All Things Retirement

Ep 42: Just What The Financial Doctor Ordered

So, you’re experiencing some concerning symptoms? Let’s have a visit with the money “doctor” to see what financial prescriptions you might need.

Show Notes:

Retirement Rescue TOOLKIT: https://pfcl1znr.pages.infusionsoft.net/

Website: https://www.cardinalwg.com/

Email: retire@cardinalwg.com

Phone: (904) 414-2375

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

Ep 31: This is Why You Never Assume

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

Ep 30: How Women Can Make Sure They’re Involved In Financial Decisions

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

Ep 29: Should Parents Involve Children In Making Financial Decisions?

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

Ep 28: Know Thyself: How Looking Inward Can Lead To Major Financial Impacts

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

Ep 27: Where All My Financial Knowledge Comes From

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

Ep 26: What Drives Your Financial Advisor Crazy?

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

Ep 25: Things Nobody Says

You’ve probably never heard anyone make these statements that we’ll provide on today’s episode. And there are some great reasons why.

Show Notes:

Retirement Rescue TOOLKIT: https://www.cardinalwg.com/shock/

Website: https://www.cardinalwg.com/

Email: retire@cardinalwg.com

Phone: (904) 414-2375

Ep 24: Are Variable Annuities The Canned Tuna Of The Financial World?

We all have that food we just can’t stomach. Maybe canned tuna. Stinky cheese. Liver. Kool-Aid pickles. You get the idea. If there is any product in the financial world that’s like one of these much-maligned meals it has to be the variable annuity. It “gets hated on” by seemingly everyone who calls themselves a retirement planner. Why is that? And just like there’s always a couple of people who like pineapple pizza, is there ever a situation where a variable annuity could be an attractive delicacy for an investor?

Show Notes:

Retirement Rescue TOOLKIT: https://www.cardinalwg.com/shock/

Website: https://www.cardinalwg.com/

Email: retire@cardinalwg.com

Phone: (904) 414-2375

Ep 23: Is Diversification for Suckers?

If you look up quotes about diversification from famous investors, you might come across one from renowned investor Warren Buffet that will certainly raise your eyebrows. It goes, “Diversification is protection against ignorance. It makes little sense if you know what you are doing.” Yet, we’ve always heard about diversification being one of the keys to success for retirement planning. How can these seemingly different ideas both be right?

Show Notes:

Retirement Rescue TOOLKIT: https://www.cardinalwg.com/shock/

Website: https://www.cardinalwg.com/

Email: retire@cardinalwg.com

Phone: (904) 414-2375

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