Wealthworx Radio with Eric Kearney

Eric Kearney and Joseph Lanza discuss the importance of realistic assumptions in retirement planning, the risks of relying on inheritance, and the need for a comprehensive financial plan. They explore common misconceptions about retirement savings, the current volatile market, and opportunities in annuities and Roth conversions. The conversation emphasizes the significance of planning for various scenarios and the necessity of adapting financial strategies to changing market conditions. The hosts also promote upcoming educational events aimed at empowering individuals to take control of their financial futures. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.See omnystudio.com/listener for privacy information.

Eric Kearney and Joseph Lanza discuss the current market volatility, particularly as it relates to retirement planning. They emphasize the importance of understanding market reactions to tariffs, the significance of long-term investment strategies, and the necessity of managing income and expenses in retirement. The conversation also touches on the overwhelming influence of media on investor behavior and the need to control what can be controlled in financial planning. The hosts also address listener questions, providing insights on strategies like Roth conversions and the significance of stress testing financial plans to ensure long-term stability and growth. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.See omnystudio.com/listener for privacy information.

Eric Kearney and Joseph Lanza discuss the current economic climate, focusing on recession fears, market volatility, and the importance of strategic financial planning. They emphasize the need for a portfolio recovery strategy during turbulent times and the significance of maintaining a long-term perspective on investments. The conversation also highlights the role of effective communication between clients and advisors to navigate financial uncertainties and make informed decisions. The discussion also touches on market volatility and the strategies for recovery, highlighting the importance of long-term planning and the potential for generational wealth transfer. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.See omnystudio.com/listener for privacy information.

Joseph Lanza discusses the importance of tax-efficient strategies for retirement planning. They explore various financial tools such as indexed universal life insurance, annuities, and health savings accounts, emphasizing the need for comprehensive tax planning. The conversation also touches on the significance of charitable giving in managing required minimum distributions (RMDs) and draws parallels between retirement planning and lessons from literature, highlighting the importance of enjoying one's savings in retirement. In this conversation, the speakers delve into the complexities of retirement planning, emphasizing the need for a sustainable and adaptable financial strategy. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.See omnystudio.com/listener for privacy information.

Eric Kearney and Joseph Lanza discuss the unpredictable nature of life and its impact on retirement planning. They emphasize the importance of being prepared for various curveballs, including health issues, financial instability, and unexpected family matters. The conversation highlights the necessity of comprehensive financial planning, particularly in relation to healthcare costs and tax implications. The hosts also challenge outdated retirement rules, advocating for personalized financial strategies that reflect individual circumstances and needs. The conversation also highlights the value of educational classes in enhancing financial knowledge and making informed decisions about retirement. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.See omnystudio.com/listener for privacy information.

Eric Kearney discusses the implications of recent tariffs on the economy and the stock market. They explore how these tariffs can create uncertainty, affecting consumer prices and retirement funds. The conversation emphasizes the importance of sticking to a financial plan amidst market volatility and the growing national debt, which poses a risk to Social Security and other programs. Eric highlights the need for proactive financial planning to navigate these challenges and ensure sustainable income in retirement.The episode concludes with practical advice for listeners on how to navigate their financial futures and the importance of seeking professional guidance. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.See omnystudio.com/listener for privacy information.

Joseph Lanza delves into the multifaceted aspects of retirement planning, emphasizing the importance of financial security, lifestyle considerations, and the psychological adjustments that come with retirement. The speakers discuss the significance of having a comprehensive financial plan that addresses income needs, healthcare costs, and the maintenance of social connections. They also highlight the necessity of finding purpose beyond work and the role of tax planning and risk management in ensuring a secure retirement. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.See omnystudio.com/listener for privacy information.

Eric Kearney and Joseph Lanza discuss the multifaceted aspects of retirement, emphasizing the freedom it brings alongside the challenges of financial planning and identity shifts. They explore the importance of creating a sustainable income in retirement, the psychological adjustments required when transitioning from a working life, and the strategies for de-risking investment portfolios. Additionally, they delve into the nuances of Roth conversions as a strategic tax planning tool, highlighting the need for careful consideration and planning to maximize retirement savings. The conversation also touches on personal anecdotes and lessons learned from a Navy SEAL's inspiring story, reinforcing the idea that retirement should be an exciting phase of life. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.See omnystudio.com/listener for privacy information.

Eric Kearney and Joseph Lanza discuss the critical question of how much money individuals need for retirement, emphasizing the importance of understanding one's personal financial situation rather than comparing it to others. They challenge outdated financial advice and stress the need for a comprehensive financial plan that considers current economic conditions, personal expenses, and future healthcare costs. The conversation also highlights the significance of Social Security as part of a broader retirement strategy, urging listeners to be proactive in their financial planning. The conversation also addresses listener questions on various financial topics, including income strategies, annuities, and estate planning, providing valuable insights for those preparing for retirement. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.See omnystudio.com/listener for privacy information.

Eric Kearney and Joseph Lanza delve into the concept of behavioral finance and its implications for retirement planning. They discuss how emotional triggers and investment behavior can significantly impact financial decisions, especially during market volatility. The conversation emphasizes the importance of understanding one's relationship with money, the need for proper financial planning, and the role of financial literacy in making informed investment choices. The hosts also highlight the value of working with a financial advisor to navigate the complexities of investing and retirement income planning. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.See omnystudio.com/listener for privacy information.

Eric Kearney discusses the evolving landscape of retirement planning as they step into 2025. They explore the impact of geopolitical shifts, inflation, and interest rates on the investment landscape. The conversation delves into strategies for protecting retirement savings, the importance of emotional intelligence in financial planning, and the role of behavioral finance in investment decisions. They emphasize the need for proactive financial management and the significance of understanding personal emotions related to money. The hosts encourage listeners to seek financial education and clarity to ensure a successful retirement journey. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.See omnystudio.com/listener for privacy information.

Eric Kearney, and Joseph Lanza discuss the critical connection between financial fitness and physical fitness. They explore various exercises that can enhance both physical health and financial well-being, emphasizing the importance of discipline in both areas. The conversation transitions into strategies for navigating market fluctuations and the significance of having a solid recovery plan during market downturns. The hosts also highlight the role of a fiduciary advisor in managing investments and ensuring that clients are well-prepared for retirement, regardless of market conditions. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.See omnystudio.com/listener for privacy information.

Eric Kearney and Joseph Lanza discuss critical financial concerns for retirees, including the importance of proper planning, understanding employer resources, and the mismanagement of 401(k) plans. They emphasize the need for a proactive approach to retirement planning, the impact of daily market fluctuations, and the role of technology in financial advice. The conversation also highlights valuable financial advice and the significance of focusing on income rather than just wealth in retirement. The discussion also covers investment options, the complexities of long-term care insurance, and insights into market predictions for the future. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.See omnystudio.com/listener for privacy information.

Joseph Lanza discusses the feasibility of retiring in three years or less. They explore essential factors such as financial planning, cash flow, income streams, health care considerations, and the importance of maximizing retirement accounts. The conversation also delves into the implications of debt, mortgage management, and the potential role of part-time work or freelancing in retirement. This conversation delves into various aspects of retirement planning, focusing on part-time work, social security, tax implications, and the importance of staying active. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.See omnystudio.com/listener for privacy information.

Joseph Lanza discusses the findings of a study by Northwestern Mutual that reveals how the wealthy excel in financial planning compared to the general population. They explore the importance of having a long-term financial strategy, the need for regular updates to financial plans, and the benefits of working with a professional advisor. The conversation also delves into the psychological aspects of financial planning, emphasizing the need to control what can be controlled and to avoid overreacting to market volatility. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.See omnystudio.com/listener for privacy information.

Eric Kearney and Joseph Lanza discuss significant upcoming changes in retirement planning for 2025, including higher contribution limits for 401k plans and automatic enrollment expansions. The hosts discuss the implications of required minimum distributions (RMDs) and the benefits of qualified longevity annuity contracts (QLACs). They emphasize the importance of comprehensive financial planning and draw parallels between military branches and financial resilience, highlighting the need for diversification and adaptability in investment strategies. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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!See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.  Call Eric Kearney 800-779-1942 Visit Retirement Wealth to learn more.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.  Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.  Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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. See omnystudio.com/listener for privacy information.

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. See omnystudio.com/listener for privacy information.