Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning

Welcome to the Your Financial EKG™ Podcast, your go-to source for expert financial planning insights, retirement strategies, and wealth-building tips. Whether you're approaching retirement, already retired, or looking to maximize your investments, this podcast delivers actionable advice on retirement income planning, tax-efficient strategies, Social Security optimization, estate planning, and long-term wealth management. **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall **

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Episoder(293)

Can I Retire If Social Security Goes Bankrupt?!?

Can I Retire If Social Security Goes Bankrupt?!?

Can I Retire If Social Security Goes Bankrupt?!? **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgrou...

19 Nov 202415min

I Need 45k in Retirement Income, How Much Do I Need Saved?

I Need 45k in Retirement Income, How Much Do I Need Saved?

I Need 45k in Retirement Income, How Much Do I Need Saved? **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearl...

13 Nov 202423min

Retire at 55 with 401k or IRA (NO 10% PENALTY!)

Retire at 55 with 401k or IRA (NO 10% PENALTY!)

Retire at 55 with 401k or IRA (NO 10% PENALTY!) **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgro...

6 Nov 20246min

You Can't Retire!

You Can't Retire!

You Can't Retire! **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ** Is the idea...

30 Okt 202420min

2 Strategies to retire with $1,000,000 in Retirement Savings

2 Strategies to retire with $1,000,000 in Retirement Savings

2 Strategies to retire with $1,000,000 in Retirement Savings **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pea...

23 Okt 20243min

Retire at 55 with $1 Million? When to Claim Social Security Benefits

Retire at 55 with $1 Million? When to Claim Social Security Benefits

Retire at 55 with $1 Million? When to Claim Social Security Benefits **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly...

9 Okt 20248min

The -20% Roth IRA Conversion Mistake To Avoid!

The -20% Roth IRA Conversion Mistake To Avoid!

The -20% Roth IRA Conversion Mistake To Avoid! **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/...

2 Okt 20244min

What Is The Averaging Spending In Retirement

What Is The Averaging Spending In Retirement

**Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ** Ever wondered how much people ...

25 Sep 20246min

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