Eric Kearney and Joseph Lanza discuss critical financial concerns for retirees, including the importance of proper planning, understanding employer resources, and the mismanagement of 401(k) plans. They emphasize the need for a proactive approach to retirement planning, the impact of daily market fluctuations, and the role of technology in financial advice. The conversation also highlights valuable financial advice and the significance of focusing on income rather than just wealth in retirement. The discussion also covers investment options, the complexities of long-term care insurance, and insights into market predictions for the future. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.

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Joseph Lanza discusses the feasibility of retiring in three years or less. They explore essential factors such as financial planning, cash flow, income streams, health care considerations, and the importance of maximizing retirement accounts. The conversation also delves into the implications of debt, mortgage management, and the potential role of part-time work or freelancing in retirement. This conversation delves into various aspects of retirement planning, focusing on part-time work, social security, tax implications, and the importance of staying active. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.

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Joseph Lanza discusses the findings of a study by Northwestern Mutual that reveals how the wealthy excel in financial planning compared to the general population. They explore the importance of having a long-term financial strategy, the need for regular updates to financial plans, and the benefits of working with a professional advisor. The conversation also delves into the psychological aspects of financial planning, emphasizing the need to control what can be controlled and to avoid overreacting to market volatility. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.

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Eric Kearney and Joseph Lanza discuss significant upcoming changes in retirement planning for 2025, including higher contribution limits for 401k plans and automatic enrollment expansions. The hosts discuss the implications of required minimum distributions (RMDs) and the benefits of qualified longevity annuity contracts (QLACs). They emphasize the importance of comprehensive financial planning and draw parallels between military branches and financial resilience, highlighting the need for diversification and adaptability in investment strategies. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.

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Eric Kearney and Joseph Lanza discuss essential strategies for wealth preservation and financial planning. They explore the mindsets of wealthy individuals, emphasizing the importance of discipline, continuous improvement, and having a comprehensive financial plan. Key topics include diversification, maintaining a cash reserve, tax strategies, estate planning, and the role of life insurance in wealth transfer. The conversation highlights the need for individuals to work with a qualified financial advisor to navigate these complexities and secure their financial future. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.

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Eric Kearney and Joseph Lanza discuss the realities of retirement, emphasizing the importance of financial planning, health, and understanding inflation. They highlight common concerns for retirees, such as Social Security and market fluctuations, and stress the need for a comprehensive financial strategy. The conversation also draws parallels between managing finances and dealing with various personality types during Thanksgiving gatherings, illustrating the emotional aspects of financial decision-making. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.

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Eric Kearney, and Joseph Lanza discuss the complexities of retirement planning, emphasizing the importance of understanding financial products like Wealthguard, the implications of national debt, and the necessity of realistic expense planning. They highlight common pitfalls retirees face, such as underestimating expenses and the role of financial advisors in navigating these challenges. The conversation also covers healthcare costs, social security strategies, tax management, and long-term care planning, ultimately encouraging listeners to make informed financial decisions for a secure retirement. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.

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Joseph Lanza explores the intersection of Halloween candy and retirement planning. They discuss the importance of diversification, multiple income streams, long-term planning, and the need for a proactive approach to financial security. The conversation highlights the challenges facing retirees today, including the impact of job changes on retirement savings, the significance of Social Security timing, and the rising costs of healthcare. The hosts emphasize the necessity of planning for unexpected expenses and the value of working with a financial advisor to create a comprehensive retirement strategy. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.

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It's time to FEEL SOMETHING on Wealthworx Radio! Joseph and Eric take this episode to dive into the interplay between our SIX MAIN EMOTIONS and how they relate to GETTING YOUR MONEY RIGHT. Don't miss this riveting talk on happiness, sadness, fear, anger, and MORE BIG FEELINGS in the context of MAKING YOUR RETIREMENT PLAN BULLETPROOF!

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Eric Kearney and Joseph Lanza take a look at retirement planning through food. For example lasagna describes the layers of retirement. They also highlight their favorite restaurants that relate to the food being discussed. The conversation also addresses listener questions, providing insights into managing retirement income and navigating unexpected financial challenges. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.

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