Retirement insights from Certified Financial Planner Anthony Aulffo of Cardinal Wealth Group in Cherry Hill, NJ. Learn about important financial topics and retirement planning tips each week on the show. If you want to be better prepared for retirement and your financial future, this is the show for you.
Episodes
Thursday Mar 19, 2020
Ep 6: Setting Retirement Goals & The Perfect Plan
Thursday Mar 19, 2020
Thursday Mar 19, 2020
We talk all the time about how people need to give their dollars purpose or set goals for their retirement and even specifically for certain investments. But let’s dive deeper into what different goals look like for various folks approaching retirement. How do you determine if a goal is realistic or out of reach? We’ll tackle that conversation with plenty of examples on this episode.
Show Notes:
Retirement Rescue TOOLKIT: https://www.cardinalwg.com/shock/
Website: https://www.cardinalwg.com/
Email: retire@cardinalwg.com
Phone: (904) 414-2375
Thursday Mar 05, 2020
Ep 5: Everything You Need To Know About Roth Conversions
Thursday Mar 05, 2020
Thursday Mar 05, 2020
The idea of a Roth conversion is intriguing to a lot of people, and for some people it can be a great strategy to enact. Let’s explore the concept…
Show Notes:
Retirement Rescue TOOLKIT: https://www.cardinalwg.com/shock/
Website: https://www.cardinalwg.com/
Email: retire@cardinalwg.com
Phone: (904) 414-2375