Financially Fearless Retirement with Jose V. Sanchez, CFP®

Financially Fearless Retirement with Jose V. Sanchez, CFP®

Welcome to the Retirement Podcast: Financially Fearless Retirement with CERTIFIED FINANCIAL PLANNER™ Practitioner Jose Sanchez, A Flat Fee Financial Advisor based in Albuquerque, New Mexico. Jose will spend each episode walking you through important aspects of financial and retirement planning to help set you up for success in the future. You'll learn about planning, a values based approach to investing, and about lots of the financial products and terms you'll encounter on your journey to, and through, retirement. 401(k)s, IRAs, Roths, Social Security, Taxes... We'll cover it all and more. And don't hesitate to reach out if you have questions. Just call 505-500-4032 or visit https://josevsanchez.com/ online. #Albuquerque #JoseSanchez #FinancialPlanning #Retirement #CFP

Episodes

June 30, 2022 24 mins

On this episode, we’ll try to pick sides of some important financial debates. From bonds to life insurance, credit card debt to starting Social Security, we’ll propose several different topics to see which sides of the debates you and your advisor should probably fall on.

Contact & Helpful Links:

Ultimate Retirement Toolkit (Free Books!): https://hrbqvzfw.pages.infusionsoft.net/?cookieUUID=4ceaf7c1-7796-464a-b...

Mark as Played

Do you know what red flags, but also some good signs, to be on the lookout for when you’re searching for an advisor to work with as you prepare for retirement? On this episode, we’ll give you some red flags to be aware of, teach you how to spot them, and illustrate the difference between an advisor who does the bare minimum versus one who goes above and beyond to work in your best interests.

Contact & Helpful Links:

Mark as Played

We’ve assembled a list of priorities to keep in mind as you count down the days to retirement.

Contact & Helpful Links:

Ultimate Retirement Toolkit (Free Books!): https://hrbqvzfw.pages.infusionsoft.net/?cookieUUID=4ceaf7c1-7796-464a-b97d-56073be25d94&affiliate=0

Book A Visit Online: http://bookachatwithjoe.com/

Call: 505-500-4032

Online: https://josevsanchez.com/

Mark as Played

June is designated as National Effective Communications Month, and in honor of that, we want to explore the ways in which advisors are interacting with clients, how the pandemic has shifted things and set some expectations for what’s appropriate and effective.

Contact & Helpful Links:

Ultimate Retirement Toolkit (Free Books!): https://hrbqvzfw.pages.infusionsoft.net/?cookieUUID=4ceaf7c1-7796-464a-b97d-56073be2...

Mark as Played

Sure, life insurance is one of the more boring topics to cover on a podcast. And a lot of what you hear is going to warn you why you should NOT get various types of life insurance. But our goal on this episode is to focus on the positive and analyze the reasons why you should get life insurance, or at least consider it. Many people think that once the kids are out of the house, you don’t need insurance anymore. But there are some o...

Mark as Played

There are certain age milestones where you should really pay attention to your retirement planning progress. On this episode, we’ll look at the most important birthdays as you approach retirement and cover the exact things you should be checking off your to-do list at each age.

Contact & Helpful Links:

Ultimate Retirement Toolkit (Free Books!): https://hrbqvzfw.pages.infusionsoft.net/?cookieUUID=4ceaf7c1-7796-...

Mark as Played

Putting together a solid retirement plan isn’t just about dollars and cents. We need to determine what really matters to you.

Contact & Helpful Links:

Ultimate Retirement Toolkit (Free Books!): https://hrbqvzfw.pages.infusionsoft.net/?cookieUUID=4ceaf7c1-7796-464a-b97d-56073be25d94&affiliate=0

Book A Visit Online: http://bookachatwithjoe.com/

Call: 505-500-4032

Online: https://jo...

Mark as Played

Welcome into the first episode of the podcast! To kick things off, we get to know Jose Sanchez, CFP®, and his business, goals for the podcast, and what it means for him to be a financial advisor.

Contact & Helpful Links:

Ultimate Retirement Toolkit (Free Books!): https://hrbqvzfw.pages.infusionsoft.net/?cookieUUID=4ceaf7c1-7796-464a-b97d-56073be25d94&affiliate=0

Book A Visit Online: http://bookach...

Mark as Played

Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still others just don’t know who to trust so they end up not working with anyone. Let’s talk about some reasons that you might need an advisor.

Contact & Helpful Links:

Ultimate Retirement Toolkit (Free Books!): https://hrbqvzfw.pages.infusi...

Mark as Played

Popular Podcasts

    If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.

    My Favorite Murder with Karen Kilgariff and Georgia Hardstark

    My Favorite Murder is a true crime comedy podcast hosted by Karen Kilgariff and Georgia Hardstark. Each week, Karen and Georgia share compelling true crimes and hometown stories from friends and listeners. Since MFM launched in January of 2016, Karen and Georgia have shared their lifelong interest in true crime and have covered stories of infamous serial killers like the Night Stalker, mysterious cold cases, captivating cults, incredible survivor stories and important events from history like the Tulsa race massacre of 1921. My Favorite Murder is part of the Exactly Right podcast network that provides a platform for bold, creative voices to bring to life provocative, entertaining and relatable stories for audiences everywhere. The Exactly Right roster of podcasts covers a variety of topics including historic true crime, comedic interviews and news, science, pop culture and more. Podcasts on the network include Buried Bones with Kate Winkler Dawson and Paul Holes, That's Messed Up: An SVU Podcast, This Podcast Will Kill You, Bananas and more.

    The Joe Rogan Experience

    The official podcast of comedian Joe Rogan.

    The Breakfast Club

    The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!

    New Heights with Jason & Travis Kelce

    Football’s funniest family duo — Jason Kelce of the Philadelphia Eagles and Travis Kelce of the Kansas City Chiefs — team up to provide next-level access to life in the league as it unfolds. The two brothers and Super Bowl champions drop weekly insights about the weekly slate of games and share their INSIDE perspectives on trending NFL news and sports headlines. They also endlessly rag on each other as brothers do, chat the latest in pop culture and welcome some very popular and well-known friends to chat with them. Check out new episodes every Wednesday. Follow New Heights on the Wondery App, YouTube or wherever you get your podcasts. You can listen to new episodes early and ad-free, and get exclusive content on Wondery+. Join Wondery+ in the Wondery App, Apple Podcasts or Spotify. And join our new membership for a unique fan experience by going to the New Heights YouTube channel now!

Advertise With Us
Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2025 iHeartMedia, Inc.