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 at 55 with $1,600,000 in Retirement Investing Accounts & Retirement Savings

Can I Retire at 55 with $1,600,000 in Retirement Investing Accounts & Retirement Savings

Can I Retire at 55 with $1,600,000 in Retirement Investing Accounts & Retirement Savings In this video podcast I want to look at a 53 year old with a projected $1,600,000 in retirement investing acco...

13 Jul 202214min

3 Ways To Increase 📊 Your Retirement Income

3 Ways To Increase 📊 Your Retirement Income

3 Ways To Increase 📊 Your Retirement Income || Retirement Income Strategies & Retirement Planning In this video I want to talk about creating retirement income and how you can increase your retiremen...

7 Jul 20223min

You Are Too OLD To Save For Retirement 👨 How To Save For Retirement If You Are Older

You Are Too OLD To Save For Retirement 👨 How To Save For Retirement If You Are Older

You Are Too OLD To Save For Retirement 👨 How To Save For Retirement If You Are Older Can you be too old to save for retirement? Is there a certain age where retirement saving and retirement investing...

29 Jun 202210min

How Social Security Benefits Are Taxed 💸 || Social Security Taxes Explained 🙌

How Social Security Benefits Are Taxed 💸 || Social Security Taxes Explained 🙌

How Social Security Benefits Are Taxed 💸 || Social Security Taxes Explained 🙌 Do I pay taxes on my social security benefits? How is Social Security Taxed? How are my Social Security benefits taxed? ...

22 Jun 20228min

Investment Strategy for 58 Year Old with $600,000 in Retirement Investments 💸

Investment Strategy for 58 Year Old with $600,000 in Retirement Investments 💸

Investment Strategy for 58 Year Old with $600,000 in Retirement Investments 💸 In this podcast, I want to show you a retirement investment strategy for a 58 year old with $600,000 in retirement saving...

15 Jun 202212min

Is Social Security Going To Run Out Of Money 💰

Is Social Security Going To Run Out Of Money 💰

Is Social Security Going To Run Out Of Money 💰 Is Social Security going to run out of money? Is your Social Security benefit in danger of being cut, changed, or taken away? What year will Social Secu...

11 Jun 20225min

2 Strategies for Creating Retirement Income 💸

2 Strategies for Creating Retirement Income 💸

2 Strategies for Creating Retirement Income 💸 Creating retirement income streams is something that every individual or family going into retirement wants to understand. It's the question of how am I ...

8 Jun 202211min

Roth Conversion Strategy for 60 Yr Old with $1,700,000 📈

Roth Conversion Strategy for 60 Yr Old with $1,700,000 📈

Roth Conversion Strategy for 60 Yr Old with $1,700,000 📈 In this podcast, I want to look at a 60 year old individual asking the question, “What Is a good Roth conversion strategy” and "Can I Retire?"...

1 Jun 202211min

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