When Good Things Happen

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For today’s episode we are going to talk about how inflation can affect your investments. It would be rare for any of us to watch the news and not hear about the current inflation we have going on in the US right now. COVID-19 had a huge impact on our economy since the pandemic began and in this episode we will dive into how inflation is related to our economy and our investments. Tune in to hear more on this episode of When Good Things Happen.

IN THIS EPISODE:

[02:00] Tom explains and describes inflation in simple terms in relation to our economy
[06:00] Pull & push inflation relating directly to supply and demand and how that affects the economy
[13:00] Covid relief money and how it has impacted the economy
[18:00] Consumer Price Index and how it measures inflation

KEY TAKEAWAYS:

We've been through periods of time like this before, but we are all in a different place in our lives. At this point in time we're going to see market volatility. We've seen that so far in 2022, and it’s expected to continue.
One of the problems we have now, Is that the inflation that we're experiencing is not necessarily naturally occurring.
From an investment standpoint, inflation and rising costs and the devaluing of the dollar all create the same kind of problem. The higher costs and the high inflation can be compounded with significant stock market losses, so a conservative approach is probably pretty wise for most.

LINKS MENTIONED:Three Bridges Financial Group

DISCLOSURE: Three Bridges Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Three Bridges Financial Group are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Three Bridges Financial Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Three Bridges Financial Group.

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For today’s episode, we are joined by Rachel Pratt, a Johns Creek, GA based Interior Designer and Home Stager. Rachel shares her consultation process and how she navigates both simple and complicated design projects all while helping clients fall in love with their homes. We also discuss how she works with clients that don’t know what their personal style is. Whether you just want a small refresh or an entire home remodel, Rachel can help turn your house into your dream home.

IN THIS EPISODE:

[03:14] Rachel shares what inspired her to become an interior designer.
[05:57] Rachel elaborates on the consultation process for different levels of projects.
[10:11] Here is Rachel’s process for staging a customer’s home to sell.
[12:44] Many clients don’t actually know what they want. Here is how Rachel helps them discover their design style.

KEY TAKEAWAYS:

Many people have looked at the same four walls over the last two years and are probably tired of seeing the same things day in and day out.
The money you will spend hiring an interior designer to prep your house to sell is money that you will get back tenfold.
Pinterest is a great tool for interior designers.
Even if you don’t know your personal style, an interior designer will work with you to discover your style.

LINKS MENTIONED:

www.3bfg.com
https://www.instagram.com/rachelprattandco/

BIO:

Rachel is a Johns Creek, GA based Interior Designer and Home Stager. She created her company after multiple friends and neighbors kept asking her for help. Today, she walks clients through the design process and takes the guesswork out of decisions.

Rachel is married to G.B. and has three children.

DISCLOSURE:

Rachel Pratt and Rachel Pratt & Co. are not affiliated with Three Bridges Financial Group or AE Wealth Management, LLC. Three Bridges Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Three Bridges Financial Group are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Three Bridges Financial Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Three Bridges Financial Group.

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For today’s episode, we talk about the importance of creating a financial plan for your retirement. Rather than using industry terms, let’s build a financial home from the ground up. Every home needs a blueprint, foundation, walls, and a roof, and so do financial plans. Tune in to learn about the strategy phase, how to plan your financial home to suit your needs, and what to do if you have to remodel. It’s time to start talking about finances because your future depends on it.

IN THIS EPISODE:

[04:29] You should start planning your retirement with the end in mind and here’s why.
[06:14] Why it’s important to make a strategy for your retirement needs.
[08:52] Tom builds a financial home and explains each element in financial terms.
[18:50] Here are a few things you need to look at while in the strategy phase of your financial planning.

KEY TAKEAWAYS:

It’s important to talk about finances for retirement because it’s your future.
Everyone’s financial homes look different.
You may have to remodel your financial home every now and again to keep it working for your lifestyle and needs.
Designing a home is more than just planning it out and coming up with a blueprint. Ultimately, you need to start your design with an idea in mind of what you want it to look like when it’s finished. The same can be said about a financial plan.

LINKS MENTIONED:

www.3bfg.com

DISCLOSURE:

Three Bridges Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Three Bridges Financial Group are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Three Bridges Financial Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Three Bridges Financial Group.

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Jenny Herman is a certified personal trainer and nutritional coach who is passionate about helping people learn how to live healthier lives. Jenny joins us today to discuss why she teaches her clients to focus on balanced nutrition rather than dieting. It’s not too late to start a simple exercise routine and try mindful eating. Tune in to hear the best way to ease back into exercise in your retirement, and simple resources that can help you start today.

IN THIS EPISODE:

[07:15] Wondering where to start your journey to better nutrition? Here’s how you can start today.
[11:28] Jenny breaks down basic nutritional needs.
[13:44] Why Jenny doesn’t use the word “diet”.
[17:03] These are the best types of exercise for retirees.

KEY TAKEAWAYS:

Mindful eating doesn’t mean eliminating your favorite treats from your diet, it means enjoying them in moderation.
Not all calories are created equal.
Exercise is good for us physically, mentally, and emotionally.
Even if you are changing your nutritional habits, you can still go to a restaurant and eat the foods you love.

LINKS MENTIONED:

LinkedIn
www.3bfg.com
www.weighbetterwithjenny.com
@weighbetterwithjenny

BIO: Jenny Herman

As a lifelong fitness enthusiast, Jenny has always had a passion for physical improvement. In chasing her goals she has learned that better physical health leads to better mental health. Learning and applying healthy eating habits to exercise science will enhance your everyday life. Jenny attended Auburn University (War Eagle!) graduating with a bachelor's degree in marketing. After college, she worked for Johnson and Johnson before hanging up her corporate sales job to become a mom and group fitness instructor. Encouraged by her own personal trainer, Steve Alford, she studied and became certified in Group Fitness from The American Athletic Fitness Association, Certified Personal Trainer from The National Academy of Sports Medicine and a TRX Suspension Trainer.

In addition, Jenny is certified in Nutrition Coaching from The National Academy of Sports Medicine. Jenny’s passion is teaching others how to eat healthy, exercise safely & effectively achieve long term success. Fads come and go but if you learn to make day-by-day gradual improvements it will lead to a lifetime of success. Jenny believes strongly in a mind-body connection through motivation and positive thinking. This will guide you to success and a Weigh Better life!

DISCLOSURE:

Jenny Herman and Weigh Better with Jenny are not affiliated with Three Bridges Financial Group or AE Wealth Management, LLC. Three Bridges Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Three Bridges Financial Group are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Three Bridges Financial Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Three Bridges Financial Group.

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George Crumley retired from Verizon after 34 years; he currently is a realtor with Keller Williams Atlanta North. In this episode, George reveals how he found a creative way to teach his children financial literacy. It's important to talk about money; that way, people can learn from your knowledge, and you can learn from others – it shouldn't be taboo! Tune in as we talk about getting the most out of your retirement by doing what you want to do; George offers advice from his own experiences.

IN THIS EPISODE:

[03:40] Want to teach your children about money? Here’s how George got creative with financial literacy.
[11:40] Why it’s important to talk about money.
[15:50] George is a community coach for a local high school.
[20:30] Making the most out of retirement by doing what you want to do.

KEY TAKEAWAYS:

Pay yourself first: it’s a way of budgeting that will allow your savings to accumulate faster.
You should talk about money; that way, you learn from others who use different tools and resources.
Sports are a great way for children to learn how to interact with others.
Without health, your money doesn’t matter. That should be your first focus.

LINKS MENTIONED:

https://www.linkedin.com/in/george-crumley-70823812/

BIO:

George Crumley is a family man, father of 5 married 43 years to Sharon. Retired from Verizon after 34 years in 2019. Currently I am a Realtor with Keller Williams Atlanta North. I am a community coach at Centennial HS. I am also actively involved with central casting of Atlanta appearing as background in many movie and TV productions.

DISCLOSURE:

Geroge Crumley is an investment advisory and insurance client who was not compensated for his appearance. His experience may not represent the experience of all clients. George Crumley is not affiliated with Three Bridges Financial Group or AE Wealth Management LLC. Three Bridges Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Three Bridges Financial Group are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Three Bridges Financial Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Three Bridges Financial Group.

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In 1988, Howard opened The Cruise Authority for clients who wanted true guidance and heightened services for their travel experiences. People are trying to put COVID in their rearview mirror and move on with their travels; Howard gives tips for people looking into their next travel destination. Some people like the COVID restrictions while others do not, your restriction preferences will determine your next trip’s location. Tune in as Howard gives his advice on taking your bucket list trips as soon as possible!

IN THIS EPISODE:

[01:45] People are trying to put COVID in their rearview mirror and move on with their travels.
[04:30] For traveling, the line in the sand is whether you're willing to be vaccinated or not.
[13:50] Not sure where you want to go for your next vacation? Howard gives his recommendations.
[20:10] What’s on your bucket list? Do it while you can because the opportunity will be gone before you know.

KEY TAKEAWAYS:

Now more than ever, people are willing to commit the time and the money to go on long-haul trips.
There are very few choices you're going to have in terms of places to go if you are not vaccinated for COVID.
With COVID, travel takes a little more planning than in years past.
Colombia, Belize, and Panama, which are not on most people's radar; they are really wonderful places for travel.

LINKS MENTIONED:

Website
www.tcava.com

Facebook
https://www.facebook.com/thecruiseauthority

Twitter
@themecruise

BIO:

Howard got his start in the advertising industry after graduating from the University of Georgia. During a stint in Miami he worked as an advertising liaison with all of the south Florida based cruise lines and tour operators and fell in love with the industry. Moving back to Atlanta and opening in 1988 as The Cruise Authority, the business quickly carved out a niche for clients who wanted true guidance and heightened services for their travel experiences. In 2015, the name was changed to The Cruise & Vacation Authority to more accurately reflect the broad range of travel options we offer to our client.

DISCLOSURE:
Howard Moses and Three Bridges Financial Group are not affiliated. Three Bridges Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Three Bridges Financial Group are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Three Bridges Financial Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Three Bridges Financial Group.

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Today’s guest, Christen Perrella, realized her 7-year dream of opening a Pilates and wellness studio in 2017. Metamorphosis Mind Body is a sanctuary and a place of joy, healing, and community. Christen shares how her metamorphosis began with a rare autoimmune disease diagnosis. In this episode, we talk about how your body has the power to heal and recover. One of the best tools for recovery is Pilates. Tune in as Christen explains how Pilates is the best system for training the core, reducing stress, and regenerating the brain.

IN THIS EPISODE:

[02:10] Christen shares how her metamorphosis began with the diagnosis of a rare autoimmune disease.
[09:20] Your body has the power to heal and recover.
[16:15] The power of Pilates: it’s the best system for training the core.
[18:40] A deep dive into Pilates and some of the many benefits.

KEY TAKEAWAYS:

Being active is a huge part of staying young.
The human body is designed to heal itself.
Pilates is great for people of all ages; it’s physical therapy in a workout.
If you need to boost your core strength, Pilates is the way to go. Plus, a strong core will save your limbs.

LINKS MENTIONED:

Website:

www.meta-mindbody.com

Facebook:

https://www.facebook.com/metamorphosismindbody/

Instagram:

https://www.instagram.com/metamindbody/?hl=en

LinkedIn:

https://www.linkedin.com/in/christen-perrella-96ba1135

BIO:

A walking testimony of the potential and possibility of transformation, Christen’s metamorphosis began with the diagnosis of a rare autoimmune disease after her second child was born. With no cure, she began the pursuit of healing through non-traditional means as she sought to reclaim her health.

With an engineering degree from Georgia Tech and academic R&D background, she explored holistic medicine, nutrition, neuroscience, and her faith. Because of the disease, exercise became challenging because of a general hypermobility and laxity of her joints, which led to an excruciating back injury. There are no coincidences and her decision to pursue classical Pilates helped to completely heal her back, manage her autoimmune condition and scoliosis. Classical Pilates as well as Christen’s well-rounded movement therapy trainings changed the way she moved and taught forever.

Christen holds 350 hours of Peak Pilates training, as well as certifications in FMT (Functional Movement Techniques) Basic, Performance, and Blades, Fusionetics Movement Edge for injury prevention, Primal Movement Chains and the Lymphatic System.

Christen encourages her clients that there is no diagnosis or circumstance that cannot be transformed from ashes to beauty. She realized her 7-year dream of opening a Pilates and wellness studio in 2017. Metamorphosis Mind Body is a sanctuary and a place of joy, healing and community where all are welcomed to begin your own metamorphosis.

DISCLOSURE:

Christen Perrella and Metamorphosis Mind Body are not affiliated with Three Bridges Financial Group or AE Wealth Management LLC. Three Bridges Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Three Bridges Financial Group are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Three Bridges Financial Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Three Bridges Financial Group.

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Orson Hall is the Founder and Owner of Wine Parties by Design. Orson speaks about the inspiration behind Wine Parties by Design and talks all about the tours he gives. If you’re buying wine while on the road, Orson offers tips on keeping it cool in the car. Once your wine is safe and sound at home, Orson explains the best way to store your wine. There are many excellent wines around the country. Tune in as Orson reveals some of his favorite wineries and which wines will make a great gift this holiday season!

IN THIS EPISODE:

[03:30] All about Wine Parties by Design and Orson’s wine tours.
[13:20] Are you buying wine? Orson gives his tips for keeping it cool in the car.
[14:50] Are you storing wine the right way? Orson offers guidelines for storing your wine at home.
[19:00] There’s a lot of good wine in America. Orson speaks about some of his favorites.
[26:45] The holidays are coming up! Here’s which wines Orson recommends that you purchase.

KEY TAKEAWAYS:

When you transport wine, the most important thing is to make it one of your last stops because the ambient temperature in your car can go up 40 degrees in one hour.
Have your wine shipped in the spring or the fall. Avoid the summer because it’s too hot and avoid the winter because it’s too cold.
Store your wine in a place where there is no sunlight; sunlight will wreck wine.
Putting your wine on top of your fridge is the worst idea ever.

LINKS MENTIONED:

Wine Parties By Design
www.winepartiesbydesign.com

Wine Parties By Design on Facebook
www.facebook.com/winepartiesbydesign/

Call Orson
678.231.1048

BIO:
Orson Hall, Founder and Owner of Wine Parties by Design, is originally from California and graduated from UC Davis, 45 minutes east of Napa Valley and has connections to many in the wine industry. His company offers an array of wine events, organizing tours of California’s wine regions and North Georgia’s wine country in addition to holding public wine events and private parties.

In October of this year, he organized and led twelve wine lovers on a 6 ½-day tour of California’s Paso Robles Wine Country. In 2019 he organized a tour of Santa Barbara County’s Wine Country. His company provides events such as wine, chocolate and cheese pairings and a Wine Counseling session that explains how to get the most flavor from a bottle of wine plus tips and wine stories. He designs your event based on your requirements. He can assist you in selecting delicious wines for your event.

Orson has been the Organizer for The Atlanta Wine Meetup for 6 years and has grown the membership from 3,400 to over 6,600 members.

DISCLOSURE:

Orson Hall, Wine Parties by Design and Three Bridges Financial Group are not affiliated. Three Bridges Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Three Bridges Financial Group are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Three Bridges Financial Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Three Bridges Financial Group.

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Kerry Carithers serves as the Executive Director at Mentor Me North Georgia, INC. In this episode, Kerry speaks about how she got started in the nonprofit world; Kerry explains the inspiration behind Mentor Me North Georgia, INC. Many people think volunteering is time-consuming. However, countless opportunities only require one hour a week. If you’re worried about how you’ll spend your time during retirement, volunteering is an excellent use of your energy and expertise. Tune in as Kerry discusses how to get involved with volunteering and find the proper organization that fits your passions!

IN THIS EPISODE:

[06:40] How Kerry got started in the nonprofit world; she explains the inspiration behind Mentor Me North Georgia, INC.
[16:00] Ways you can get involved with volunteer work. First, identify your passions.
[20:30] Many people think volunteering is time-consuming. However, countless opportunities only require one hour a week.
[22:35] Are you on the fence about volunteering? Kerry explains why you’ll be an asset to an organization.

KEY TAKEAWAYS:

If you want to start volunteering, first, figure out what you are most passionate about.
Do you want to learn a new skill after retiring? Volunteering can be a great way to find something to learn about.
Everyone can volunteer; you don’t have to already be an expert to give your time.
What is something in your life that changed you? Find an organization that inspires that same type of change.

LINKS MENTIONED:

Mentor Me

https://mentorga.org

Mentor Me North on Facebook

https://www.facebook.com/mentormenorth/

BIO:

Kerry Carithers serves as the Executive Director at Mentor Me North Georgia, INC. Mentor Me North Georgia is a 501(c)(3) nonprofit organization that has been serving children and youth with community based mentoring programs since 2002. Kerry graduated from Georgia Southern University with a Bachelor of Science in Health Science majoring in Health Promotion.

A 23-year veteran of serving the mission for nonprofits, she has extensive background in nonprofit business operations, fiscal management, grant writing, program development, board recruitment, philanthropic fundraising, volunteerism, special event planning, and cultivating community partnerships.

Her passion lies within strengthening the foundation of the community in which she serves and finding every opportunity to connect the underserved with necessary resources. She has received recognition for professional of the year in membership engagement, web development design, and Business Award of Excellence- Community Impact with the Forsyth County Chamber.

Kerry has been a part of the Forsyth County community since 2001. A graduate of Leadership Forsyth class of 2016, a member of the Parent and Community Business School Advisory Council, the Forsyth County Nonprofit Roundtable, the Forsyth County College and Career Workforce Council, the Forsyth County Community Connection Collaborative Council, the Forsyth County Local Interagency Planning Team, and a member of the Forsyth County Rotary Club.

In her spare time Kerry enjoys spending quality time with her family & friends, exercising, cooking & watching the Food Network channel, beach trips to St Augustine, UGA football games and playing with her rescue pups- Reni and Tater!

DISCLOSURE:

Kerry Carithers, Mentor Me North Georgia and Three Bridges Financial Group are not affiliated. Three Bridges Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Three Bridges Financial Group are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Three Bridges Financial Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Three Bridges Financial Group.

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This week, Tom is lucky to have the Executive Chef of Atlanta's acclaimed Kyma restaurant, Chef Pano, join the show! In this episode, Chef Pano discloses the inspiration behind his career in cooking and how he develops menus, concepts, and restaurants. If you’re new to cooking, Chef Pano explains how to find the inspiration for your own menu. Chef Pano talks about what life is like in the restaurant world during the pandemic. Tune in as Chef Pano reveals which recipe you should try this weekend.

IN THIS EPISODE:

[01:50] The inspiration behind Chef Pano’s career in cooking.
[10:45] How Chef Pano develops menus, concepts, and restaurants. Chef Pano explains how to find inspiration for your own menu.
[19:55] What life is like in the restaurant world during the pandemic.
[26:45] Where you should start if you are new to cooking.

KEY TAKEAWAYS:

The best way to find a menu that you like is by going to a bookstore.
Presentations are a big deal in the restaurant world. You should even ensure that take-out food is presented well.
If you love whipped potatoes, try boiling cauliflower and puree it in a Cuisinart.
It’s difficult to find people who are looking for restaurant work. If you are currently looking for a job, the restaurant industry needs employees.

LINKS MENTIONED:

Website

www.chefpano.com

BIO:

Chef Pano I. Karatassos

Executive Chef Kyma and Corporate Executive Chef Buckhead Life Restaurant Group

As Executive Chef of Atlanta's acclaimed Kyma restaurant, Chef Pano I. Karatassos has redefined the taste, style and ingredients that comprise what he refers to as Modern Greek Cooking.

Pano grew up in the kitchen, watching and listening as his Yiayia (Grandmother) prepared traditional foods, and worked magic with traditional Greek ingredients like olives, olive oil and honey.--three tastes that are central to Greek culture and cooking.

In the 1980s and ’90s, Pano I. Karatassos watched his father, Pano Karatassos, founder and CEO of the Buckhead Life Restaurant Group, trail blaze the Atlanta culinary scene. The legendary restaurant Pano’s & Paul’s, then 103 West, Buckhead Diner, Chops, Pricci, Atlanta Fish Market, Lobster Bar. All restaurants synonymous with the best ingredients, highest quality service and attention to detail.

The younger Pano's culinary path really began when he was 16 years old and working in his father’s kitchens. It continued with formal schooling: a degree in hospitality management from Florida International University in 1993 and one from the Culinary Institute of America in Hyde Park, N.Y., in 1996.

In 2001, he opened the Greek restaurant Kyma, and continues to hold a leadership position as Corporate Executive Chef within the family-owned business that has since expanded south, into the Florida cities of Boca Raton, Miami Beach and Fort Lauderdale.

In late 2018, Chef Pano released his 1st cookbook, in collaboration with his cousin, Sophia Perpera, one of the world's leading authorities on Greek wines, with photography by acclaimed food photographer Francesco Tonelli. Longtime friend and mentor, Thomas Keller authored the book's forward.

On August 1, 2019, Chef Pano competed on the Food Network's show, Beat Bobby Flay. Chef Pano prepared his Signature Dish, Lamb Pie and DEFEATED BOBBY FLAY!

DISCLOSURE:

Pano I. Karatassos is not affiliated with Three Bridges Financial Group or AE Wealth Management, LLC. Three Bridges Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Three Bridges Financial Group are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Three Bridges Financial Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Three Bridges Financial Group.

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Leah Wheeler Riess and Susan Riess Jasper from The Riess Team are among the top producing groups in the metro area, with countless years of real estate experience. COVID-19 has drastically changed the real estate market; Susan and Leah reveal the trends they are currently seeing during the pandemic. If you’re looking to sell your home, it has never been a better time. Leah and Susan give tips for making the best first impression with potential buyers. Tune in as we chat about investment properties, the 2022 real estate market, and the importance of working with a real estate agent.

IN THIS EPISODE:

[03:55] Covid has changed the real estate market; Leah and Susan speak about the trends that they are seeing.
[10:00] First impressions are key in this market; Leah and Susan explain how to put your best foot forward.
[16:00] Is now a good time to purchase investment properties?
[18:30] 2022 is looking good! Next year is going to be a hot market, and we will continue to see growth.
[26:20] Why you need to work with a real estate agent very closely in this type of market.

KEY TAKEAWAYS:

• An unprecedented amount of people are moving from California into the Atlanta market; the infrastructure and airport equal a perfect storm for real estate.
• It’s an excellent time to cash out on your home; wait for a more friendly market down the road to make a purchase.
• There is a sign that the real estate market could start slowing down. If you can wait to purchase investment properties, then do so.
• Builders are on hold during the pandemic. If you're able to find someone who will write a contract, you're lucky right now.

LINKS MENTIONED:
The Riess Team
www.theriessteam.com

The Riess Team on Instagram
https://www.instagram.com/theriessteamrealtors/

The Riess Team on Facebook
https://www.facebook.com/theriessteamrealtors

BIO:

Meet Leah:
I have over 30 years in sales and the customer service industry. My passion is helping others, whether it be in my real estate business or volunteering in various charities. I love developing strong relationships and recognize the trust and value clients place in my ability to truly personalize their home buying experience. I strive daily to exceed their expectations and spread positivity, so it’s no surprise many of my clients become great friends! Understanding the importance of family, I leverage the skills and strength of a truly amazing team, working with three generations of my family to become one of the top producing teams in the metro area while “treating families like family”. A native of Louisiana, I have a passion for college football, outdoor activities, spending time on the lake and exercising. I especially love spending time with family and friends.

Meet Susan:
After spending many years working for different employers in sales, marketing and purchasing, I was ready to be my own CEO. Now working in the real estate industry for over 7 years I can truly say the thing that I love most about being a Realtor is that it conveniently combines both my passion to help others with my purpose to help people live their best lives. My business philosophy places honesty and integrity above all else in catering to my clients’ needs. This service-oriented approach means the world to my clients. It’s not just about the “sale” for me; I am all about the experience. I want my clients to have 100% faith that I have their best interest in mind at all times. Treating clients like family is what sets me apart from any other agent out there. As most agents scramble to be all things to all people, I believe that home buyers and sellers value the knowledge and expertise of an agent who truly specializes in their type of property and knows the area they are looking in. My ultimate goal is finding a home that gives you an opportunity to feel good and make memories.

DISCLOSURE:

Three Bridges Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Three Bridges Financial Group are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Three Bridges Financial Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Three Bridges Financial Group.

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Ian Kowalski is a recovering engineer. For the first half of his career, Ian was a rocket scientist in corporate America. Ian talks about how he ditched the corporate world and became his own boss. If you’re ready to leave the corporate world, listen to Ian’s tips on what to do next. Ian also explains how to start your own business. Tune in as Tom gives his advice around earning a better interest rate for your money!

IN THIS EPISODE:

[02:40] Ian speaks about ditching corporate America to become his own boss.
[10:30] Are you looking to get out of corporate America? Ian gives his advice on what you should do next.
[19:35] The first three things you should do when starting your very own business.
[23:00] Inflation is real. Put your money somewhere to earn a better rate of interest.

KEY TAKEAWAYS:

Are you looking for a new job? Find something you love, find something you know, and find something you have a passion for.
If you're 62 years old and decide you want to launch a business in a field you love, you should go for it.
Not sure what type of business you should start? First, find a problem. Then, solve that problem.
If you can find a business you love, you'll find that the work really isn't work.

LINKS MENTIONED:

Website

www.suspenz.com

Facebook

https://www.facebook.com/search/top?q=suspenz

Twitter

https://twitter.com/suspenzstorage

Instagram

https://www.instagram.com/suspenz/

BIO:

I am a recovering engineer. The first half of my career I was a rocket scientist in corporate America. The second half of my career I became a jack of all trades in Business Process Development, The Supply Chain, IT, and Lean/ 6sigma still in corporate America. The third half of my career I work for my wife who owns Suspenz, a company that designs, manufactures, markets, and sells products in the paddle sports industry.

DISCLOSURE:

Three Bridges Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Three Bridges Financial Group are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Three Bridges Financial Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Three Bridges Financial Group.

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Alan Dunn is a 25 year resident of Johns Creek, GA, and is a five-time champion on Jeopardy! Appearing on Jeopardy was a lifelong dream of his. Alan talks about his journey of trying out for the show, getting the big call, and how it worked when he showed up. Something people don’t realize is that Jeopardy is on your own dime. You pay for your own airfare, hotel, and meals. Later, Alan speaks about getting invited to the Tournament of Champions. Tune in for Tom’s financial tip of the day about inflation!

IN THIS EPISODE:
[02:10] Alan talks about his journey to his lifelong dream of getting on the show.
[15:55] Alan got the big call: he was accepted to appear on Jeopardy!
[29:20] One year later, Alan was invited back for the Tournament of Champions.
[36:05] After appearing on Jeopardy, Alan was able to reunite with a lot of old friends and family members.
[37:30] Tom’s financial tip of the day: inflation is real! If you have money sitting around, then you need to do something with it.

KEY TAKEAWAYS:
People don’t realize that Jeopardy is on your own dime. You pay for your own airfare, hotel, and meals.
Depending on where you come from, you may break even or even lose money by appearing on Jeopardy.
Jeopardy knowledge is a mile wide and an inch deep. You have to know a little bit of everything to succeed on Jeopardy.
The best way to prepare for being on Jeopardy is to watch a lot of Jeopardy.

BIO:
Alan Dunn is a 25 year resident of Johns Creek, GA, and was a five-time champion on Jeopardy! in October 2018 and a Quarterfinalist in the Jeopardy! Tournament of Champions in November 2019. He retired in 2020 after 40 years with AT&T. He and his wife Kim have three grown sons, one grandson, and a rescue puppy named Augie.

DISCLOSURE:
Three Bridges Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Three Bridges Financial Group are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Three Bridges Financial Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Three Bridges Financial Group.

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Brian Yearwood has been in the mortgage business since 1998. Brian opened Custom Mortgage Services, a quick and easy solution for custom mortgage services, in June of 2001. With a background in accounting, Brian goes much deeper into his client’s finances than just their mortgage needs.

Brian shares what the current state of the market is and what it means with the low mortgage rates and all-time high sale prices. Brian sheds light on why it is a great time to refinance, but not to be buying a new home. Brian and Tom talk about how the equity in your home and your 401k are both important aspects when it comes to financial planning for retirement. Tune in for financial tips regarding the importance of your mortgage options when downsizing for retirement!

IN THIS EPISODE:

[03:51] How the current mortgage rates are affecting the housing market, raising prices to an all-time high.
[04:24] What you need to consider when financial planning and how to involve your home equity and your 401k.
[11:19] Why paying cash for your house when downsizing for retirement might not be in your best interest.
[15:31] Why you should take into account all of the closing costs involved and how your lowest cost option may not always correlate with the lowest interest rate.
[26:21] What are these low rates for an extended period of time doing to the real estate market in the future?
[27:53] What should you do to prepare to refinance?

KEY TAKEAWAYS:

Incorporate financial planning for retirement when choosing between mortgage rate options.
You need to consider your 401k and cash flow when downsizing and paying cash for your next home.
If you haven’t already, look into refinancing your home.
Make your real estate and retirement plans sooner rather than later.

BIO:

Brian Yearwood has been in the mortgage business since 1998. Brian opened Custom Mortgage Services, a quick and easy solution for custom mortgage services, in June of 2001. Brian has a background in accounting that sets him apart from other mortgage lenders. Brian goes much deeper into his client’s finances than just their mortgage needs, often referring them back to a financial advisor to deepen their understanding of their mortgage choices. Brian is a Dave Ramsey instructor at his church, and typically refers to his method of financial planning when going much deeper into his clients’ finances than just their mortgage needs to strengthen his clients’ overall portfolio.

RESOURCES:

Brian’s Phone: 678-992-7100

Website: www.cmsloan.net

LinkedIn: https://www.linkedin.com/in/brian-yearwood-66b0623/

Custom Mortgage Services is not affiliated with Three Bridges Financial Group or AEWM.

Disclosure:

Three Bridges Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Three Bridges Financial Group are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Three Bridges Financial Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Three Bridges Financial Group.

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Through the combination of his love for the outdoors, desire to push himself, and his background in the retail industry, Spencer founded Rugged Road Outdoors. Spencer shares ideas of outdoor activities for retirement; you can certainly master the art of kayaking at any age. Spencer speaks with Tom about his recommendations for retirement travel. If you haven’t already, check out your closest National Park; Spencer’s favorite is Yosemite. Tune in for Tom’s financial tip of the day.

IN THIS EPISODE:

[03:15] The outdoor summer activities you should try during retirement.
[06:50] Mastering the art of kayaking at any age.
[10:00] Retirement travel ideas: United States National Parks.
[15:10] Spencer speaks about his entrepreneurial journey.
[18:50] Tom’s financial tip of the day.

KEY TAKEAWAYS:

When it comes to the outdoors, it's about finding what really recharges you.
Get tips on useful outdoor brands, like the Rugged Road 65 cooler that floats upright in the water.
Starting your financial plan early makes a lot of sense.
The more time we have for compound interest to do its thing, the better off we're going to be.

BIO:

Spencer Sutlive is the youngest of 4 boys and took to the outdoors immediately. Whether venturing down the Chattahoochee River from GA to the coast of FL or scaling a mountain just to camp on a cliff in the freezing cold, Spencer is always looking for the best gear and the next adventure. Spencer has been working in the retail industry from the time he was 14. He found himself waking up at 4 am many mornings throughout high school, to fulfill orders for the t-shirt business he and his older brothers co-founded. Through the combination of his love for the outdoors, desire to push himself and his background in the retail industry, Spencer founded Rugged Road Outdoors.

LINKS MENTIONED:

Website

www.RuggedRoadOutdoors.com

Facebook

https://www.facebook.com/RuggedRoadOutdoors/

Twitter

https://twitter.com/road_rugged

Instagram

https://www.instagram.com/rugged_road_outdoors/

https://www.linkedin.com/in/spencer-sutlive-b01604a6/

Disclosure

Rugged Road Outdoors is not affiliated with Three Bridges Financial Group or AEWM. Three Bridges Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Three Bridges Financial Group are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Three Bridges Financial Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Three Bridges Financial Group.

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Lisa Wilson and Sherri Selman are dedicated to helping people move to the best home for their needs with their company, NexSeason Transitions. First, Lisa and Sherri explain the inspiration behind NexSeason Transitions and how they provide a one-stop-shop approach for people vacating their homes. We talk about what you should consider before moving and why now is the best time to think about selling your home. Tune in for financial tips regarding the importance of your estate plan, no matter your age and wealth.

IN THIS EPISODE:

[02:30] The inspiration behind NexSeason Transitions and how they help families who are experiencing unexpected transitions.
[15:45] How NexSeason Transitions can assist in every single situation; they ensure all vendors are trustworthy and reliable.
[22:10] What you should consider about moving while retired: don’t wait until you are unhealthy!
[32:40] Estate planning is an important component for everybody. If you haven’t started yet, do it now!

KEY TAKEAWAYS:

Don’t delay retirement until you are too old to enjoy it fully.
The longer you wait to move, the harder it’s going to be.
If you haven’t already, make an estate plan.
If you want to move homes, you need to do that as soon as possible.

BIOS:

Lisa Wilson

Lisa Wilson is a certified Seniors Real Estate Specialist dedicated to helping people move to the best home for their needs. She has held a Georgia Real Estate License since 2002 and has sold over 500 homes in the Atlanta market.

Lisa began her real estate career with The Mark Spain Team, where she became the firm’s lead listing agent working with seniors downsizing and moving to Independent Living Communities. Today, she continues her personal approach to the senior market as an independent agent with PalmerHouseProperties.

She understands from personal experience the overwhelming responsibility of moving a parent or loved one. When her father passed away unexpectedly, she was faced with relocating her mother to Georgia from out of state, selling a home, sorting through a household full of furnishings, then finding and preparing a place for her mom.

Sherri Selman

Sherri Selman’s career is a testament to her love of people. After retiring from a 30-year career as a flight attendant with Delta Airlines, where she developed abundant experience caring for and serving the public, Sherri became a distributor for RelivInternational, a food science company. A keen interest in health and nutrition helped her advance to become a RelivAmbassador in 2010. Sherri conducted many seminars and training programs, impacting the lives of hundreds of clients through better health and quality of life.

Her life was thrown into chaos in 2014 when Sherri’s husband, Mark, suffered a massive stroke. The diagnosis that Mark was totally disabled and would need intense care and rehab was devastating to them both. The challenges were overwhelming, but Sherri was determined to develop a plan to handicap their home and find qualified caregivers and therapists so she could bring her husband home to recover.

During a visit to Atlanta in 2015, Sherri’s father suffered a debilitating stroke in her home. She had to find full-time care for him in Alpharetta while liquidating her parents’ home and its contents in Missouri, where the family had lived for over 45 years. As the full-time caregiver for both Mark and her father, Sherri also helped relocate her elderly mother to Arizona so she could be closer to Sherri’s sister.

LINKS MENTIONED:

Website

www.NexSeasonTransitions.com

Facebook

https://www.facebook.com/NexSeasonTransitions

Disclosure

NexSeason Transition is not affiliated with Three Bridges Financial Group or AEWM. Three Bridges Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Three Bridges Financial Group are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Three Bridges Financial Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Three Bridges Financial Group.

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How can you make the most out of your time in retirement? Many people choose to volunteer with causes that they feel passionate about. In this episode we are joined by a man named Raul DuQue, who’s done exactly that. Raul joined the US Army in 1974. After his service with the 82nd Airborne Division he attended Florida International University under the GI bill. While attending school, Raul entered the workforce as an advertising sales executive selling advertising for a direct mail shopper. After a year on the job, he was promoted to sales management, which became his life-long career. In retirement, Raul spends his time volunteering with Second Helpings of Atlanta and Golden Corner Food Pantry in Oconee, SC. Raul begins the episode speaking about his journey moving from Cuba to the United States at a young age and what that was like for him. Finally, Tom and Raul explain why volunteering is a great way to maintain your mental and physical health during retirement.

In This Episode:

[02:55] Raul reveals what it was like moving from Cuba to the United States at a young age.
[10:40] In his youth, Raul joined the United States Army; he speaks about his service and the power of not worrying.
[21:40] In retirement, many people volunteer their time to great causes. Raul chats about how he loves to spend his time volunteering.
[26:30] When retiring, put yourself in a position to maintain your lifestyle and do the things that are most important to you.

Key Takeaways:

Worrying does more harm than good; stop worrying about what will happen and start living in the present moment.
When thinking about retirement, you need to not only pay for your lifestyle but also make a vision for your future.
Volunteering can provide a boost to your self-confidence and also give you a sense of purpose during retirement.
Put together a plan for retirement; start at the end to get the result that you went.

Bio:

Raul DuQue born in Havana, Cuba arrived in the US under the last freedom flights in 1961. Grew up partly in Brooklyn, NY, and Miami, FL. Joined the US Army in 1974 after my service with the 82nd Airborne Division, I attended Florida International University under the GI Bill offered at the time. While attending school I entered the workforce as an advertising sales executive selling advertising for a direct mail shopper. After a year on the job, I was promoted to sales management which became my long life career. In 1996 I was offered a position to manage the South East sales team for a Real Estate Magazine publisher. The job required a relocation to the Atlanta area from South Miami, FL. In 1998 I took a position with a tech start-up in the real estate space overseeing the sales operations. After a 7 year successful run, the company was sold to Realtor.com. In 2006 I joined as an operating partner with an existing real estate tech firm specializing in virtual tour technology overseeing sales. We grew the company to over 120 people garnering a top-notch reputation in the industry. I retired from the company in December of 2019 and divested my interest at the time. Since my retirement, I have been enjoying volunteer work at Second Helpings of Atlanta and Golden Corner Food Pantry in Oconee, SC where I spend 5 months of the year on Lake Keowee enjoying retirement.

Links Mentioned:

Raul on LinkedIn

https://www.linkedin.com/in/raul-duque/

Second Helpings Atlanta

https://secondhelpingsatlanta.org

Three Bridges Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Three Bridges Financial Group are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Three Bridges Financial Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Three Bridges Financial Group.

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What do you want to do after retiring? Without a doubt, the number one thing that people want to do is travel the world. In this episode, Tom is joined by Howard Moses, the President and Founder of The Cruise & Vacation Authority. Lately, travel has been out of the question because of Covid; however, things are starting to turn around finally! Luckily, Howard is here to talk about travel and what plans you should start making. For instance, cruises are back, and they’re going to be better than ever. Plus, Howard reveals travel tips for unique experiences and explains how The Cruise & Vacation Authority can help you achieve your dream trip.

In This Episode:

[01:40] Travel is back! People are ready to hit the road and spend big bucks.
[03:40] Travelers are heading to river cruises all over the world – Howard reveals the most popular destinations.
[07:35] Cruises are finally making a return, and it’s going to be a laid-back experience.
[12:05] Not ready for international travel? Howard gives tips for domestic trips.
[13:30] All about The Cruise & Vacation Authority and how they can create your next extraordinary experience.
[17:30] Howard gives travel advice for unique experiences that you will never forget.

Key Takeaways:

People are sick of cabin fever, and travel is going to start booming all over the world.
Cruises are a fantastic way to see Europe – it’s the best combination of a boat and a bus tour.
Ready to cruise again? Plan for August or September – it will be a safe bet as far as Covid goes.
The cruise lines are doing everything humanly possible to keep everybody on the books – now is the time to plan your trip!

Bio:

Howard got his start in the advertising industry after graduating from the University of Georgia. During a stint in Miami, he worked as an advertising liaison with all of the South Florida based cruise lines and tour operators and fell in love with the industry. Moving back to Atlanta and opening in 1988 as The Cruise Authority, the business quickly carved out a niche for clients who wanted true guidance and heightened services for their travel experiences. In 2015, the name was changed to The Cruise & Vacation Authority to more accurately reflect the broad range of travel options we offer to our client.

Links Mentioned:

Website

www.tcava.com

Facebook

https://www.facebook.com/thecruiseauthority/

Twitter

https://twitter.com/themecruise

Expedition Cruise Finder

https://www.expeditioncruisefinder.com

Disclosure:

The Cruise & Vacation Authority is not affiliated with Three Bridges Financial Group or AEWM. Three Bridges Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Three Bridges Financial Group are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Three Bridges Financial Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Three Bridges Financial Group.

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Welcome to When Good Things Happen! In this episode, Tom Gandolfi outlines what this podcast is all about, and he gives a snapshot of what you can expect if you're going to join him in the future. Retirement can be the best years of your life, and it should be! So Tom wants to take everyone on a journey with guest experts to give you and your loved ones cool ideas that will make your retirement as optimal as possible. Covid may have prompted you into early retirement like many other people, so now is the time to start thinking about how you will live your life, where you're going to travel, and what new experiences will nurture your spirit.

In This Episode:

[01:30] All about Tom Gandolfi and his passion for retirement.
[04:30] How this podcast will benefit you on your retirement journey.
[06:10] Tom’s guests will help you make good things happen in retirement.

Key Takeaways:

Retirement is about so much more than just money; retirement is about living a lifestyle that you've always dreamed of.
People are anxious to travel now more than ever; it’s time to start planning what trips you will take.
In retirement, people have a lot more time on their hands. Get ready to pick up a hobby and discover what you love to do.
Retirement is all about living the life that you want to live, so make sure your finances are in order to cover your standard of living.

Three Bridges Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Three Bridges Financial Group are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Three Bridges Financial Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Three Bridges Financial Group.

When Good Things Happen: Recent Episodes

Tom Gandolfi