Welcome to Retirement Power Hour! In Episode 33, host Joe Allaria, CFP®, discusses the key factors in determining how much life insurance you need. He covers important considerations like paying off mortgages, covering futur…
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,…
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. If you…
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 Allar…
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 s…
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 …
In 10 years will you be able to rely on social security to be there for you? In this episode of the Retirement Power Hour, Joe Allaria, CFP ®, talks about if social security is going to pay out benefits in the future and a 6…
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 tal…
Is it possible to pay 0% in Capital Gains Tax? In this episode of the Retirement Power Hour, Joe Allaria, CFP®, explains 4 strategies to NOT pay any Capital Gains Tax, including gain harvesting, donating appreciated shares o…
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…
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 healt…
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 ti…
Do you have "good" investments? How do you know? What is a good rate of return? How much time do you need to evaluate if you own good investments? In this episode, Host Joe Allaria and Co-Host Jay Waters discuss the pitfalls…
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 th…
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?…
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 wi…
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 retir…
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 wid…
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 pla…
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…
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 …
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 …
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…
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…