Wealthworx Radio with Eric Kearney: Recent Episodes
Eric Kearney
Eric Kearney and Joseph Lanza discuss essential strategies for wealth preservation and financial planning. They explore the mindsets of wealthy individuals, emphasizing the importance of discipline, continuous improvement, and having a comprehensive financial plan. Key topics include diversification, maintaining a cash reserve, tax strategies, estate planning, and the role of life insurance in wealth transfer. The conversation highlights the need for individuals to work with a qualified financial advisor to navigate these complexities and secure their financial future. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.
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Eric Kearney and Joseph Lanza discuss the realities of retirement, emphasizing the importance of financial planning, health, and understanding inflation. They highlight common concerns for retirees, such as Social Security and market fluctuations, and stress the need for a comprehensive financial strategy. The conversation also draws parallels between managing finances and dealing with various personality types during Thanksgiving gatherings, illustrating the emotional aspects of financial decision-making. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.
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Eric Kearney, and Joseph Lanza discuss the complexities of retirement planning, emphasizing the importance of understanding financial products like Wealthguard, the implications of national debt, and the necessity of realistic expense planning. They highlight common pitfalls retirees face, such as underestimating expenses and the role of financial advisors in navigating these challenges. The conversation also covers healthcare costs, social security strategies, tax management, and long-term care planning, ultimately encouraging listeners to make informed financial decisions for a secure retirement. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.
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Joseph Lanza explores the intersection of Halloween candy and retirement planning. They discuss the importance of diversification, multiple income streams, long-term planning, and the need for a proactive approach to financial security. The conversation highlights the challenges facing retirees today, including the impact of job changes on retirement savings, the significance of Social Security timing, and the rising costs of healthcare. The hosts emphasize the necessity of planning for unexpected expenses and the value of working with a financial advisor to create a comprehensive retirement strategy. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.
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It's time to FEEL SOMETHING on Wealthworx Radio! Joseph and Eric take this episode to dive into the interplay between our SIX MAIN EMOTIONS and how they relate to GETTING YOUR MONEY RIGHT. Don't miss this riveting talk on happiness, sadness, fear, anger, and MORE BIG FEELINGS in the context of MAKING YOUR RETIREMENT PLAN BULLETPROOF!
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Eric Kearney and Joseph Lanza take a look at retirement planning through food. For example lasagna describes the layers of retirement. They also highlight their favorite restaurants that relate to the food being discussed. The conversation also addresses listener questions, providing insights into managing retirement income and navigating unexpected financial challenges. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.
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Eric Kearney and Joseph Lanza discuss the complexities of retirement planning, emphasizing the importance of creating a personalized game plan. They explore the role of AI in financial education, the necessity of tax strategies, and the emotional aspects of financial decision-making. The conversation also addresses listener questions, providing insights into managing retirement income and navigating unexpected financial challenges. all Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.
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Eric Kearney and Joseph Lanza discuss seven financial diseases that retirees should avoid, comparing them to common health conditions. They cover topics such as overlooking long-term risk, failing to review and update financial plans, mismanaging cash flow, accumulating too much debt, ignoring hidden fees and costs, and being too rigid with retirement plans. They also provide tips for finding happiness in retirement, including staying connected with loved ones, embracing lifelong learning, and maintaining a healthy lifestyle. The hosts emphasize the importance of being prepared for the unexpected and offer listeners a complimentary financial review. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.
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Joseph Lanza discusses the financial mistakes made by monarchs throughout history and how we can learn from them. He highlights four lessons: avoiding short-term gains, addressing financial problems promptly, being proactive in spending and investing, and listening to expert advice. Lanza emphasizes the importance of creating a long-term financial plan that is sustainable for retirement and regularly reviewing and updating it. He also connects popular 80s songs to retirement planning, emphasizing the need for optimism, monitoring and reviewing financial plans, and balancing present and future financial goals. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more.
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Planning for retirement can be daunting, but knowing the pitfalls can make all the difference. This episode of WealthWorks Radio discusses common mistakes and proactive strategies to secure a comfortable and stress-free retirement. The conversation covers topics such as waiting too long to plan, not prioritizing contributions to investments, not diversifying investments, deferring taxes, and the importance of personalized advice and continuous monitoring. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more.
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The conversation on WealthWorx Radio covers various topics related to retirement planning and the current market volatility. The hosts discuss the recent market volatility and its potential impact on the economy. They also talk about the importance of having a financial plan and regularly updating it. The conversation touches on topics such as Social Security, healthcare costs, estate planning, and the emotional transition from working full-time to retirement. The hosts emphasize the need for investors to stay calm and not let emotions drive their investment decisions. They also offer a complimentary financial blueprint and income plan to listeners who call in. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more.
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In this segment of WealthWorks Radio, the hosts discuss the topic of Roth conversions and the factors to consider when deciding whether to do a Roth conversion. They highlight the increasing awareness of tax implications and the national debt, which may lead to higher tax brackets in the future. They also mention the Secure Act 2.0 and the changes it brings to RMDs for non-spousal IRAs. The hosts provide tips for retirement planning, including saving 15% annually, considering longevity risk, and getting professional help. They offer listeners a financial blueprint and an income plan as giveaways. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more.
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In this episode of WealthWorks Radio, Eric Kearney and Joseph Lenza discuss the five pillars of retirement planning: retirement income, financial planning, investment management, healthcare planning, and estate planning. They emphasize the importance of regularly updating and monitoring financial plans, as well as the need for a comprehensive estate plan. The hosts also touch on the rising healthcare costs and the potential impact on retirement planning. They offer listeners the opportunity to receive a personal financial blueprint and an income plan at no cost. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more.
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This episode of WealthWorx Radio covers various topics including retirement regrets, the retirement savings crisis, minding your own business for retirement, and the importance of having a destination in mind. The hosts also discuss the dependency on Social Security, the challenges of healthcare in retirement, and popular retirement activities. The episode emphasizes the need for proper financial planning and the importance of working with a knowledgeable advisor. Call Eric Kearney 800-779-1942 Visit Retirement Wealth to learn more.
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On this episode of WealthWorks Radio, the hosts discuss various topics related to retirement planning. They touch on the impact of divorce on retirement, estate planning considerations, the importance of having a financial plan, and the decision to work or not work in retirement. They also answer listener questions about real estate investments, claiming Social Security, and using brokered CDs in a laddered strategy. The hosts emphasize the need for a comprehensive income plan in retirement and the importance of investing for long-term growth. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.
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The conversation on WealthWorks Radio discusses the economic realities facing pre-retirees and retirees in today's world. It highlights the challenges and changes brought about by the increasing number of baby boomers reaching retirement age and the impact on the retirement and healthcare industries. The conversation emphasizes the need for financial planning, diversification, and guaranteed income sources to navigate the complexities of retirement. It also explores the role of AI in financial planning and the importance of human interaction and education in the process.
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The conversation on WealthWorks Radio covers a range of topics related to financial and economic stories, retirement planning, understanding monetary policy, the role of financial advisors, and the importance of financial planning. The discussion also delves into the significance of income planning, annuities, and the impact of interest rates on financial decisions. The conversation covers the unique challenges women face in life transitions, including caregiving, financial autonomy, and long-term care. It also delves into the role of estate planning, dividend-paying stocks, and the importance of financial education. The hosts emphasize the need for a comprehensive financial plan and the impact of life events on financial well-being. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.
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The conversation on WealthWorx Radio covers various topics related to retirement planning, including healthcare costs, housing, taxes, and 401(k) strategies. The hosts discuss the importance of preparing for healthcare expenses in retirement, as costs continue to rise. They also highlight the impact of inflation on retirement savings and the need for a comprehensive financial plan. The conversation touches on the challenges of home ownership in retirement and the rising costs of HOA fees. The hosts emphasize the importance of managing taxes in retirement and the potential benefits of index universal life insurance policies. In this conversation, the hosts discuss the impact of inflation on the market and retirement planning. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more.
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In this conversation, the hosts discuss various topics including the recent surge in GameStop and AMC stocks, the importance of de-risking portfolios, the future of Social Security and Medicare, and the impact of inflation on retirement planning. They emphasize the need for personalized financial planning and the importance of staying informed about market trends and investment strategies. The conversation concludes with a mention of upcoming educational classes offered by the hosts.
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On this episode of WealthWorx Radio, the hosts discuss retirement misconceptions and provide tips to help listeners avoid making missteps in their retirement planning. They cover topics such as the importance of planning for variable expenses in retirement, the misconception that retirees can live off less money than they did while working, the need to plan for a longer lifespan, and the potential increase in taxes in the future. The hosts also highlight the value of a concierge service in financial planning and offer a complimentary financial blueprint and income plan to listeners. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more.
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The conversation on Wealthworx Radio discusses the biggest financial regrets from a Forbes advisory study. The top regrets include saving little to no money, failing to take advantage of interest-bearing accounts, taking on too much credit card debt, and not saving money for emergencies. The hosts emphasize the importance of having a financial plan to avoid these regrets and ensure a secure retirement. They also discuss the need for both partners in a couple to be involved in the planning process and the changing dynamics of retirement lifestyles.
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In this episode of WealthWorx Radio, the hosts discuss various tips and strategies for retirement planning. They start by talking about inflation and its impact on retirement savings. They then move on to discuss the Secure Act and Secure Act 2.0 and the changes they have brought to retirement planning. They also touch on topics such as delaying Social Security, sequence of returns risk, and the option to work in retirement. The hosts emphasize the importance of having a comprehensive financial plan and working with a fiduciary advisor. The conversation also touches on the significance of multiple income streams and the impact of taxes, inflation, and healthcare costs on retirement planning. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.
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On today's show, Eric Kearney and Joseph Lanza discuss five important questions to ask your advisor about inflation and its impact on your retirement plan. They also touch on the recent statements made by Jerome Powell, the Federal Reserve Chair, regarding interest rates and inflation. The hosts emphasize the importance of having a long-term financial plan and being disciplined in your financial decisions. They caution against trying to beat the market or timing the market, and instead recommend participating in the market with no downside risk. They also advise against keeping all your savings untouched and instead prioritize taking care of yourself first. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.
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In this episode of WealthWorks Radio, the hosts discuss financial planning strategies for retirement using golf analogies. They emphasize the importance of avoiding hazards such as inflation and taxes, and the need to manage emotions and learn from past mistakes. They also touch on topics like early retirement, retirement age, and saving for retirement. The hosts offer a complimentary financial plan review for listeners and highlight the importance of ongoing education and a strong advisor-client relationship. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.
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This conversation explores the influence of social media on financial planning and retirement. It discusses the rise and fall of the FIRE (Financial Independence, Retire Early) movement and the changing work environment and expectations. The role of Finfluencers and the lack of regulation in the financial advice space is also examined. The conversation highlights the danger of believing false financial claims and emphasizes the importance of financial planning. It explores the impact of social media on society and the questions to ask a financial advisor. The future of social media and digitalization, the value of a financial advisor, the importance of retirement income planning, understanding fees and value in financial planning, the significance of estate planning, and the outlook for the market and retirement planning are also discussed.
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In this episode of WealthWorx Radio, the Eric Kearney and Joseph Lanza discuss various retirement planning concerns and the importance of financial planning. They highlight the impact of inflation, taxes, and government spending on retirement savings. The hosts emphasize the need for a comprehensive financial plan and the importance of emergency savings. They also advise listeners to ignore media influence and focus on their own financial situation. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.
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The conversation covers various aspects of retirement planning, including the desire to retire early, the importance of planning and considering factors like debt and mortgages. It also discusses risk tolerance, healthcare and insurance in retirement, inflation, active management, mental and emotional preparedness, financial planning education, and creating an income strategy. The impact of politics on retirement planning and the importance of tax planning are also explored. The hosts also discuss the impact of life events on financial plans, such as divorce and illness. They provide insights into saving money in retirement, retiring at different times, and traveling in retirement. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.
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In this episode of WealthWorx Radio, Eric Kearney and Joseph Lanza discuss the importance of periodically reviewing and refreshing your financial plan. They draw parallels between March Madness and financial planning, emphasizing the need to avoid emotional decision-making and focus on fundamentals. They highlight the significance of education in financial literacy and the benefits of working with an independent fiduciary advisor. The hosts also discuss the dangers of extreme investments and the importance of finding a balance in your portfolio. Overall, the hosts stress the need for a comprehensive financial plan and the value of working with a knowledgeable advisor. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.
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In this episode of WealthWorks Radio, Steve Sedahl and Joseph Lanza discuss retirement savings strategies, tax planning, and the future of Social Security. They emphasize the importance of financial planning and the need to consider factors such as taxes, inflation, and healthcare in retirement. They also address listener questions about retirement age, Social Security benefits, and required minimum distributions. Overall, the conversation highlights the need for individuals to take control of their financial future and create a comprehensive plan to ensure a comfortable retirement. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.
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This episode of WealthWorx Radio covers the importance of estate planning and the potential consequences of not having a plan in place. The conversation also delves into the worst retirement planning advice and the significance of tax planning in retirement. Eric Kearney emphasizes the need for a comprehensive financial plan and the importance of working with a qualified and trustworthy financial advisor. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.
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In this episode of WealthWorx Radio, Eric Kearney and Joseph Lanza discuss the importance of having a retirement checklist and a written financial plan. They emphasize the need for couples to be on the same page financially and the benefits of legacy planning. The hosts also answer listener questions and provide guidance on supplementing a pension and involving children in financial planning. In this conversation, the hosts discuss long-term care insurance and annuities.
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This episode of WealthWorks Radio discusses the similarities between football and retirement planning. Eric Kearney and Joseph Lanza emphasize the importance of analyzing the field and creating a game plan for retirement. They highlight the need for a team of professionals, including financial advisors, to guide individuals through their retirement journey. The episode also explores the role of offense and defense in retirement, the implementation and monitoring of financial plans, and the importance of customization in financial planning. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.
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The conversation on WealthWerx Radio covers various topics related to retirement planning, including unexpected changes, money and health, football, and the evolution of retirement planning over the past 50 years. Eric Kearney and Joseph Lanza emphasize the importance of having a team of professionals to manage one's finances and the need for an emotional adjustment in retirement. They also discuss the impact of elections on the national debt and the importance of staying informed about financial matters. The conversation highlights the need for a comprehensive financial plan and the importance of education and transparency in the financial industry. That and much more on Wealthworx Radio. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.
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The conversation covers various topics related to retirement planning, including the retirement bucket list, things to avoid in retirement, marriage and retirement, income and debt challenges, market volatility, quick retirement fixes, spending without a plan, maximizing income, retirement education classes, and paying off a mortgage with a 401k. The conversation covers various financial topics related to mortgages, retirement planning, and transitioning to part-time work in retirement. The hosts discuss the considerations of paying off a mortgage, including the impact of property taxes and insurance. That and much more on Wealthworx Radio. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.
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A new year with new resolutions. The question is, how long will they last. Joseph Lanza has some ways you can execute and succeed at improving your finances and reaching your financial planning goals in 2024. That and much more on Wealthworx Radio. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.
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You know about what it costs to run your household on a monthly basis and you know you should be padding that emergency fund. But are you? It’s the little things that can cause the biggest problems in retirement. Eric Kearney and Joseph Lanza outline how to avoid costly mistakes and get your financial health in order for 2024. That and much more on Wealthworx Radio. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.
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The holiday season is upon us,and with that in mind, we thought we would visit a few moments from beloved holiday movies and sitcoms and explore the financial planning missteps made by some of our favorite fictional characters. From Christmas Vacation to the TV classic The Office Eric Kearney and Joseph Lanza cover them all. That and much more on Wealthworx Radio. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.
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It’s important to know the cold, hard truth of your financial situation when planning for retirement. On today’s show, solutions to help you navigate harsh retirement planning truths, how you can be the CEO of your retirement. Eric Kearney and Joseph Lanza offer some tips to help smooth out the process. That and much more on Wealthworx Radio. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.
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The holidays are upon us and that means it’s time to make sure you have tied up all the loose ends before we welcome 2024. Joseph Lanza put together a few things you should be sure to do before the end of the year to help make sure your retirement plan is on track. That and much more on Wealthworx Radio. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.
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There are plenty of changes in the rules for retirement thanks in part to SECURE Act 2.0. Eric Kearney and Joseph Lanza take us through the changes ahead for 2024. Then it’s FAQ’s with no two answers the same. From ‘how much do I need to retire’ to should I take my pension as a lump sum or an annuity. That and much more on Wealthworx Radio. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.
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The state of the economic union has folks across the country worried about what the future holds. For those in the financial red zone approaching retirement, these economic conditions could change the trajectory of their retirement. Don’t worry, Eric Kearney and Joseph Lanza are helping you cut through the confusion and offer tips and takeaways that will help you find your footing in amid market volatility and inflation. That and much more on Wealthworx Radio. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.
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A new report graded the retirement systems of countries across the world and America earned a C+...Coming up on today’s show, how you can build an A+ retirement plan. Eric Kearney and Joseph Lanza outline ten keys that can help you achieve an A+ through out your retirement. The show winds up with questions from listeners. That and much more on Wealthworx Radio. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.
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There are many reasons why folks forgo working with a financial professional. Eric Kearney and Joseph Lanza break down 10 of the most common reasons folks resist professional help while building their financial plans and explain exactly how a financial advisor would be able to help. The show winds up with questions from listeners. That and much more on Wealthworx Radio. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.
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Getting to retirement involves many decisions, some big and others not so much. It doesn’t take long for the ‘peanut gallery’ to weigh in either. Today Joseph Lanza breaks down some do’s, some maybe not and one you should never forget. The show winds up with questions from listeners. That and much more on Wealthworx Radio. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.
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Northwestern Mutual’s 2023 Planning & Progress Study highlights Americans' attitudes about their finances and the current financial state of the economy. Today, Joseph Lanza dives into the biggest takeaways from this survey and discusses what you can do to find the peace of mind and financial security you desire and deserve. The show winds up with questions from listeners. That and much more on Wealthworx Radio. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.
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This week Eric Kearney and Joseph Lanza outline six financial demands that can impact your retirement and not in a good way. They tackle healthcare and how to plan for the worst and still not run out of money. They take a deep dive into inflation and how to combat it in retirement. The show winds up with questions from listeners. That and much more on Wealthworx Radio. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.
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Some 10,000 Baby Boomers, or those born between 1946 and 1964 are retiring every day. There’s one group that is feeling the effects of today’s economy more than the others, Eric Kearney and Joseph dive into the ‘late boomer dilemma’. Then is it fact, fiction or somewhere inbetween? From Robo advisors to defining the difference between risk tolerance and risk exposure, Eric and Joseph have the answers. That and much more on Wealthworx Radio. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.
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This week Joseph Lanza calls on Warren Buffet for a little investing advice. He’ll go over his two simple rules for investing. Joseph also outlines three case studies to help show how a plan can come together in nearly every situation. The show winds up with questions from listeners. That and much more on Wealthworx Radio. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.
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This week Eric Kearney and Joseph Lanza walk us through the Hollywood Financial Walk of Shame. We cover some of the biggest financial blunders made by some pretty big names including Billy Joel, MC Hammer and Kevin Bacon. Eric and Joseph offer some insight to help you avoid making those wrong turns in retirement. The show winds up with questions from listeners. That and much more on Wealthworx Radio. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.
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Saving for retirement takes discipline and sacrifice. This week Eric Kearney and Joseph Lanza explore a number of quotes that could inspire you to keep the discipline and embrace the sacrifice. The quotes are coming from unexpected sources. They also explain what ‘Peak 65’ means and how it could impact you in 2024. The show winds up with questions from listeners. That and much more on Wealthworx Radio. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.
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On a new Wealthworx Radio with Joseph Lanza explores the past week of financial news and offers tips to help you escape an inflationary scourge from eroding your retirement dollars. Joseph dives into some data to explore a tale of two generations and how Baby Boomers and Generation X-ers are preparing for retirement. Joseph returns to the hot seat with a fresh batch of questions from listeners in a brand new edition of 'Ask The Advisor.' That and much more on Wealthworx Radio. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.
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Today Joseph Lanza highlights the most common questions folks have about retirement. Then bring on the bells and whistles as we play “Who Wants to be A Retirement Millionaire”. Joseph is in the hot seat and answers questions in hopes of walking away with a million bucks…at least in theory. You don’t want to miss this. That and much more on Wealthworx Radio. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.
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Wealthworx Radio with Eric Kearney and Joseph Lanza have some tips to help you maximize your savings for retirement. This week they use classic sit-coms to help define what those tips and tricks might be. You’ll hear from the likes of Fred Sanford, Jerry Seinfeld, Archie Bunker and more. You don’t want to miss this. That and much more on Wealthworx Radio. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.
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Understanding your risk tolerance is important, particularly as you get closer to retirement. Some folks may in fact have a high tolerance for risk, but their capacity for risk is lower. Some people get so caught up in accumulating money that they forget to protect what they have as they approach retirement. That and much more on Wealthworx Radio. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.
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A new poll conducted by Quinnipiac University has highlighted the top financial concerns facing Americans today. The top concern for those under 65 was saving for retirement. (25%) For those over 65 26% say their top concern is anxious about saving for retirement. Where do you fall? Eric Kearney and Joseph Lanza dig deep and offer some insight that could ease the stress. That and much more on Wealthworx Radio. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.
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Among the topics that spark disagreements among couples, money tops the list. A recent survey found that nearly 7 in 10 Americans married or living with a partner have had a disagreement with their partner about finances within the last year alone. So, in an effort to help ease the tension surrounding conversations about money with your partner, Eric Kearney and Joseph Lanza cover the fundamentals of financial planning for couples. That and much more on Wealthworx Radio. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.
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Eric Kearney has the results of a new Retirement Confidence Survey and finds Americans have some real concerns about their retirement. Then he shifts gears and has some suggestions of things you should be doing if you are five to ten years from retirement. That and much more on Wealthworx Radio. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.
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Cash may be king but cash flow is what will get you through retirement. Eric Kearney and Joseph Lanza outline some ways to generate income in retirement. Then they dig into behavioral finance and point out just how our emotions can influence our money decisions. That and much more on Wealthworx Radio. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.
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It’s game time on Wealthworx Radio. Erick Kearney and Joseph Lanza play two retirement truths and a lie. Then they dig into creating and maintaining income in retirement. That and much more on Wealthworx Radio.
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From the talking heads on TV, to that one coworker who knows everything, to your second cousin who’s uncle is a bank teller. Everybody has retirement advice. What do you think? We took to the streets and asked regular folks about retirement and how they are preparing. That and much more on Wealthworx Radio.
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Life is stressful at times and the key is to manage it. Today Eric and Joseph will show you how to diagnose and treat your portfolio stress. That and much more on Wealthworx Radio.
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This week Eric Karney and Joseph Lanza bring you some of the most searched financial planning questions and answer every one of them...in six minutes or less.
Karney & Lanza break down the importance of the decumulation phase and how to get you to and through retirement. That and much more on Wealthworx Radio.
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The recent bank failure, along with wild swings in the market and rising interest rates have many pre-retirees and retirees running for the hills. Come on back down. Today we’ll cut through the noise and calm the fears. That and much more on Wealthworx Radio. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com.
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Eric and Joseph break down the Silicon Valley Bank failure and how it could affect us in the long term. Then he shifts gears and talks about what it takes to get all the way through retirement with enough money. That and much more on Wealthworx Radio. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com.
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As we drive down the road to retirement, maximizing our savings and continuing to grow the nest egg is always on the mind. This week, eight places you can stash your savings with some offering guaranteed growth. That and much more on Wealthworx Radio. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com
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As we drive down the road to retirement, maximizing our savings and continuing to grow the nest egg is always on the mind. This week, eight places you can stash your savings with some offering guaranteed growth. That and much more on Wealthworx Radio. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com.
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Saving for retirement is critical. Creating a distribution plan for those hard-earned dollars is equally important. Today Eric Kearney and Joseph Lanza show you how to design a strategy for maximizing your income for retirement. That and much more on Wealthworx Radio. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com.
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Retirement distribution strategies can be daunting for many retirees to navigate. This week Eric and Joseph offer some guidance to help make sure you don’t run out of money in retirement. It doesn’t happen by accident, it takes a solid plan. That and much more on Wealthworx Radio. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com.
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The year 2022 had record breaking inflation combined with volatile markets has many of us looking at our 401(k) and wondering what can I do? Turns out the IRS and the passing of SECURE Act 2.0 has opened at least five ways for us to perhaps recover some losses and may give you a chance to capitalize on the upswing of the market. That and much more on Wealthworx Radio. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com
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This week Joseph Lanza and Donna Crone go over some key ages to consider in the retirement planning process. Given that there have been more changes with the passage of the SECURE Act 2.0, there are a few amendments you don't want to forget to include in your timeline. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com.
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Planning for retirement is certainly a challenge. A new survey by Natixix of financial advisors asked what are the biggest mistakes they see their clients and potential clients are making. Eric Kearney and Joseph Lanza break them down and offers some ways to avoid the most common mistakes in retirement planning. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com.
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The SECURE Act 2.0 was signed into law just before the New Year, bringing big changes for folks from every phase and stage of their retirement planning journey. This week Eric and Joseph begin to dissect just what is in the bill and how it can affect your retirement and income plan. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com.
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Now that 2022 is in the rear view mirror it’s time to get serious about making sure your retirement and income plan is ready to help provide you with a comfortable secure retirement. Eric Kearney has some tips for retirement saving for 2023 and beyond. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com.
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This week Eric and Joseph talk about what we should be doing to end 2022 and begin 2023 as far as retirement planning goes. The sequence of returns risk is broken down and explained in a straightforward manner. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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This week Eric Kearney and Joseph Lanza offer some advice for those over 70 and still working. Then it’s all about making your money last all the way through retirement. They’ve got some year end tips to help make sure your retirement plan is ready for 2023. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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Getting to retirement can sometimes feel like you’re running an obstacle course. The problem is, the obstacles are getting bigger, and time is running out. What can we do about inflation and stock market volatility? Talk with your advisor and if you don’t have one it’s time. Eric Kearney and Joseph Lanza have some tips to help you to a smooth retirement. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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In the course of your retirement planning, you may come across advice from well-meaning individuals hoping to lead you down the right path. But some of the advice you'll hear is not only out of touch with reality, but also downright dangerous. This week Eric Kearney and Joesph Lanza talk about what you should be doing instead and suggest you find an advisor not your second cousin. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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There are many economists predicting a recession in the next 12 months. Is it time to take stock of your current plan? What should you be doing, if anything, to weather the current financial storm. Eric Kearney and Joseph Lanza suggest questions you should be asking your advisor about inflation and its impact on your plan. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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There are many economists predicting a recession in the next 12 months. Is it time to take stock of your current plan? What should you be doing, if anything, to weather the current financial storm. Eric Kearney and Joseph Lanza suggest questions you should be asking your advisor about inflation and its impact on your plan. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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Eric spends some time updating us on the recovery after Hurricane Ian. Then, even with decades of preparation, surprises are likely to come your way that first year of retirement. Before the unexpected hits Eric and Joseph have five strategies retirees, and those about to take the plunge, need to put in place. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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Eric spends some time updating us on the recovery after Hurricane Ian. Then, even with decades of preparation, surprises are likely to come your way that first year of retirement. Before the unexpected hits Eric and Joseph have five strategies retirees, and those about to take the plunge, need to put in place. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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This week we feature Hurricane Ian recovery and resources. Donna Crone has all the details and some Websites to help you get the right information. Then Joseph Lanza offers some tips that could help you invest in retirement. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
Disaster Assistance
National Association of Public Insurance Adjusters
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This week we feature Hurricane Ian recovery and resources. Donna Crone has all the details and some Websites to help you get the right information. Then Joseph Lanza offers some tips that could help you invest in retirement. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
Disaster Assistance
National Association of Public Insurance Adjusters
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Eric Kearney and Joseph Lanza are back. This week they talk about how hurricane Ian has impacted nearly everyone in southwest Florida. Through it all the Retirement Wealth team stayed on the job offering support and answering questions. Listen to their story. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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Eric Kearney and Joseph Lanza are back. This week they talk about how hurricane Ian has impacted nearly everyone in southwest Florida. Through it all the Retirement Wealth team stayed on the job offering support and answering questions. Listen to their story. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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Join Eric Kearney and Joseph Lanza as they discuss losing spending power due to inflation and have a very negative impact on your current retirement plans. They have put together some strategies to help you navigate the highest inflation in 40 years while in retirement. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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Join Eric Kearney and Joseph Lanza as they discuss losing spending power due to inflation and have a very negative impact on your current retirement plans. They have put together some strategies to help you navigate the highest inflation in 40 years while in retirement. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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This week Eric and Joseph outline some surefire techniques to help make sure your retirement savings will be able to get you all the way through retirement. From longevity to asset allocation, we’ll dig into it all right after this. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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This week Eric and Joseph outline some surefire techniques to help make sure your retirement savings will be able to get you all the way through retirement. From longevity to asset allocation, we’ll dig into it all right after this. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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You’ve been a good saver socking money away in that 401(k) or IRA. The tax break at the time was great but now that you’re getting close to retirement it’s time to pay. Some call it the “lump sum tax time bomb”. This week Eric Kearney and Joseph Lanza offer some tips to help minimize some taxes in retirement. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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You’ve been a good saver socking money away in that 401(k) or IRA. The tax break at the time was great but now that you’re getting close to retirement it’s time to pay. Some call it the “lump sum tax time bomb”. This week Eric Kearney and Joseph Lanza offer some tips to help minimize some taxes in retirement. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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A recent Fidelity Investments survey shows that 71% of Americans are concerned about inflation and potential recession. This week Eric Kearney and Joseph Lanza have some ideas to help you avoid some of the risks as you head toward retirement. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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The latest inflation numbers show a slight decrease but still higher than it’s been in years. With that in mind Eric Kearney and Joseph Lanza share the results of a major survey showing that seniors are still being hit hard by inflation and offer some practical solutions to help ease the strain on retirement budgets. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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The latest numbers on the economy show that for the second quarter there was a decline of 0.9%. That’s the second straight quarter of decline indicating that we are in fact in a recession. This week Eric Kearney and Joseph Lanza tackle the topic head on and offer some strategies to help get you through this and still be able to retire on your schedule. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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We heard a lot about the ‘Great Resignation’ in 2021. This year it’s all about the ‘Great Unretirement’. In fact, some 1.5 million retirees have returned to the workforce in the first half of the year. This week Eric Kearney and Joseph Lanza address the impact and financial factors that we all have had to adjust to. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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Inflation is at a 40-year high and it’s putting pressure on the Federal Reserve to raise interest rates. The market continues to be volatile and there are those that say a recession is on the way. This week, Eric Kearney and Joseph Lanza tackle the tough questions about our current economy and how it could impact those in or near retirement. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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Getting ready for retirement is a process that has very few absolutes. The good news is there are some guideposts that can help you save for retirement and help make sure your money takes you all the way through that next phase of life called retirement. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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This week Eric Kearney outlines the worst retirement savings killers, how to make a big difference with small changes in your retirement and solutions to help avoid making a costly mistake. He also has a great analogy on the difference between losing value vs. losing money. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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How many times have you said, “woulda, coulda, shoulda”. Or maybe it’s if I only knew now what I didn’t know then. Either way we’ve all got regrets. This week Eric Kearney and Joseph Lanza dig into some of the most common regrets they hear from those entering retirement. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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Dealing with change is often difficult. This week Eric Kearney and Joseph Lanza dig into how planning for retirement has evolved over the past twenty years or so. The top ten changes in getting to that next phase of life called retirement. That and much more this week on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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The closer we get to retirement the more important it is to avoid costly mistakes. This week Eric Kearny and Joseph Lanza outline three retirement investment mistakes older seniors do everything possible to avoid. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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Just getting to retirement is a major accomplishment. You’ve saved, planned and now it’s time for fun. However statistics show that the first few years can be surprisingly tense. This week Eric Kearney and Joseph Lanza have some examples of what you can do to help minimize risk, preserve your wealth and your sanity. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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So much for “transitory” inflation. It’s here and doesn’t seem to be going anywhere and prices are only going up. This week Eric and Joseph have some ideas for you to fight back against inflation and still retire on time. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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Financial literacy is key when it comes to building wealth and retiring comfortably. However, just because a person successfully reaches their retirement years with a solid nest egg, doesn’t mean the learning is over. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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A rough week in the market and if you are retired or heading into retirement it’s a little nerve wracking. This week Eric Kearney and Joseph Lanza offer some tips to help you navigate a volatile market. Investment allocation, yes, but there has to be more. Listen as they outline several “safe” money strategies. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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The U-S Senate is expected to vote soon on what’s being called SECURE Act 2.0. The original SECURE Act passed in 2019 and brought many changes to retirement planning. What’s in 2.0? Eric Kearney and Joseph Lanza have details on today’s show. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com.
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When is the best time to retire? There is no right or wrong answer. This week Eric Kearney and Joseph Lanza highlight some things you can do now to help insure you and your finances are ready when you take that big step into retirement. Call Eric Kearney today at 800-779-1942 Visit EricKearneyAdvisor.com
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There are many outside forces influencing your portfolio. The pandemic, geopolitical events and certainly inflation. If you’re feeling a little anxious about your pending retirement stick around, we’ve got some tips to help bring that anxiety down. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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Don’t let taxes derail your retirement and estate planning. Today Eric Kearney and Joseph Lanza outline several strategies that could help keep more of your retirement dollars where they belong…with you. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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This week Joseph Lanza and Donna Crone tackle two obstacles regarding inflation: 1, rising prices put stress on fixed income and 2, investing in a retirement plan to keep up with a higher cost of living. Joseph and Donna offer several potential solutions to help avoid the pain. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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Taxes in retirement, more importantly tax planning in retirement can make a huge difference in the lifestyle you imagine for yourself. Eric and Joseph outline several ways you can help legally minimize your taxes and create more tax free income. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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Cryptocurrencies have become mainstream. As a result many people heading into retirement are wondering if it’s right for them. Is it worth the risk? Bottom line crypto remains a gamble and you need to be smart about your investment. Eric Kearny and Joseph Lanza answer some cryptocurrency questions. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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Eric Kearney and Joseph Lanza get into some of the perks of being 50 or older. There are a number of tax breaks including a larger deduction for those 65 or older. At 50 you’re eligible for catch up contributions in your 401(k) and IRA. Then they dive into some of the little things that can eat away your retirement dollars. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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This week is all about retirement readiness. Joseph Lanza is sitting in for Eric Kearney. There are three big questions that have to be answered to help make sure you are ready for retirement. Topping the list is the right Social Security claiming strategy. Eric decided to take it easy this week. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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Financial experts say there are a handful of retirement distribution strategies that can be used to stretch money further for a long retirement and these can be combined and changed over time. This week Erik Kearney and Joseph Lanza discuss the 4% Rule, bucketing your money and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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Planning for retirement is far a far better move than just winging it. But in the course of your planning, you may come across certain pieces of advice that could end up leading you seriously astray. Eric Kearney and Joseph Lanza dig into that and more this week on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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Today Eric Kearny talks about financial rules of thumb. They are defined as an approximate method for doing something, based on practical experience rather than theory. Rules of thumb are not always true but usually true. He and Joseph Lanza cover everything from index funds to the tried and true rule of 72. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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This week Eric Kearney digs into the current market and what’s going on and how it can affect your retirement. He addresses inflation and a potential income tax increase. He says if you are in or near retirement the year ahead could be a bit of a bumpy ride. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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Are you planning to retire in 2022? This podcast is for you. Eric Kearney offers some suggestions on how to make that happen. He says the economy, the pandemic and who knows what is on the horizon this year so it’s more important than ever to make sure your ducks are in a row when it comes to your retirement plan. That and more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com.
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Turning 50 is a big deal on many levels. One of the biggest is now you have entered the “financial red zone”. That time, ten years or so before retirement and it serves as a wake up call for many of us that we better get cracking here or it won't be the kind of retirement we want. This week Eric Kearney outlines some things you should be doing in your fifties to help get you to retirement. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com.
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We all know saving for retirement should start early. The reality is many of us don’t start until a little later in life. The good news is it’s not too late. This week Eric Kearney digs into things we can do to boost our retirement savings. He shifts gears into talking about moving his mother out of the family home and just how difficult it can be. It’s something many of us will do. Eric brings some interesting insight into helping make it as smooth as possible. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com.
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The summer was mostly calm in the markets. Now, according to a new survey by Allianz found that people are more worried that a big market crash is on the horizon than they have been all year. This week Eric Kearney has some ideas to help safeguard your retirement nest egg. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com.
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Today’s retirees have possibly more money than any previous generation – and this could mean they’ll also pay the most in taxes. This week, Eric Kearney outlines some potential ways to plan for the taxes of tomorrow. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com.
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This week Eric Kearney goes over some advice that was good in the 90’s but not so good today. From the old 60/40 stock bond split to the now outdated 4% rule. Eric outlines some ways you can build on the old rules and make them fit in today’s retirement and income plan. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com.
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Market volatility is the opening topic in this podcast. Eric Kearney outlines ways a market correction could impact your retirement along with tips to help keep your plan strong in the event of a correction or worse. What’s the key to protecting your savings from a crash and what are your best investment strategies? He also talks about simplifying your entry into retirement and going over some of the financial gaps that could impact your planning. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com.
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Eric Kearney looks at how to protect your retirement plan if the market goes bonkers, “whoops” or “uh-oh.” He’ll also run through what choices you have if you leave an old job and have a 401(k).
Get your questions answered by calling Eric at 800-779-1942 Visit: EricKearneyAdvisor.com
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Eric Kearney will look at some steps you can take to make sure you have a smooth transition into retirement. Just like the Cher song, we can’t turn back time but we can avoid regrets when it comes to planning for your retirement. Eric will talk about how. That and more!
Get your questions answered by calling Eric at 800-779-1942 Visit: EricKearneyAdvisor.com
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Eric Kearney will look into if it makes sense to add cryptocurrency like Bitcoin to your retirement portfolio. He’ll also look at several withdrawal strategies to keep taxes at a minimum and keep more of your hard earned money. So you want to retire? It takes strategic planning to get there and Eric will show you how. That and so much more!
Get your questions answered by calling Eric at 800-779-1942 Visit: EricKearneyAdvisor.com
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Eric Kearney talks about things to consider when planning for decumulation or drawing down your retirement dollars, including how to set up your investments. He’ll also talk about how to avoid pitfalls and anxiety when it comes to not being properly prepared for retirement. Eric also talks about the “what ifs” when planning for retirement and how having a solid retirement and income plan is key and so much more!
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On this week’s show, Eric Kearney talks about how inflation works and what you can do to combat inflation risk in your retirement plan. Most people will need some type of long term care as they age. Eric will talk about long term care insurance alternatives and a lot more.
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Eric Kearney takes a look to see if you are ready to start your retirement journey sooner. Think it’s hard to save for retirement if you don’t have a 401k? Think again. Ethan and Doug will give you different options that can put you on the right track to a stress free retirement.
Get your questions answered by calling Eric at 800-779-1942 Visit: EricKearneyAdvisor.com
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Eric Kearney will break down some universal things that apply to baby boomers everywhere like when to retire, when to take social security and a lot more!
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Once you hit 50, it’s time to buckle down and get serious about retirement. Eric Kearney will have tips to help you. He will also have some things you may be doing to sabotage your retirement and not even know it. That and more!
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Coming up on this week’s show, Eric Kearney has some tax savings strategies for your retirement. He will also take a look at a Morningstar report with some great retirement savings tips that have been gathered over the years. That and a lot more!
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On this week’s show, Eric Kearney has important questions to ask a prospective financial advisor, including an important one: if they are a fiduciary. He'll explain. That and a lot more!
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On this week’s show, Eric Kearney will show you the five areas that can help your retirement be successful. He’ll also show you how to make sure you are on the right track with the best retirement plan for you and give you tips on realistic retirement planning strategies and a lot more!
Get your questions answered by calling Eric at 800-779-1942 Visit: EricKearneyAdvisor.com
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Eric Kearney will take a look at retirement planning myths and how to avoid them destroying your retirement savings. Ever hear of phased retirement? You’re not alone if you haven’t. Eric will explain what it is and if it is right for you and much more!
Get your questions answered by calling Eric at 800-779-1942 Visit: EricKearneyAdvisor.com
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Coming up on this week’s show, Eric Kearney explains what you need to know about Secure Act 2.0 and why it has a good possibility of passing in Congress. Economic experts say we had a recession of sorts when COVID-19 hit last year but will we have a longer one sooner than later? Eric will give us the scoop on that. Plus, he will also talk about expenses in retirement and why it is so important to have a plan in place and so much more!
Get your questions answered by calling Eric at 800-779-1942 Visit: EricKearneyAdvisor.com
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Coming up on this week’s show, Eric Kearney will give you the steps on how to have a smooth transition into retirement and it all begins with a plan. Eric will also take a look at some common risks and see if they are worth taking and a whole lot more!
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Money is definitely important when it comes to your retirement years but it’s not everything. Eric Kearney will outline a few secrets that could lead to a happy retirement. He will also discuss how not taking taxes into consideration could wreck your retirement and how knowing about annuities can complement your retirement portfolio. He’ll break that down and more!
Get your questions answered by calling Eric at 800-779-1942 Visit: EricKearneyAdvisor.com
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On this week’s show, Eric Kearney will break down some retirement “truth bombs” that will help avoid a financial crunch down the line; he will also take a look at a study of those who plan to delay and to accelerate their retirement and how you may relate; having a 401K is a good thing but Eric is going show you how a Roth IRA can complement it and a lot more!!
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Preparing for retirement may feel like a full-time job with so much to know but on this week's show, Eric Kearney has some tips to prepare you for your golden years, including figuring out your retirement income gap. He also talks about how to avoid rookie retirement mistakes and explains deacumulation and sequence of returns risk, preparing for healthcare costs and a lot more!
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On this week's show, Eric Kearney
has some good advice on how to avoid making retirement mistakes in challenging financial times including retiring too soon; Common sense planning tips including how to minimize “financial termites”; how to plan for retirement like an adult, yep, including not spending beyond your means and a lot more!
Get your questions answered by calling Eric at 800-779-1942 Visit: EricKearneyAdvisor.com
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On this week's show, Eric Kearney has the remedies to cure certain stressors that may be plaguing you in your retirement goals; he will also explain how to figure out how much you are spending as you approach retirement and how to stick to a budget and a whole lot more!
Get your questions answered by calling Eric at 800-779-1942 Visit: EricKearneyAdvisor.com
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On this week's show, Eric Kearney talks about some potential mistakes you may have made when it comes to retirement and if you have, solutions on how to fix them. He also discusses the process in which he helps his clients make a specialized plan just for them and much more! Get your questions answered by calling Eric at 800-779-1942 Visit: EricKearneyAdvisor.com
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On this week's show, Eric Kearney gives some tips on how not to run out of money in retirement, including looking at your rate of return and inflation; He also breaks down some financial deadly sins and how not to let your emotions get the better of you when it comes to your retirement and he outlines some steps to take to avoid pitfalls in retirement, including a well-crafted plan and much more! Get your questions answered by calling Eric at 800-779-1942 Visit: EricKearneyAdvisor.com
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On this week's show, Eric Kearney discusses several key areas that may impact your income and taxes in retirement. He also talks about the Five Year Rule when it comes to the Roth IRA and some consequences and exceptions to it; a new take on some old standard advice and a lot more. Get your questions answered by calling Eric at 800-779-1942 Visit: EricKearneyAdvisor.com
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On this week's show, Eric Kearney asks several questions that you can use to help with putting a retirement plan in place, including taking sustainability into consideration. He also tackles some of the tough questions you may be afraid to ask your advisor, legacy planning and a lot more. Get your questions answered by calling Eric at 800-779-1942 Visit: EricKearneyAdvisor.com
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On this week's show, Eric Kearney four things you need to do to catapult your retirement, universal truths when it comes to retirement planning and a lot more. Call Eric 800-779-1942 Visit: EricKearneyAdvisor.com
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On this week's show, Eric Kearney has some statistics about retirement and some may really surprise you. The good news, there’s still time to get yourself on track, how to maximize your retirement dollars, what deaccumulation is all about and a lot more. Call Eric 800-779-1942 Visit: EricKearneyAdvisor.com
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If saving for retirement hasn't been the top priority on your list, Eric Kearney has some solutions to help get you on a better path to financial success on this week's show. He also has some easy ways to get into and stay in the saving habit…things that your future self will thank you for doing and a lot more. Call Eric 800-779-1942 Visit: ErickKearneyAdvisor.com
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On this week's show, Eric Kearney explains what to strive for when planning for retirement, how retirement is about more than just money, mistakes to avoid when planning for your retirement and a whole lot more. Call Eric 800-779-1942 Visit: EricKearneyAdvisor.com.
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On this week's show, Eric Kearney asks some questions to see if you are ready to retire, how to get back on track if you aren't, how to avoid mistakes in retirement if your spouse passes away and a lot more. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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There were some lessons learned from 2020. On this week’s show, Eric Kearney gives a look at some takeaways from last year, plus, how to maximize your retirement, tax tips and a whole lot more. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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investing in retirement is vastly different than investing while you’re working. Eric Kearney has got some tips on what you can do if you’re near or in retirement to help you maximize your retirement dollars. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com.
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The new year is a great time to take a look at your retirement plan and make sure your retirement plan is ready to go. This week Eric Kearney offers some tips that could help tune up your retirement plan. He covers an unplanned retirement, dealing with debt and HSA’s. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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Financial advisor Eric Kearney host of Wealthworx Radio will discuss five financial risks to avoid in retirement plus a whole lot more as we head into 2021.
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Now that 2020 is in the rear view mirror it’s time to get serious about making sure your retirement and income plan is ready to help provide you with a comfortable secure retirement. Eric Kearney offers some retirement planning tips for 2021 and beyond. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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With 2021 on the horizon Erik Kearney outlines why now might be the perfect time to ask yourself some questions about your path to retirement. This week Eric helps answer those questions and more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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As this “year of COVID” draws to a close Eric Kearney with Retirement Wealth LLC goes over some things that perhaps we can take advantage of in the world of retirement planning. Did you know the charity deduction rules are different this year? It could help you save big on taxes. That and much more on today's show. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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This week Eric Kearney says most successful CEOs have some commonalities. They’re good leaders, they listen and they plan. He takes a look at retirement planning through the eyes of a successful CEO. What works for them could easily work for you. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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When planning for retirement you should also be planning on taxes. Having the right tax plan can make a huge difference in your lifestyle in retirement. Eric Kearney breaks down several “model portfolios” that show just how important proper tax planning is for those in or near retirement. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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As the year draws to a close it’s time to think about tax planning. This week Eric Kearney says there are a number of things we can do now to potentially save thousands of dollars on your 2020 tax return. Eric digs in to show you how you can maximize the value of your retirement accounts before the end of the year. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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We all know there are certain risks that we have to deal with in retirement planning. This week on Wealthworx Radio Eric Kearney breaks down some of the most common including Longevity Risk, Market Risk, Sequence of Returns Risk and much more. Great information for retirees and pre-retirees. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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This week Eric Kearney discusses the “grandma check”. It’s what grandparents do for their grandkids. Eric offers some tips to help make sure grandparents don’t over do it and negatively impact their retirement. Then he says there are four documents you must have that can make a huge difference in retirement. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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Once you hit your 60’s it’s time to figure out when you want to retire and whether or not you can make that happen. This week Eric Kearney digs in and points out some mistakes to avoid while in your 60’s that could impact your retirement. Call Eric 800-779-1942 Vist EricKearneyAdvisor.com
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Managing expenses in retirement can be a challenge. On today’s show Eric Kearney highlights some things that will probably cost more in retirement. According to a recent study retirees say they have regrets. Eric outlines some of the most common and offers some solutions to help you avoid them. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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Eric Kearney compares the pandemic to a “dress rehearsal” for retirement. He digs into what being a proactive advisor is and how that could be very beneficial for your individual retirement and income plan. Eric highlights a recent survey about what retirees are concerned about and puts those fears to rest. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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Eric Kearney shares some things you can do today to help make sure you can have the retirement you’ve always dreamed about. Then the presidential election is just weeks away and that has some retirees wondering what the outcome will do to or for them. Spoiler alert, it really doesn’t matter who’s in the White House when it comes to retirement planning and Eric explains why. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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This week Eric Kearney offers some retirement tax planning tips to help you keep more of your money. Then he gets into what this year has done to many people who weren’t planning to retire. He’s got some great advice on what to do to soften the blow and still have a successful retirement. Call Eric 800-779-1942 Visit Retirement Wealth.
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Maintaining your lifestyle in retirement is a delicate balance between managing expenses while enjoying all that retirement brings. There are costs that will go down in retirement but just as likely some expenses will go up. Eric breaks it all down for you. Call Eric 800-779-1942 Vist EricKearneyAdvisor.com
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On this weeks show, Eric explains how when you retire your regular paycheck from your employer stops, but he will outline how to continue to receive one in retirement. Call Eric 800-779-1942. Visit EricKearneyAdvisor.Comhttps://www.retirementwealthllc.com/
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This week Eric Kearney highlights some ways to simplify your retirement planning while helping to make sure the road to retirement isn’t too bumpy. Eric talks about grandkids and how many grandparents want to help in many ways. The key he says is to help without creating any problems in your retirement. It’s a delicate balance. Then he answers some listener questions. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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This week Eric Kearney tackles what most retirees fear most. Running out of money before running out of life. He highlights some potential pitfalls and offers some steps to help avoid that fate. Then he runs through a retirement ready checklist to see if you can retire early. Living longer is impacting retirement in ways many haven’t thought about. From being properly diversified to estate planning basics Eric has you covered. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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This week Eric Kearney breaks out some great quotes about retirement planning from people you would never expect to have advice. Then he talks about the “new normal” and how there could be some ways to take advantage of the current situation particularly if you have been a good saver for retirement. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com
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This week Eric Kearney digs into some things that we should avoid when it comes to retirement planning. He explains why not guarding against market decline can negatively impact your portfolio. He breaks down the bond market, what it is, what it isn’t and how it still could be considered for some of your retirement dollars. Call Eric 800-779-1942 Vist EricKearneyAdvisor.com
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This week Eric Kearney takes us through the various stages of retirement and outlines some things we can expect. It starts with pre-retirement followed by the “Go Go Years” from 62 - 70. The “Slow Go” years from 70 -80 and finally the “No Go” years from 80 and up. He also breaks down ways to find hidden fees in your retirement accounts. Finally he answers questions from listeners. Call him 800-779-1942. Visit EricKearneyAdvisor.com to learn more.
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Eric Kearney asks the question: should we be doing anything different with our 401(k) now that the country is in a recession? Tips and more on today's show. Then Eric gets into a discussion about annuities. Some good some not so good and everything in between. Call Eric at Retirement Wealth 800-779-1942. Visit EricKearneyAdvisor.com.
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This week, Eric Kearney ponders the question, is there an upside to a down market? He offers some positive financial possibilities and how to take advantage of them today. Then he digs into how planning for retirement could be forever changed by the global pandemic and how to make sure you stay the course to a successful retirement. Visit EricKearneyAdvisor.com for more.
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Shifting gears from saving for retirement to spending in retirement can be a difficult adjustment. Eric Kearney breaks down what it takes not only from a financial standpoint but from an emotional standpoint. A lesson in behavioral finance. School is in session. Call Eric at 800-779-1942. Visit EricKearneyAdvisor.com.
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Living through a recession is always a bit tricky. Living through it when you're near retirement can be even more challenging. Eric has put together a few tips that could help you cope with the current situation. Call 800-779-1942. EricKearneyAdvisor.com
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This week Eric Kearney breaks down what could be the new rules for retirement planning in a post pandemic world. Then Eric tackles every retirees worst fear, running out of money and he offers some solid advice on how to make sure that doesn't happen. Visit EricKearney.com to learn more. Call 800-779-1942.
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All this market volatility might unnerve investors of any age—but particularly those just entering retirement. While market swings may leave you feeling powerless, times of uncertainty and volatility remind us to focus on the things we can control. Eric Kearney shows us five ways to maintain control of your retirement security, no matter what the markets throw at you.
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For many people this is their first "bear" market. They can relax they've got time to recover. If you're in the "financial red zone" the story is a little different. Erick Kearney outlines some best practices to help create a successful retirement in the age of coronavirus. It's all about the income. Visit EricKearneyAdvisor.com. Call 800-779-1942 for your personal Portfolio Recovery Strategy.
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Eric Kearney discusses some options for pre-retirees dealing with the economic downturn. Is now the best time to do a Roth conversion? Eric lays out the options. Then it's a breakdown of the CARES Act and what it does to and for retirees. To reach Eric and his team visit EricKearneyAdvisor.com or call 800-779-1942.
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It was February when stocks were at record highs. Now at the beginning of April the market is down about 30%. So what can we do especially if we are at or near retirement. Eric makes available the portfolio recovery strategy. To learn more call 800-779-1942. Visit erickearneyadvisor.com.
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