Family First Retirement

On this week's Family First Retirement podcast, George Politarhos discusses inflation, corporate greed, and the impact on prices. He discusses the role of elected officials in controlling inflation and the misconception that big chain stores are solely responsible for high prices. He also touches on the concept of supply and demand and how it affects inflation. The conversation then shifts to the possibility of a recession and the ...

This week, George Politarhos discusses how many Americans want to retire at 62, but healthcare coverage is a major concern. Retirees often have to keep their health insurance through COBRA, which can be expensive. It's important to have a comprehensive retirement plan that includes healthcare coverage. Speaking to a financial professional is crucial to ensure all aspects of the plan make sense. Annuities can be a good option for re...

This week, George Politarhos discusses concerns about the economy, inflation, and the security of personal finances. He also explores the impact of a recent cyber security glitch and the importance of diversification and annuities in protecting investments. George emphasizes the need for a customized retirement plan and offers second opinions for those dissatisfied with their current financial advisors.

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This week, George Politarhos discusses the recent political unrest in the United States and its potential impact on retirement savings. He emphasizes the importance of voting in the upcoming election in November. The conversation then transitions to the topic of 401(k) strategies and in-service withdrawals. George explains the concept of in-service withdrawals and how they can be used to preserve wealth. The conversation also touch...

This week on the Family First Retirement Podcast, George Politarhos talks about meeting country music star, Gary LeVox, and the importance of chemistry in relationships. He also talks about the Family First Retirement plan and the significance of the initial consultation. George emphasizes the authenticity and sincerity of his approach, aiming to provide honest and customized plans for his clients. He shares his personal experience...

A study shows that 68% of adults are not prepared for retirement, and 48% don't care about planning for retirement. The reasons for this lack of preparation could be procrastination, feeling overwhelmed, or past financial mistakes. George Politarhos emphasizes the importance of not dwelling on past mistakes and instead focusing on moving forward. The conversation then transitions to discussing the Family First Retirement Plan, whic...

This week, George Politarhos discusses the strategy of Roth conversion in retirement planning. He explains the difference between traditional and Roth retirement plans and the tax implications of each. George emphasizes the importance of having multiple sources of income in retirement and the benefits of having a Roth account. The conversation also touches on the current tax landscape and the potential for higher taxes in the futur...

George Politarhos covers various topics related to retirement planning, taxes, and the importance of having a financial strategy. The discussion also touches on the challenges of living longer in retirement and the need to plan for longevity. George highlights the impact of healthcare costs and long-term care on retirement portfolios. He emphasizes the importance of being proactive in retirement planning and understanding hidden fe...

This week, George Politarhos discusses the importance of family and fatherly advice in financial planning. He shares stories about his own family and the lessons he learned from his father. George emphasizes the need to make thoughtful and informed decisions when it comes to retirement planning, rather than making rash decisions based on sales tactics or pressure. He also highlights the importance of working with a financial planne...

This week George Politarhos discusses the current political climate and its impact on individuals' financial well-being. George and Mark discuss the anxiety and tension caused by the presidential election and the need to protect one's wealth and income. The importance of having a financial advisor who can provide guidance and help navigate uncertain times is emphasized. The conversation also touches on retirement planning, includin...

This week George Politarhos covers creating multiple streams of income in retirement, including avenues such as Social Security, pensions, and 401k. He also emphasizes the importance of a family-first retirement plan and the need for a financial analysis before making decisions. The discussion delves into the challenges of big box advisors and the value of seeking a second opinion. Annuities are explored in detail, including the ty...

George Politarhos discusses the pitfalls of DIY retirement planning and the importance of seeking professional help. He highlights the need for a customized retirement plan that takes into account factors like inflation, life events, and income strategies. The conversation also touches on common mistakes in retirement planning, such as lack of contributions, lack of tax diversification, and insufficient income streams. George empha...