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The year 2022 had record breaking inflation combined with volatile markets has many of us looking at our 401(k) and wondering what can I do? Turns out the IRS and the passing of SECURE Act 2.0 has opened at least five ways for us to perhaps recover some losses and may give you a chance to capitalize on the upswing of the market.  That and much more on Wealthworx Radio. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com See omnystudio.com/listener for privacy information.

This week Joseph Lanza and Donna Crone go over some key ages to consider in the retirement planning process. Given that there have been more changes with the passage of the SECURE Act 2.0, there are a few amendments you don't want to forget to include in your timeline. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com. See omnystudio.com/listener for privacy information.

Planning for retirement is certainly a challenge. A new survey by Natixix of financial advisors asked what are the biggest mistakes they see their clients and potential clients are making. Eric Kearney and Joseph Lanza break them down and offers some ways to avoid the most common mistakes in retirement planning. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com. See omnystudio.com/listener for privacy information.

The SECURE Act 2.0 was signed into law  just before the New Year, bringing big changes for folks from every phase and stage of their retirement planning journey. This week Eric and Joseph begin to dissect just what is in the bill and how it can affect your retirement and income plan. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com. See omnystudio.com/listener for privacy information.

Now that 2022 is in the rear view mirror it’s time to get serious about making sure your retirement and income plan is ready to help provide you with a comfortable secure retirement. Eric Kearney has some tips for retirement saving for 2023 and beyond. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com. See omnystudio.com/listener for privacy information.

This week Eric and Joseph talk about what we should be doing to end 2022 and begin 2023 as far as retirement planning goes. The sequence of returns risk is broken down and explained in a straightforward manner. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com See omnystudio.com/listener for privacy information.

This week Eric Kearney and Joseph Lanza offer some advice for those over 70 and still working. Then it’s all about making your money last all the way through retirement. They’ve got some year end tips to help make sure your retirement plan is ready for 2023. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com See omnystudio.com/listener for privacy information.

Getting to retirement can sometimes feel like you’re running an obstacle course. The problem is, the obstacles are getting bigger, and time is running out. What can we do about inflation and stock market volatility? Talk with your advisor and if you don’t have one it’s time. Eric Kearney and Joseph Lanza have some tips to help you to a smooth retirement. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com See omnystudio.com/listener for privacy information.

In the course of your retirement planning, you may come across advice from well-meaning individuals hoping to lead you down the right path. But some of the advice you'll hear is not only out of touch with reality, but also downright dangerous. This week Eric Kearney and Joesph Lanza talk about what you should be doing instead and suggest you find an advisor not your second cousin. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com See omnystudio.com/listener for privacy information.

There are many economists predicting a recession in the next 12 months. Is it time to take stock of your current plan? What should you be doing, if anything, to weather the current financial storm. Eric Kearney and Joseph Lanza suggest questions you should be asking your advisor about inflation and its impact on your plan. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com See omnystudio.com/listener for privacy information.

Eric spends some time updating us on the recovery after Hurricane Ian. Then, even with decades of preparation, surprises are likely to come your way that first year of retirement. Before the unexpected hits Eric and Joseph have five strategies retirees, and those about to take the plunge, need to put in place. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com See omnystudio.com/listener for privacy information.

Eric spends some time updating us on the recovery after Hurricane Ian. Then, even with decades of preparation, surprises are likely to come your way that first year of retirement. Before the unexpected hits Eric and Joseph have five strategies retirees, and those about to take the plunge, need to put in place. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com See omnystudio.com/listener for privacy information.

This week we feature Hurricane Ian recovery and resources. Donna Crone has all the details and some Websites to help you get the right information. Then Joseph Lanza offers some tips that could help you invest in retirement. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com Disaster Assistance National Association of Public Insurance Adjusters See omnystudio.com/listener for privacy information.

Eric Kearney and Joseph Lanza are back. This week they talk about how hurricane Ian has impacted nearly everyone in southwest Florida. Through it all the Retirement Wealth team stayed on the job offering support and answering questions. Listen to their story. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com See omnystudio.com/listener for privacy information.

Join Eric Kearney and Joseph Lanza as they discuss losing spending power due to inflation and have a very negative impact on your current retirement plans. They have put together some strategies to help you navigate the highest inflation in 40 years while in retirement. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com See omnystudio.com/listener for privacy information.

This week Eric and Joseph outline some surefire techniques to help make sure your retirement savings will be able to get you all the way through retirement.  From longevity to asset allocation, we’ll dig into it all right after this. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com See omnystudio.com/listener for privacy information.

You’ve been a good saver socking money away in that 401(k) or IRA. The tax break at the time was great but now that you’re getting close to retirement it’s time to pay. Some call it the “lump sum tax time bomb”. This week Eric Kearney and Joseph Lanza offer some tips to help minimize some taxes in retirement. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com See omnystudio.com/listener for privacy information.

A recent Fidelity Investments survey shows that 71% of Americans are concerned about inflation and potential recession. This week Eric Kearney and Joseph Lanza have some ideas to help you avoid some of the risks as you head toward retirement. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com See omnystudio.com/listener for privacy information.

The latest inflation numbers show a slight decrease but still higher than it’s been in years. With that in mind Eric Kearney and Joseph Lanza share the results of a major survey showing that seniors are still being hit hard by inflation and offer some practical solutions to help ease the strain on retirement budgets. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com See omnystudio.com/listener for privacy information.

The latest numbers on the economy show that for the second quarter there was a decline of 0.9%. That’s the second straight quarter of decline indicating that we are in fact in a recession. This week Eric Kearney and Joseph Lanza tackle the topic head on and offer some strategies to help get you through this and still be able to retire on your schedule. That and much more on Wealthworx Radio. Call Eric 800-779-1942 Visit EricKearneyAdvisor.com See omnystudio.com/listener for privacy information.