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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.

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Episodis

93 episodis

  1. The "No Medical Exam" Life Insurance Trap: Why Fast Isn’t Always Best 12:02
  2. The Inherited IRA 10-Year Rule: The RMD Trap Catching Beneficiaries Off Guard for Non-spousal 10:24
  3. The New $6,000 "Senior Deduction" 6:55
  4. The 2026 Midterms and Your Portfolio: What History Says to Do (and Not Do) 7:57
  5. Running Out of Money vs Running Out of Time 13:42
  6. Retiring Early Isn't Always a Choice — Are You Ready If You're Next? 15:26
  7. The $80,000 Healthcare Cost Cliff 17:54
  8. The 10-Minute Budgeting Method That Actually Works 21:10
  9. Is The 4% Rule Actually Costing Retirees Money? 18:36
  10. Why Confidence in Retirement Has Nothing to Do With Your Balance 13:45
  11. Maxed Out Your 401(k)? Do This Next 15:47
  12. Listener Q&A: Am I Being Too Conservative With My Investments? 10:16
  13. Should You Sacrifice Pension Income for Spousal Protection? 11:58
  14. From First Conversation to Long-Term Plan- Here's How We Work 14:16
  15. Behind the Curtain: How The Financial Planning Process Actually Works 14:15
  16. The Financial Side of Taking Care of the People You Love 11:48
  17. Should You Keep Your TSP in Retirement? 8:38
  18. Stop Putting Your Bonds in the Wrong Account 10:22
  19. Should You Use Social Security to Pay Off Your Mortgage? 9:47
  20. Your Spouse Hates Talking About Money… Here’s What To Do 11:10
  21. Tax Mistakes Retirees Make And How to Avoid Them 14:08
  22. You Already Have Life Insurance. But Do You Have the Right Kind? 12:54
  23. How to Actually Compare Financial Advisors And Find the Right One for You 15:28
  24. I've Been on the Sidelines- Now What? 11:53
  25. Risk Tolerance: Preparing for Market Turbulence 15:08
  26. The Widow’s Tax Trap Many Couples Don’t See Coming 9:58
  27. The Essential Estate Planning Document Most People Forget 10:46
  28. Retirement Planning for PSEG Employees (Part 2) 29:52
  29. Retirement Planning for PSEG Employees (Part 1) 27:06
  30. The Future of Retirement In America: Is The Glass Half Full or Half Empty? 23:29
  31. Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid 25:42
  32. When It’s Time to Change Financial Advisors 24:31
  33. Retirement: Ready Or Not Here It Comes 25:00
  34. Spotting Problematic Personalities of Rogue Advisors 24:19
  35. Countdown Clarity: Timing Your Retirement Preparations 28:41
  36. Effective Communication Between Advisor and Client 28:07
  37. Ep 56: France Moves Retirement Age to 64 - What Does This Mean for Us? 21:56
  38. Ep 55: How Age And Wisdom Impact Financial Planning 20:56
  39. Ep 54: When & How to Rebalance Your Portfolio 21:02
  40. Ep 53: Why One-Size-Fits-All Financial Advice Doesn’t Work: Understanding Your Financial Personality 24:06
  41. Ep 52: Fore Your Retirement - What Golf Teaches Us About Financial Planning 19:04
  42. Ep 51: 10 Point Checklist For Retirement Preparedness 35:24
  43. Ep 50: Four Ways the SECURE Act 2.0 Might Impact You 21:59
  44. Ep 49: Finding the Right Advisor 30:30
  45. Ep 48: Opportunities for Retirement‘s Late Bloomers 19:37
  46. Ep 47: Where Financial Advisors Drop the Ball 22:30
  47. Ep 46: Wants, Needs & Wishes - Planning Using a Pyramid Approach 23:47
  48. Ep 45: Living The Dream: Planning The Non-Financial Retirement Stuff 22:59
  49. Ep 44: Should You Follow These Dave Ramsey Tips on Retirement? 18:00
  50. Ep 43: Financial Mistakes Couples Often Make 24:38