Shows / All Things Retirement
All Things Retirement
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!
Check out the podcast on YouTube: https://www.youtube.com/channel/UCBoBzixGqqmOj4C4WWuuxfQ
To learn more, visit https://cardinalwg.com/ or call (609) 362-5512.
Episodes
- All Things Retirement
The Inherited IRA 10-Year Rule: The RMD Trap Catching Beneficiaries Off Guard for Non-spousal
🔓 Unlock Your Retirement’s Potential- Schedule a Call with Cardinal Wealth: https://cardinalwg.com/schedule-now Inherited IRAs can look straightforward until…
- All Things Retirement
The New $6,000 "Senior Deduction"
🔓 Unlock Your Retirement’s Potential- Schedule a Call with Cardinal Wealth: https://cardinalwg.com/schedule-now A new tax deduction could provide meaningful…
- All Things Retirement
The 2026 Midterms and Your Portfolio: What History Says to Do (and Not Do)
🔓 Unlock Your Retirement’s Potential- Schedule a Call with Cardinal Wealth: https://cardinalwg.com/schedule-now Should the upcoming midterm elections change…
- All Things Retirement
Running Out of Money vs Running Out of Time
🔓 Unlock Your Retirement’s Potential- Schedule a Call with Cardinal Wealth: https://cardinalwg.com/schedule-now The fear of running out of money can follow…
- All Things Retirement
Retiring Early Isn't Always a Choice — Are You Ready If You're Next?
🔓 Unlock Your Retirement’s Potential- Schedule a Call with Cardinal Wealth: https://cardinalwg.com/schedule-now Many people plan to retire around 65, but new…
- All Things Retirement
The $80,000 Healthcare Cost Cliff
🔓 Unlock Your Retirement’s Potential- Schedule a Call with Cardinal Wealth: https://cardinalwg.com/schedule-now Retiring before Medicare can create a major…
- All Things Retirement
The 10-Minute Budgeting Method That Actually Works
🔓 Unlock Your Retirement’s Potential- Schedule a Call with Cardinal Wealth: https://cardinalwg.com/schedule-now Many budgeting tools start by asking you to…
- All Things Retirement
Is The 4% Rule Actually Costing Retirees Money?
🔓 Unlock Your Retirement’s Potential- Schedule a Call with Cardinal Wealth: https://cardinalwg.com/schedule-now What if one of retirement planning’s most…
- All Things Retirement
Why Confidence in Retirement Has Nothing to Do With Your Balance
🔓 Unlock Your Retirement’s Potential- Schedule a Call with Cardinal Wealth: https://cardinalwg.com/schedule-now Worried you’ll never feel truly confident about…
- All Things Retirement
Maxed Out Your 401(k)? Do This Next
🔓 Unlock Your Retirement’s Potential- Schedule a Call with Cardinal Wealth: https://cardinalwg.com/schedule-now What happens when you’ve maxed out your 401(k)…
- All Things Retirement
Listener Q&A: Am I Being Too Conservative With My Investments?
🔓 Unlock Your Retirement’s Potential- Schedule a Call with Cardinal Wealth: https://cardinalwg.com/schedule-now Are you being smart with your money, or too…
- All Things Retirement
Should You Sacrifice Pension Income for Spousal Protection?
🔓 Unlock Your Retirement’s Potential- Schedule a Call with Cardinal Wealth: https://cardinalwg.com/schedule-now When retirement is around the corner, one of…
- All Things Retirement
From First Conversation to Long-Term Plan- Here's How We Work
🔓 Unlock Your Retirement’s Potential- Schedule a Call with Cardinal Wealth: https://cardinalwg.com/schedule-now A lot of people think working with a financial…
- All Things Retirement
Behind the Curtain: How The Financial Planning Process Actually Works
🔓 Unlock Your Retirement’s Potential- Schedule a Call with Cardinal Wealth: https://cardinalwg.com/schedule-now In this episode, Anthony pulls back the curtain…
- All Things Retirement
The Financial Side of Taking Care of the People You Love
🔓 Unlock Your Retirement’s Potential- Schedule a Call with Cardinal Wealth: https://cardinalwg.com/schedule-now Most people think financial planning is about…
- All Things Retirement
Should You Keep Your TSP in Retirement?
🔓 Unlock Your Retirement’s Potential- Schedule a Call with Cardinal Wealth: https://cardinalwg.com/schedule-now A federal employee preparing for retirement…
- All Things Retirement
Stop Putting Your Bonds in the Wrong Account
🔓 Unlock Your Retirement’s Potential- Schedule a Call with Cardinal Wealth: https://cardinalwg.com/schedule-now Anthony explains why one of the most overlooked…
- All Things Retirement
Should You Use Social Security to Pay Off Your Mortgage?
🔓 Unlock Your Retirement’s Potential- Schedule a Call with Cardinal Wealth: https://cardinalwg.com/schedule-now Turning on Social Security at 62 can feel like…
- All Things Retirement
Your Spouse Hates Talking About Money… Here’s What To Do
🔓 Unlock Your Retirement’s Potential- Schedule a Call with Cardinal Wealth: https://cardinalwg.com/schedule-now You want your spouse involved in your…
- All Things Retirement
Tax Mistakes Retirees Make And How to Avoid Them
🔓 Unlock Your Retirement’s Potential- Schedule a Call with Cardinal Wealth: https://cardinalwg.com/schedule-now Retirement planning isn’t just about saving…
- All Things Retirement
You Already Have Life Insurance. But Do You Have the Right Kind?
🔓 Unlock Your Retirement’s Potential- Schedule a Call with Cardinal Wealth: https://cardinalwg.com/schedule-now Life insurance is one of those things most…
- All Things Retirement
How to Actually Compare Financial Advisors And Find the Right One for You
🔓 Unlock Your Retirement’s Potential- Schedule a Call with Cardinal Wealth: https://cardinalwg.com/schedule-now Finding a financial advisor can feel…
- All Things Retirement
I've Been on the Sidelines- Now What?
🔓 Unlock Your Retirement’s Potential- Schedule a Call with Cardinal Wealth: https://cardinalwg.com/schedule-now Sitting on the sidelines while the market moves…
- All Things Retirement
Risk Tolerance: Preparing for Market Turbulence
🔓 Unlock Your Retirement’s Potential- Schedule a Call with Cardinal Wealth: https://cardinalwg.com/schedule-now Markets have a way of testing investors. When…
- All Things Retirement
The Widow’s Tax Trap Many Couples Don’t See Coming
🔓 Unlock Your Retirement’s Potential- Schedule a Call with Cardinal Wealth: https://cardinalwg.com/schedule-now Losing a spouse is one of the hardest…
- All Things Retirement
The Essential Estate Planning Document Most People Forget
🔓 Unlock Your Retirement’s Potential- Schedule a Call with Cardinal Wealth: https://cardinalwg.com/schedule-now If something happened to you tomorrow, would…
- All Things Retirement
Retirement Planning for PSEG Employees (Part 2)
We’re back to continue our conversation on retirement planning for PSEG employees. Anthony has spent a lot of time getting familiar with these employees and is…
- All Things Retirement
Retirement Planning for PSEG Employees (Part 1)
In today’s episode, we’re going to dive into the ins and outs of retirement planning for PSEG employees. Anthony has spent a lot of time getting familiar with…
- All Things Retirement
The Future of Retirement In America: Is The Glass Half Full or Half Empty?
Are we on the brink of a retirement renaissance or stormy seas ahead? In this episode, we jump into the pressing issues of Social Security, healthcare, taxes…
- All Things Retirement
Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid
Losing a spouse is an unimaginably tough life event, but the financial implications can add another layer of stress to the grieving process. In this episode…
- All Things Retirement
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…
- All Things Retirement
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…
- All Things Retirement
Spotting Problematic Personalities of Rogue Advisors
Finding a trustworthy and competent financial advisor is essential for securing your financial future. After all, they play a vital role in helping you make…
- All Things Retirement
Countdown Clarity: Timing Your Retirement Preparations
Whether you’re close to retirement or still far from that exciting date, it’s not uncommon to wonder when you should start preparing for each aspect of it…
- All Things Retirement
Effective Communication Between Advisor and Client
The key to any relationship is good communication and it’s no different for a financial advisor and their client. Everything we do relies on being able to…
- All Things Retirement
Ep 56: France Moves Retirement Age to 64 - What Does This Mean for Us?
Many people have heard about protests in France and that it’s related to raising the retirement age. But not many folks have a lot of context on the issue…
- All Things Retirement
Ep 55: How Age And Wisdom Impact Financial Planning
Today, we're diving into a topic that affects everyone, regardless of age or financial status: how age and wisdom impact financial planning. No matter where…
- All Things Retirement
Ep 54: When & How to Rebalance Your Portfolio
Are you unsure of when to rebalance and how to do it? In this episode, we’ll uncover the importance of rebalancing your portfolio and discuss everything from…
- All Things Retirement
Ep 53: Why One-Size-Fits-All Financial Advice Doesn’t Work: Understanding Your Financial Personality
Are you tired of one-size-fits-all financial advice that doesn't quite fit your unique needs and goals? There are many types of personalities out there when it…
- All Things Retirement
Ep 52: Fore Your Retirement - What Golf Teaches Us About Financial Planning
Are you a golfer? Even if you're not, the game of golf can teach us valuable lessons about retirement planning. For example, hitting a hole-in-one might be…
- All Things Retirement
Ep 51: 10 Point Checklist For Retirement Preparedness
Another year is upon us and it’s a great time to ask yourself 10 questions to assess how ready you are for retirement to kick off 2023. If you’re retiring this…
- All Things Retirement
Ep 50: Four Ways the SECURE Act 2.0 Might Impact You
After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. Much like the original version a few years earlier, this…
- All Things Retirement
Ep 49: Finding the Right Advisor
With more and more people making planning a priority in the new year, we wanted to help you with the search for a new advisor. Show Notes: Retirement Rescue…
- All Things Retirement
Ep 48: Opportunities for Retirement‘s Late Bloomers
Maybe you’re close to retirement and think you don’t have nearly enough money saved. But let’s talk about some reasons that the news might not be as bad as you…
- All Things Retirement
Ep 47: Where Financial Advisors Drop the Ball
We see a lot of people who aren’t getting the kind of advice and service from their financial advisor that they should be. In a lot of cases, the advisor is…
- All Things Retirement
Ep 46: Wants, Needs & Wishes - Planning Using a Pyramid Approach
Sometimes it’s helpful to visualize complex topics to help make them easier to understand. On this episode, we’ll discuss how to compartmentalize your wants…
- All Things Retirement
Ep 45: Living The Dream: Planning The Non-Financial Retirement Stuff
Before you can live the retirement dream, you have to figure out what the dream looks like in the first place. Let’s talk about some of the things you need to…
- All Things Retirement
Ep 44: Should You Follow These Dave Ramsey Tips on Retirement?
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…
- All Things Retirement
Ep 43: Financial Mistakes Couples Often Make
Getting husbands and wives on the same page with their retirement plan can often be a challenge. Let’s talk about some of the things that couples often mess…
- 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…
- All Things Retirement
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…
- All Things Retirement
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…
- All Things Retirement
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…
- All Things Retirement
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…
- All Things Retirement
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…
- All Things Retirement
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…
- All Things Retirement
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…
- All Things Retirement
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…
- All Things Retirement
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…
- All Things Retirement
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…