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)

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

Retiring In 2 Years or Less? Listen To This Now!

Retiring In 2 Years or Less? Listen To This Now!

Retiring In 2 Years or Less? Listen To This Now! In this video I want to talk about what you need to be doing if you are considering retirement or early retirement in the next 2 years. If you want to...

31 Aug 20227min

Retire at 55 🙌 || How Much You Need To Retire Early at 55!

Retire at 55 🙌 || How Much You Need To Retire Early at 55!

Retire at 55 🙌 || How Much You Need To Retire Early at 55! In this video I want to look at a scenario for someone who wants to retire at 55 and asking the question, how much in retirement savings a...

24 Aug 202217min

Can I Retire at 55 🤔? Retirement Planning To Retire Early 🙌 !

Can I Retire at 55 🤔? Retirement Planning To Retire Early 🙌 !

Can I Retire at 55 🤔? Retirement Planning To Retire Early 🙌 ! Can I retire at 55 with $1 million? What do I need to know if I want to retire at 55? What factors need to be considered when thinking o...

17 Aug 202215min

RETIRE EARLY at 49 with $1,800,000 in Retirement Investing Accounts: How To Retire Early

RETIRE EARLY at 49 with $1,800,000 in Retirement Investing Accounts: How To Retire Early

RETIRE EARLY at 49 with $1,800,000 in Retirement Investing Accounts: How To Retire Early In this video, I wanna go through a scenario of a 49 year old individual wanting to retire early with $1.8 mil...

10 Aug 202218min

Retirement Planning During A Recession 🐻 : What You Need To Do😎!

Retirement Planning During A Recession 🐻 : What You Need To Do😎!

Retirement Planning During A Recession 🐻 : What You Need To Do😎! How to retire in a recession or what retirement will be like during a recession is a question that I have received multiple times rec...

3 Aug 202211min

Can I Retire at 60 with $700,000 in Retirement Investing Accounts EVEN After A Divorce

Can I Retire at 60 with $700,000 in Retirement Investing Accounts EVEN After A Divorce

Can I Retire at 60 with $700,000 in Retirement Investing Accounts EVEN After A Divorce In this video, I wanna look at a 60-year-old divorced hopeful retiree asking the question can I retire at 60. Sh...

27 Jul 20228min

Retirement Planning During A Recession 🤯

Retirement Planning During A Recession 🤯

Retirement Planning During A Recession || Recession & Retirement Income Planning In this video podcast I want to talk about retirement planning during a recession. Retirement planning and retirement i...

20 Jul 202217min

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