CPA Wealth Advisors Atlanta Podcast: How to Prioritize Retirement Planning, While Maximizing Social Security and Other Assets

CPA Wealth Advisors Atlanta Podcast: How to Prioritize Retirement Planning, While Maximizing Social Security and Other Assets

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The CPA Wealth Advisors demonstrate the importance of developing a retirement action plan to maximize income, legally reduce taxes in retirement with strategies to keep your hard-earned dollars in your pocket. Your #1 goal in retirement is to stay retired. You don’t ever want to be in a position whe…

Woody Alpern and Gerry Benjamin, CPA Wealth Advisors, LLC


    • Jul 20, 2019 LATEST EPISODE
    • infrequent NEW EPISODES
    • 42m AVG DURATION
    • 95 EPISODES


    Search for episodes from CPA Wealth Advisors Atlanta Podcast: How to Prioritize Retirement Planning, While Maximizing Social Security and Other Assets with a specific topic:

    Latest episodes from CPA Wealth Advisors Atlanta Podcast: How to Prioritize Retirement Planning, While Maximizing Social Security and Other Assets

    Your Best Bets for Generating Income in a Low Interest Rate World!

    Play Episode Listen Later Jul 20, 2019 39:51


    Call 678-671-3779 to schedule your customized 5-Point Retirement Master Plan now.

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    7 Hidden Risks that Threaten Your Retirement!

    Play Episode Listen Later Jul 13, 2019 39:50


    Call 678-671-3779 to schedule your customized 5-Point Retirement Master Plan now.

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    The Dark Side of Your IRA and 401K That You Deserve to Know!

    Play Episode Listen Later Jun 29, 2019 39:58


    Call 678-671-3779 to schedule your customized 5-Point Retirement Master Plan now.

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    5 Strategies to Help You Get More From Your Social Security Benefits!

    Play Episode Listen Later Jun 1, 2019 38:25


    Call 678-671-3779 to schedule your customized 5-Point Retirement Master Plan now.

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    6 Out of 10 Americans Retire Unexpectedly. 5 Ways to Bulletproof Your Financial Plan Before it Happens to You.

    Play Episode Listen Later May 18, 2019 42:24


    Call 678-671-3779 to schedule your customized 5-Point Retirement Master Plan now.

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    The Financial Challenges of Living Longer And How to Make Your Money Last as Long as You Do

    Play Episode Listen Later May 11, 2019 42:03


    Call 678-671-3779 to schedule your customized 5-Point Retirement Master Plan now.

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    The Ultimate Guide to Generating Income in Retirement

    Play Episode Listen Later May 4, 2019 42:25


    Call 678-671-3779 to schedule your customized 5-Point Retirement Master Plan now.

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    5 Ways to Help You Get More Out of Your IRA, 401K and Other Retirement Accounts!

    Play Episode Listen Later Apr 27, 2019 43:04


    Call 678-671-3779 to schedule your customized 5-Point Retirement Master Plan now.

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    Why You're Not as Prepared for Retirement as You Think. And the 5 Things You Must Tackle Before You Can Call it Quits.

    Play Episode Listen Later Apr 20, 2019 42:13


    Call 678-671-3779 to schedule your customized 5-Point Retirement Master Plan now.

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    The Difference between Tax Preparation Versus Tax Planning And How it Could Help You Save a Small Fortune!

    Play Episode Listen Later Apr 13, 2019 41:58


    The Difference between Tax Preparation Versus Tax Planning And How it Could Help You Save a Small Fortune! Call 678-671-3779 to schedule your customized 5-Point Retirement Master Plan now.  

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    5 Smart Social Security Strategies To Help You Get More Out of Your Benefits!

    Play Episode Listen Later Mar 30, 2019 42:18


    Call 678-671-3779 to schedule your customized 5-Point Retirement Master Plan now.

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    5 Things You CAN Control That Could Give Your Nest Egg a Big Shot in the Arm!

    Play Episode Listen Later Mar 23, 2019 42:00


    Call 678-671-3779 to schedule your customized 5-Point Retirement Master Plan now.

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    Sequence of Returns Risk. And the Devastating Impact it Could Have on Your Retirement!

    Play Episode Listen Later Dec 15, 2018 42:35


    Call 678-671-3779 to schedule your customized 5-Point Retirement Master Plan now.

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    The Financial Consequences of Living Longer. And the Strategies to Help Your Money Last as Long as You Do!

    Play Episode Listen Later Dec 8, 2018 43:22


    Call 678-671-3779 to schedule your customized 5-Point Retirement Master Plan now.

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    A Social Security Crash Course That Could Boost Your Benefits!

    Play Episode Listen Later Dec 1, 2018 42:43


    Call 678-671-3779 to schedule your customized 5-Point Retirement Master Plan now.

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    How to Navigate the Timing of 4 Critical Factors That Could Have a Profound Impact on Your Retirement.

    Play Episode Listen Later Nov 17, 2018 43:23


    Call 678-671-3779 to schedule your customized 5-Point Retirement Master Plan now.

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    7 Most Common Retirement Blindspots

    Play Episode Listen Later Nov 10, 2018 42:18


    Call 678-671-3779 to schedule your customized 5-Point Retirement Master Plan now.

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    Make The Most of Every Dollar You Saved Inside Your 401k

    Play Episode Listen Later Nov 3, 2018 39:48


    Call 678-671-3779 to schedule your customized 5-Point Retirement Master Plan now.

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    Market Volatility Returns on Wall Street. 5 Essential Strategies to Weather the Storm.

    Play Episode Listen Later Oct 28, 2018 41:55


    Market Volatility Returns on Wall Street. 5 Essential Strategies to Weather the Storm.

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    How You Could Avoid 5 Retirement Tax Traps That Could Needlessly Cost You Thousands!

    Play Episode Listen Later Oct 20, 2018 42:35


    How You Could Avoid 5 Retirement Tax Traps That Could Needlessly Cost You Thousands!

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    5 Common RMD Mistakes That Could Cost You a Fortune in Taxes! Required Minimum Distribution

    Play Episode Listen Later Sep 22, 2018 42:59


    How You Could Avoid 5 Common Required Minimum Distribution Mistakes That Could Cost You a Fortune in Taxes!

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    5 Things You Didn't Know About Social Security

    Play Episode Listen Later Sep 15, 2018 42:51


    5 Things You Didn't Know About Social Security ... That Could Cost You Thousands!

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    It's Now The Longest Bull Market in Wall Street History

    Play Episode Listen Later Sep 8, 2018 42:43


    It's Now The Longest Bull Market in Wall Street History... How to Prepare for What Comes Next.

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    Story of the Couple that Got a Second Opinion

    Play Episode Listen Later Aug 18, 2018 43:30


    Story of the Couple that Got a Second Opinion

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    A Second Opinion on Your Investments Could Save Your Retirement

    Play Episode Listen Later Aug 11, 2018 41:26


    A Second Opinion on Your Investments Could Save Your Retirement

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    The Financial Consequences of Living Longer

    Play Episode Listen Later Aug 4, 2018 47:28


    The Financial Consequences of Living Longer And How You Could Foot the Bill.

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    Caring for an Aging Parent

    Play Episode Listen Later Jul 21, 2018 43:28


    Call 678-671-3779 to schedule your customized 5-Point Retirement Master Plan now.

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    7 Crucial Steps to Become Financially Independent

    Play Episode Listen Later Jun 30, 2018 42:23


    Call 678-671-3779 to schedule your customized 5-Point Retirement Master Plan now.

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    8 Overlooked Risks That Could Crush Your Retirement

    Play Episode Listen Later Jun 23, 2018 43:46


    Call 678-671-3779 to schedule your customized 5-Point Retirement Master Plan now.

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    Investing Strategies Used by Millionaires

    Play Episode Listen Later Jun 16, 2018 43:57


    Call 678-671-3779 to schedule your customized 5-Point Retirement Master Plan now.

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    8 Surprising Things You Don't Know About Social Security ... That Could Cost You a Small Fortune!

    Play Episode Listen Later Jun 9, 2018 43:34


    Call 678-671-3779 to schedule your customized 5-Point Retirement Master Plan now.

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    7 Common IRA Mistakes that Could Needlessly Cost You Thousands in Retirement.

    Play Episode Listen Later Jun 2, 2018 43:53


    Call 678-671-3779 to schedule your customized 5-Point Retirement Master Plan now.

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    5 Costly Expenses that can Blindside You in Retirement

    Play Episode Listen Later May 19, 2018 43:39


    Call 678-671-3779 to schedule your customized 5-Point Retirement Master Plan now.

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    Paying for Healthcare in Retirement and Long Term Care

    Play Episode Listen Later May 12, 2018 43:33


    Call 678-671-3779 to schedule your customized 5-Point Retirement Master Plan now.

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    The Answers to Your Retirement Questions, Doubts and Concerns

    Play Episode Listen Later May 5, 2018 42:32


    7 Strategies that can make your money go a lot further than you thought possible. Call 678-671-3779 to schedule your customized 5-Point Retirement Master Plan now.

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    Tax Preparation vs. Tax Planning

    Play Episode Listen Later Apr 28, 2018 44:13


    Here's How you Could Save Thousands of Dollars in Taxes. Call 678-671-3779 to schedule your customized 5-Point Retirement Master Plan now.

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    4 Steps That Can Help You Retire Sooner

    Play Episode Listen Later Apr 7, 2018 42:55


    Call 678-671-3779 to schedule your customized 5-Point Retirement Master Plan now.

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    5 Things You MUST Know About Your IRA and 401K!

    Play Episode Listen Later Mar 31, 2018 42:50


    Call 678-671-3779 to schedule your customized 5-Point Retirement Master Plan now.

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    How Inflation Can Threaten Your Retirement

    Play Episode Listen Later Mar 25, 2018 42:33


    Call 678-671-3779 to schedule your customized 5-Point Retirement Master Plan now.

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    7 Pitfalls of Asset Allocation that Could Decimate Your Life Savings

    Play Episode Listen Later Mar 17, 2018 42:57


    Call 678-671-3779 to schedule your customized 5-Point Retirement Master Plan now.

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    Ultimate Guide to Claiming Social Security Benefits

    Play Episode Listen Later Mar 3, 2018 42:50


    Call 678-671-3779 to schedule your customized 5-Point Retirement Master Plan now.

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    Required Minimum Distributions. Strategies to Save Money on Taxes.

    Play Episode Listen Later Feb 24, 2018 43:36


    If you’re recently retired, or within 5 years of retiring, call to schedule your customized 5-Point Retirement Master Plan now at 678-671-3779

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    You’ll Probably Live a lot Longer Than You Think! Strategies to Make Your Money Last as Long as You Do!

    Play Episode Listen Later Feb 3, 2018 42:18


    If you’re recently retired, or within 5 years of retiring, call to schedule your customized 5-Point Retirement Master Plan now at 678-671-3779

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    Tax Secrets of the Uber Rich That Could Save You Thousands!

    Play Episode Listen Later Jan 27, 2018 43:07


    If you’re recently retired, or within 5 years of retiring, call to schedule your customized 5-Point Retirement Master Plan now at 678-671-3779

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    The Statistics Say You’ll Retire Unexpectedly. 5 Simple Steps to Prepare Now!

    Play Episode Listen Later Jan 20, 2018 46:56


    If you’re recently retired, or within 5 years of retiring, call to schedule your customized 5-Point Retirement Master Plan now at 678-671-3779

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    How to Avoid 5 Crippling Fees That Could Blindside You in Retirement!

    Play Episode Listen Later Jan 13, 2018 43:59


    If you’re recently retired, or within 5 years of retiring, call to schedule your customized 5-Point Retirement Master Plan now at 678-671-3779

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    5 Strategies to Take Control of your Money in the New Year

    Play Episode Listen Later Jan 6, 2018 43:28


    If you’re recently retired, or within 5 years of retiring, call to schedule your customized 5-Point Retirement Master Plan now at 678-671-3779

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    How to Create an Income Workhorse

    Play Episode Listen Later Dec 23, 2017 43:39


    If you’re recently retired, or within 5 years of retiring, call to schedule your customized 5-Point Retirement Master Plan now at 678-671-3779

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    Past Performance is No Guarantee of Future Results! Why Your Mutual Funds Could be Under-Performing Dogs!

    Play Episode Listen Later Dec 16, 2017 43:28


    If you’re recently retired, or within 5 years of retiring, call to schedule your customized 5-Point Retirement Master Plan now at 678-671-3779

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    9 Not-So-Obvious Year-End Financial Planning Tips That Could Make Your Money Go Further in Retirement!

    Play Episode Listen Later Dec 9, 2017 43:55


    If you’re recently retired, or within 5 years of retiring, call to schedule your customized 5-Point Retirement Master Plan now at 678-671-3779

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    8 Essential Questions You MUST Answer Before You Can Retire!

    Play Episode Listen Later Dec 2, 2017 43:31


    If you’re recently retired, or within 5 years of retiring, call to schedule your customized 5-Point Retirement Master Plan now at 678-671-3779

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