All Things Retirement

Anthony Aulffo

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. read less
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Episodes

When It’s Time to Change Financial Advisors
Sep 14 2023
When It’s Time to Change Financial Advisors
The relationship you have with a financial advisor is one of the most important you’ll have in life. They’re with you through the ups and downs of life and help bring a feeling of security to your family. It’s important to remember that you aren’t stuck with an advisor once you pick one, and change can sometimes be necessary. In this episode, we delve into the complex and often emotionally charged process of changing financial advisors. We'll discuss the telltale signs that it's time to consider a switch, the questions to ask your current advisor, and what to look for in a new one. Join us as we demystify the transition process and equip you with the knowledge you need to make informed decisions about who is best suited to guide your financial future. Plus, Anthony will break down an article from Yahoo! Finance that bashed the Roth. Should you think twice before investing in a Roth? We’ll get into that as well. Read the Yahoo! Finance article here: https://finance.yahoo.com/news/lost-400k-retirement-savings-roth-174006044.html Make sure you check out our free download that was mentioned on the show, 10 Mistakes to Avoid When Hiring an Advisor: https://cardinalwg.com/resources/downloadable-materials   Here are some of the highlights you’ll want to listen for:  - Anthony reviews an article warning investors about using a Roth account. - The difficulty of leaving an advisor after building a relationship with them. - The number one reason why people leave an advisor is because of lack of communication. - What questions can you ask your current advisor to help evaluate them? - What’s most important when looking for a new advisor?   Visit us online: https://cardinalwg.com/ Start the Cardinal Success Journey with your free assessment here: https://cardinalwg.com/free-assessment
Retirement: Ready Or Not Here It Comes
Aug 31 2023
Retirement: Ready Or Not Here It Comes
Are you nearing “retirement age?” If so, let’s explore that pivotal question you’ll soon face: Should you retire or continue working? We’ll unravel the intricacies of this decision, addressing both financial and emotional aspects, and help you find out if you’re truly ready to retire.   Here are some of the highlights you’ll want to listen for: Starting early to understand your financial situation and retirement goals is essential. Knowing what steps to take to improve your financial position and reduce risks can lead to greater confidence and better outcomes in retirement.The concept of a fixed retirement age is evolving. Some people prefer to retire early, while others enjoy their work and want to continue working past traditional retirement ages.People are often surprised by their financial readiness for retirement. Running comprehensive analyses and having open conversations with financial advisors can reveal that retirement might be feasible sooner than expected, even in cases where individuals feel financially unprepared.Taking the time to understand your financial situation, including pensions, Social Security, investments, and potential scenarios, can boost your confidence in making retirement decisions.   CNBC Article: https://www.cnbc.com/2023/07/24/americans-have-big-number-goals-for-salary-retirement.html   Visit us online: https://cardinalwg.com/ Start the Cardinal Success Journey with your free assessment here: https://cardinalwg.com/free-assessment