All Things Retirement Podcast

Welcome To All Things Retirement!

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!

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Ep 9: Coronavirus Market Update + Next Steps

May 7, 2020 Retirement Funding

Time for an update on where we stand with the markets, the economy, and retirement planning as it relates to the Coronavirus pandemic.

Ep 6: Setting Retirement Goals & The Perfect Plan

March 19, 2020 Retirement Funding

We talk all the time about how people need to give their dollars purpose or set goals for their retirement and even specifically for certain investments. But let’s dive deeper into what different goals look like for various folks approaching retirement. How do you determine if a goal is realistic or out of reach? We’ll tackle that conversation with plenty of examples on this episode.

Ep 5: Everything You Need to Know About Roth Conversions

March 5, 2020 Retirement Funding

The idea of a Roth conversion is intriguing to a lot of people, and for some people it can be a great strategy to enact. Let’s explore the concept…

Ep 2: Which Excuses Keep You From Retiring?

January 16, 2020 Retirement Funding

Sometimes people say they don’t want to retire…and sometimes they really mean it. Other times it’s just a defense mechanism to compensate for the fact that they feel like they can’t retire. So let’s explore some of the possible meanings behind the statement, “I don’t want to retire.”

Ep 1: Must-Have Financial Advisor Traits

January 1, 2020 Retirement Funding

Trustworthy. Likeable. Problem-solving. Good listener. We should be describing your financial advisor or a potential advisor if you’re in the process of finding one. On today’s show, we’ll talk about why it’s so important for your advisor to embrace these kinds of characteristics. That’s the easy part. But we’ll also tackle the harder part and discuss some tangible ways how you can determine if an advisor has these characteristics or not.