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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Episoder(294)

When Should I Claim Social Security Benefits?!? (Full Guide)

When Should I Claim Social Security Benefits?!? (Full Guide)

When Should I Claim Social Security Benefits?!? (Full Guide) There’s no one-size-fits-all answer. Your claiming decision can impact your monthly income, taxes, survivor benefits, and the amount of mon...

19 Aug 34min

62 With $500K: Should You Claim Social Security Early or Wait?

62 With $500K: Should You Claim Social Security Early or Wait?

62 With $500K: Should You Claim Social Security Early or Wait? If you're 62 years old with $500,000 saved for retirement, one of the biggest questions you'll face is:Can I retire now... and should I c...

12 Aug 9min

Retire at 55: The Complete Retirement Strategy Plan

Retire at 55: The Complete Retirement Strategy Plan

Retire at 55: The Complete Retirement Strategy Plan In this video, we walk through a full retirement plan for someone leaving the workforce at 55, including how to create reliable income, manage inves...

5 Aug 33min

You Have $250K Saved—Now What? (5-Minute Retirement Plan)

You Have $250K Saved—Now What? (5-Minute Retirement Plan)

You Have $250K Saved—Now What? (5-Minute Retirement Plan)Have $250,000 saved for retirement and wondering what to do next? In this video, I'll walk you through a practical 5-minute retirement plan to ...

29 Jul 5min

Can You Retire at 55 With $800,000? (Using the Rule of 55)

Can You Retire at 55 With $800,000? (Using the Rule of 55)

Can You Retire at 55 With $800,000? (Using the Rule of 55)Are you 55 years old with around $800,000 saved for retirement? You may be closer to retirement than you think.In this video, I'll walk throug...

20 Jul 9min

Can I Retire at 63 with $350,000?!?

Can I Retire at 63 with $350,000?!?

Can I Retire at 63 with $350,000?!?Can you really retire at 63 with $350,000 saved for retirement? In this retirement video, we break down the real numbers behind retirement income, Social Security, r...

15 Jul 10min

Can You Retire at 63 With $850,000? Here’s the Strategy

Can You Retire at 63 With $850,000? Here’s the Strategy

Can You Retire at 63 With $850,000? Here’s the StrategyIn this retirement video, I walk through a retirement strategy for someone who is 63 years old with $850,000 saved for retirement. We’ll look at ...

8 Jul 27min

Can I Retire at 60 with $285,000 Saved For Retirement?!?

Can I Retire at 60 with $285,000 Saved For Retirement?!?

Can I Retire at 60 with $285,000 Saved For Retirement?!?Can you really retire at age 60 with only $285,000 saved? In this video, I break down a real-world retirement scenario and show what kind of inc...

1 Jul 26min

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