Fullerton Financial Hour-logo

Fullerton Financial Hour

Business >

We help create sound retirement income strategies for people in or nearing retirement so they can have confidence that their retirement income will last as long as they do!

We help create sound retirement income strategies for people in or nearing retirement so they can have confidence that their retirement income will last as long as they do!
More Information

Location:

Glendale, AZ

Description:

We help create sound retirement income strategies for people in or nearing retirement so they can have confidence that their retirement income will last as long as they do!

Twitter:

@fullertonfp

Language:

English

Contact:

14155 N. 83rd Ave., Suite 144 Peoria, AZ 85381 (623) 974-0300


Episodes

Why You Need a True Financial Ally for Retirement — and How to Find One

7/20/2018
More
Though we live in a world of do-it-yourselfers, online instruction videos and chat rooms, nothing quite takes the place of face-to-face instruction. Many people work harder and stick to a plan better when someone is physically by their side to guide them. The physical trainer pushes us to complete those one or two more repetitions at the gym. The knitting teacher shows us where we dropped a stitch, and how to pick it back up. And this is true when it comes to working with a finance...

Duration:00:53:58

The Fed is Your Friend: How to Prepare Your Retirement Assets for Rising Interest Rates

6/29/2018
More
Interest rates are rising, and many expect they’ll continue to do so. Whether that’s a good thing or a bad thing for a person’s retirement finances depends largely on the measures they take proactively to manage interest rate risk and, where possible, to position their assets to capitalize on rising interest rates. This show provides listeners with suggested steps they can take — with their investments, with their cash and with their retirement accounts — to help mitigate the negative...

Duration:00:53:54

Essential Money Questions to Answer BEFORE You Retire

6/15/2018
More
Major unknowns accompany every major life transition, whether it’s the transition from school to the working world, from the single life to the married life, from childlessness to parenthood, or from the working world to retirement. Today’s show sheds light on questions people should be asking in advance of the transition to retirement, and provides suggestions for how to go about answering those questions. Because the more a person can define and gain clarity around the big retirement...

Duration:00:53:54

The Biggest Retirement Myths, Debunked

6/15/2018
More
But buying into myths and misconceptions related to retirement can lead a person down a perilous path. This show identifies eight widely believed but not exactly accurate myths about retirement finances — myths pertaining to things like Social Security, retirement investing strategy and even the professionals we rely on to provide advice about retirement — then scrutinizes each of them to reveal where they ring true, where they don’t and what listeners can do avoid being victimized by...

Duration:00:53:54

Build Your Own Retirement Income Plan

4/6/2018
More
Gone are the days when most working people had a pension income waiting for them once they retired — regular payments that were guaranteed to last as long as people needed them to. This show provides pre-retirees who lack a true pension a series of straightforward steps to build lifetime retirement income for themselves by coordinating a range of different sources, including retirement plan assets, Social Security benefits, money parked in bank accounts, real estate holdings, the equity in...

Duration:00:53:54

The New Tax Law and You

3/16/2018
More
Signed into law by President Trump in late 2017, the Tax Cuts and Jobs Act of 2017 ushered in what could be the most significant overhaul of American tax policy in 30 years. This show reads between the lines of the dense new law, providing listeners with a look at who the winners and losers are likely to be, and which provisions likely will have the largest impact, positive and negative, on peoples’ finances and their retirements.

Duration:00:53:54