In this episode of WealthWorx Radio, Eric Kearney and Joseph Lanza discuss the importance of periodically reviewing and refreshing your financial plan. They draw parallels between March Madness and financial planning, emphasizing the need to avoid emotional decision-making and focus on fundamentals. They highlight the significance of education in financial literacy and the benefits of working with an independent fiduciary advisor. The hosts also discuss the dangers of extreme investments and the importance of finding a balance in your portfolio. Overall, the hosts stress the need for a comprehensive financial plan and the value of working with a knowledgeable advisor. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.

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In this episode of WealthWorks Radio, Steve Sedahl and Joseph Lanza discuss retirement savings strategies, tax planning, and the future of Social Security. They emphasize the importance of financial planning and the need to consider factors such as taxes, inflation, and healthcare in retirement. They also address listener questions about retirement age, Social Security benefits, and required minimum distributions. Overall, the conversation highlights the need for individuals to take control of their financial future and create a comprehensive plan to ensure a comfortable retirement. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.

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This episode of WealthWorx Radio covers the importance of estate planning and the potential consequences of not having a plan in place. The conversation also delves into the worst retirement planning advice and the significance of tax planning in retirement. Eric Kearney emphasizes the need for a comprehensive financial plan and the importance of working with a qualified and trustworthy financial advisor. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.

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In this episode of WealthWorx Radio, Eric Kearney and Joseph Lanza discuss the importance of having a retirement checklist and a written financial plan. They emphasize the need for couples to be on the same page financially and the benefits of legacy planning. The hosts also answer listener questions and provide guidance on supplementing a pension and involving children in financial planning. In this conversation, the hosts discuss long-term care insurance and annuities.

Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.

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This episode of WealthWorks Radio discusses the similarities between football and retirement planning. Eric Kearney and Joseph Lanza emphasize the importance of analyzing the field and creating a game plan for retirement. They highlight the need for a team of professionals, including financial advisors, to guide individuals through their retirement journey. The episode also explores the role of offense and defense in retirement, the implementation and monitoring of financial plans, and the importance of customization in financial planning. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.

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The conversation on WealthWerx Radio covers various topics related to retirement planning, including unexpected changes, money and health, football, and the evolution of retirement planning over the past 50 years. Eric Kearney and Joseph Lanza emphasize the importance of having a team of professionals to manage one's finances and the need for an emotional adjustment in retirement. They also discuss the impact of elections on the national debt and the importance of staying informed about financial matters. The conversation highlights the need for a comprehensive financial plan and the importance of education and transparency in the financial industry. That and much more on Wealthworx Radio. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.

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The conversation covers various topics related to retirement planning, including the retirement bucket list, things to avoid in retirement, marriage and retirement, income and debt challenges, market volatility, quick retirement fixes, spending without a plan, maximizing income, retirement education classes, and paying off a mortgage with a 401k. The conversation covers various financial topics related to mortgages, retirement planning, and transitioning to part-time work in retirement. The hosts discuss the considerations of paying off a mortgage, including the impact of property taxes and insurance. That and much more on Wealthworx Radio. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more. 

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A new year with new resolutions. The question is, how long will they last. Joseph Lanza has some ways you can execute and succeed at improving your finances and reaching your financial planning goals in 2024. That and much more on Wealthworx Radio. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more. 

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You know about what it costs to run your household on a monthly basis and you know you should be padding that emergency fund. But are you? It’s the little things that can cause the biggest problems in retirement. Eric Kearney and Joseph Lanza outline how to avoid costly mistakes and get your financial health in order for 2024. That and much more on Wealthworx Radio. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more. 

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The holiday season is upon us,and with that in mind, we thought we would visit a few moments from beloved holiday movies and sitcoms and explore the financial planning missteps made by some of our favorite fictional characters. From Christmas Vacation to the TV classic The Office Eric Kearney and Joseph Lanza cover them all. That and much more on Wealthworx Radio. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more. 

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