Retirement Talk Podcast Episodes

investments

134. Annuities are Continuing Their Record Breaking Year

134. Annuities are Continuing Their Record Breaking Year

Annuities have experienced drastic growth in 2022 as investors look for guaranteed income during a market correction, but should you be allocating money into fixed index annuities or other options? One of the goals of this show is to provide perspective on financial...

113. The Relationship Between Interest Rates and Annuities

113. The Relationship Between Interest Rates and Annuities

We’ve been discussing the market and the volatility investors have been experiencing all year long. With this bear market many investors are wondering if they should move to cash because it’s safe. But, with 9.1% inflation rate we need to consider how to balance our...

111. How to Manage Investor Misperceptions and Behavior Biases

111. How to Manage Investor Misperceptions and Behavior Biases

Many of us are desperate to get back to normalcy, especially because of what we’ve experienced over the past two years. But the market seems to keep reminding us that everything isn’t exactly normal and unfortunately, we’ve been in correction mode all year long. On...

109. Shock Test Your Retirement Plan

109. Shock Test Your Retirement Plan

Now more than ever, people are realizing the importance of a long-term financial plan. Things can threaten your plan seemingly out of nowhere. A year ago, inflation was hardly a topic of concern, but looking at today’s market has a lot of us worried about the future....

107. How to Find An Unbiased Independent Advisor

107. How to Find An Unbiased Independent Advisor

With 2022 starting out with a lot of volatility, a lot of people are rethinking their portfolio approach. Maybe you are ready for a new advisor or perhaps you are reaching out to a professional for the first time. In any case, how do we go about finding unbiased and...

97. Buy and Hedge Retirement Planning with Jay Pestrichelli

97. Buy and Hedge Retirement Planning with Jay Pestrichelli

If you’re trying to build wealth, sharp market downturns can be your biggest enemy. But these downturns are not uncommon and we want you to be prepared to overcome these market dips. On today’s episode, esteemed money manager, Jay Pestrichelli joins us to discuss buy...

96. The Financial Planning Process

96. The Financial Planning Process

We discuss many different money management tools on our show but having a defined process is perhaps the most important thing investors need to consider when constructing their plan. Having a process allows you and your assets to perform at peak capacity. Customized...