All Things Retirement Podcast

Episodes

Do you have questions about retirement? Financial planning? What about taxes, insurance, investments, risk, and the hundreds of other retirement planning questions that are probably on your mind? Join Certified Financial Planner Anthony Aulffo of Cardinal Wealth Group in Cherry Hill, NJ to learn about important financial topics and retirement planning tips. Listening to each episode will get you that much closer to being prepared for your retirement future.

Search below for episodes about topics you're interested in or scroll down for the most recent ones!

January 27, 2022

Ep 49: Finding the Right Advisor

With more and more people making planning a priority in the new year, we wanted to help you with the search for a new advisor.

Retirement Funding

December 16, 2021

Ep 48: Opportunities for Retirement's Late Bloomers

Maybe you’re close to retirement and think you don’t have nearly enough money saved. But let’s talk about some reasons that the news might not be as bad as you think.

Investing

December 2, 2021

Ep 47: Where Financial Advisors Drop the Ball

We see a lot of people who aren’t getting the kind of advice and service from their financial advisor that they should be. In a lot of cases, the advisor is only “managing the investments,” but not providing guidance in other areas. Let’s talk about some of the things that your advisor should be doing...

November 18, 2021

Ep 46: Wants, Needs & Wishes - Planning Using a Pyramid Approach

Sometimes it’s helpful to visualize complex topics to help make them easier to understand. On this episode, we’ll discuss how to compartmentalize your wants, needs, and wishes in regards to your retirement plan. Anthony will talk about the process he goes through with each client and the importance of having a plan that covers more than just finances.

November 4, 2021

Ep 45: Living The Dream: Planning The Non-Financial Retirement Stuff

Before you can live the retirement dream, you have to figure out what the dream looks like in the first place. Let’s talk about some of the things you need to dream about.

Investing

October 21, 2021

Ep 44: Should You Follow These Dave Ramsey Tips on Retirement?

Dave Ramsey has earned a lot of respect among savers and investors over the years as evidenced by his enormously popular radio show, books and sold out performance venues when he speaks. But is all of his advice worth following? Is it possible that some of the things he professes will actually hurt you financially?

Retirement Funding