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Episodes (20)
Videos (13)
Episodes
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 policie...
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 h...
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 use...
Social Security Spousal Planning Q&A
March 17, 2023
Social Security filing strategies can get complex for couples, especially those with different ages. Can you start a spousal benefit, then switch to your own? Can you start your own benefit, then switch to a spousal benefit? ...
Top 10 Myths of Retirement (Part 2)
Dec. 27, 2022
In this episode, Host and CERTIFIED FINANCIAL PLANNER™ professional Joe Allaria is joined by Co-Host Jay Waters, Wealth Advisor with CarsonAllaria Wealth Management, to discuss our Top 10 Retirement Myths that seem to be wide...
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 1. Contribute to employer-sponsored retirement plan...
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 ...
2023 Stock Market Predictions, & Why You Should Ignore Them
Feb. 1, 2023
It's that time of year again...when 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 wil...
2025 Contribution Limits
Dec. 24, 2024
Welcome to the Retirement Power Hour with Joe Allaria, CFP®. In episode 35, we break down the 2025 retirement contribution limits and key tax changes you need to know. Learn about updates to IRAs, Roth IRAs, 401(k)s, SIMPLE I...
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 e...
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 that...
Creating Your Retirement Identity w/ Wendy Green
Jan. 5, 2023
In this episode, Host and CERTIFIED FINANCIAL PLANNER™ professional Joe Allaria is joined by Wendy Green, the Founder and Host of the "Hey, Boomer" podcast, and the two discuss Creating Your Retirement Identity. Recent retire...
Cybersecurity: How to Stay Secure Online
March 27, 2024
In Episode #27 of the Retirement Power Hour, Joe Allaria, CFP®, talks about various ways you can protect yourself online from cybersecurity attacks, phishing attempts, and other forms of attempted fraud. Resources Mentioned o...
Designing Your Retirement Life w/ Scott Carson, AIF®, CEPA
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 your...
Health, Fitness, and Wellness in Retirement
Oct. 11, 2023
Without your health how could you enjoy your retirement? The time is now to invest in your health! In this episode, Joe Allaria, CFP®, gets the chance to sit down and talk with Dr. Tibor Kopjas and discuss ways to stay health...
How to Retire Early Using Phases
July 10, 2024
Do you want to retire now and gain more freedom sooner? The answer could be yes, but the path to achieving it might differ from what you imagine. In episode #30 of the Retirement Power Hour, Joe Allaria, CFP®, and Mark Allari...
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 Supplem...
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 varie...
Top 10 Myths of Retirement (Part 1)
Dec. 21, 2022
In this episode, Host Joe Allaria is joined by Co-Host Jay Waters to discuss our Top 10 Retirement Myths that seem to be widely accepted amongst those in or near retirement. In Part 1 of this two-part series, we cover the fir...
Travel in Retirement: Planning Your Dream Vacation
July 11, 2023
Travel is one of the most popular activities that retirees like to tackle after their working years. Whether traveling domestically or internationally, retirement is a wonderful time to explore new places and to take your tim...
Videos
13 Year-End Financial Strategies
Feb. 14, 2023
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:
1. Contribute to employer-sponsored retirement plans
https://www.investop…
13 Year-End Financial Strategies
March 6, 2023
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:
1. Contribute to employer-sponsored retirement plans
https://www.investop…
2023 Market Predictions and Why You Should Ignore Them
March 2, 2023
It's that time of year again...when 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 inaccurate, yet they…
2023 Stock Market Predictions, & Why You Should Ignore Them
March 10, 2023
It's that time of year again...when 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 inaccurate, yet they…
5 Things a Retirement-Focused Advisor Should be Doing
Nov. 22, 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 episode, Joe Allaria is j…
6 Social Security Mistakes You NEED to Avoid
Feb. 14, 2023
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 that retirees are making in …
Creating Your Retirement Identity w/ Wendy Green
March 10, 2023
In this episode, Host and CERTIFIED FINANCIAL PLANNER™ professional Joe Allaria is joined by Wendy Green, the Founder and Host of the "Hey, Boomer" podcast, and the two discuss Creating Your Retirement Identity.
Recent retirees can often find them…
Life Insurance in Retirement with Sheryl Moore
July 14, 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 policies over time? On this epi…
Medicare Hot Topics with Joanne Giardini-Russell
Feb. 2, 2023
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 Supplement or Medicare…
Retirement Income with David Blanchett
July 14, 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 variety of industry and acade…
Retire Your Bad Health Habits w/ Kevin English + a Question on Medicare Enrollment While Working
Nov. 1, 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 health and wellness exper…
Social Security Spousal Planning Q&A
April 13, 2023
Social Security filing strategies can get complex for couples, especially those with different ages. Can you start a spousal benefit, then switch to your own? Can you start your own benefit, then switch to a spousal benefit? What is a restricted app…
What is a Schwab PCRA, and should I use one?
March 31, 2025
In this video, Joe Allaria, Partner & Wealth Advisor at CarsonAllaria Wealth Management, breaks down all you need to know about a Personal Choice Retirement Account (PCRA). https://carsonallaria.com/personal-choice-retirement-account/
What You'll L…
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 policie...
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 h...
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 use...
Social Security Spousal Planning Q&A
March 17, 2023
Social Security filing strategies can get complex for couples, especially those with different ages. Can you start a spousal benefit, then switch to your own? Can you start your own benefit, then switch to a spousal benefit? ...
Top 10 Myths of Retirement (Part 2)
Dec. 27, 2022
In this episode, Host and CERTIFIED FINANCIAL PLANNER™ professional Joe Allaria is joined by Co-Host Jay Waters, Wealth Advisor with CarsonAllaria Wealth Management, to discuss our Top 10 Retirement Myths that seem to be wide...
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 1. Contribute to employer-sponsored retirement plan...
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 ...
2023 Stock Market Predictions, & Why You Should Ignore Them
Feb. 1, 2023
It's that time of year again...when 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 wil...
2025 Contribution Limits
Dec. 24, 2024
Welcome to the Retirement Power Hour with Joe Allaria, CFP®. In episode 35, we break down the 2025 retirement contribution limits and key tax changes you need to know. Learn about updates to IRAs, Roth IRAs, 401(k)s, SIMPLE I...
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 e...
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 that...
Creating Your Retirement Identity w/ Wendy Green
Jan. 5, 2023
In this episode, Host and CERTIFIED FINANCIAL PLANNER™ professional Joe Allaria is joined by Wendy Green, the Founder and Host of the "Hey, Boomer" podcast, and the two discuss Creating Your Retirement Identity. Recent retire...
Cybersecurity: How to Stay Secure Online
March 27, 2024
In Episode #27 of the Retirement Power Hour, Joe Allaria, CFP®, talks about various ways you can protect yourself online from cybersecurity attacks, phishing attempts, and other forms of attempted fraud. Resources Mentioned o...
Designing Your Retirement Life w/ Scott Carson, AIF®, CEPA
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 your...
Health, Fitness, and Wellness in Retirement
Oct. 11, 2023
Without your health how could you enjoy your retirement? The time is now to invest in your health! In this episode, Joe Allaria, CFP®, gets the chance to sit down and talk with Dr. Tibor Kopjas and discuss ways to stay health...
How to Retire Early Using Phases
July 10, 2024
Do you want to retire now and gain more freedom sooner? The answer could be yes, but the path to achieving it might differ from what you imagine. In episode #30 of the Retirement Power Hour, Joe Allaria, CFP®, and Mark Allari...
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 Supplem...
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 varie...
Top 10 Myths of Retirement (Part 1)
Dec. 21, 2022
In this episode, Host Joe Allaria is joined by Co-Host Jay Waters to discuss our Top 10 Retirement Myths that seem to be widely accepted amongst those in or near retirement. In Part 1 of this two-part series, we cover the fir...
Travel in Retirement: Planning Your Dream Vacation
July 11, 2023
Travel is one of the most popular activities that retirees like to tackle after their working years. Whether traveling domestically or internationally, retirement is a wonderful time to explore new places and to take your tim...
13 Year-End Financial Strategies
Feb. 14, 2023
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:
1. Contribute to employer-sponsored retirement plans
https://www.investop…
13 Year-End Financial Strategies
March 6, 2023
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:
1. Contribute to employer-sponsored retirement plans
https://www.investop…
2023 Market Predictions and Why You Should Ignore Them
March 2, 2023
It's that time of year again...when 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 inaccurate, yet they…
2023 Stock Market Predictions, & Why You Should Ignore Them
March 10, 2023
It's that time of year again...when 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 inaccurate, yet they…
5 Things a Retirement-Focused Advisor Should be Doing
Nov. 22, 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 episode, Joe Allaria is j…
6 Social Security Mistakes You NEED to Avoid
Feb. 14, 2023
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 that retirees are making in …
Creating Your Retirement Identity w/ Wendy Green
March 10, 2023
In this episode, Host and CERTIFIED FINANCIAL PLANNER™ professional Joe Allaria is joined by Wendy Green, the Founder and Host of the "Hey, Boomer" podcast, and the two discuss Creating Your Retirement Identity.
Recent retirees can often find them…
Life Insurance in Retirement with Sheryl Moore
July 14, 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 policies over time? On this epi…
Medicare Hot Topics with Joanne Giardini-Russell
Feb. 2, 2023
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 Supplement or Medicare…
Retirement Income with David Blanchett
July 14, 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 variety of industry and acade…
Retire Your Bad Health Habits w/ Kevin English + a Question on Medicare Enrollment While Working
Nov. 1, 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 health and wellness exper…
Social Security Spousal Planning Q&A
April 13, 2023
Social Security filing strategies can get complex for couples, especially those with different ages. Can you start a spousal benefit, then switch to your own? Can you start your own benefit, then switch to a spousal benefit? What is a restricted app…
What is a Schwab PCRA, and should I use one?
March 31, 2025
In this video, Joe Allaria, Partner & Wealth Advisor at CarsonAllaria Wealth Management, breaks down all you need to know about a Personal Choice Retirement Account (PCRA). https://carsonallaria.com/personal-choice-retirement-account/
What You'll L…