Podcasts2020-01-09T20:15:52+00:00

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.

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Episode Show Notes

Ep 21: Addressing Specific Retirement Concerns Of Baby Boomers

We’re talking specifically to Baby Boomers on this episode. What are the most common challenges, fears and objectives of this generation? What are some of the mistakes Boomers often make and how can they be avoided? We’ll ask and attempt to answer those questions on today’s show.

November 5th, 2020|Tags: , , , , |

Ep 17: Financial Issues Particularly Challenging For Women

Let's take a look at some of the issues that women commonly face in the financial world, and how all retirees and pre-retirees can learn from these challenges. Later on, we'll tackle a listener question about the Rule of 100.

September 3rd, 2020|Tags: , , , |

Ep 16: Retirement Ready: Are You Clinging To False Hope?

We often find that people are clinging to certain ideas or beliefs that end up giving them a sense of false hope about their retirement. It’s a dangerous position to be in. Let’s explore some of the faulty thinking that ultimately leaves people underprepared for retirement.

August 20th, 2020|Tags: , , , , |

Ep 15: Survival Guide: Lessons Learned For The Next Stock Market Crash

So, we’ve all experienced what a market crash feels like in recent memory. If you had forgotten what it felt like in 2008, then 2020 should have been a sobering reminder of what it’s like to experience that sudden market drop. Now, we don’t know when the next market crash will come. Will rising virus cases now or a resurgence in the fall cause another one? Will the lead up to, or result of, the election cause turbulence? We just don’t know what factor is going to come along and serve as the catalyst for the problem. But what we can do is follow some basic rules to ensure we don’t lose our shirts next time the arrow on the graph tumbles down.

August 6th, 2020|Tags: , , , , |

Ep 11: Should You Be Wary of Some of Dave Ramsey’s Advice?

Dave Ramsey has earned a lot of respect among savers and investors over the years as evidenced by his enormously popular radio show, books and sold out performance venues when he speaks. But is all of his advice worth following? Is it possible that some of the things he professes will actually hurt you financially? Let’s take a look at some of Dave’s most popular advice and see if and when it makes sense for retirees and pre-retirees to disagree.

June 4th, 2020|Tags: , , , , , |

Ep 10: Best Intentions, Bad Advice

We were planning to bring up this conversation before the Coronavirus pandemic hit, but now it just makes it even more important to discuss. You likely seek financial advice from lots of difference sources. And some of those sources will certainly have good intentions, but they’ll often give bad financial advice. Let’s look at some examples and explore the reasons why we have to be very careful from whom we’re taking this important guidance.

Ep 8: Worst Financial Products

So there might not be such a thing as a “bad financial product”, but there are certainly inappropriate investments out there for people in certain situations. We’ll explore some examples of those kinds of situations on this episode and you might be surprised just how common it is for people to be invested in products that are ill-suited for their financial goals.

April 16th, 2020|Tags: , , , , |

Ep 7: Coronavirus Update & Retirement Planning Stages

Anthony will share his thoughts on the financial fallout we've seen from the coronavirus and then we'll dive into our conversation on the different stages of retirement. Where should your focus be as you approach that retirement day. Plus, we answer questions from two listeners with investment concerns since the market crash.

April 2nd, 2020|Tags: , , , , , |

Ep 6: Setting Retirement Goals & The Perfect Plan

We talk all the time about how people need to give their dollars purpose or set goals for their retirement and even specifically for certain investments. But let’s dive deeper into what different goals look like for various folks approaching retirement. How do you determine if a goal is realistic or out of reach? We’ll tackle that conversation with plenty of examples on this episode.

March 19th, 2020|Tags: , , , , , , |

Ep 4: All About The Benjamins – Is “Cash” Good Or Bad?

Of course, we all want a healthy bank account. Having a good amount of dollars within easy grasp is helpful in the case of emergencies or for medium-sized purchases where you don’t want to have to liquidate assets. But is it counterproductive to have too much cash on hand? We’ll explore that idea and other pressing questions about the role that cash plays in financial and retirement planning.

February 20th, 2020|Tags: , , , , |

Ep 3: Where To Find Bias In Financial Media

It’s always good to keep yourself up to date with what’s going on in the financial world. But it’s also important to understand that the information you get from the media isn’t completely unbiased. Let’s talk about some of the problems with the financial media.

February 6th, 2020|Tags: , , , |
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