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!
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To celebrate June being effective communication month, we wanted to talk about our process for communicating with clients and how that’s changed since we first got into the financial profession more than 15 years ago. With more and more people moving to virtual communication, it changes our approach, and we’ll tell you how we try to meet people where they’re most comfortable.
Many people have heard about protests in France and that it’s related to raising the re-tirement age. But not many folks have a lot of context on the issue beyond that. With their retirement age moving from 62 to 64, what might that mean for Americans in the future?
Today, we're diving into a topic that affects everyone, regardless of age or financial status: how age and wisdom impact financial planning. No matter where you are in life, your financial goals and priorities will change over time, and it's important to have a plan that reflects your unique needs. In this episode, we'll explore the ways in which age and wisdom impact financial planning strategies and provide practical tips and insights to help you make informed decisions about your finances.
Creating an investment portfolio that’s properly diversified is just one step. You then have to maintain the right balance as markets move up and down. To do that, you have to consistently evaluate and assess your investments.
Are you tired of one-size-fits-all financial advice that doesn't quite fit your unique needs and goals? There are many types of personalities out there when it comes to financial matters. In today’s episode, we will talk about 7 financial personalities that we work with most often and how we help each client overcome their personal challenges and obstacles.
Tune in to this episode to learn more about how the game of golf can help you plan for a successful retirement. And since we’re gearing up for the start of the golf season as spring rolls in, we wanted to start the show today by sharing the spring cleaning Anthony has been doing with his own finances.