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)

5 Important Considerations BEFORE You Retire

5 Important Considerations BEFORE You Retire

Your Financial EKG Podcast: Do This BEFORE you retire | 5 Important Considerations before You Retire Click Here For More Retirement Planning Videos: https://bit.ly/3wH3mgb In this podcast I want to...

1 Des 202114min

How To Take Early 401k Withdrawal Without Penalty

How To Take Early 401k Withdrawal Without Penalty

How To Take Early 401k Withdrawal Without Penalty In this podcast, I want to talk about the Rule of 55 for 401k's and why if you are thinking about retiring early you should NOT rollover your 401k. ...

17 Nov 20218min

Average Income in Retirement in 2021 || Retirement Income Strategies & Retirement Income Planning

Average Income in Retirement in 2021 || Retirement Income Strategies & Retirement Income Planning

Average Income in Retirement in 2021 || Retirement Income Strategies & Retirement Income Planning In this podcast I want to talk about the average retirement income in 2021 and retirement income strat...

10 Nov 202115min

How To Calculate 2022 Social Security COLA Increase

How To Calculate 2022 Social Security COLA Increase

In this podcast I want to discuss the impact of the social security cola increase for 2022 and how you can calculate the increase in your social security benefits check. Social Security is now expecte...

3 Nov 20219min

Should I File For Social Security at 62?

Should I File For Social Security at 62?

Should I File For Social Security at 62? In this podcast I want to talk about filing for social security at 62 and does that make sense for your retirement income planning. I also want to go through 5...

27 Okt 202112min

Is Social Security Running Out Of Money?

Is Social Security Running Out Of Money?

Is Social Security Running out of Money? || Social Security Benefits Explained || Retirement Income In this podcast I want to discuss the new forecast showing Social Security running out of money in 2...

20 Okt 202115min

What is the Average Income in Retirement in 2021?

What is the Average Income in Retirement in 2021?

Average Income in Retirement in 2021 || Retirement Income Strategies & Retirement Income Planning In this podcast I want to talk about the average retirement income in 2021 and retirement income strat...

13 Okt 202115min

First Habits Win with special guest Mike Miller

First Habits Win with special guest Mike Miller

First Habits Win with special guest Mike Miller Have you ever wondered how to teach your children about money? Do you struggle with good money habits yourself? Well, this podcast is specifically for y...

6 Okt 202128min

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