Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning

Welcome to the Your Financial EKG™ Podcast, your go-to source for expert financial planning insights, retirement strategies, and wealth-building tips. Whether you're approaching retirement, already retired, or looking to maximize your investments, this podcast delivers actionable advice on retirement income planning, tax-efficient strategies, Social Security optimization, estate planning, and long-term wealth management. **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall **

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Jaksot(291)

Don’t Retire Until You Understand These Expenses

Don’t Retire Until You Understand These Expenses

Don’t Retire Until You Understand These ExpensesRetirement is about more than replacing your paycheck. Many retirees are surprised by the real costs that show up after they stop working.In this video,...

3 Kesä 13min

Retire At 60 With $225K: Where Should You Take Income From First?

Retire At 60 With $225K: Where Should You Take Income From First?

Retire At 60 With $225K: Where Should You Take Income From First?If you’re retiring at 60 with around $225,000 saved, the order you take income from can make a huge difference in how long your money l...

27 Touko 18min

Can I Retire at 63 With $350K?

Can I Retire at 63 With $350K?

Can I Retire at 63 With $350K?Can you really retire at 63 with $350,000 saved? In this video, we break down the real numbers behind retirement income, Social Security, healthcare costs, withdrawals, a...

20 Touko 10min

Why People FAIL Retirement (It’s Not What You Think)

Why People FAIL Retirement (It’s Not What You Think)

Why People FAIL Retirement (It’s Not What You Think)Most people think retirement fails because of a bad stock markets, not saving enough for retirement, or retiring too early… but that’s usually not t...

13 Touko 24min

Can I Retire at 62 with $400,000?!?

Can I Retire at 62 with $400,000?!?

Can I Retire at 62 with $400,000?!?In this retirement video, we break down whether $400,000 is enough to retire at age 62, how long your retirement money may last, and the key factors that determine i...

6 Touko 12min

How to Pay $0 in Taxes During Retirement

How to Pay $0 in Taxes During Retirement

How to Pay $0 in Taxes During RetirementAre you paying more taxes in retirement than you need to?In this video, I break down the strategies that can help retirees legally reduce — and in some cases el...

29 Huhti 27min

Retiring at 60…Here’s What It Really Takes

Retiring at 60…Here’s What It Really Takes

If you’re aiming to retire at 60, the question isn’t just “Can I Retire?” — it’s “What will it actually take to make it work?”In this video, I break down the key factors that determine whether retirin...

22 Huhti 32min

55 With $150K… Are You Closer to Retirement Than You Think?

55 With $150K… Are You Closer to Retirement Than You Think?

55 With $150K… Are You Closer to Retirement Than You Think?If you’re 55 years old with $150,000 saved for retirement, you might be wondering… am I behind, or do I still have a shot?The truth is, retir...

15 Huhti 13min

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