Behind the Curtain: How The Financial Planning Process Actually Works
In this episode, Anthony pulls back the curtain on the financial planning process and explains what goes on behind the scenes to keep clients moving toward their goals.
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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In this episode, Anthony pulls back the curtain on the financial planning process and explains what goes on behind the scenes to keep clients moving toward their goals.
Anthony explains why financial planning is about protecting the people you care about most and shares practical steps to help ensure your loved ones are cared for if life doesn't go as planned.
A federal employee preparing for retirement asked a question that comes up often: should you leave your money inside the TSP or move it somewhere else once you retire? Anthony uncovers some of the biggest factors federal employees should think about as they transition into retirement and begin turning savings into income. Before making a major decision with your TSP, this episode may help you better understand your options.
Anthony explains why one of the most overlooked investing decisions has nothing to do with picking stocks or timing the market. He focuses on asset location, where your investments are actually held and why that detail can quietly impact your taxes and long-term retirement results.
Turning on Social Security at 62 can feel like a smart move, especially if you’ve got a goal like paying off your mortgage early. But this decision isn’t as simple as it looks. In this episode, Anthony walks through a common question: Should you start benefits early to eliminate debt faster?
You want your spouse involved in your retirement plan, but every time money comes up, it feels like you hit a wall. Anthony dives into what’s really going on beneath the surface when someone avoids financial conversations