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All Things Retirement

All Things Retirement

Written by: Anthony Aulffo
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Retirement insights from Certified Financial Planner Anthony Aulffo of Cardinal Wealth Group in Cherry Hill, NJ. Learn about important financial topics and retirement planning tips each week on the show. If you want to be better prepared for retirement and your financial future, this is the show for you.Copyright Anthony Aulffo 2021 Economics Personal Finance Politics & Government
Episodes
  • Retirement Planning for PSEG Employees (Part 2)
    Nov 30 2023

    We’re back to continue our conversation on retirement planning for PSEG employees. Anthony has spent a lot of time getting familiar with these employees and is here to share valuable insights and strategies to help you make the most out of your benefits in this two-part episode.

    This week, we’re going to take a look at Cardinal Wealth's Financial Planning For PSEG Employees Guide, talking through who it’s intended for, some of the best ways to utilize it, and more.

    Here’s some of what we discuss in this episode:

    • What employees will benefit the most from this PSEG guide + the best way to utilize it
    • An overview of the PSEG benefits: Group Life Insurance, Thrift Savings Plan, medical plans, VEBA, Stock Purchase Plan + Cash Balance Plan
    • Recommendations for PSEG employees that are 10-15 years from retirement
    • Specific actions for employees 1 year to 6 months from retirement
    • Final preparations and post-retirement actions a PSEG employees

    Visit us online: https://cardinalwg.com/

    Start the Cardinal Success Journey with your free assessment here: https://cardinalwg.com/free-assessment

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    30 mins
  • Retirement Planning for PSEG Employees (Part 1)
    Nov 21 2023

    In today’s episode, we’re going to dive into the ins and outs of retirement planning for PSEG employees. Anthony has spent a lot of time getting familiar with these employees and is here to share valuable insights and strategies to help you make the most out of your benefits.

    Here’s some of what we discuss in this episode:

    • A little background on PSEG + how Anthony started helping these employees
    • How can PSEG employees make the most of their retirement benefits?
    • The health insurance options available for PSEG employees
    • How can PSEG employees best prepare for the transition into retirement?
    • Some of the unique financial planning challenges for PSEG employees + how Cardinal Wealth helps them navigate these obstacles

    Visit us online: https://cardinalwg.com/

    Start the Cardinal Success Journey with your free assessment here: https://cardinalwg.com/free-assessment

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    27 mins
  • The Future of Retirement In America: Is The Glass Half Full or Half Empty?
    Oct 5 2023

    Are we on the brink of a retirement renaissance or stormy seas ahead? In this episode, we jump into the pressing issues of Social Security, healthcare, taxes, stock market trends, and long-term care. Whether you're an eternal optimist or cautious pessimist, this episode will equip you with perspectives to plan your retirement years with confidence as we ask the longstanding question, “Is the glass half full or half empty?”

    Here’s some of what we discuss in this episode:

    • Social Security: Anthony is optimistic about its future, despite funding challenges. He expects reforms to maintain its importance.
    • Healthcare: Anthony is hopeful due to technological advancements and preventative care, but notes rising costs as a concern.
    • Tax Rates: Anthony leans pessimistic, expecting higher taxes to address growing debt and fund social programs.
    • Long-Term Care: Anthony is optimistic, foreseeing better care options for the middle class, driven by technology and quality improvements.
    • Stock Market: Anthony is cautiously optimistic about the stock market's future and points out that historical trends show long-term growth in the market, despite market bubbles and uncertainties

    Visit us online: https://cardinalwg.com/

    Start the Cardinal Success Journey with your free assessment here: https://cardinalwg.com/free-assessment

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    23 mins
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