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Videos

Nov. 22, 2022

5 Things a Retirement-Focused Advisor Should be Doing

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 joined by 30-year industry veteran, Scott Carson, as the two discuss five things…

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Nov. 1, 2022

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

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 expert specializing in helping those over 50 years of…

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Oct. 31, 2022

Social Security Loopholes (mini episode)

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 used by many to increase spousal benefits. But, one of those loopholes was phased out over time, which…

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July 14, 2022

Life Insurance in Retirement with Sheryl Moore

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 episode of The Retirement Power Hour, host Joe Allaria…

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July 14, 2022

Retirement Income with David Blanchett

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 academic journals. He's also received awards for his research from…

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June 14, 2022

Designing Your Retirement Life

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 retirement life to maximize your satisfaction and fulfillment. For more information and references on material discussed, see the links…

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May 18, 2022

Smart Charitable Giving: How to Receive the Full Tax Benefits of Your Giving

We strongly encourage supporting charitable organizations, and we also know that donors often miss tax planning opportunities when they give. While tax benefits aren’t typically the primary reason for giving, most of our clients would still prefer to receive the most tax advantages as possible as a result of their…

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May 18, 2022

College Savings: Is a 529 Right for Your Child?

College tuition and other expenses can became a large hurdle for those nearing retirement. While 529 college savings plans are a popular way to cover this expense, is it really the best? Tune in to this month’s Retirement Power Hour to hear about some other potential options for covering your…

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May 13, 2022

Bond Update from BlackRock Student of the Market

Watch as Joe Allaria, CFP® discusses the rough start to the 2022 year in bond markets and what historical returns have looked like after such periods. Recorded on May 13, 2022. For more information on Joe Allaria or CarsonAllaria Wealth Management, visit www.carsonallaria.com. Disclaimer: All material discussed on this podcast…

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April 26, 2022

Market Timing & Bear Markets in 7 Charts

Investors are often drawn to the allure of trying to time the market, but jumping in and out of the market can have dire consequences. Understanding the history of bear markets can help. Watch as Joe Allaria, Partner and Wealth Advisor of CarsonAllaria Wealth Management discusses these topics with 7…

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April 14, 2022

Bear Market Strategies

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 opportunities that may help investors soften the blow and minimize the negative effects of steep market declines.…

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March 22, 2022

Investing in a Crisis

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 negative headlines give the impression that you should be doing something. Poor investor behavior begins to emerge…

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Feb. 15, 2022

Why You Shouldn't Worry About Retirement

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 you shouldn't worry. Tune in as Joe Allaria welcomes guest and co-host…

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Sept. 23, 2021

Original Medicare Q&A

With almost 10,000 Baby Boomers turning 65 everyday, Medicare continues to be such an important topic…so I answered a few common questions about Original Medicare here. Check it out! #medicare #retirementplanning #wealthmanagement For more on this topic, read our blog titled "Medicare: 7 Questions You Should Know How to Answer…

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June 1, 2021

Parent-Owned Accounts for College

You don't HAVE to use a 529 plan to help your children financially. The control freaks out there might like a parent-owned brokerage account instead. #collegesavings #529plans #wealthmanagement For more on this topic, read our blog titled "College Savings: Is a 529 Right for your Child?" https://carsonallaria.com/2020/11/30/college-savings-is-a-529-plan-right-for-your-child/ Get more free…

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May 25, 2021

Is a 529 Best for College Savings?

Is a 529 Plan the best way to save for your child's future? Here's why it might be. #529plans #college savings #wealthmanagement For more on this topic, read our blog titled "College Savings: Is a 529 Right for your Child?" https://carsonallaria.com/2020/11/30/college-savings-is-a-529-plan-right-for-your-child/ Get more free resources from CarsonAllaria Wealth Management! https://carsonallaria.com/…

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Nov. 10, 2020

Are Annuities Bad?

Annuities sometimes carry a negative connotation, which raises the question, "Are annuities bad?" This answer really depends. Like all investments, annuities come in many different shapes and sizes. There are certain annuities that can be good for consumers and can meet their financial objectives. Others can have excessive fees and/or…

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March 15, 2020

Managing Emotions in Volatile Markets

Managing your emotions during volatile markets can be difficult, and the financial media certainly doesn't help. Investors should remember, though, that short-term decisions can have lasting, long-term effects. Also, a good investment policy is one that is long-term, goal-focused, and planning-driven. For more on this topic and other resources, please…

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March 15, 2020

Financial Media & Volatile Markets

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 for your financial well-being. Instead, they are incentivized to increase readership, viewership, subscriptions,…

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Feb. 15, 2020

Coordinating Your Estate Plan

Speaking to an estate planning attorney to discuss what your needs are is important at any stage of your life. Do you need a will or a trust? Should you have a power of attorney? Whether you have a young family or getting ready to retire, there are unique challenges…

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Jan. 13, 2020

Clarity Through Retirement Planning

Retirement planning can cause both excitement and anxiety. There are many decisions that every retiree faces, including when to begin Social Security withdrawals, what accounts to withdraw from first, and what happens if I encounter a long-term care event. Our job is to help create a plan that can help…

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Nov. 12, 2019

How to Set Assumptions for your Financial Plan

Planning for your future requires certain assumptions to be on things like rate of return, life expectancy, and inflation. We believe it's important to be conservative when setting any unknown assumptions for the future in order to protect against a future environment that may be less than ideal. For more…

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Nov. 11, 2019

Investing with Patience

While it's important to reassess your allocation when nearing retirement, it's also key not to go too conservative. With people living longer, it's not uncommon for your retirement to last 20 years or more. Utilizing the right mix of long-term and short-term investments is vital. For more on this topic…

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Dec. 13, 2018

Diversification vs. Concentration

There are many ways to invest. Should you diversify or try and make a big score by concentrating in one stock or one sector? If you're investing your life savings, we believe in spreading your risk through diversification. For more on this topic and other resources, please check out https://carsonallaria.com/…

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