All Things Retirement

Ep 41: How Age & Wisdom Play Into Financial Planning

There’s an old quote that says, “Age is the price of wisdom.” Let’s talk about how that applies to the financial world.
Show Notes:
Retirement Rescue TOOLKIT: https://pfcl1znr.pages.infusionsoft.net/
Website: https://www.cardinalwg.com/
Email: retire@cardinalwg.com
Phone: (904) 414-2375

Ep 40: It's Just a Joke

The world is stressful. Let’s take a small break from it with some goofy financial planning and financial advisor jokes and see what kinds of lessons we can learn from them.
Show Notes:
Retirement Rescue TOOLKIT: https://pfcl1znr.pages.infusionsoft.net/
Website: https://www.cardinalwg.com/
Email: retire@cardinalwg.com
Phone: (904) 414-2375

Ep 39: 5 Things You Must Know About Decumulation To Retire Successfully

So much focus in the financial world revolves around accumulating money. There’s all sorts of advice, how- to guides and guardrails in place when it comes to saving and investing, but a lot less resources out there to help retirees navigate the period of time after retirement. This is known as decumulation, the spending down and managing of the assets you’ve accumulated through your life. And on this episode, we’ll point at (at least) 5 things you must know about decumulation to retire successfully.
Show Notes:
Retirement Rescue TOOLKIT: https://pfcl1znr.pages.infusionsoft.net/
Website: https://www.cardinalwg.com/
Email: retire@cardinalwg.com
Phone: (904) 414-2375

Ep 38: Understanding The Three Worlds Of Money

When you really boil it down, there’s really only three places where you can invest money. Let’s talk about the role that each of those worlds play in a good financial plan.
Show Notes:
Retirement Rescue TOOLKIT: https://pfcl1znr.pages.infusionsoft.net/
Website: https://www.cardinalwg.com/
Email: retire@cardinalwg.com
Phone: (904) 414-2375

Ep 37: Learning Through Uncommon Sense

At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon.
Show Notes:
Retirement Rescue TOOLKIT: https://pfcl1znr.pages.infusionsoft.net/
Website: https://www.cardinalwg.com/
Email: retire@cardinalwg.com
Phone: (904) 414-2375

Ep 36: Do Retirees Really Need Life Insurance?

Ironically, life insurance is a young man’s game. The perception among many people is that your need for life insurance dramatically decreases and perhaps becomes completely unnecessary as you age. Is that really the case? On this episode, let’s explore some ins and outs of life insurance and its various uses.
Show Notes:
Retirement Rescue TOOLKIT: https://pfcl1znr.pages.infusionsoft.net/
Website: https://www.cardinalwg.com/
Email: retire@cardinalwg.com
Phone: (904) 414-2375

Ep 35: Describing Retirement

It makes sense that the way we plan for retirement is largely influenced by what we think retirement is like or all about. So, let’s take a look at how various people across the US describe retirement and see how that might shape the retirement planning process.
Show Notes:
Retirement Rescue TOOLKIT: https://pfcl1znr.pages.infusionsoft.net/
Website: https://www.cardinalwg.com/
Email: retire@cardinalwg.com
Phone: (904) 414-2375

Ep 34: Financial Double-Edged Sword

Many financial circumstances that you’ll find yourself in have both positive and negative aspects. Decisions that you can make have both good and bad consequences. Or as Sir Isaac Newton put it: ”For every action, there is an equal and opposite reaction.”
Show Notes:
Retirement Rescue TOOLKIT: https://pfcl1znr.pages.infusionsoft.net/
Website: https://www.cardinalwg.com/
Email: retire@cardinalwg.com
Phone: (904) 414-2375

Ep 33: Are You Flirtin’ With Disaster?

Let’s talk about some of the areas of your financial life where you might be flirtin’ with disaster and don’t even know it.
Show Notes:
Retirement Rescue TOOLKIT: https://www.cardinalwg.com/shock/
Website: https://www.cardinalwg.com/
Email: retire@cardinalwg.com
Phone: (904) 414-2375

Ep 32: Lessons Learned From The Richest Musicians

Let’s look at some of the richest people in the music industry and see what lessons we can learn from them that we can apply to our own retirement planning.
Show Notes:
Retirement Rescue TOOLKIT: https://www.cardinalwg.com/shock/
Website: https://www.cardinalwg.com/
Email: retire@cardinalwg.com
Phone: (904) 414-2375