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 41: How Age & Wisdom Play Into Financial Planning

September 2, 2021 Investing

There’s an old quote that says, “Age is the price of wisdom.” Let’s talk about how that applies to the financial world.

Ep 40: It's Just a Joke

August 19, 2021 Investing

The world is stressful. Let’s take a small break from it with some goofy financial planning and financial advisor jokes and see what kinds of lessons we can learn from them.

Ep 39: 5 Things You Must Know About Decumulation To Retire Successfully

August 5, 2021 Retirement Funding

So much focus in the financial world revolves around accumulating money. There’s all sorts of advice, how- to guides and guardrails in place when it comes to saving and investing, but a lot less resources out there to help retirees navigate the period of time after retirement. This is known as decumulation, the spending down and managing of the assets you’ve accumulated through your life. And on this episode, we’ll point at (at least) 5 things you must know about decumulation to retire successfully.

Ep 38: Understanding The Three Worlds Of Money

July 15, 2021 Investing

When you really boil it down, there’s really only three places where you can invest money. Let’s talk about the role that each of those worlds play in a good financial plan.

Ep 37: Learning Through Uncommon Sense

July 1, 2021 Investing

At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon.

Ep 36: Do Retirees Really Need Life Insurance?

June 17, 2021 Retirement Funding

Ironically, life insurance is a young man’s game. The perception among many people is that your need for life insurance dramatically decreases and perhaps becomes completely unnecessary as you age. Is that really the case? On this episode, let’s explore some ins and outs of life insurance and its various uses.