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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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 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?
Anthony walks through the differences between term, whole, and universal life insurance, and how to think about each one at this stage of life.
