All Things Retirement Podcast

Welcome To All Things Retirement!

Do you have questions about retirement? Financial planning? What about taxes, insurance, investments, risk, and the hundreds of other retirement planning questions that are probably on your mind? Join Certified Financial Planner Anthony Aulffo of Cardinal Wealth Group in Cherry Hill, NJ to learn about important financial topics and retirement planning tips. Listening to each episode will get you that much closer to being prepared for your retirement future.

Search below for episodes about topics you're interested in or scroll down for the most recent ones!

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You Already Have Life Insurance. But Do You Have the Right Kind?

April 16, 2026 Retirement Funding Insights

Anthony walks through the differences between term, whole, and universal life insurance, and how to think about each one at this stage of life.

How to Actually Compare Financial Advisors And Find the Right One for You

April 9, 2026 Insights

In this episode, Anthony provides a framework on how to evaluate advisors beyond the surface level that can help you make a decision you feel confident about.

I've Been on the Sidelines- Now What?

April 2, 2026 Investing Insights

Sitting on the sidelines while the market moves can feel safe, but it may be costing you more than you think. This conversation centers on why investors hesitate to re-enter the market and the real risks of waiting too long.

Risk Tolerance: Preparing for Market Turbulence

March 19, 2026 Investing Retirement Funding Insights

Markets have a way of testing investors. When things are calm, it’s easy to feel comfortable with risk. But when volatility hits, and headlines start sounding like storm warnings, many people suddenly realize their plan may not match their true tolerance for turbulence. Today, Anthony explores how to think about risk tolerance in a more practical way. The goal isn’t to predict every market storm; it’s to build a plan strong enough to handle them so you can stay on course with confidence.

The Widow’s Tax Trap Many Couples Don’t See Coming

March 12, 2026 Insights Estate Planning

Losing a spouse is one of the hardest experiences a person can face, but many families are surprised to discover that it can also trigger a significant tax increase. The shift from married filing jointly to single filer changes how income is taxed, even if the surviving spouse’s income doesn’t change much. Anthony breaks down ways that can help reduce the impact and protect the surviving spouse’s financial future.

The Essential Estate Planning Document Most People Forget

March 5, 2026 Insights Estate Planning

If something happened to you tomorrow, would your family know where everything is? In this episode, we explore one of the most overlooked pieces of estate planning: the Letter of Instruction. While wills and trusts handle the legal details, a Letter of Instruction helps loved ones navigate the real-world logistics after a loss.