All Things 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

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

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

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

We've all heard the classic phrase about making assumptions. With unforeseen events like inflation, tax changes, and even paying for your children's education, you don't want to assume that your financial plan can handle those problems without proper planning. Let's dive into how you can stop assuming you're covered, and instead rest assure you're ready for any bumps in the road.
Show Notes:
Retirement Rescue TOOLKIT: https://www.cardinalwg.com/shock/
Website: https://www.cardinalwg.com/
Email: retire@cardinalwg.com
Phone: (904) 414-2375

A recent survey found that nearly half of the female respondents said they defer major financial and investment decisions to their spouses. Most of the explanations amounted to just wanting to stick their heads in the sand. They want to just know they’re taken care of, but not get mired in the minutia. But we’ve heard countless stories of why this is a bad idea because one day you might become the lead decision maker. On this episode, let’s go over some tips for how women can get back in the game when it comes to involvement in the process of making financial decisions.
Show Notes:
Retirement Rescue TOOLKIT: https://www.cardinalwg.com/shock/
Website: https://www.cardinalwg.com/
Email: retire@cardinalwg.com
Phone: (904) 414-2375

It’s time to plan the next family vacation. Do parents tackle the planning all themselves and decide on the budget, location and activities? Or should you bring the kids into the conversation? There are probably positives and negatives to either direction, so let’s discuss when and where it might be a good idea to help give kids some control over the family’s finances.
Show Notes:
Retirement Rescue TOOLKIT: https://www.cardinalwg.com/shock/
Website: https://www.cardinalwg.com/
Email: retire@cardinalwg.com
Phone: (904) 414-2375

Socrates said that “the unexamined life is not worth living.” And when it comes to financial planning, it’s important to examine yourself by pondering some important questions.
Show Notes:
Retirement Rescue TOOLKIT: https://www.cardinalwg.com/shock/
Website: https://www.cardinalwg.com/
Email: retire@cardinalwg.com
Phone: (904) 414-2375

Have you ever stopped to think about your journey of learning all that you have about money and finances? Did you parents shape your financial views most heavily? Is there a TV or radio expert that has influenced you most? Or have you learned everything from a book or Google?
Show Notes:
Retirement Rescue TOOLKIT: https://www.cardinalwg.com/shock/
Website: https://www.cardinalwg.com/
Email: retire@cardinalwg.com
Phone: (904) 414-2375

No industry is without its flaws, and the financial industry is no exception. Let’s explore some times where we’ve encountered annoying or frustrating elements of the financial world.
Show Notes:
Retirement Rescue TOOLKIT: https://www.cardinalwg.com/shock/
Website: https://www.cardinalwg.com/
Email: retire@cardinalwg.com
Phone: (904) 414-2375