Wealthworx Radio with Eric Kearney

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.

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. See omnystudio.com/listener for privacy information.

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. See omnystudio.com/listener for privacy information.

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. See omnystudio.com/listener for privacy information.