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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Avsnitt(292)

Can You Retire at 64 With Only $100,000 Saved?

Can You Retire at 64 With Only $100,000 Saved?

Can You Retire at 64 With Only $100,000 Saved? It may be possible, but the answer depends on far more than your retirement investment balance. Social Security, monthly retirement expenses, debt, taxes...

30 Sep 17min

Can I Still Retire With Inflation This High?

Can I Still Retire With Inflation This High?

Can you still retire with high inflation, or should you keep working? In this video, Drew Blackston of Pearl Wealth Group explores how rising costs can affect your retirement budget, purchasing power,...

23 Sep 13min

Can You Retire With $250K and $100K? A 5 Minute Retirement Plan

Can You Retire With $250K and $100K? A 5 Minute Retirement Plan

Can You Retire With $250K and $100K? A 5 Minute Retirement Plan **Schedule your complimentary virtual consultation 😊 , click here: https://pearlwealthgroup.com/contact/ or use our calendar link: http...

16 Sep 8min

What Rate of Return Will Make Your Retirement Money Last?

What Rate of Return Will Make Your Retirement Money Last?

What rate of return do you really need to make your retirement money last? In this video, we compare 4%, 5%, and 6% investment returns to show how each assumption can affect retirement income, portfol...

9 Sep 46min

The 4% Rule Explained: How to Actually Use It in Retirement

The 4% Rule Explained: How to Actually Use It in Retirement

How does the 4% rule work, and can it help you create reliable retirement income without running out of money? In this video, we explain how to calculate your first-year retirement withdrawal, adjust ...

2 Sep 10min

60-Year-Old Couple With $500K: Their Biggest Retirement Fear Isn’t Running Out of Money

60-Year-Old Couple With $500K: Their Biggest Retirement Fear Isn’t Running Out of Money

What if your biggest retirement fear isn’t running out of money?In this retirement video, I walk through the retirement situation of a 60-year-old couple with $500,000 saved for retirement—and the con...

24 Aug 27min

When Should I Claim Social Security Benefits?!? (Full Guide)

When Should I Claim Social Security Benefits?!? (Full Guide)

When Should I Claim Social Security Benefits?!? (Full Guide) There’s no one-size-fits-all answer. Your claiming decision can impact your monthly income, taxes, survivor benefits, and the amount of mon...

19 Aug 34min

62 With $500K: Should You Claim Social Security Early or Wait?

62 With $500K: Should You Claim Social Security Early or Wait?

62 With $500K: Should You Claim Social Security Early or Wait? If you're 62 years old with $500,000 saved for retirement, one of the biggest questions you'll face is:Can I retire now... and should I c...

12 Aug 9min

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