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 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 4: All About The Benjamins – Is “Cash” Good Or Bad?

February 20, 2020 Investing

Of course, we all want a healthy bank account. Having a good amount of dollars within easy grasp is helpful in the case of emergencies or for medium-sized purchases where you don’t want to have to liquidate assets. But is it counterproductive to have too much cash on hand? We’ll explore that idea and other pressing questions about the role that cash plays in financial and retirement planning.

Ep 3: Where To Find Bias In Financial Media

February 6, 2020 Investing

It’s always good to keep yourself up to date with what’s going on in the financial world. But it’s also important to understand that the information you get from the media isn’t completely unbiased. Let’s talk about some of the problems with the financial media.

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.

Getting To Know Anthony Aulffo

December 20, 2019 Insights

Welcome to the All Things Retirement podcast. On this introductory episode, we'll get to know our retirement and financial guide, Anthony Aulffo a bit better. Host Ben George will ask him about how he got into the financial industry, how experiences in his life have shaped him into the advisor he is today, and much more. If you're new to Anthony or new to the podcast, give this episode a listen to get familiar with the advisor who will take you through some important education about the financial world in episodes to come.