Drew Blackston - Podcast Details

Shows

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningSTOP Saving For Retirement, Spend More MONEY Now!t's time to challenge conventional wisdom about retirement planning! We've all heard the advice: "Save for retirement, save for the future." And while there's certainly wisdom in building a secure retirement and financial future, there's a perspective shift I'd like to propose. Why not enjoy life to the fullest today while still securing your retirement tomorrow? **Free Retirement Download: The Checklist to Retirement:** 📊 https://pearlwealthgroup.com/ **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://pearlwealthgroup.com/contact/** ☎️ **Enroll In Our Course: Can I Retire: A Foundat...2023-10-0422 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningCan I Retire at 60 With $250,000 Saved For Retirement?🌟 Are you wondering if you can retire comfortably at 60 with $250,000 saved for retirement? 🌟 Remember, there's no one-size-fits-all answer to retirement planning. The best approach is to assess your unique retirement circumstances and create a personalized retirement strategy. While $250,000 can be a solid foundation, it's essential to have a comprehensive retirement plan in place to ensure a comfortable and financially secure retirement. **Free Retirement Download: The Checklist to Retirement:** 📊 https://pearlwealthgroup.com/ **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://pearlwealthgroup.com/contact/** ☎️ **Enroll In Our Course: C...2023-09-2718 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningRetirement Income Strategy at 59 with 1.5 Million in Retirement SavingsToday, I'd like to present a tailored retirement income scenario based on a retirement savings of 1.5 million dollars, designed to meet your specific retirement needs and aspirations. We are doing comprehensive retirement planning and wanting to give you confidence stepping into your retirement journey. **Free Retirement Download: The Checklist to Retirement:** 📊 https://pearlwealthgroup.com/ **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://pearlwealthgroup.com/contact/** ☎️ **Enroll In Our Course: Can I Retire: A Foundation To Your Retirement Journey: https://drew-s-site-958e.thinkific.com/courses/Can-I-Retire ** 🖥️ ❌ **Pl...2023-09-2051 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningCan I Retire at 61 with $1,400,000 || Losing A Spouse & Investment RiskImagine this scenario: You're 61, and you've accumulated $1.4 million for retirement. You've planned for retirement meticulously, but you've also faced the unfortunate loss of a spouse, and the emotional toll it took was immeasurable. 🌟 Can I Retire at 61 with $1,400,000 || Losing A Spouse & Investment Risk 🌟 Imagine this scenario: You're 61, and you've accumulated $1.4 million for retirement. You've planned for retirement meticulously, but you've also faced the unfortunate loss of a spouse, and the emotional toll it took was immeasurable. The question arises: Can you still retire comfortably with these retirement assets, while factoring in the risks that come with retirement investing and th...2023-09-1319 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningMy Spouse is MUCH younger, when should I claim Social Security Benefits?When spouses have a notable age difference, it introduces complexities into retirement planning, especially concerning Social Security benefits. As financial advisors, our role extends beyond numbers; we help individuals make informed decisions that align with their financial goals and circumstances. **Free Retirement Download: The Checklist to Retirement:** 📊 https://pearlwealthgroup.com/ **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://pearlwealthgroup.com/contact/** ☎️ **Enroll In Our Course: Can I Retire: A Foundation To Your Retirement Journey: https://drew-s-site-958e.thinkific.com/courses/Can-I-Retire ** 🖥️ ❌ **Please make sure you...2023-09-0636 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningHow Much You ACTUALLY Need To Retire || New Data📈 With the evolving financial landscape, the old rules of thumb might not cut it anymore. I'm here to help you navigate through the noise and find clarity in your retirement goals. Whether you're just starting your career or nearing the finish line, this video will provide you with practical insights to secure your future. **Free Retirement Download: The Checklist to Retirement:** 📊 https://pearlwealthgroup.com/ **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://pearlwealthgroup.com/contact/** ☎️ **Enroll In Our Course: Can I Retire: A Foundation To Your Retir...2023-08-3013 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningCan I Retire? 🌴 A Comprehensive Guide to Retirement Income StrategiesMaking the transition from a successful career to a fulfilling retirement requires careful planning and a solid understanding of various retirement income strategies. That's why I'm thrilled to share with you this comprehensive retirement guide to help you confidently answer the question, "Can I retire?" **Free Retirement Download: The Checklist to Retirement:** 📊 https://pearlwealthgroup.com/ **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://pearlwealthgroup.com/contact/** ☎️ **Enroll In Our Course: Can I Retire: A Foundation To Your Retirement Journey: https://drew-s-site-958e.thinkific.com/courses/Can-I-R...2023-08-231h 10

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningHow Much Money You Need To Save By EVERY AGE! 🎯📈As we journey through life, financial preparedness becomes increasingly important. Whether you're just starting your career or nearing retirement, having a solid savings retirement plan is essential. Let's explore the critical milestone of how much money you should aim to have saved by different ages! **Free Retirement Download: The Checklist to Retirement:** 📊 https://pearlwealthgroup.com/ **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://pearlwealthgroup.com/contact/** ☎️ **Enroll In Our Course: Can I Retire: A Foundation To Your Retirement Journey: https://drew-s-site-958e.thinkific.com/courses/Can-I-R...2023-08-1621 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningCan I Retire at 61 with 550k after being LAID OFF?!?Assess Your Financial Situation: Begin by thoroughly evaluating your current financial & retirement standing. Take stock of your savings, investments, debts, and any potential sources of income during retirement. Understanding your financial landscape is crucial before making any retirement decisions. **Free Retirement Download: The Checklist to Retirement:** 📊 https://pearlwealthgroup.com/ **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://pearlwealthgroup.com/contact/** ☎️ **Enroll In Our Course: Can I Retire: A Foundation To Your Retirement Journey: https://drew-s-site-958e.thinkific.com/courses/Can-I-Retire ** 🖥️ ❌ **Please make su...2023-08-0926 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningRetire at 55 with $1,000,000 in Retirement Savings || Maybe NOT! 🚨🚨🚨The dream of retiring at 55 with a cool $1,000,000 in the bank is undoubtedly enticing. We've all seen those retirement success stories and inspirational posts floating around. But let's take a step back and have an honest conversation about retirement planning. 🤔 **Free Retirement Download: The Checklist to Retirement:** 📊 https://pearlwealthgroup.com/ **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://pearlwealthgroup.com/contact/** ☎️ **Enroll In Our Course: Can I Retire: A Foundation To Your Retirement Journey: https://drew-s-site-958e.thinkific.com/courses/Can-I-Retire ** 🖥️ ❌ **Please make sure you talk with you...2023-08-0218 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningCan I Retire at 53 with $900,000 after being LAID OFF 😢 || BE CAREFULFacing a layoff can be a challenging experience, but it also presents an opportunity to reassess your financial situation and future retirement goals. Here are a few key considerations to help you evaluate the feasibility of retirement with $900,000 in savings. **Free Retirement Download: The Checklist to Retirement:** 📊 https://pearlwealthgroup.com/ **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://pearlwealthgroup.com/contact/** ☎️ **Enroll In Our Course: Can I Retire: A Foundation To Your Retirement Journey: https://drew-s-site-958e.think...2023-07-2617 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning🚀 How Much Money Do You Need to Retire? NEW DATA! 🎯Retirement planning is a topic that frequently crosses our minds, as we strive to ensure financial security during our golden years. Determining the ideal amount of money needed to retire comfortably can be a complex endeavor. It requires careful consideration of various factors and a personalized approach. In this post, I'll share some valuable insights to help you navigate this important financial milestone. 💼💰 **Free Retirement Download: The Checklist to Retirement:** 📊 https://pearlwealthgroup.com/ **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://pearlwealthgroup.com/contact/** ☎️ 2023-07-1911 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning🎉 Can I Retire at 55? The complete guide to early retirement 🎉📺 "Can I Retire at 55? The complete guide to early retirement." If you've ever dreamed of achieving financial independence and retiring early, this retirement podcast is a must-watch & listen! 🌤️ **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://calendly.com/pearlwealthgroup/discoverycall ** ☎️ ❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this c...2023-06-2134 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningRetiring Soon? || Do this NOW!Are you on the verge of retirement and feeling overwhelmed by the financial & retirement decisions you need to make? Don't worry, we've got you covered! In this must-watch retirement planning video, we unveil the essential steps you must take right now to ensure a secure and stress-free retirement. **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://calendly.com/pearlwealthgroup/discoverycall ** ☎️ ❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All vi...2023-06-0718 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningRetire at this AGE with $500,000 in Retirement Savings (Sooner Than You Think!)Are you tired of the traditional retirement age looming far in the distance? Do you dream of breaking free from the 9-to-5 grind and enjoying financial independence sooner than you ever thought possible? If so, then you've come to the right place! In this enlightening video, we delve into the secrets of early retirement and show you practical steps to reach your retirement goals faster than you can imagine. Imagine the freedom of retiring years ahead of schedule and embarking on your dream adventures, pursuing your passions, or simply enjoying quality time with loved ones in retirement. **To...2023-05-3116 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningI'm 52 with $250,000 saved for retirement, WHEN can I RETIRE?Looking forward to retirement but not sure if you have enough saved up to retire? In this video, we answer the burning question "I'm 52 with 250,000 saved for retirement, when can I retire?" **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://calendly.com/pearlwealthgroup/discoverycall ** ☎️ ❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any ot...2023-05-2416 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningHow Much Should I Save For Retirement? || Is 15% Enough?Are you worried about how much money you should be saving for retirement? You're not alone. It's a common question that many people have, and it's important to get it right. In this video, we'll discuss how much you should be saving for retirement and whether 15% of your income is enough to retire. **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://calendly.com/pearlwealthgroup/discoverycall ** ☎️ ❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any conten...2023-05-1716 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningHave You Saved Enough For Retirement?Have You Saved Enough For Retirement? **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://calendly.com/pearlwealthgroup/discoverycall ** ☎️ ❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations. Please call Pearl Wealth Group at 813-807-5060 to go through your Retirement Income, Retire...2023-05-1004 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningHow To Retire Early || Simple steps you can take today!Are you dreaming of retiring early and living your best life without worrying about finances? It's a common goal for many of us, but it can feel overwhelming to know where to start. That's why we've put together this video on "How To Retire Early || Simple steps you can take today!" **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://calendly.com/pearlwealthgroup/discoverycall ** ☎️ ❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Invest...2023-05-0312 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningCan I Retire at 62 with $150,000 Saved For Retirement || Married & Single ScenariosIn this video, we explore the question of whether it's possible to retire at the age of 62 with $150,000 saved for retirement. We'll look at both married and single retirement scenarios and provide some tips on how to maximize your retirement savings. **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://calendly.com/pearlwealthgroup/discoverycall ** ☎️ ❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purpos...2023-04-2626 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningTop 5 (Financial) Retirement Regrets And How You Can Avoid ThemIn this video, we will discuss the most common retirement regrets that people face in their retirement years. Avoiding these top five financial regrets can significantly impact your retirement years' quality. So start planning early and make the right financial decisions to secure your future. **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://calendly.com/pearlwealthgroup/discoverycall ** ☎️ ❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All vi...2023-04-1224 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningCan I Retire with $1,000,000 in Retirement Savings?In this video, we will explore a common question asked by many individuals as they plan for their retirement: "Can I Retire with $1,000,000 in Retirement Savings?" We will discuss the factors that can impact your ability to retire comfortably with a one million retirement savings portfolio, including your expected lifestyle expenses, inflation, retirement investment returns, and other potential sources of income such as Social Security benefits or pensions. **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://calendly.com/pearlwealthgroup/discoverycall ** ☎️ ❌...2023-03-2913 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningHow Much Money Does It Take To Retire? || Retirement PlanningAre you worried about how much money you will need to retire comfortably? Retirement planning can be a daunting task, but it's never too early or too late to start thinking about retirement. In this video, we'll explore the question of "How much money does it take to retire?" **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://calendly.com/pearlwealthgroup/discoverycall ** ☎️ ❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any conten...2023-03-2216 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningThe WORST Investment for your 401k or IRA (Don't Invest in this!)In this video, I want to discuss the worst retirement investment for your 401k, IRA, or Roth IRA. What is this retirement investment? Target Date Funds. ❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations. Please call Pearl Wealth Group at 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more...2022-12-1414 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningCan I Retire at 60 with $1,400,000 in Retirement Savings? || Retirement PlanningIn this video, I want to look at a retirement planning scenario for a couple with $1,400,000 in retirement investing accounts. They are asking the question, "Can I Retire?" **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://calendly.com/pearlwealthgroup/discoverycall ** ☎️ ❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item o...2022-12-0719 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningHow To Retire Early 🙌 || Follow This Early Retirement Strategy! 📈How To Retire Early 🙌 || Follow This Early Retirement Strategy! 📈 In this podcast, I want to discuss early retirement and how you can start planning to retire early no matter how old you are or what age you want to retire. **Free Retirement Download: The Roadmap to Retirement:** 📊 https://yourfinancialekg.com/#download **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://calendly.com/pearlwealthgroup/discoverycall ** ☎️ ❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative...2022-11-3020 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningBEST Roth IRA Conversion Strategy for Retirement PlanningBEST Roth IRA Conversion Strategy for Retirement Planning || Roth Conversion Fully Explained In this podcast, I want to discuss a Roth conversion strategy that will help you maximize the amount of dollars you are trying to convert from IRA to Roth IRA. **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://calendly.com/pearlwealthgroup/discoverycall ** ☎️ ❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for in...2022-11-0909 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningCan 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? They have $1,500,000 in retirement investments and retirement savings and want to understand their retirement income plan. **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://calendly.com/pearlwealthgroup/discoverycall ** ☎️ ❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from t...2022-10-1207 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningAvoid Penalties on EARLY IRA DistributionsAvoid 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 question, can I retire or can I retire at 55? If you are thinking about retirement anytime before age 59 1/2 you have to understand IRA distribution options and IRA penalties. **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://calendly.com/pearlwealthgroup/discoverycall ** ☎️ ❌ **Please make sure you talk with your CPA, Financia...2022-10-0512 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningRetire Early at 55 with $2,000,000 in Retirement SavingsRetire 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 investing accounts?" They are wanting to know, how to retire early in 2022 and what exactly is retirement planning at 55. We are going to look at different retirement expenses as well as financial planning tips and retirement income strategies to help ensure longevity in their retirement income. **To schedule your virtual retirement and investment consultation with Drew, please select a day & ti...2022-09-2809 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningSave $1,000,000 for Early Retirement || How to Save One Million Dollars For RetirementSave $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 retirement, what do I do with my retirement savings? How can you save one million dollars for retirement? **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://calendly.com/pearlwealthgroup/discoverycall ** ☎️ ❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any co...2022-09-1418 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning3 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 retirement. **Free Retirement Download: The Roadmap to Retirement:** 📊 https://yourfinancialekg.com/#download **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://calendly.com/pearlwealthgroup/discoverycall ** ☎️ ❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implement...2022-09-0712 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningRetire 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 and retirement investments do I need to retire early? **Free Retirement Download: The Roadmap to Retirement:** 📊 https://yourfinancialekg.com/#download **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://calendly.com/pearlwealthgroup/discoverycall ** ☎️ ❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Pla...2022-08-2417 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningCan 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 of retirement especially early retirement? Can I Retire on one million dollars? These are the questions we are going to answer on this retirement planning video. **Free Retirement Download: The Roadmap to Retirement:** 📊 https://yourfinancialekg.com/#download **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://calendly...2022-08-1715 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningRETIRE EARLY at 49 with $1,800,000 in Retirement Investing Accounts: How To Retire EarlyRETIRE 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 million in his retirement investing accounts. This is going to be a different retirement scenario because this individual is too young to retire with the rule of 55 and we want to avoid the retirement rule of 72. **Free Retirement Download: The Roadmap to Retirement:** 📊 https://yourfinancialekg.com/#download **To schedule your virtual retirement and investment consultation with Drew, pleas...2022-08-1018 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningRetirement 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 recently. So I created this video for advice when retiring into a recession. There are a few factors that you want to consider if you are going to retire into a recession: 1. Don't time the stock market during a recession 2. Turn stock market chaos into opportunity during a recession 3. Take Social Security early during a recession ...2022-08-0311 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningCan I Retire at 60 with $700,000 in Retirement Investing Accounts EVEN After A DivorceCan 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. She has $700,000 in retirement savings and retirement investing accounts. We are going to look at her Social Security benefits especially social security benefits for ex spouses. We are also going to do a retirement income plan to determine if she can retire or not. **To schedule your virtual retirement and investment consultation with Drew, please select a day & ti...2022-07-2708 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningRetirement 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 income planning are hard enough in normal times, but add in a recession and a market crash and now your retirement planning is even harder. **Free Retirement Download: The Roadmap to Retirement:** 📊 https://yourfinancialekg.com/#download **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://calendly.com/pearlwealthgroup/discoverycall ** ☎️ ❌ **Please make sure you talk...2022-07-2017 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningCan I Retire at 55 with $1,600,000 in Retirement Investing Accounts & Retirement SavingsCan 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 accounts and retirement savings asking the question, "Can I retire at 55." **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://calendly.com/pearlwealthgroup/discoverycall ** ☎️ **Free Retirement Download: The Roadmap to Retirement:** 📊 https://yourfinancialekg.com/#download ❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representa...2022-07-1314 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning3 Ways To Increase 📊 Your Retirement Income3 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 retirement income with these retirement income strategies. When you are doing your retirement planning and calculating out retirement income needed, looking at these three retirement income strategies will help you with your retirement planning. **Free Retirement Download: The Roadmap to Retirement:** 📊 https://yourfinancialekg.com/#download **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https...2022-07-0703 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningYou Are Too OLD To Save For Retirement 👨 How To Save For Retirement If You Are OlderYou 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 are out of reach? So how can a person balance saving for retirement, shorter time frame before retirement starts, and investing those dollars for retirement? Let's talk about saving for retirement when you are older. **Free Retirement Download: The Roadmap to Retirement:** 📊 https://yourfinancialekg.com/#download **To schedule your virtua...2022-06-2910 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningInvestment 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 savings and retirement investments. Full YouTube Video: https://youtu.be/z6l0G8kNOwY **Free Retirement Download: The Roadmap to Retirement:** 📊 https://yourfinancialekg.com/#download **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://calendly.com/pearlwealthgroup/discoverycall ** ☎️ **Visit our Website: https://pearlwealthgroup.com/ ** 🖥 ❌ **Please make sure you talk with y...2022-06-1512 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningIs 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 Security run out of money? These are some of the questions I want to answer in this Social Security video and podcast. **Free Retirement Download: The Roadmap to Retirement:** 📊 https://yourfinancialekg.com/#download **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://calendly.com/pearlwealthgroup/discov...2022-06-1105 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning2 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 going to get retirement income and where is that retirement income going to come from? **Free Retirement Download: The Roadmap to Retirement:** 📊 https://yourfinancialekg.com/#download **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://calendly.com/pearlwealthgroup/discoverycall ** **Visit our Website: https://pearlwealthgroup.com/ ** 🖥 ❌ **Please make sure you talk wi...2022-06-0811 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningHow To Protect Your 401k When The Stock Market Is Crashing 🤯How To Protect Your 401k When The Stock Market Is Crashing 🤯 How can you protect your 401k from a stock market crash? What about all your retirement investments when the stock market crashes. Let's talk about 5 ways you can protect your retirement investments, retirement savings, 401k, IRA, Roth IRA, and other retirement assets from a stock market crash. **Free Retirement Download: The Roadmap to Retirement:** 📊 https://yourfinancialekg.com/#download **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://calendly.com/pearlwealthgroup/discov...2022-05-2508 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningCan I Retire at 67 with $380,000 💸 in Retirement Investments & Savings?Can I Retire at 67 with $380,000 💸 in Retirement Investments & Savings? In this retirement income strategy podcast, I want to look at a 67 year old single female who is asking the question, "How long will my retirement savings last?" She is already collecting her social security benefits and a large monthly retirement pension from her old employer. I also want to examine inflation and how inflation does not impact all retirement income spending. **Free Retirement Download: The Roadmap to Retirement:** https://yourfinancialekg.com/#download **To schedule your virtual retirement and investment consultation with Drew, please sele...2022-05-1810 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningHow To Retire Early: The One Investment You Need To Retire EarlyHow To Retire Early: The One Investment You Need To Retire Early Are you wanting to Retire Early? Are you considering retirement at 45, 50, or 55 years old? Do you wonder how you can retire early and not be penalized for using your retirement investments as income in retirement? That is what this video is designed to walk you through. I want to show you the one investment account that you need in order to retire early and retire without paying penalties for using your retirement investments as income in retirement. **Free Retirement Download: The Roadmap to...2022-05-1106 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningWhat is the best age to collect Social Security? 🧐 Retirement Income Strategy for Claiming Social Security Benefits 💸What is the best age to collect Social Security? 🧐 Retirement Income Strategy for Claiming Social Security Benefits 💸 In this podcast I want to discuss what is the best age to collect social security benefits. We are going to look at the basics of collecting social security benefits as well as a real world example of claiming social security benefits at 62 vs claiming social security benefits at 67. **Free Retirement Download: The Roadmap to Retirement:** https://yourfinancialekg.com/#download **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works b...2022-05-0408 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningRetirement Income Strategy for 56 Year Old with $1,800,000 💸 & Wanting To Start A Small Business 🏢Retirement Income Strategy for 56 Year Old with $1,800,000 💸 & Wanting To Start A Small Business 🏢 In this podcast, I want to look at a scenario for a 56 and 52 year old couple asking the question, Can I Retire with $1,800,000 in Retirement savings and retirement investments? Not only do they want to retire, but they want to retire and start a small business. We need to analyze their current retirement investments and retirement income and ask a few questions: 1. Where will our retirement income come from? 2. How long can we use our retirement investments for reti...2022-04-2718 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningHow Long Will $1,000,000💰Last In Retirement? 🤔How Long Will $1,000,000💰Last In Retirement? 🤔 How long will one million dollars last in retirement? That is what we are going to examine in this retirement planning and retirement income strategy podcast. I wanted to use one million dollars for our retirement investments analogy since that is the number so many individuals who want to retire are trying to accumulate in their retirement savings. **39% of individuals heading towards retirement will use their retirement savings and retirement investments as their main source of retirement income.** **Average social security check for a retired individual is $1,500.** We...2022-04-2009 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningRetiring in 5 Years or less? 🤔 Listen to this now!Retiring in 5 Years or less? 🤔 Listen to this now! In this podcast I want to talk about what you need to do if you are retiring or contemplating retirement in 5 years or less! Retirement planning is very important especially if you are retiring in the near future. You need to be aware of the pitfalls heading into retirement. Things like stock market volatility, social security claiming benefits, and running our of retirement income are all serious retirement issues that need to be addressed BEFORE heading into retirement. That is what we are going to do today on this...2022-04-1312 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningRetirement Income Strategy for 52 Year 👴 With $750,000 in Retirement Assets & Retirement Savings 💰Retirement Income Strategy for 52 Year 👴 With $750,000 in Retirement Assets & Retirement Savings 💰 In this podcast we are going to look at a retirement income strategy for a 52 year old single male with $750,000 in retirement assets and retirement savings. He is considering retirement at two different ages, 55 or 59. His main concerns are social security or when to claim social security benefits and putting together a complete retirement income strategy so that he doesn't run out of retirement income. **Free Retirement Download: The Roadmap to Retirement:** https://yourfinancialekg.com/#download **To schedule your virtual retirement and investm...2022-04-0614 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningHow Much Will I Pay For Healthcare In Retirement?👩‍⚕️How Much Will I Pay For Healthcare In Retirement?👩‍⚕️Plan For Rising Healthcare Costs in Retirement! In this podcast I want to talk about the rising costs of healthcare in retirement and how you can plan for the rising costs of healthcare in retirement. No retirement plan is complete without a deep dive into the costs of healthcare especially once an individual or family retires. **Free Retirement Download: The Roadmap to Retirement:** https://yourfinancialekg.com/#download **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for y...2022-03-3007 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningCan I Retire at 55? How Much Do I Need To Save To Retire at 55?Can I Retire at 55? How Much Do I Need To Save To Retire at 55? In this podcast I want to help answer the question, How much money do I need to save to retire at 55? We have looked at many can I retire at 55 scenarios, but never how much in retirement savings and retirement investments do I need to retire at 55. I also want to take into account inflation throughout retirement starting with retiring at 55 and the average social security benefit starting at 62. **Free Retirement Download: The Roadmap to Retirement:** https://yourfinancialekg.com/#download 2022-03-2308 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningHow Much Should I Have Saved For Retirement Based On My Age? Retirement Savings & InvestingHow Much Should I Have Saved For Retirement Based On My Age? Retirement Savings & Investing How much should I have saved for retirement? Or, how much money should I have in retirement savings and retirement investments based on my age. That is what we are going to look at today in this retirement planning scenario. At the end of this retirement podcast, I want to give you 3 ways that you can save for retirement today and make sure that you are saving enough for retirement. **Free Retirement Download: The Roadmap to Retirement:** https://yourfinancialekg.com...2022-03-1607 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningCan I Retire at 50 with $1,500,000 in Retirement Savings? Retirement Planning at age 50.Can I Retire at 50 with $1,500,000 in Retirement Savings? Retirement Planning at age 50. In this podcast lets go through a Can I Retire scenario for a 50 year old with $1,500,000 in Retirement Savings and Retirement Investments. His retirement concerns are when should I claim social security, how much retirement income should I spend, and what about taxes in retirement. We are going to address all these retirement questions and look at how long his retirement savings and retirement investments are going to last throughout his retirement. **Free Retirement Download: The Roadmap to Retirement:** https...2022-03-0915 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningRoth IRA vs 401k: Which Is Better For Retirement Investing and Retirement Savings?Roth IRA vs 401k: Which Is Better For Retirement Investing and Retirement Savings? In this podcast I want to discuss a Roth IRA vs 401k, which is better for your retirement savings and retirement investments, and how you can grow your retirement investments and retirement savings in both the Roth IRA and 401k. At the end of the podcast, I am going to compare the Roth IRA vs 401k side by side to give you the information you need to make the best decision for your retirement investing. **Free Retirement Download: The Ro...2022-03-0214 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningYou Will NEVER Retire.In this podcast I want to go over some sobering retirement statistics on why you may NEVER retire and 3 steps you can take today to get you back on the path of retirement. I believe that EVERYONE has the opportunity for financial freedom and retirement, it just takes hard work and commitment. I believe if you take these three important retirement steps, you can recognize your retirement dream! 3 Important Steps For to Achieve Financial Freedom & Retirement: 1. Invest 15-20% of your Income into qualified retirement plans 2. Maximize Your Social Security 3. Budget/Retirement Income...2022-02-2307 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningAre Roth IRA Distributions Taxed? How To Avoid Penalties and Taxes on Roth IRA DistributionsAre Roth IRA Distributions Taxed? How To Avoid Penalties and Taxes on Roth IRA Distributions Can your Roth IRA become taxable? Are distributions from your Roth IRA taxed? If you don't follow two very specific rules, you could incur taxes and penalties on your Roth IRA distribution. That is what we are going to discuss in this weeks, Your Financial EKG™ blog. Roth IRA's are supposed to be completely tax free. "SUPPOSED TO BE" is the key statement in that sentence. Roth IRA's can become taxable and penalized if you don't follow two specific rules. Thos...2022-02-1607 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning3 Benefits of a Roth IRA ConversionShould I Convert My IRA to A Roth IRA (Part 3) Benefits of a Roth IRA Conversion Over the last few weeks we have looked at who should convert their IRA to a Roth IRA and we have discussed how to convert your IRA to a Roth IRA. Today, we are going to dive into at the benefits of converting your IRA to a Roth IRA. Most investors and individuals planning for retirement understand that Roth IRA's are tax free and that having a Roth IRA is a benefit to ones Retirement planning, but what REALLY are the...2022-02-0906 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningHow Do I Convert My IRA to a Roth IRAHow Do I Convert My IRA to a Roth IRA How Do I Convert My IRA to a Roth IRA? That is the question of this week's video blog. In Part 1 (https://youtu.be/Zw1PuU3a4xU) we discussed, Who Should Convert their IRA to a Roth IRA. Click the link above if you missed that video. This week we are going to dive into the subject of HOW do I actually convert my IRA to a Roth IRA. Ready? Let's go! **Free Retirement Download: The Roadmap to Retirement:** https://yourfinancialekg.com/#download 2022-02-0206 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningShould I Convert My IRA to a Roth IRA?Should I Convert My IRA to A Roth IRA (Part 1) Who Should Convert IRA to Roth IRA In this 3 part video blog I want to begin by discussing: Who should convert their IRA to a Roth IRA. I am asked quite often, "Should I Convert my IRA to a Roth IRA," and to be honest the answer is, "It depends." Everyone's retirement and financial picture is different. Whether you should convert your IRA to a Roth IRA is not the same as your neighbor. So, let's dive into 3 individuals that I believe should convert their IRA or a Roth IR...2022-01-2605 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningWhat is the MAXIMUM Social Security Check You Could Receive?What is the MAXIMUM Social Security Check You Could Receive? What is the maximum Social Security check that you could receive when you retire? Or what is the biggest check you could receive from social security at 62, 67, or 70? How can you qualify for the maximum amount of Social Security Benefits and how can you INCREASE your Social Security check? That is what we are going to talk about in the podcast today! **Free Retirement Download: The Roadmap to Retirement:** https://yourfinancialekg.com/#download **To schedule your virtual retirement and investment consultation with Drew, p...2022-01-1907 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningHow is Social Security Taxed || How Much of Your Social Security Income is TaxableHow is Social Security Taxed || How Much of Your Social Security Income is Taxable How is Social Security Taxed? What part of my social security income is taxable? These are just a few of the questions I have received lately about the taxability of social security. When you think about your social security benefit, oftentimes you don't think, "How Much of my social security income is taxable?" No, normally you're asking questions like, "When should I start social security" or "What is my social security benefit at 62 or 67?" Yes, those are great questions about social security, but...2022-01-1212 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningIRA Contribution Limits 2022 & ROTH IRA Contribution Limits 2022IRA Contribution Limits 2022 & ROTH IRA Contribution Limits 2022 || IRA & Roth IRA Contribution 2022 IRA and Roth IRA contribution limits have been released by the IRS and they look very similar to the IRA & Roth IRA Contribution limits for 2021. Unfortunately, because of how the IRS calculates the contribution increases for IRA's and Roth IRA's, in 2022 there will be NO increase from the 2021 IRA contribution limits. Below is the IRA Contribution limit and the Roth IRA Contribution limit for 2022: IRA Contribution Limit: $6,000 IRA Catch-up Limit: $1,000 Roth IRA Contribution Limit: $6,000 Roth IRA Catch-up Limit: $1,000 **Free...2022-01-0508 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningHow To Eliminate or Reduce Taxes on Social SecurityHow To Eliminate or Reduce Taxes on Social Security In this podcast I want to discuss 4 simple strategies that can help you eliminate or reduce the taxes on your social security benefits. I also want to discuss how the IRS determines how much of your social security is taxed using a formula called provisional income. We are also going to define what is social security taxable income, traditional retirement income and retirement income strategies that will help lower or eliminate the taxes on your social security benefit. **Free Retirement Download: The Roadmap to R...2021-12-2915 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning401k Contribution Limits for 2022401k Contribution Limits for 2022 || 5.1% Increase in 401k Contribution Limit In this podcast I want to discuss the new 2022 401k contribution limits. Because of inflation, 401k contributions and other qualified retirement accounts are seeing a 5.1% increase in contribution limits. Below are the tables for 401k contribution limits for 2022 and other qualified retirement plans (These are annual retirement contribution figures): 401k- $20,500 403b-$20,500 457- $20,500 TSP- $20,500 IRA-No change Roth IRA-No change SEP IRA- $61,000 **Free Retirement Download: The Roadmap to Retirement:** https://yourfinancialekg.com/#download...2021-12-2212 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningAverage Retirement Income by Age & Ways to Increase Your Retirement IncomeAverage Retirement Income by Age & Ways to Increase Your Retirement Income Do you know what the average retirement income is by age? Do you wonder how you can increase your retirement income? How can you increase your retirement income and how do you know where you stand with the average retirement income by age and generation? That is exactly what I want to talk about in this podcast. Watch Video Podcast Here: https://youtu.be/zd_qyc-c2jI **Free Retirement Download: The Roadmap to Retirement:** https://yourfinancialekg.com/#download **To schedule...2021-12-1516 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningNumbers YOU Need To Know BEFORE Retirement || Retirement Income PlanningNumbers YOU Need To Know BEFORE Retirement || Retirement Income Planning We all want to retire. We can see the retirement destination ahead of us on the calendar. We can taste the sweet drink of retirement as we lay in a beach chair instead of punching the time clock. But what about preparing for that eventual retirement. What are some numbers, especially retirement income numbers, that you need to know BEFORE you retire? Let's dive right in! **Free Retirement Download: The Roadmap to Retirement:** https://yourfinancialekg.com/#download **To schedule your virtual retirement and i...2021-12-0813 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning5 Important Considerations BEFORE You RetireYour 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 discuss 5 factors you need to consider BEFORE retirement. Are you considering retirement or retiring in the next few years? Maybe you are doing retirement planning at 45, retirement planning at 50, retirement planning at 55, or retirement planning at 60, this retirement video is for you! **Free Retirement Download: The Roadmap to Retirement:** https://yourfinancialekg.com/#download **To schedule your virtual retirement and inves...2021-12-0114 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningHow To Take Early 401k Withdrawal Without PenaltyHow 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. The Rule of 55 is an IRS guideline that allow individuals in retirement to pull out retirement income from their old 401k without paying the 10% penalty for early withdrawals. This rule applies to 401k's and 403b's. The rule applies whether you are let go from work or you decide to retire. Why does the 401k rule of 55 matter? Beca...2021-11-1708 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningAverage Income in Retirement in 2021 || Retirement Income Strategies & Retirement Income PlanningAverage 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 strategies to help you increase your retirement income and give you confidence in your retirement income planning. In 2021 the average retirement income for a retired individual was $1,500 in social security retirement income. The average retirement account balance is $164,000 which in turn equates to $864 in retirement income being distributed from retirement savings. Retirement income strategies are such an important piece to an individual and families retirement income...2021-11-1015 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningHow To Calculate 2022 Social Security COLA IncreaseIn 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 expected to increase 5.9% in 2022 making this social security cola increase the biggest in 40 years. BUT, what about your retirement income? Does this impact when to take social security retirement benefits? What about social security taxes in retirement? How is the social security cola increase going to impact your retirement spending and retirement investments? Inflation is up over 3% and medicare part b premium is going to rise 6...2021-11-0309 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningShould 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 reasons why individuals would file for social security at 62. If you are considering retirement and are working on your retirement planning or retirement income strategies, understanding social security and filing for social security at 62 is paramount in your retirement planning. If you have any questions about whether you should file for social security at 62 or file for social security a...2021-10-2712 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningIs 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 2033. This is an update to last years Social Security forecast that showed Social Security running out in 2034. Here are some quick highlights from the podcast: -Primary Social Security fund for Retired Individuals will run out in 2033. -Social Security is expected to pay out more retirement income to retired individuals than it takes collects in 2021. -Old Age & Survivors Insurance Trust fund wh...2021-10-2015 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningWhat 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 strategies to help you increase your retirement income and give you confidence in your retirement income planning. In 2021 the average retirement income for a retired individual was $1,500 in social security retirement income. The average retirement account balance is $164,000 which in turn equates to $864 in retirement income being distributed from retirement savings. Retirement income strategies are such an important piece to an individual and families retirement income plan...2021-10-1315 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningFirst Habits Win with special guest Mike MillerFirst 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 you! Join Drew Blackston with special guest Mike Miller this week on a podcast dedicated to helping you put in place good money habits. About Mike Miller: Mike Miller is an executive leader in the financial services industry and the creator of the First Habits system and author of “First Habits Win.” After creating the First Habits system for his daugh...2021-10-0628 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningIs Social Security Running Out Of Money?In this podcast I want to discuss the new forecast showing Social Security running out of money in 2033. This is an update to last years Social Security forecast that showed Social Security running out in 2034. Here are some quick highlights from the podcast: -Primary Social Security fund for Retired Individuals will run out in 2033. -Social Security is expected to pay out more retirement income to retired individuals than it takes collects in 2021. -Old Age & Survivors Insurance Trust fund which provides Retirement Income to retired social security claiming individual's will from out in 2...2021-09-2915 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning4 Social Security Myths You Shouldn't Believe In Retirement || Social Security Explained4 Social Security Myths You Shouldn't Believe In Retirement || Social Security Explained In this podcast I want to dispel 4 myths that you might be believing about social security in retirement. We are continuing to talk about social security because I believe social security is a huge part of your retirement planning and retirement income. Without a good understanding of your social security benefits or the social security cola, how can you put together a tactical retirement income strategy. That is where I am different when it comes to retirement planning. I want to put together retirement i...2021-09-2211 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningHow To Fix Social SecurityHow To Fix Social Security || Social Security Explained || Retirement Income Strategies In this podcast I want to continue talking about Social Security and especially how to fix social security (This is not a political agenda video. Strictly retirement planning). We are talking about social security because it is a major aspect of your retirement income strategies and your retirement planning. Social security, medicare, & medicaid will make up 2.5 trillion dollars of the 2022 US budget. This is a HUGE piece of retirement money, BUT social security is in serious trouble. The government admitted that by 2033, the social sec...2021-09-1515 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningSelf Employed? You Should Be Using The Solo 401(k).Self Employed? You Should Be Using The Solo 401(k). The Solo 401(k) offers self employed individuals the ability to save more for retirement than any other retirement vehicle. It is easy to manage and very very inexpensive to set up. If you are self employed and contributing to some kind of retirement account, you should consider the Solo 401(k). Need help setting up your Solo 401(k) or retirement plan? Email me at drew@pearlwealthgroup.com. **Free Retirement Download: The Roadmap to Retirement:https://yourfinancialekg.com/#download** **To schedule your free virtual retirement and in...2021-09-0816 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningReal Estate in 2021 with Special Guest Maurice WaringJoin me today on the Your Financial EKG Podcast as I welcome Maurice Waring to the podcast. Maurice is a mortgage loan officer with Pen Fed specializing all things mortgages, refinances, and real estate. If you or somebody you know is looking to buy, sell, or refinance their home, this podcast is a must listen! Maurice Waring: penfed.org/mortgage-center/agents/Maurice_Waring mauricewaring@gmail.com 727-266-8679 **Free Retirement Download: The Roadmap to Retirement:https://yourfinancialekg.com/#download** **To schedule your free virtual retirement and investment con...2021-09-0121 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningTrain Your MoneyTrain Your Money In this podcast, I want to discuss how you can begin to train your money toward financial freedom. Everyone knows how to train their body with exercise and right eating, but did you know that you can train your money as well? Listen now as we dive into how to train your money and how doing so puts financial freedom in your future! **Free Retirement Download: The Roadmap to Retirement:** https://yourfinancialekg.com/#download **To schedule your free virtual retirement and investment consultation with Drew, go to https://yourfinancialekg.com...2021-08-2516 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning6 Myths About Your Money In Retirement6 Myths About Your Money In Retirement In this podcast, I want to discuss 6 myths that many people believe about their money in retirement. **Free Retirement Download: The Roadmap to Retirement:** https://yourfinancialekg.com/#download **To schedule your free virtual retirement and investment consultation with Drew, go to https://yourfinancialekg.com/, or call 813-807-5060.** Pearl Wealth Group Drew Blackston, CRC® & RFC® Office: 813-807-5060 Getting you to Retirement, through Retirement, & protecting YOUR ability to stay in Retirement! #retirementplanning #retirement #yourfinancialekg 2021-08-1811 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning4 Steps to Take When The Stock Market Is Going Down4 Steps to Take When The Stock Market Is Going Down In this podcast, I want to talk about 4 steps that you can take to protect your money and retirement investments when the stock market is going down. **Free Retirement Download: The Roadmap to Retirement:** https://yourfinancialekg.com/#download **To schedule your free virtual retirement and investment consultation with Drew, go to https://yourfinancialekg.com/, or call 813-807-5060.** Pearl Wealth Group Drew Blackston, CRC® & RFC® Office: 813-807-5060 Getting you to Retirement, through Retirement, & protecting YOUR ability to stay...2021-08-1109 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning3 Things to NOT do with your Retirement IncomeWhen it comes to your Retirement Income, there are many things that you want to do. Plan, invest, budget, but there are also 3 major things you do NOT want to do with your Retirement Income. Join me, Drew Blackston CRC® RFC® as I discuss these and how you can avoid these 3 mistakes. Remember to subscribe to our podcast and visit our YouTube page at https://www.youtube.com/channel/UCix75GLz1TuiQe7e849s5pQ. 2021-07-2815 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningHow To Make Money in The Stock MarketI often get asked the question, "Drew, how do I seriously make money in the stock market?" My answer is always the same, "Be a nice person." Whether you are trying to save for retirement or our a first time investor, this podcast episode is for you. I want to show you 3 principals to making money in the stock market. This is not a technical breakdown of S&P 500 levels or a stock picking podcast episode, but this is a fundamental approach to how you can make money in the stock market and keep that money. 2021-07-0710 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningHow to Protect Your Money From Healthcare ExpensesIn today's world of modernized medicine, we are living longer and longer, but with a longer life comes higher healthcare expenses. According to research 2 out of 3 individuals will need some sort of long term healthcare--whether thats informal (in the home) or formal (in a facility) and 83% of people age 65 and over have at least 1 chronic health condition. You need to protect yourself from the cost of long term care and the rising cost of healthcare. Join Drew Blackston, a Certified Retirement Counselor, on this podcast as he looks at 2 main ways he helps his clients protect their money from...2021-06-3013 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning5 Tips For Managing Your 401(k), IRA, or RothNeed help managing your 401(k), IRA, or Roth IRA? Well, we are here to help! Join Drew Blackston, CRC® & RFC®, as he gives you 5 tips for managing your 401(k), IRA, or Roth IRA. If you would like a more personalized plan fit for your individual or families specific needs, please visit our website at YourFinancialEKG.com or call us at 813-807-5060.2021-06-2317 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningFind Money 💵 in Your Home 🏚Are you looking for a little extra cash? Have you considered the money in your home? No, I am not talking about taking out a Home Equity Loan. I am talking about finding literal money in the stuff lying around your house. Check out this episode as Drew talks about 3 ways you can find more money in your home today! 2021-06-0912 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning2 Money Steps For Recent GraduatesRecent graduates have a great opportunity when it comes to their money. Many of them are walking into careers with less obligations and expenses than most investors. This moment allows them to save, invest, and grow their money with greater ability and purpose. In this podcast, Drew Blackston, CRC®, gives recent graduates 2 ideas to help kickstart their money dreams and start their path toward financial freedom. 2021-05-2616 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningIs Your Retirement On Track?Are you wondering whether you are making the right decisions when it comes to your retirement planning? Listen now as Drew Blackston, a Certified Retirement Counselor and creator of Your Financial EKG™ give you the steps to make sure your retirement is on track. 2021-05-1914 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningHey Millennials! Learn from your parents investing decisions.Hey Millennials, you have a great advantage that many generations don't when it comes to learning about money. You have your parents to look at. Your parents have invested through some of the toughest environments since the Great Depression. Good decisions, bad decisions, both you can learn from. Check out this podcast to see how you can learn from your parents money and investing decisions. **To schedule a conversation with Drew, go to yourfinancialekg.com, or call 352-409-7340.**2021-05-1216 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningHow to Build & Keep WealthAre you wanting to build and keep wealth? Do you want to know what are some easy steps that you can take today to start building your wealth? If so, join Drew Blackston, CEO and Founder of Pearl Wealth Group, as we explore the ways YOU can build and keep your wealth. YourFinancialEKG.com 2021-05-0514 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning6 Retirement Mistakes to AvoidRetirement is an amazing journey that we are all striving for, but there are mistakes and potholes that we must avoid as well. In this podcast, Drew breaks down the 6 Retirement Mistakes that you want to avoid on your retirement expedition. If you would like a more personalized and easy to understand retirement planning strategy, please visit my website at YourFinancialEKG, fill out your information, and a member of our team will be in contact with you shortly. Thank you so much for watching! And PLEASE subscribe, like, & comment! -------------------------------------------------------------------------------------------------------------------------------------------- Contact our t...2021-04-1415 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningShould I Sell My Stock At A Loss-3 Must Have ConsiderationsShould I Sell My Stock At A Loss-3 Must Have Considerations You invest your hard earned money, but for whatever reason that stock or fund just won't go up. At what point does it make the most sense to sell your stock and move on. On this podcast, Drew talks through the 3 consideration you need to make before selling your stock at a loss. If you would like a more personalized and easy to understand retirement planning strategy, please visit my website at YourFinancialEKG, fill out your information, and a member of o...2021-04-0712 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningRisk Investors Don't Realize Part 3In this final episode of the series "Risk Investors Don't Realize," Drew finishes his conversation with Steve Zanoli about the inherent risk that investors don't realize when it comes to their investments. We hope you have enjoyed this series. If you would like to learn more, please visit our website at yourfinancialekg.com or LinkedIn @drewblackston. 2021-02-2415 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningRisk Investors Don't Realize Part 2In this Part 2 of "Risks Investors Don't Realize," Drew Blackston and Steve Zanoli dive head into 3 common risk that most investors don't see creeping around in their investments: 1. Not Understanding Fees 2. Taking trading advice from TV or Message Boards 3. Not using a Professional If you like this podcast, please share it with your friends and give us a 5 star rating!2021-02-1715 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningRisk Investors Don't Realize Part 1How do you know if you are in a burning building unless you smell smoke? That is how most investors feel when it comes to their investing. They don't realize they are on fire because they don't smell any smoke. Join Drew today as he welcomes special guest Steve Zanoli, head of Wealth Management for Sandy Morris Financial, as they discuss risks that all investors need to be aware of. 2021-02-1013 min

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial PlanningWhy is Money Important to you?Introductory Podcast: Why is money important to you? Tune in as Drew Blackston, a Certified Retirement Counselor®, Investment Advisor Representative, and Financial Planner looks at why money is important to you and how you can be more purposeful and strategic with your money. Stay tuned for more podcast in the future featuring topics about investing, tips for saving, budgeting, retirement planning, and many more. Make sure to subscribe, like, and recommend this podcast to your friends and family. Also, visit our website at Yourfinancialekg.com to get the latest resources or to personally speak with a member of our team.2021-01-2517 min