Ep 10: The Most Important Birthdays in Retirement Planning

The Audible Advisor with Spiros Vassilakos

The Audible Advisor with Spiros Vassilakos

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تمت الإضافة منذ قبل three أعوام

المحتوى المقدم من Spiros Vassilakos. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Spiros Vassilakos أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

Know What You See with Brian Lowery

1
Flight of the Monarchs: Jaime Rojo on Beauty and Conservation 31:01

منذ 12 يومًا31:01

التشغيل لاحقا

قوائم

إعجاب

احب

31:01

National Geographic photographer and conservationist Jaime Rojo has spent decades capturing the beauty and fragility of the monarch butterfly. Their epic migration is one of nature’s most breathtaking spectacles, but their survival is under threat. In this episode, Jaime shares how his passion for photography and conservation led him to document the monarchs’ journey. He and host Brian Lowery discuss the deeper story behind his award-winning images, one about resilience, connection, and the urgent need to protect our natural world. See Jaime's story on the monarch butterflies at his website: rojovisuals.com , and follow Brian Lowery at knowwhatyousee.com .…

منذ 3 أعوام 17:51

MP3•منزل الحلقة

Birthdays start to lose a lot of the excitement they had when we were younger, but that doesn’t mean certain ages aren’t worth celebrating a little more than others as we get older. That’s especially true as it relates to retirement planning because there are a handful of birthdays that will present you with new opportunities.

As we take you through the most important birthdays in retirement planning, you might be aware of some of them, but we find that most people don’t know about everything we’ll discuss. But you want to be prepared for each of these ages because there are planning decisions that need to be evaluated with your advisor, and that’s what we’ll do on this episode.
Key Points:

1:17 – 50

4:09 – 55

5:23 – 59.5

7:40 – 62

10:20 – 65

12:32 – 66 or 67

13:45 – 72

15:32 – What you can do right now?
Get Additional Information:
https://theaudibleadvisor.com/

Have questions or want to get your financial plan started? Here's how to contact us:

Website: https://theaudibleadvisor.com/

Phone: (727) 754-8418

Email: svassilakos@athenianpcg.com

Watch the show on YouTube: https://bit.ly/3VmzCUx

32 حلقات

#Trading #Business #Spiros Vassilakos #Retirement #Financial Planning #Florida #401k #Money #Investing #Athenian #MBA #Entrepreneur #IRA

The Audible Advisor with Spiros Vassilakos

Ep 10: The Most Important Birthdays in Retirement Planning

The Audible Advisor with Spiros Vassilakos

published منذ 3 أعوام

MP3•منزل الحلقة

4:09 – 55

5:23 – 59.5

7:40 – 62

10:20 – 65

12:32 – 66 or 67

13:45 – 72

15:32 – What you can do right now?
Get Additional Information:
https://theaudibleadvisor.com/

Have questions or want to get your financial plan started? Here's how to contact us:

Website: https://theaudibleadvisor.com/

Phone: (727) 754-8418

Email: svassilakos@athenianpcg.com

Watch the show on YouTube: https://bit.ly/3VmzCUx

32 حلقات

#Trading #Business #Spiros Vassilakos #Retirement #Financial Planning #Florida #401k #Money #Investing #Athenian #MBA #Entrepreneur #IRA

所有剧集

The Audible Advisor with Spiros Vassilakos

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منذ 25 weeks14:56

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The Audible Advisor with Spiros Vassilakos

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منذ 30 weeks13:29

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The Audible Advisor with Spiros Vassilakos

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منذ 35 weeks17:26

17:26

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The Audible Advisor with Spiros Vassilakos

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منذ 38 weeks17:27

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The Audible Advisor with Spiros Vassilakos

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منذ 43 weeks16:52

16:52

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The Audible Advisor with Spiros Vassilakos

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منذ 46 weeks19:03

19:03

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The Audible Advisor with Spiros Vassilakos

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منذ 49 weeks22:41

22:41

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The Audible Advisor with Spiros Vassilakos

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منذ 2 years19:03

19:03

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The Audible Advisor with Spiros Vassilakos

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منذ 2 years19:07

19:07

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The Audible Advisor with Spiros Vassilakos

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منذ 2 years18:00

18:00

Sometimes you need to find a new financial advisor. Other times, you might think you need a new advisor, but really, you’re just guilty of thinking that the grass is greener on the other side. Today we’re sharing some common scenarios and whether they’re legitimate reasons for leaving your advisor. We’ll share some hypothetical scenarios and see if any of these apply to you. Here’s a little of what you’ll learn on this episode: · Should I leave an advisor who made a mistake? (2:25) · Should I leave an advisor who doesn’t have as much time for me? (5:06) · Should I leave an advisor who is not very engaging and outgoing? (7:41) Have questions or want to get your financial plan started? Here's how to contact us: Website: https://theaudibleadvisor.com/ Phone: (727) 754-8418 Email: svassilakos@athenianpcg.com Watch the show on YouTube: https://bit.ly/3VmzCUx…

The Audible Advisor with Spiros Vassilakos

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منذ 2 years19:48

19:48

Just like the lights on your dashboard can indicate if something is wrong with your car (like low tire pressure or leaking oil), there are indicators in your financial life that might point out that you have a problem that needs to be addressed. On this episode, we’re going to give you five different warning signs that should drive you to meet with a financial professional. It might end up that you don’t need to take any further action, but the sooner you can get on top of an issue, the better off you’ll be over time. Here’s a little of what you’ll learn on this episode: · How we help clients determine how much it will cost to fund their retirement lifestyle. (2:16) · Why you shouldn’t get hung up on your net worth or a certain account balance. (4:51) · Planning for your retirement won’t be the same as it was for your parents. (8:56) · The 5 things we tell people to do during times of market volatility. (12:57) · Why healthcare expenses might be harder to plan for than you expected. (15:20) Have questions or want to get your financial plan started? Here's how to contact us: Website: https://theaudibleadvisor.com/ Phone: (727) 754-8418 Email: svassilakos@athenianpcg.com Watch the show on YouTube: https://bit.ly/3VmzCUx…

The Audible Advisor with Spiros Vassilakos

1
Ep 21: The Money Gridiron - What Football Teaches Us About Retirement Planning 17:32

منذ 2 years17:32

17:32

At this time of year, you can find football on TV almost every night of the week. Many of our clients are cheering on the Bucs each week along with the entire city as we hope for another championship season. You might not realize it but football can teach us quite a bit about financial planning. So, let’s take some concepts from the game of football and apply them to our retirement. You might watch the game a little differently next time after listening to this episode. Here’s a little of what you’ll learn on this episode: · What is the financial red zone and why is it critical for planning? (2:12) · Running a ‘hurry-up’ offense could create financial problems. (4:39) · How to get your financial plan to the victory formation. (8:14) · How coaching makes a huge difference in money like football. (12:26) Have questions or want to get your financial plan started? Here's how to contact us: Website: https://theaudibleadvisor.com/ Phone: (727) 754-8418 Email: svassilakos@athenianpcg.com Watch the show on YouTube: https://bit.ly/3VmzCUx…

The Audible Advisor with Spiros Vassilakos

1
Ep 20: Going Against the Grain 19:41

منذ 2 years19:41

19:41

Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the grain with mainstream ideas in the industry. Join us on today’s episode to learn more about these topics: ·· What is the appropriate amount of risk for a retiree? (2:58) · Here are different ways you can use life insurance throughout your life. (5:34) · Is there such a thing as good debt? (8:13) · Is an annuity right for you? Find out here. ( 12:04) Donate to the Florida Disaster Fund: www.Floridadisasterfund.org https://www.volunteerflorida.org For more, visit us online: https://theaudibleadvisor.com/ Have questions or want to get your financial plan started? Here's how to contact us: Website: https://theaudibleadvisor.com/ Phone: (727) 754-8418 Email: svassilakos@athenianpcg.com Watch the show on YouTube: https://bit.ly/3VmzCUx…

The Audible Advisor with Spiros Vassilakos

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Ep 19: Can’t Get No Satisfaction… Or Can You? 14:56

منذ 2 years14:56

14:56

Want to know the secrets to experiencing satisfaction in retirement? We’ve discovered five key situations to which your financial plan needs to lead you. If you can key in on these five points, you’ll have a high chance to achieve retirement satisfaction. Having satisfaction in retirement could mean many things. What it really boils down to is needing to take the proper steps to prepare yourself, so you enter into retirement confident and at ease. Join us on today’s episode to learn more about these topics: · The mindset shift that could help you to have peace of mind in retirement. (1:47) · Here are ways you can diversify your income to give you a supplement to your retirement. (3:40) · How to gain confidence in your retirement plan. (4:49) · Why you need to account for future healthcare costs. (7:36) For more, visit us online: https://theaudibleadvisor.com/ Have questions or want to get your financial plan started? Here's how to contact us: Website: https://theaudibleadvisor.com/ Phone: (727) 754-8418 Email: svassilakos@athenianpcg.com Watch the show on YouTube: https://bit.ly/3VmzCUx…

The Audible Advisor with Spiros Vassilakos

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Ep 18: Answering Your Financial Questions 14:58

منذ 3 years14:58

14:58

When questions come into our office or the show, we love to dive into each scenario and work to find a solution or strategy that fits the individual’s needs. On this episode, we’re going to tackle a number of questions that we’ve received recently. From using commission payments for retirement saving to tax planning to retirement savings allocations, we’ll hit on a wide variety of topics. Hopefully you’ll hear something that you’ve also wondered about during the show. Join us on today’s episode to learn more about these topics: · Is it okay to count on commission payments for retirement savings? (1:56) · Planning strategies for lowering taxes in a given year. (4:08) · Is 80% of retirement savings in a money market account too much? (6:21) · Should you pay off your own mortgage before purchasing any investment property? (9:31) For more, visit us online: https://theaudibleadvisor.com/ Have questions or want to get your financial plan started? Here's how to contact us: Website: https://theaudibleadvisor.com/ Phone: (727) 754-8418 Email: svassilakos@athenianpcg.com Watch the show on YouTube: https://bit.ly/3VmzCUx…

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