Joe Allaria - Podcast Details

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Da 0 a 42 - Il mio podcast sul runningLibri sul running: Corsa e anatomia umana, di Patrick Milroy e Joe PuleoSi torna a parlare di libri sulla corsa. Stavolta vi racconto di “Corsa e anatomia umana”, scritto da Joe Puleo e Patrick Milroy.Un manuale interessante, con un grosso focus sul potenziamento e sugli esercizi che un runner potrebbe fare per migliorare nella corsa.Link Amazon al libro: https://amzn.to/427r71a----------------------Supporta questo progetto tramite un contributo mensile su Patreon: https://www.patreon.com/da0a42In alternativa, puoi fare una donazione "una-tantum".PayPal: https://www.paypal.com/paypalme/lorenzomaggianiBuymeacoffee: https://www.buymeacoffee.com/da0a42 2025-06-2413 min

The Retirement Power HourWhat Are Tariffs, and Will They Affect Me?Are tariffs about to hit your wallet and your investment portfolio? In this episode of Retirement Power Hour, Joe Allaria, CFP®, breaks down exactly what tariffs are, how they work, and most importantly—what they mean for your retirement savings and day-to-day expenses.From the latest moves by the U.S., China, Canada, and Mexico to expert opinions from PIMCO, Goldman Sachs, JP Morgan, and more, we’re giving you a balanced look at what’s happening and what it could mean for your financial future.If you enjoyed this episode, make sure to check out our...2025-02-2818 min

The Retirement Power Hour2025 Stock Market PredictionsIn this new episode of the Retirement Power Hour, Joe Allaria, CFP®, & Jay Waters break down how financial "experts" consistently make incorrect market predictions. They highlight key misses from 2024, including false recession calls, incorrect volatility forecasts, and failed AI bubble predictions. The takeaway? Ignore the noise, focus on a strategy built around your personal financial plan, and invest wisely for the long term.If you enjoyed this episode, make sure to check out our podcast 2025 Contribution Limits Submit Your QuestionsTo submit a listener question, visit our website, and enter the details of your q...2025-01-3126 min

The Retirement Power Hour2025 Contribution LimitsWelcome to the Retirement Power Hour with Joe Allaria, CFP®. In episode 35, we break down the 2025 retirement contribution limits and key tax changes you need to know. Learn about updates to IRAs, Roth IRAs, 401(k)s, SIMPLE IRAs, and more—including the new provisions introduced by Secure Act 2.0.Key Topics Discussed: IRA and Roth IRA contribution limits and phase-outsNew 401(k) and SIMPLE IRA catch-up provisionsChanges to tax brackets, standard deductions, and Social Security wage baseHSA contribution updates for 2025If you enjoyed this episode, make sure to che...2024-12-2411 min

The Retirement Power HourWhole Life vs. Term LifeIn this episode, Joe Allaria, CFP®, and Jay Waters dive deep into the pros and cons of two popular types of life insurance: Term Life and Whole Life. While both offer unique benefits, choosing the right policy depends on your individual financial goals.Key Terms Discussed:-Term Life Insurance-Whole Life Insurance-The Cash Value Debate-Guaranteed Dividends-Buy Term, Invest the RestWhether you’re new to life insurance or reassessing your coverage, this episode will help you understand the key differences between these two policies and giv...2024-11-2717 min

The Retirement Power HourHow Much Life Insurance Do I Need?Welcome to Retirement Power Hour! In Episode 33, host Joe Allaria, CFP®, discusses the key factors in determining how much life insurance you need. He covers important considerations like paying off mortgages, covering future expenses for children, and replacing income for a spouse, along with strategies for wealth transfer and estate tax planning. Joe also explains the difference between term and permanent life insurance, helping you decide what best suits your needs. If you enjoyed this episode, make sure to check out our podcast Can I Retire with $1M at age 60? Submit Your QuestionsTo sub...2024-10-0317 min

The Retirement Power Hour30 Years of Financial Advice: Scott Carson's Tips and LessonsWelcome to Retirement Power Hour! In Episode 32, host Joe Allaria, CFP®, interviews Scott Carson, a seasoned wealth advisor with over 30 years of experience. Scott, a senior wealth advisor at CarsonAllaria Wealth Management, shares valuable insights from his extensive career in financial planning.If you enjoyed this episode, make sure to check out our latest podcast Can I Retire with $1M at age 60? Submit Your QuestionsTo submit a listener question, visit our website, and enter the details of your question. Leave a ReviewVisit https://www.retirementpowerhourpodcast.com/ to leave a rev...2024-08-2734 min

The Retirement Power HourCan I Retire with $1M at Age 60?Can you retire with $1M at age 60? Tune in to Episode #31 as host Joe Allaria, CFP®, discusses the different factors that impact the answer, including your retirement expenses, other income, Social Security, and more. If you enjoyed this episode, make sure to check out our latest podcast on How to Retire Early Using Phases Submit Your QuestionsTo submit a listener question, visit our website, and enter the details of your question. Leave a ReviewVisit https://www.retirementpowerhourpodcast.com/ to leave a review on Apple Podcasts or Spotify. Disc...2024-08-0519 min

The Retirement Power HourHow to Retire Early Using PhasesDo you want to retire now and gain more freedom sooner? The answer could be yes, but the path to achieving it might differ from what you imagine. In episode #30 of the Retirement Power Hour, Joe Allaria, CFP®, and Mark Allaria, CFP®, sit down and discuss ways you can retire early using phases. Many people envision retirement as abruptly shifting from a 40-hour workweek to working zero hours. However, incorporating a semi-retirement phase can allow you to experience retirement earlier and can offer additional benefits. If you enjoyed this episode, make sure to check out our latest podc...2024-07-1019 min

The Retirement Power HourReduce Taxes with Charitable GivingAre you tired of donating cash to charities and missing out on potential tax savings? In this episode of the Retirement Power Hour, Joe Allaria, CFP®, provides four different ways, including Gifting Appreciated Shares, Qualified Charitable Distributions (QCDs), Bunching Donations Into One Year, and Mega-Bunching with Donor Advised Funds, that you can use to reduce your taxes while still giving to the charities that you care about.Resources Mentioned on the Show:• Charitable Donations Using Stock Not Cash• Can I Lower My Taxes with a Donor Advised Fund• Lowering Taxes with QCDs If you...2024-05-1516 min

The Retirement Power HourThe Stock Market During an Election Year with Guest Jake DeKinderThe 2024 presidential election has caused many investors to wonder if they should be doing anything differently. Is it safe to stay invested in stocks and bonds during this time, or should investors move their money to the sidelines until later this year? In Episode #28 of the Retirement Power Hour, Joe Allaria, CFP®, talks with Jake DeKinder, Head of Client Communications and Vice President at Dimensional Fund Advisors, about what the stock market has done in the past during election years and if the 2024 election year is different.About Our GuestAs Head of C...2024-04-1822 min

The Retirement Power HourCybersecurity: How to Stay Secure OnlineIn Episode #27 of the Retirement Power Hour, Joe Allaria, CFP®, talks about various ways you can protect yourself online from cybersecurity attacks, phishing attempts, and other forms of attempted fraud. Resources Mentioned on the Show:As Nationwide Fraud Looses Top $10 Billion in 2023 Identity Theft: 15 Ways to Protect Against Cyber Attacks If you enjoyed this episode, make sure to check out our latest podcast on Social Security: Will I Get It? Submit Your QuestionsTo submit a listener question, visit our website, https://www.retirementpowerhourpodcast.com, and enter the d...2024-03-2720 min

The Retirement Power HourSocial Security: Will I Get It?In 10 years will you be able to rely on Social Security to be there for you? In episode 26 of the Retirement Power Hour, Joe Allaria, CFP ®, talks about if Social Security is going to pay out benefits in the future and a six-part plan on how to fix Social Security. To learn more on this topic, take a look at our article on Social Security: Will I Get It?If you enjoyed this episode, make sure to check out our latest podcast on 2024 Stock Market Predictions Resources Mentioned on the Sh...2024-02-2917 min

The Jungle - The Official Sports Podcast of Edwardsville High SchoolSeason 2, episode 20Episode 20 is our SPECIAL EDITION hall of fame episode. We feature hall of fame inductees, Jason Boyd, Rachel Coonrod, Jeff Hornberger, Joe Allaria, Sam Fink, and Michael Brazier who talk about their memories and athletic accomplishments at EHS.2024-02-1325 min

The Retirement Power Hour2024 Stock Market PredictionsCan we trust these large financial institutions that claim to know what the market is going to do? In this episode of the Retirement Power Hour, Joe Allaria, CFP ®, sits down with fellow financial advisor, Jay Waters, to talk about what happened in 2023, what the “experts” say is going to happen in 2024, and why to think twice before listening to what these large financial institutions predict. If you enjoyed this episode, make sure to check out our latest podcast on How to Pay 0% in Capital Gains Tax. Resources Mentioned on the Show:2024-01-2527 min

The Retirement Power HourHow to Pay 0% in Capital Gain TaxIs it even possible to pay 0% in Capital Gains Tax? In this episode of the Retirement Power Hour, Joe Allaria, CFP®, explains 4 strategies to NOT pay any capital gains tax, including gain harvesting, donating appreciated shares of securities, tax-loss harvesting, and not selling at all (but instead leaving your shares to your heirs).If you enjoyed this episode, make sure to check out our last podcast on How to Not Fail at Retirement with Author Mike Drak. Resources Mentioned on the Show:Smart Charitable Giving: How to Receive t...2023-12-1818 min

The Retirement Power HourHow to Not Fail at Retirement with Author Mike DrakMost people are worried about having enough money saved for retirement; but financial planning alone, without lifestyle planning, is a ticket to Retirement Hell. In this episode of The Retirement Power Hour, Joe Allaria, CFP®, sits down with Author Mike Drak to discuss his book “Longevity Lifestyle by Design” and how to avoid failing at retirement. About Our Guest After a thirty-eight-year career within the financial services industry, Mike Drak experienced what he has now termed “retirement shock”. As a result, Mike spent the next 6 years doing research about retirement which resulted in his best...2023-10-2527 min

The Retirement Power HourHealth, Fitness, and Wellness in RetirementWithout your health how could you enjoy your retirement? The time is now to invest in your health! In this episode, Joe Allaria, CFP®, gets the chance to sit down and talk with Dr. Tibor Kopjas and discuss ways to stay healthy, get fit, and feel great in retirement. About Our GuestDr. Tibor Kopjas, a practitioner for over 30 years in Maryville, IL. He returned to his original vision of patient-focused healthcare in 2019 when he began partnering with MDVIP to prioritize personalized care.Resources MentionedMD VIP Website 2023-10-1136 min

The Retirement Power HourTravel in Retirement: Planning Your Dream VacationTravel is one of the most popular activities that retirees like to tackle after their working years. Whether traveling domestically or internationally, retirement is a wonderful time to explore new places and to take your time while doing so. On this episode, Host Joe Allaria is joined by Travel Advisor and Founder of New View Travel, Janine Cartier to discuss how to plan your dream vacation in retirement. SPOILER: It all starts with a solid plan. About Our GuestJanine Cartier is a Travel Advisor and the Founder of New View Travel. New...2023-07-1123 min

The Retirement Power HourThe Pitfalls of Evaluating Rate of ReturnDo you have "good" investments? How do you know? What is a good rate of return? How much time do you need to evaluate if you own good investments? In this episode, Host Joe Allaria and Co-Host Jay Waters discuss the pitfalls the many investors fall into when they are evaluating their own investments, and how having the wrong perspective can lead you astray. Listener QuestionWhat is a realistic rate of return expectation for a newly retired individual? Submit Your QuestionsTo submit a listener question, v...2023-06-1638 min

The Retirement Power HourAnnuity Pros, Cons, and What Are They Anyway?Annuities seem to have a negative connotation within the financial industry, but do they deserve it? Are annuities good or are they bad? Because there are so many different types of annuities, it's hard to generalize that they are either good or bad. Each annuity should be evaluated independently based on each individual’s situation.On episode 19 of The Retirement Power Hour, host Joe Allaria is joined by fellow Partner and Wealth Advisor of CarsonAllaria Wealth Management, Mark Allaria, CFP®, as the two discuss the pros and cons of annuities, as well as the different types out the...2023-05-2233 min

The Retirement Power HourSocial Security Spousal Planning Q&ASocial Security filing strategies can get complex for couples, especially those with different ages. Can you start a spousal benefit, then switch to your own? Can you start your own benefit, then switch to a spousal benefit? What is a restricted application? Can I still file and suspend? So many questions and not enough answers. But, we're fixing that problem on this episode by answering several listener questions around this very topic. Click to listen as host Joe Allaria discusses Social Security Spousal Planning.Submit Your QuestionsTo submit a listener question, 2023-03-1728 min

Midlife MasteryRetiring Better (with Joe Allaria)This episode is about retirement, but not really about saving or investing. Rather, Joe Allaria, CFP and host of The Retirement Power Hour Podcast, joins me to discuss thinking about the lifestyle of retirement and creating a fulfilling retirement. Sure, the numbers are important, but if the average retirement is… The post Retiring Better (with Joe Allaria) appeared first on Midlife Mastery Podcast.2023-03-0551 min

Health and Wealth Podcast with Carter & TimJoe Allaria, CFP®, MBA Partner and Wealth Advisor for Carson Allaria Wealth Management- Quarterbacking His Clients To A Successful RetirementEpisode 85 - As a Partner and Wealth Advisor for Carson Allaria Wealth Management, Joe’s primary responsibilities are to work directly with clients as the leader of their financial plan while also creating and implementing the strategic vision for the firm. Joe brings an analytical yet creative approach to finding solutions for our clients and pursuing the vision of our firm.For his numerous articles, Joe has been featured in the Wall Street Journal, USA Today.com, Yahoo Finance, Nasdaq.com, and Investopedia. Joe is committed to educating his clients and the general public about the cr...2023-02-1556 min

The Retirement Power Hour2023 Stock Market Predictions, & Why You Should Ignore ThemIt's that time of year again...when we see stock market predictions being released by financial institutions, fund managers, financial media personnel, and other financial “experts.” Most of these predictions end up being wildly inaccurate, yet they keep being made, and many keep listening.Click to listen as host Joe Allaria uncovers how these "experts" did on their 2022 predictions, and what they're saying about 2023.Listener QuestionWhat will the stock market do in 2023? We're talking about that for the whole show, so be sure to tune in! Submit Your Quest...2023-02-0124 min

Boomer Banter, Real Talk about Aging WellFinancial fulfillment in retirementFrom football player to Certified Financial Planner to podcaster, Joe Allaria is passionate about educating his clients and his listeners.He spoke to us about the 3 levels of financial retirement.Level one: Survival - Can I pay my bills when I retire? Typically, people that have this fear have not worked with a financial planner and are simply guessing at their financial state.Level two: Survival plus - I can pay my bills, maybe take a trip or two, contribute to a charity of my choice.Level three: True retirement fulfillment...2023-01-0940 min

The Retirement Power HourCreating Your Retirement Identity w/ Wendy GreenIn this episode, Host and CERTIFIED FINANCIAL PLANNER™ professional Joe Allaria is joined by Wendy Green, the Founder and Host of the "Hey, Boomer" podcast, and the two discuss Creating Your Retirement Identity. Recent retirees can often find themselves in a retirement identity crisis after using their title as a defining adjective for who they are for so many years and then having that title anymore. Tune in to hear more about different ways to frame your identity both prior to and during retirement.Listener QuestionYou'll also hear an answer to Dal...2023-01-0533 min

The Retirement Power HourTop 10 Myths of Retirement (Part 2)In this episode, Host and CERTIFIED FINANCIAL PLANNER™ professional Joe Allaria is joined by Co-Host Jay Waters, Wealth Advisor with CarsonAllaria Wealth Management, to discuss our Top 10 Retirement Myths that seem to be widely accepted amongst those in or near retirement. In Part 2 of this two-part series, we cover the final five myths, including:Final 5 of the Top 10 Retirement MythsLong-term care is covered by Medicare.You can count on historical returns to repeat during retirement.You will only live to age 80-85.You need an annuity if you’re retired.Retirement planning is all...2022-12-2726 min

The Retirement Power HourTop 10 Myths of Retirement (Part 1)In this episode, Host Joe Allaria is joined by Co-Host Jay Waters to discuss our Top 10 Retirement Myths that seem to be widely accepted amongst those in or near retirement. In Part 1 of this two-part series, we cover the first five myths, including:First 5 of the Top 10 Retirement MythsIf you reach a certain dollar amount (say $1M), you can safely retire. Your investments should be conservative in retirement.You have to avoid market downturns when you’re retired. You need to have your mortgage paid off in order to retire. You will have a low...2022-12-2133 min

The Retirement Power Hour13 Year-End Financial StrategiesOn Episode 13, host Joe Allaria covers "13 Year-End Financial Strategies" to consider before we enter into 2023. Here are the 13 strategies with links to resources mentioned1. Contribute to employer-sponsored retirement plans2. Contribute to a Health Savings Account (HSA)3. Spend the rest of Flex Spending Account (FSA)4. Make charitable contributions (with appreciated stock and/or donor advised funds)5. Bunch your medical expenses (if applicable)6. Tax-loss harvesting7. Gain harvesting8. Roth IRA conversions9. IRA contributions (deadline is April 18th, 2023)10. Consider a large business expense11. Do a...2022-11-2528 min

The Retirement Power HourSocial Security Loopholes (mini episode)The Bipartisan Budget Act of 2015 made what some would consider significant changes to a few key Social Security filing strategies. Specifically, the legislation removed some well-known Social Security loopholes that were used by many to increase spousal benefits. But, one of those loopholes was phased out over time, which means it could still be used by some. Listen in to hear more about the restricted filing strategy, which could be used if one spouse was born in 1953 or earlier, and if the other spouse is already receiving Social Security. But, this loophole is closing quickly, so tune...2022-10-3110 min

The Retirement Power HourRetire Your Bad Health Habits w/ Kevin English + a Question on Medicare Enrollment While WorkingA sound financial plan is only one part of living a better retirement. Another huge part is maintaining good health and it's extremely difficult to "retire better" if you don't feel better. On this episode, Kevin English, a health and wellness expert specializing in helping those over 50 years of age, joins Joe Allaria to share a few simple keys to improving your health even after age 50, including:How to eat better without going on an extreme fad dietHow to maintain muscle with a simple workout routineHow to maintain your overall health with good lifestyle decisionsBut first...2022-10-1933 min

The Retirement Power Hour5 Things a Retirement-Focused Advisor Should Do and a Long-Term Care QuestionRetirement brings unique challenges that you may not experience during your working years. Advisors that work with retirees or those close to retirement should understand this and adjust their practices accordingly. In this episode, Joe Allaria is joined by 30-year industry veteran, Scott Carson, as the two discuss five things a retirement-focused advisor should do.We also cover a listener question from Julie on long-term care premium increases, and if it makes sense to keep these policies as the premiums go up.About Our GuestScott Carson, AIF®, CEPA is a Senior W...2022-09-2136 min

The Retirement Power Hour6 Social Security Mistakes you NEED to AvoidIn this episode, Host Joe Allaria, CFP® answers a listener question about how to estimate life expectancy for the purposes of building your financial plan, and he also explains six of the biggest and most common mistakes that retirees are making in regard to Social Security, including:Starting benefits too earlyNot coordinating benefits for married couplesNot maximizing survivor benefitsNot maximizing divorced benefitsRelying on the Social Security Administration for adviceThinking all Social Security decisions are finalResources mentioned in the showSSA Life Expectancy CalculatorLiving to 100 Life Expectancy CalculatorE...2022-08-1730 min

The Retirement Power HourMedicare Hot Topics with Joanne Giardini-RussellThere are 11,000 Baby Boomers turning 65 everyday. Many of them share the same Medicare questions, like:Do I need to enroll at age 65?What if I work past age 65?What coverage is best for me?Should I get a Medicare Supplement or Medicare Advantage plan?What does Medicare cover?Does my income impact my premium? If so, how?On this episode, Joe Allaria is joined by Medicare expert Joanne Giardini-Russell, CEO of Giardini Medicare, to touch on all of the above. About Our GuestJoanne Giardini-Russell is the Founder and CEO of Giardini M...2022-07-2651 min

The Retirement Power HourLife Insurance in Retirement with Sheryl MooreDoes life insurance make sense in retirement? If so, why? What are some creative and useful reasons for retirees to retain coverage? Also, what should policy owners and their agents be doing to properly maintain these policies over time? On this episode of The Retirement Power Hour, host Joe Allaria will be joined by insurance industry rock star Sheryl Moore to discuss all of the above and more!About our guestSheryl Moore is the Founder, Creator, and CEO of Wink, Inc and Moore Market Intelligence, where she and her companies serve as consultants t...2022-07-0835 min