The 2024 presidential election has caused many investors to wonder if they should be doing anything differently. Is it safe to stay invested in stocks and bonds during this time, or should investors move their money to the si...
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 ...
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...
Welcome to Retirement Power Hour! In Episode 32, host Joe Allaria, CFP®, interviews Scott Carson, a seasoned wealth advisor with over 30 years of experience. Scott, a senior wealth advisor at CarsonAllaria Wealth Management, ...
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...
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 opportuni...
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...
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...
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...
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...
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...
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...
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 y...
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...
Can we trust these large financial institutions that claim to know what the market is going to do? In this episode of the Retirement Power Hour, Joe Allaria, CFP ®, sits down with fellow financial advisor, Jay Waters, to talk...
Welcome to the Retirement Power Hour with Joe Allaria, CFP®. In Episode 36, Joe & Jay break down how financial "experts" consistently make incorrect market predictions, often pushing fear-based narratives to sell books or pro...
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...
Annuities seem to have a negative connotation within the financial industry, but do they deserve it? Are annuities good or are they bad? Because there are so many different types of annuities, it's hard to generalize that the...
Can you retire with $1M at age 60? Tune in to Episode #31 as host Joe Allaria, CFP®, discusses the different factors that impact the answer, including your retirement expenses, other income, Social Security, and more. Check o...
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…
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…
Volatile markets can cause stress and anxiety for investors. Those emotions seem to be compounded, many times unnecessarily, by the financial media. It's important to understand that the financial media are not fiduciaries and are not incentivized f…
Most people are worried about having enough money saved for retirement; but financial planning alone, without lifestyle planning, is a ticket to Retirement Hell. In this episode of The Retirement Power Hour, Joe Allaria, CFP®, sits down with Author …
What makes us different, I think, is that we approach everything we do from a planning perspective. We think that everyone needs a financial blueprint. And, we spend a great deal of time and effort listening.
Our clients are not a number. We have …