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)

Turn Your Savings Into Retirement Income With This Simple Rule

Turn Your Savings Into Retirement Income With This Simple Rule

Turn Your Savings Into Retirement Income With This Simple RuleIn this video, I explain the Rule of 1000, a simple way to estimate the monthly retirement income your nest egg may be able to provide. Wh...

24 Jun 14min

Most Retirees Will Run Out of Money. Here's Why.

Most Retirees Will Run Out of Money. Here's Why.

Most Retirees Will Run Out of Money. Here's Why. Many Americans enter retirement believing they have enough saved, but the reality can be very different. Inflation, healthcare expenses, taxes, market ...

17 Jun 26min

I'm 50 With $150K Saved. When Can I Retire?

I'm 50 With $150K Saved. When Can I Retire?

I'm 50 With $150K Saved. When Can I Retire?Is $150,000 enough to retire? If you're 50 years old and have $150K saved for retirement, you may be wondering whether you're on track, behind, or closer tha...

10 Jun 10min

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 Jun 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 Mai 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 Mai 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 Mai 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 Mai 12min

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