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.
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Inherited IRAs can look straightforward until you start digging into the rules. Anthony breaks down the key factors that can affect what happens next for a non-spouse beneficiary.
A new tax deduction could provide meaningful savings for some Americans age 65 and older, but qualifying isn’t quite as simple as hitting the right birthday. Anthony explains how income and retirement-planning decisions can affect eligibility and why it’s important to weigh the trade-offs.
Should the upcoming midterm elections change how you invest? Political uncertainty can make investors nervous, but history tells a different story about how markets respond to election cycles. Anthony examines decades of market performance and explains why trying to predict political winners and losers can be a costly mistake.
The fear of running out of money can follow people into retirement even when the numbers suggest they’re in good shape. Anthony explores why that anxiety can become just as costly when it keeps retirees from enjoying the life they worked so hard to build.
Many people plan to retire around 65, but new research shows a large percentage are leaving the workforce several years earlier—and often not by choice.
Retiring before Medicare can create a major healthcare expense, and recent subsidy changes have made that gap even more important to plan for. Anthony explains how modified adjusted gross income (MAGI) can affect what you pay for coverage and walks through a real client case where coordinated planning dramatically reduced projected healthcare costs. When those pieces work together, the difference can be measured in tens of thousands of dollars.
