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 RetirementEp 31: This is Why You Never Assume
We've all heard the classic phrase about making assumptions. With unforeseen events like inflation, tax changes, and even paying for your children's education…
All Things RetirementEp 30: How Women Can Make Sure They’re Involved In Financial Decisions
A recent survey found that nearly half of the female respondents said they defer major financial and investment decisions to their spouses. Most of the…
All Things RetirementEp 29: Should Parents Involve Children In Making Financial Decisions?
It’s time to plan the next family vacation. Do parents tackle the planning all themselves and decide on the budget, location and activities? Or should you…
All Things RetirementEp 28: Know Thyself: How Looking Inward Can Lead To Major Financial Impacts
Socrates said that “the unexamined life is not worth living.” And when it comes to financial planning, it’s important to examine yourself by pondering some…
All Things RetirementEp 27: Where All My Financial Knowledge Comes From
Have you ever stopped to think about your journey of learning all that you have about money and finances? Did you parents shape your financial views most…
All Things RetirementEp 26: What Drives Your Financial Advisor Crazy?
No industry is without its flaws, and the financial industry is no exception. Let’s explore some times where we’ve encountered annoying or frustrating elements…
All Things RetirementEp 25: Things Nobody Says
You’ve probably never heard anyone make these statements that we’ll provide on today’s episode. And there are some great reasons why. Show Notes: Retirement…
All Things RetirementEp 24: Are Variable Annuities The Canned Tuna Of The Financial World?
We all have that food we just can’t stomach. Maybe canned tuna. Stinky cheese. Liver. Kool-Aid pickles. You get the idea. If there is any product in the…
All Things RetirementEp 23: Is Diversification for Suckers?
If you look up quotes about diversification from famous investors, you might come across one from renowned investor Warren Buffet that will certainly raise…
All Things RetirementEp 22: 401k FAQs
This episode is all about addressing the most frequently asked questions about 401(k)s. Show Notes: Retirement Rescue TOOLKIT…
All Things RetirementEp 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…
All Things RetirementEp 20: 20/20 Hindsight
Just like any decision in life, making financial choices would be a lot easier with the benefit of hindsight. Let’s talk about some of the things we might hear…
All Things RetirementEp 19: This One’s On The House
We get a lot of questions about how the house (or houses) fit into retirement plans. From downsizing to rental properties to interest rates, let’s explore some…
All Things RetirementEp 18: Are These Rules Full Of Bull?
The retirement world is full of retirement rules. Are these rules legit or full of bull? Show Notes: Retirement Rescue TOOLKIT…
All Things RetirementEp 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…
All Things RetirementEp 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…
All Things RetirementEp 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…
All Things RetirementEp 14: What Mark Twain Can Teach Us About Money
What can we learn about money by exploring some quotes from the great Mark Twain? Show Notes: Retirement Rescue TOOLKIT: https://www.cardinalwg.com/shock/…
All Things RetirementEp 13: Traditional IRA vs. Roth IRA
It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let’s discuss how to determine what’s…
All Things RetirementEp 12: How to Avoid Critical Retirement Planning Mistakes
Let’s talk about some of the common mistakes that we see being made time and time again by retirees and pre-retirees. Show Notes: Retirement Rescue TOOLKIT…
All Things RetirementEp 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…
All Things RetirementEp 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…
All Things RetirementEp 9: Coronavirus Market Update + Next Steps
Time for an update on where we stand with the markets, the economy, and retirement planning as it relates to the Coronavirus pandemic. Show Notes: Retirement…
All Things RetirementEp 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…
All Things RetirementEp 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…
All Things RetirementEp 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…
All Things RetirementEp 5: Everything You Need To Know About Roth Conversions
The idea of a Roth conversion is intriguing to a lot of people, and for some people it can be a great strategy to enact. Let’s explore the concept… Show Notes…
All Things RetirementEp 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…
All Things RetirementEp 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…
All Things RetirementEp 2: Which Excuses Keep You From Retiring?
Sometimes people say they don’t want to retire…and sometimes they really mean it. Other times it’s just a defense mechanism to compensate for the fact that…
All Things RetirementEp 1: Must-Have Financial Advisor Traits
Trustworthy. Likeable. Problem-solving. Good listener. We should be describing your financial advisor or a potential advisor if you’re in the process of…
All Things RetirementEp 0: Getting to Know Anthony Aulffo
Welcome to the All Things Retirement podcast. On this introductory episode, we'll get to know our retirement and financial guide, Anthony Aulffo a bit better…