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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Many retirees make common tax mistakes that can end up costing them more than they anticipated. Anthony discusses the most common tax mistakes retirees make and provides practical tips to keep you on track and make sure your retirement savings last.
Anthony walks through the differences between term, whole, and universal life insurance, and how to think about each one at this stage of life.
In this episode, Anthony provides a framework on how to evaluate advisors beyond the surface level that can help you make a decision you feel confident about.
Sitting on the sidelines while the market moves can feel safe, but it may be costing you more than you think. This conversation centers on why investors hesitate to re-enter the market and the real risks of waiting too long.
Markets have a way of testing investors. When things are calm, it’s easy to feel comfortable with risk. But when volatility hits, and headlines start sounding like storm warnings, many people suddenly realize their plan may not match their true tolerance for turbulence. Today, Anthony explores how to think about risk tolerance in a more practical way. The goal isn’t to predict every market storm; it’s to build a plan strong enough to handle them so you can stay on course with confidence.
Losing a spouse is one of the hardest experiences a person can face, but many families are surprised to discover that it can also trigger a significant tax increase. The shift from married filing jointly to single filer changes how income is taxed, even if the surviving spouse’s income doesn’t change much. Anthony breaks down ways that can help reduce the impact and protect the surviving spouse’s financial future.
