All Things Retirement Podcast

Episodes

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!

Ep 55: How Age And Wisdom Impact Financial Planning

May 8, 2023 Retirement Funding

Today, we're diving into a topic that affects everyone, regardless of age or financial status: how age and wisdom impact financial planning. No matter where you are in life, your financial goals and priorities will change over time, and it's important to have a plan that reflects your unique needs. In this episode, we'll explore the ways in which age and wisdom impact financial planning strategies and provide practical tips and insights to help you make informed decisions about your finances.

Ep 53: Why One-Size-Fits-All Financial Advice Doesn’t Work: Understanding Your Financial Personality

March 29, 2023 Retirement Funding

Are you tired of one-size-fits-all financial advice that doesn't quite fit your unique needs and goals? There are many types of personalities out there when it comes to financial matters. In today’s episode, we will talk about 7 financial personalities that we work with most often and how we help each client overcome their personal challenges and obstacles.

Ep 52: Fore Your Retirement: What Golf Teaches Us About Financial Planning

March 14, 2023 Retirement Funding

Tune in to this episode to learn more about how the game of golf can help you plan for a successful retirement. And since we’re gearing up for the start of the golf season as spring rolls in, we wanted to start the show today by sharing the spring cleaning Anthony has been doing with his own finances.

Ep 50: Four Ways the SECURE Act 2.0 Might Impact You

February 16, 2023 Retirement Funding

After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. Much like the original version a few years earlier, this piece of legislation made a long list of retirement planning changes, many of which will impact the people we work with in the Philadelphia area.

Ep 49: Finding the Right Advisor

January 27, 2022 Retirement Funding

With more and more people making planning a priority in the new year, we wanted to help you with the search for a new advisor.

Ep 44: Should You Follow These Dave Ramsey Tips on Retirement?

October 21, 2021 Retirement Funding

Dave Ramsey has earned a lot of respect among savers and investors over the years as evidenced by his enormously popular radio show, books and sold out performance venues when he speaks. But is all of his advice worth following? Is it possible that some of the things he professes will actually hurt you financially?