disclaims all liability for damages resulting from such sources. Any references to third parties are provided as a convenience and do not constitute an endorsement.

At the beginning of every year, we see stock market predictions being released by financial institutions, fund managers, financial media personnel, and other financial “experts.” Most of these predictions end up being wildly inaccurate, yet they keep being made, and many keep listening.

Click to listen as host Joe Allaria and guest Jay Waters (Wealth Advisor with CarsonAllaria Wealth Management) discuss the difference between the actual results of 2021 vs. the predictions made. They'll also help listeners make sense of the market predictions for 2022.

For more information on this topic and links to the returns, predictions, and outcomes, please see the link below.

https://carsonallaria.com/2022/01/25/stock-market-predictions/

Learn more about Host Joe Allaria and CarsonAllaria Wealth Management by visiting CarsonAllaria.com. 

Disclaimer: All material discussed on this podcast is for educational purposes only and should not be construed as individual tax, legal, or investment advice. Investing involves risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results. Joe Allaria is an Investment Adviser Representative of CarsonAllaria Wealth Management, a Registered Investment Advisory firm. Information discussed on this podcast may be derived from third parties that are believed to be reliable, but CarsonAllaria Wealth Management does not control or guarantee the accuracy or timeliness of such information and disclaims all liability for damages resulting from such sources. Any references to third parties are provided as a convenience and do not constitute an endorsement.