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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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
Many retirees make common tax mistakes that can end up costing them more than they anticipated. Anthony discusses the most common tax mistakes retirees make and provides practical tips to keep you on track and make sure your retirement savings last.
Anthony walks through the differences between term, whole, and universal life insurance, and how to think about each one at this stage of life.
In this episode, Anthony provides a framework on how to evaluate advisors beyond the surface level that can help you make a decision you feel confident about.
