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!

Ep 49: Finding the Right Advisor

January 27, 2022 Retirement Funding

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.

Ep 48: Opportunities for Retirement's Late Bloomers

December 16, 2021 Investing

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.

Ep 47: Where Financial Advisors Drop the Ball

December 2, 2021

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...

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

November 18, 2021

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.

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

November 4, 2021 Investing

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.

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

October 21, 2021 Retirement Funding

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?