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 Nov 30, 2023
Thursday Nov 30, 2023
We’re back to continue our conversation on retirement planning for PSEG employees. Anthony has spent a lot of time getting familiar with these employees and is here to share valuable insights and strategies to help you make the most out of your benefits in this two-part episode.
This week, we’re going to take a look at Cardinal Wealth's Financial Planning For PSEG Employees Guide, talking through who it’s intended for, some of the best ways to utilize it, and more.
Here’s some of what we discuss in this episode:
- What employees will benefit the most from this PSEG guide + the best way to utilize it
- An overview of the PSEG benefits: Group Life Insurance, Thrift Savings Plan, medical plans, VEBA, Stock Purchase Plan + Cash Balance Plan
- Recommendations for PSEG employees that are 10-15 years from retirement
- Specific actions for employees 1 year to 6 months from retirement
- Final preparations and post-retirement actions a PSEG employees
Visit us online: https://cardinalwg.com/
Start the Cardinal Success Journey with your free assessment here: https://cardinalwg.com/free-assessment
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