Financial Wellness

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Financial Wellness is a discussion surrounding innovative financial strategies that help result in financial clarity, security and overall financial health. Rob Burnette and Lori Gross bring decades of experience with a primary focus on retirement planning, tax planning, and Medicare maximization.

Rob Burnette and Lori Gross


    • May 3, 2021 LATEST EPISODE
    • monthly NEW EPISODES
    • 10m AVG DURATION
    • 31 EPISODES



    Latest episodes from Financial Wellness

    Ep 31: Is 2021 The Year You Choose To Retire?

    Play Episode Listen Later May 3, 2021 11:42


    Despite challenges stemming from the pandemic, many people are still choosing to retire in 2021. But what can you do to get on track and stay on track financially? Also, Rob and Lori provide some added clarity on lifetime income via annuities. For more information, visit www.OutlookFC.com.

    Ep 30: The More You Have, The More You Have To Lose

    Play Episode Listen Later Apr 26, 2021 12:34


    "The more you have, the more you have to lose." As your financial situation evolves, so too will your planning needs. Also, is your 401k a "ticking tax bomb?" Rob and Lori discuss that and more on this episode. For more information, visit www.OutlookFC.com.

    Ep 29: Financial Advisors Are Not Just For The Wealthy

    Play Episode Listen Later Apr 19, 2021 11:24


    A recent survey indicated that many people believe a financial advisor is only for the wealthy. Rob and Lori discuss why that is simply not the case. Also, what new tax concerns are looming in 2021. For more information, visit www.OutlookFC.com.

    Ep 28: Taking Advantage of Tax Laws and Combating Health Care Costs

    Play Episode Listen Later Apr 12, 2021 10:34


    When it comes to taxes, are you overpaying or are you taking full advantage of the tax laws that might work to your benefit? Also, Rob and Lori tackle dealing with the rising cost of health care in retirement. For more information, visit www.OutlookFC.com.

    Ep 27: Rebalancing Your IRA and the Dangers of Inflation

    Play Episode Listen Later Apr 5, 2021 10:04


    How long has it been since you rebalanced your IRA's? Rob and Lori will discuss that and share with you the effects rising inflation can have on your retirement accounts. For more information, visit www.OutlookFC.com.

    Ep 26: Tackling Stock Market And Retirement Strategy Confusion

    Play Episode Listen Later Mar 28, 2021 11:08


    Is the stock market a "legal ponzi scheme?" Also, knowing the difference between pre and post-retirement strategies. For more information, visit www.OutlookFC.com.

    Ep 25: To Roll Or Not To Roll, That's The Question Facing Many Baby Boomers – What To Consider When Figuring Out Retirement Income Streams

    Play Episode Listen Later Nov 9, 2020 11:29


    Ep 24: How Could Picking The Wrong Medicare Plan Be A Costly Mistake, And Why Joe Biden Is Causing A Rush On Estate Planning Appointments

    Play Episode Listen Later Oct 26, 2020 10:22


    Ep 23: Why The Inflation Rate Seems Higher Than What The Government Is Telling Us, And Are Stock Splits Really A Good Thing?

    Play Episode Listen Later Oct 12, 2020 11:23


    Ep 22:  Studies Say THIS Is The Dollar Amount Each Year It Would It Take To Make You Happy

    Play Episode Listen Later Sep 28, 2020 9:52


    Ep 21:  Medicare Enrollment Is Just A Few Weeks Away, What To Look For In All Those Flyers You're Getting In The Mail

    Play Episode Listen Later Sep 14, 2020 8:57


    Ep 20:  How Can You Boost Your Retirement Optimism, Plus Understanding The “Annuity Puzzle”

    Play Episode Listen Later Aug 31, 2020 10:32


    Ep 19: The Legacy You Want To Leave Can Begin While You're Still Alive… Plus, What Is A “Glide Path” Anyway?

    Play Episode Listen Later Aug 17, 2020 11:19


    Ep 18: Retirement: It's Less About Your Nest Egg TOTAL, And More About THIS Number

    Play Episode Listen Later Aug 3, 2020 10:32


    Ep 17: Savvy Ways To Spend That Tax Refund

    Play Episode Listen Later Jul 27, 2020 6:15


    Episode 16: Being More Tax Efficient

    Play Episode Listen Later Jul 7, 2020 10:44


    Episode 15: Understanding Healthcare in Retirement

    Play Episode Listen Later Jun 24, 2020 6:16


    Episode 14: Is Your 401k Working For You?

    Play Episode Listen Later Jun 19, 2020 7:08


    Episode 13: Medicare Scams

    Play Episode Listen Later Jun 12, 2020 7:08


    Episode 12: Finding An Advisor You Trust

    Play Episode Listen Later Jun 5, 2020 10:39


    Episode 11: How Much Will Medicare Cover?

    Play Episode Listen Later Jun 1, 2020 7:24


    Episode 10: The Complexity of Medicare

    Play Episode Listen Later May 15, 2020 5:39


    Episode 9: Can You Afford A Financial Advisor?

    Play Episode Listen Later May 8, 2020 9:38


    Episode 8: What Problems Are In Your Portfolio?

    Play Episode Listen Later Apr 28, 2020 10:43


    Episode 7: How to Handle Your Pension Buyout Options

    Play Episode Listen Later Apr 28, 2020 13:03


    Episode 6: Is Social Security Enough?

    Play Episode Listen Later Apr 17, 2020 13:04


    Episode 5: Is a Roth Conversion Right For You?

    Play Episode Listen Later Apr 10, 2020 7:29


    Episode 4: Lockdown Emotions and Your Investments

    Play Episode Listen Later Apr 3, 2020 14:11


    Episode 3: Coronavirus With a Plan

    Play Episode Listen Later Apr 2, 2020 13:48


    Episode 2: Importance of Tax Planning

    Play Episode Listen Later Mar 30, 2020 8:35


    Episode 1: Workouts and Medicare

    Play Episode Listen Later Mar 25, 2020 13:42


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