Wealthworx Radio with Eric Kearney

The conversation on WealthWorx Radio covers various topics related to retirement planning, including healthcare costs, housing, taxes, and 401(k) strategies. The hosts discuss the importance of preparing for healthcare expenses in retirement, as costs continue to rise. They also highlight the impact of inflation on retirement savings and the need for a comprehensive financial plan. The conversation touches on the challenges of home...

In this conversation, the hosts discuss various topics including the recent surge in GameStop and AMC stocks, the importance of de-risking portfolios, the future of Social Security and Medicare, and the impact of inflation on retirement planning. They emphasize the need for personalized financial planning and the importance of staying informed about market trends and investment strategies. The conversation concludes with a mention ...

On this episode of WealthWorx Radio, the hosts discuss retirement misconceptions and provide tips to help listeners avoid making missteps in their retirement planning. They cover topics such as the importance of planning for variable expenses in retirement, the misconception that retirees can live off less money than they did while working, the need to plan for a longer lifespan, and the potential increase in taxes in the future. T...

The conversation on Wealthworx Radio discusses the biggest financial regrets from a Forbes advisory study. The top regrets include saving little to no money, failing to take advantage of interest-bearing accounts, taking on too much credit card debt, and not saving money for emergencies. The hosts emphasize the importance of having a financial plan to avoid these regrets and ensure a secure retirement. They also discuss the need fo...

In this episode of WealthWorx Radio, the hosts discuss various tips and strategies for retirement planning. They start by talking about inflation and its impact on retirement savings. They then move on to discuss the Secure Act and Secure Act 2.0 and the changes they have brought to retirement planning. They also touch on topics such as delaying Social Security, sequence of returns risk, and the option to work in retirement. The ho...

On today's show, Eric Kearney and Joseph Lanza discuss five important questions to ask your advisor about inflation and its impact on your retirement plan. They also touch on the recent statements made by Jerome Powell, the Federal Reserve Chair, regarding interest rates and inflation. The hosts emphasize the importance of having a long-term financial plan and being disciplined in your financial decisions. They caution against tryi...

In this episode of WealthWorks Radio, the hosts discuss financial planning strategies for retirement using golf analogies. They emphasize the importance of avoiding hazards such as inflation and taxes, and the need to manage emotions and learn from past mistakes. They also touch on topics like early retirement, retirement age, and saving for retirement. The hosts offer a complimentary financial plan review for listeners and highlig...

This conversation explores the influence of social media on financial planning and retirement. It discusses the rise and fall of the FIRE (Financial Independence, Retire Early) movement and the changing work environment and expectations. The role of Finfluencers and the lack of regulation in the financial advice space is also examined. The conversation highlights the danger of believing false financial claims and emphasizes the imp...

In this episode of WealthWorx Radio, the Eric Kearney and Joseph Lanza discuss various retirement planning concerns and the importance of financial planning. They highlight the impact of inflation, taxes, and government spending on retirement savings. The hosts emphasize the need for a comprehensive financial plan and the importance of emergency savings. They also advise listeners to ignore media influence and focus on their own fi...

The conversation covers various aspects of retirement planning, including the desire to retire early, the importance of planning and considering factors like debt and mortgages. It also discusses risk tolerance, healthcare and insurance in retirement, inflation, active management, mental and emotional preparedness, financial planning education, and creating an income strategy. The impact of politics on retirement planning and the i...

In this episode of WealthWorx Radio, Eric Kearney and Joseph Lanza discuss the importance of periodically reviewing and refreshing your financial plan. They draw parallels between March Madness and financial planning, emphasizing the need to avoid emotional decision-making and focus on fundamentals. They highlight the significance of education in financial literacy and the benefits of working with an independent fiduciary advisor. ...

In this episode of WealthWorks Radio, Steve Sedahl and Joseph Lanza discuss retirement savings strategies, tax planning, and the future of Social Security. They emphasize the importance of financial planning and the need to consider factors such as taxes, inflation, and healthcare in retirement. They also address listener questions about retirement age, Social Security benefits, and required minimum distributions. Overall, the conv...

This episode of WealthWorx Radio covers the importance of estate planning and the potential consequences of not having a plan in place. The conversation also delves into the worst retirement planning advice and the significance of tax planning in retirement. Eric Kearney emphasizes the need for a comprehensive financial plan and the importance of working with a qualified and trustworthy financial advisor. Call Eric Kearney 800-779-...

In this episode of WealthWorx Radio, Eric Kearney and Joseph Lanza discuss the importance of having a retirement checklist and a written financial plan. They emphasize the need for couples to be on the same page financially and the benefits of legacy planning. The hosts also answer listener questions and provide guidance on supplementing a pension and involving children in financial planning. In this conversation, the hosts discuss...

This episode of WealthWorks Radio discusses the similarities between football and retirement planning. Eric Kearney and Joseph Lanza emphasize the importance of analyzing the field and creating a game plan for retirement. They highlight the need for a team of professionals, including financial advisors, to guide individuals through their retirement journey. The episode also explores the role of offense and defense in retirement, th...

The conversation on WealthWerx Radio covers various topics related to retirement planning, including unexpected changes, money and health, football, and the evolution of retirement planning over the past 50 years. Eric Kearney and Joseph Lanza emphasize the importance of having a team of professionals to manage one's finances and the need for an emotional adjustment in retirement. They also discuss the impact of elections on the na...

The conversation covers various topics related to retirement planning, including the retirement bucket list, things to avoid in retirement, marriage and retirement, income and debt challenges, market volatility, quick retirement fixes, spending without a plan, maximizing income, retirement education classes, and paying off a mortgage with a 401k. The conversation covers various financial topics related to mortgages, retirement plan...

You know about what it costs to run your household on a monthly basis and you know you should be padding that emergency fund. But are you? It’s the little things that can cause the biggest problems in retirement. Eric Kearney and Joseph Lanza outline how to avoid costly mistakes and get your financial health in order for 2024. That and much more on Wealthworx Radio. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to lea...