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!
 |
 |
 |
 |
 |
 |
We've all heard the classic phrase about making assumptions. With unforeseen events like inflation, tax changes, and even paying for your children's education, you don't want to assume that your financial plan can handle those problems without proper planning. Let's dive into how you can stop assuming you're covered, and instead rest assure you're ready for any bumps in the road.
A recent survey found that nearly half of the female respondents said they defer major financial and investment decisions to their spouses. Most of the explanations amounted to just wanting to stick their heads in the sand. They want to just know they’re taken care of, but not get mired in the minutia. But we’ve heard countless stories of why this is a bad idea because one day you might become the lead decision maker. On this episode, let’s go over some tips for how women can get back in the game when it comes to involvement in the process of making financial decisions.
It’s time to plan the next family vacation. Do parents tackle the planning all themselves and decide on the budget, location and activities? Or should you bring the kids into the conversation? There are probably positives and negatives to either direction, so let’s discuss when and where it might be a good idea to help give kids some control over the family’s finances.
Socrates said that “the unexamined life is not worth living.” And when it comes to financial planning, it’s important to examine yourself by pondering some important questions.
Have you ever stopped to think about your journey of learning all that you have about money and finances? Did you parents shape your financial views most heavily? Is there a TV or radio expert that has influenced you most? Or have you learned everything from a book or Google?
No industry is without its flaws, and the financial industry is no exception. Let’s explore some times where we’ve encountered annoying or frustrating elements of the financial world.