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(292)

How To Retire at 55 with a 72T

How To Retire at 55 with a 72T

How To Retire at 55 with a 72T || Retire Early & Avoid Penalties In this podcast, I want to talk about retiring early with a 72T. This podcast will help you understand what retirement looks like under...

26 Okt 202211min

Can I Retire at 60 with $700,000 in Retirement Savings? Retirement Planning for singles

Can I Retire at 60 with $700,000 in Retirement Savings? Retirement Planning for singles

Can I Retire at 60 with $700,000 in Retirement Savings? Retirement Planning for singles In this video I want to do retirement planning for singles. I have a 60 year old individual with $700,000 in ret...

19 Okt 202221min

Can I Retire at 58 with $1,500,000 in Retirement Savings?

Can I Retire at 58 with $1,500,000 in Retirement Savings?

Can I Retire at 58 with $1,500,000 in Retirement Savings? Retirement Planning & Retire at 60 In this video we are going to look at a 58 year old couple asking the retirement question, Can I Retire? Th...

12 Okt 20227min

Avoid Penalties on EARLY IRA Distributions

Avoid Penalties on EARLY IRA Distributions

Avoid Penalties on EARLY IRA Distributions || How to avoid penalties on early IRA Distribution. Are you considering early retirement or a retire early income strategy? Maybe you are asking the questi...

5 Okt 202212min

Retire Early at 55 with $2,000,000 in Retirement Savings

Retire Early at 55 with $2,000,000 in Retirement Savings

Retire Early at 55 with $2,000,000 in Retirement Savings In this video podcast, I want to look at a couple who is asking, "Can I Retire at 55 with $2,000,000 in retirement savings and retirement inves...

28 Sep 20229min

Should I Rollover My 401k to IRA 🤔

Should I Rollover My 401k to IRA 🤔

Should I Rollover My 401k to IRA 🤔 In this video, I want to talk about rolling over your 401k to an IRA Rollover and if that makes sense for your retirement planning. I want to look at the pro's to...

21 Sep 20229min

Save $1,000,000 for Early Retirement || How to Save One Million Dollars For Retirement

Save $1,000,000 for Early Retirement || How to Save One Million Dollars For Retirement

Save $1,000,000 for Early Retirement || How to Save One Million Dollars For Retirement How long does it take to save one million dollars for retirement? Once I have saved one million dollars for retir...

14 Sep 202218min

3 HUGE Roth IRA MISTAKES That Can Cost You Thousands!

3 HUGE Roth IRA MISTAKES That Can Cost You Thousands!

3 HUGE Roth IRA MISTAKES That Can Cost You Thousands! In this video podcast, I want to talk about Roth IRA mistakes that you could be making that could cost you thousands of dollars and tax dollars in...

7 Sep 202212min

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