Capital Allocators’ Post

Currently circulating the rumor mill: "Is Social Security is going bankrupt!"? Let's cut through the noise and demystify this critical component of retirement planning together. Discover the realities of Social Security, from its humble beginnings to where it fits within modern retirement strategies. Stream now on our YouTube channel: https://bit.ly/3Ti96tO #WEMoneyTalk #SocialSecurity #RetirementPlanning #FinancialStability #FinancialAdvisor

Is the 2-bucket strategy a powerful approach, or is it time to kick the buckets out for a better system? Find out what I learned studying this strategy in today's episode! I think the results will surprise you! https://lnkd.in/gaMpYGyb

Join me and my guest Sue Mintz, a certified retirement transition coach as we discuss the softer side of retirement planning. Learn why retirement is a process, not just an event, and how to navigate the "messy middle" phase. Also, we uncover the value of the three-legged approach focusing on time, health, and money. Listen on Apple: https://loom.ly/1QbFpBw #RetirementPlanning #FinancialWellness #HolisticApproach

Currently circulating the rumor mill: "Is Social Security is going bankrupt!"? Let's cut through the noise and demystify this critical component of retirement planning together. Discover the realities of Social Security, from its humble beginnings to where it fits within modern retirement strategies. Stream now on our YouTube channel: https://bit.ly/3Ti96tO #WeMoneyTalk #SocialSecurity #RetirementPlanning #FinancialStability

Are you curious about annuities but overwhelmed by the mixed messages and technical jargon? Join me on the latest episode of #RetireToALifeYouLove as I break down everything you need to know about annuities — in clear, simple terms. Annuities could be the perfect choice for you and your retirement - but only in moderation! Listen here: https://loom.ly/1QbFpBw #Annuities #FinancialDecisions #InvestingYourMoney #MoneyMadeSimple

Join Michelle and her guest Sue Mintz, a certified retirement transition coach as they discuss the softer side of retirement planning. Learn why retirement is a process, not just an event, and how to navigate the "messy middle" phase. Also, they uncover the value of the three-legged approach focusing on time, health, and money. Listen on Apple: https://loom.ly/ubidCQ4 #RetirementPlanning #FinancialWellness #HolisticApproach

According to our 2023 Retirement Survey, 37% of retired respondents say they retired too soon and 39% said they retired too late. How can investors find that right balance? Listen to Nate Miles’ Bloomberg interview (starts at 13:30 mark): https://allsprg.co/49P2YP7 Read Allspring’s 2023 Retirement Survey: https://allsprg.co/3wfudnx #retirement

🎙️ Big News Alert! 🎉 We're excited to announce the launch of our very first podcast episode! 🚀 Dive into Talley Financial's first podcast where we explore How To Choose The Right Retirement Plan For Your Small Business. Whether you're an entrepreneur or planning for the future, this episode is a must-listen for valuable insights and tips! 📊💼 🔗 Check it out here: https://lnkd.in/ePi5UQ67 or our link in bio!  Share the news and tag your friends who need to hear this! 🎧✨ #MyTalleyFinancial #FirstPodcast #RetirementPlanning #SmallBusiness #FinancialAdvisor #JohnsonCity   *This is not financial, tax, or legal advice. This is for educational and entertainment purposes only and may not apply to you. Contact your advisor for personalized advice.

Are you curious about annuities but overwhelmed by the mixed messages and technical jargon? Join Michelle Gessner on the latest episode of #RetireToALifeYouLove as she breaks down everything you need to know about annuities — in clear, simple terms. Annuities could be the perfect choice for you and your retirement - but only in moderation! Listen here: https://loom.ly/ubidCQ4 #Annuities #FinancialDecisions #InvestingYourMoney #MoneyMadeSimple

🎧 Lots of interesting insights from our CIO William Marshall in this latest 'In Conversation With...' podcast 👇 ⭐ sequencing risk and longevity myths ⭐ how the Consumer Duty has shaped the focus on value for money ⭐ the balance between passive and active investing ⭐ the role of factor investing in portfolio design.