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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The 4% rule has provided retirees with a straightforward guideline for decades, but newer research suggests that its simplicity may come at a significant cost. Anthony explains why a successful retirement income plan requires more than following a universal percentage.
Worried you’ll never feel truly confident about retirement, no matter how much you’ve saved? Anthony explains why financial anxiety often has less to do with your account balance and more to do with uncertainty. He breaks down the four pillars of retirement confidence and shares that true retirement confidence comes from clarity and planning, not the size of your account balance.
What happens when you’ve maxed out your 401(k), but still want to save more for retirement? In this episode, we talk about smart next steps for high earners and serious savers.
Are you being smart with your money, or too conservative for your own good? In this episode, Anthony explains how investors can evaluate whether they should take on more risk, especially as they approach retirement.
When retirement is around the corner, one of the biggest decisions isn't when to retire; it's how to structure your pension. Should you take the highest monthly payout available, or accept a smaller check in exchange for protecting your spouse if you pass away first? In this episode, Anthony breaks down the key differences and discusses how financial planning can help identify the best choice for your family's situation. If a pension election is in your future, this is a decision you'll want to get right.
A lot of people think working with a financial advisor is just about picking investments. But a great planning experience is much more than that. Today, we’re walking through what it actually feels like to work with a firm like Cardinal Wealth Group- from the first conversation to ongoing guidance- so you know what to expect.
