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Episodes

13 Year-End Financial Strategies

Nov. 25, 2022

On Episode 13, host Joe Allaria covers "13 Year-End Financial Strategies" to consider before we enter into 2023. Here are the 13 strategies with links to resources mentioned: Contribute to employer-sponsored retirement plans…

Social Security Loopholes (mini episode)

Oct. 31, 2022

The Bipartisan Budget Act of 2015 made what some would consider significant changes to a few key Social Security filing strategies. Specifically, the legislation removed some well-known Social Security loopholes that were us…

Retire Your Bad Health Habits w/ Kevin English + a Question on Medicare Enrollment While Working

Oct. 19, 2022

A sound financial plan is only one part of living a better retirement. Another huge part is maintaining good health and it's extremely difficult to "retire better" if you don't feel better. On this episode, Kevin English, a …

5 Things a Retirement-Focused Advisor Should Do and a Long-Term Care Question

Sept. 21, 2022

Retirement brings unique challenges that you may not experience during your working years. Advisors that work with retirees or those close to retirement should understand this and adjust their practices accordingly. In this …

6 Social Security Mistakes you NEED to Avoid

Aug. 17, 2022

In this episode, Host Joe Allaria, CFP® answers a listener question about how to estimate life expectancy for the purposes of building your financial plan, and he also explains six of the biggest and most common mistakes tha…

Medicare Hot Topics with Joanne Giardini-Russell

July 26, 2022

There are 11,000 Baby Boomers turning 65 everyday. Many of them share the same Medicare questions, like: Do I need to enroll at age 65? What if I work past age 65? What coverage is best for me? Should I get a Medicare Supple…

Life Insurance in Retirement with Sheryl Moore

July 8, 2022

Does life insurance make sense in retirement? If so, why? What are some creative and useful reasons for retirees to retain coverage? Also, what should policy owners and their agents be doing to properly maintain these polici…

Retirement Income with David Blanchett

June 16, 2022

On this episode, Joe Allaria welcomes David Blanchett, Managing Director and Head of Retirement Research for PGIM DC Solutions. David is a respected voice in the financial industry and has published over 100 papers in a vari…

Designing Your Retirement Life

May 5, 2022

Host Joe Allaria and special guest Scott Carson, Senior Wealth Advisor for CarsonAllaria Wealth Management, discuss the benefits of reframing your mind around retirement, building your lifestyle allocation, and designing you…

Bear Market Strategies

April 7, 2022

Bear markets are tough to endure and can leave investors that are committed to long-term investing feeling a bit handcuffed. But, while bear markets are uncomfortable, they can also present unique financial planning opportun…

Investing in a Crisis

March 11, 2022

Times of heightened uncertainty, whether as a result of geopolitical tensions, inflation concerns, interest rate concerns, or anything else, can make it difficult for investors to stay the course. Stock market volatility and…

Why You Shouldn't Worry About Retirement

Feb. 9, 2022

So many voices in finance are constantly telling you that you should worry. They say you should worry about the stock market, about Social Security, about inflation, and many other things. But, this episode is all about why …

2021 Stock Market Review + 2022 Predictions

Jan. 25, 2022

At the beginning of every year, we see stock market predictions being released by financial institutions, fund managers, financial media personnel, and other financial “experts.” Most of these predictions end up being wildly…