Wealthworx Radio with Eric Kearney

Eric Kearney and Joseph Lanza discuss the various stages of retirement, emphasizing the importance of pre-retirement planning and the adjustments that come with life after retirement. They highlight the need for finding purpose in retirement and the critical role of financial planning in ensuring a secure future. The conversation also covers how to choose the right financial advisor and the significance of understanding financial products to achieve retirement goals. The conversation also covers strategies for building a durable income stream and managing taxes effectively in retirement, highlighting the need for a strategic mindset in navigating the financial landscape. Visit Retirement Wealth LLC [https://retirementwealthllc.com/] to learn more. Text Eric to 600700. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Eric Kearney and Joseph Lanza discuss the current state of retirement planning, emphasizing the importance of having a solid financial plan and multiple income streams. He highlights the psychological effects of transitioning into retirement, the need for financial literacy, and the significance of understanding expenses and healthcare costs. The conversation also touches on the importance of consolidating retirement accounts and being proactive in financial planning to avoid common pitfalls that could derail retirement dreams. Additionally, they address health insurance considerations and the evaluation of annuities as part of a retirement income plan, concluding with insights on strategic Roth conversions. Visit Retirement Wealth LLC [https://retirementwealthllc.com/] to learn more. Text Eric to 600700. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Joseph Lanza discusses various economic indicators that signal potential recessions, including quirky signs like the Lipstick Index and more traditional metrics like GDP and consumer confidence. They emphasize the importance of understanding consumer behavior and its impact on the economy. The conversation also delves into retirement planning, highlighting common mistakes individuals make, such as not timing IRA withdrawals strategically and the significance of longevity risk. The hosts stress the need for a balanced approach to income generation and investment strategies in retirement planning. The hosts also address common retirement concerns and the impact of economic changes on financial decisions. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC [https://retirementwealthllc.com/] to learn more. Text Eric to 600700. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Joseph Lanza discusses the importance of having a solid financial plan, especially in times of market volatility and inflation. They emphasize the need for active portfolio management and the unique challenges women face in retirement planning. The conversation also touches on strategies for tax efficiency and the significance of prioritizing personal financial health. The episode concludes with light-hearted motherly advice on financial wisdom. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC [https://retirementwealthllc.com/] to learn more. Text Eric to 600700. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Eric Kearney and Joseph Lanza discuss the importance of realistic assumptions in retirement planning, the risks of relying on inheritance, and the need for a comprehensive financial plan. They explore common misconceptions about retirement savings, the current volatile market, and opportunities in annuities and Roth conversions. The conversation emphasizes the significance of planning for various scenarios and the necessity of adapting financial strategies to changing market conditions. The hosts also promote upcoming educational events aimed at empowering individuals to take control of their financial futures. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC [https://retirementwealthllc.com/] to learn more. Text Eric to 600700. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.