Wealthworx Radio with Eric Kearney

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...

The holiday season is upon us,and with that in mind, we thought we would visit a few moments from beloved holiday movies and sitcoms and explore the financial planning missteps made by some of our favorite fictional characters. From Christmas Vacation to the TV classic The Office Eric Kearney and Joseph Lanza cover them all. That and much more on Wealthworx Radio. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn...

It’s important to know the cold, hard truth of your financial situation when planning for retirement. On today’s show, solutions to help you navigate harsh retirement planning truths, how you can be the CEO of your retirement. Eric Kearney and Joseph Lanza offer some tips to help smooth out the process. That and much more on Wealthworx Radio. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.

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There are plenty of changes in the rules for retirement thanks in part to SECURE Act 2.0. Eric Kearney and Joseph Lanza take us through the changes ahead for 2024. Then it’s FAQ’s with no two answers the same. From ‘how much do I need to retire’ to should I take my pension as a lump sum or an annuity. That and much more on Wealthworx Radio. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more. 

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The state of the economic union has folks across the country worried about what the future holds. For those in the financial red zone approaching retirement, these economic conditions could change the trajectory of their retirement. Don’t worry, Eric Kearney and Joseph Lanza are helping you cut through the confusion and offer tips and takeaways that will help you find your footing in amid market volatility and inflation. That and m...