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)

How Much Should I Have Saved For Retirement Based On My Age? Retirement Savings & Investing

How Much Should I Have Saved For Retirement Based On My Age? Retirement Savings & Investing

How Much Should I Have Saved For Retirement Based On My Age? Retirement Savings & Investing How much should I have saved for retirement? Or, how much money should I have in retirement savings and reti...

16 Maalis 20227min

Can I Retire at 50 with $1,500,000 in Retirement Savings? Retirement Planning at age 50.

Can I Retire at 50 with $1,500,000 in Retirement Savings? Retirement Planning at age 50.

Can I Retire at 50 with $1,500,000 in Retirement Savings? Retirement Planning at age 50. In this podcast lets go through a Can I Retire scenario for a 50 year old with $1,500,000 in Retirement Savings...

9 Maalis 202215min

Roth IRA vs 401k: Which Is Better For Retirement Investing and Retirement Savings?

Roth IRA vs 401k: Which Is Better For Retirement Investing and Retirement Savings?

Roth IRA vs 401k: Which Is Better For Retirement Investing and Retirement Savings? In this podcast I want to discuss a Roth IRA vs 401k, which is better for your retirement savings and retirement i...

2 Maalis 202214min

You Will NEVER Retire.

You Will NEVER Retire.

In this podcast I want to go over some sobering retirement statistics on why you may NEVER retire and 3 steps you can take today to get you back on the path of retirement. I believe that EVERYONE has ...

23 Helmi 20227min

Are Roth IRA Distributions Taxed? How To Avoid Penalties and Taxes on Roth IRA Distributions

Are Roth IRA Distributions Taxed? How To Avoid Penalties and Taxes on Roth IRA Distributions

Are Roth IRA Distributions Taxed? How To Avoid Penalties and Taxes on Roth IRA Distributions Can your Roth IRA become taxable? Are distributions from your Roth IRA taxed? If you don't follow two very ...

16 Helmi 20227min

3 Benefits of a Roth IRA Conversion

3 Benefits of a Roth IRA Conversion

Should I Convert My IRA to A Roth IRA (Part 3) Benefits of a Roth IRA Conversion Over the last few weeks we have looked at who should convert their IRA to a Roth IRA and we have discussed how to conve...

9 Helmi 20226min

How Do I Convert My IRA to a Roth IRA

How Do I Convert My IRA to a Roth IRA

How Do I Convert My IRA to a Roth IRA How Do I Convert My IRA to a Roth IRA? That is the question of this week's video blog. In Part 1 (https://youtu.be/Zw1PuU3a4xU) we discussed, Who Should Convert t...

2 Helmi 20226min

Should I Convert My IRA to a Roth IRA?

Should I Convert My IRA to a Roth IRA?

Should I Convert My IRA to A Roth IRA (Part 1) Who Should Convert IRA to Roth IRA In this 3 part video blog I want to begin by discussing: Who should convert their IRA to a Roth IRA. I am asked quit...

26 Tammi 20225min

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