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)

5 Questions to Ask Your Financial Advisor

5 Questions to Ask Your Financial Advisor

Ever wonder what questions to ask your financial advisor or prospective financial advisor? Well, here are my top 5 questions to ask anyone who handles or wants to handle your money: 1. Are you a Fin...

3 Mar 202113min

Risk Investors Don't Realize Part 3

Risk Investors Don't Realize Part 3

In this final episode of the series "Risk Investors Don't Realize," Drew finishes his conversation with Steve Zanoli about the inherent risk that investors don't realize when it comes to their investm...

24 Feb 202115min

Risk Investors Don't Realize Part 2

Risk Investors Don't Realize Part 2

In this Part 2 of "Risks Investors Don't Realize," Drew Blackston and Steve Zanoli dive head into 3 common risk that most investors don't see creeping around in their investments: 1. Not Understanding...

17 Feb 202115min

Risk Investors Don't Realize Part 1

Risk Investors Don't Realize Part 1

How do you know if you are in a burning building unless you smell smoke? That is how most investors feel when it comes to their investing. They don't realize they are on fire because they don't smell ...

10 Feb 202113min

Bad Money Assumptions

Bad Money Assumptions

Let's talk about bad money assumptions. We all have them. We assume certain things about money and investing maybe based on our own financial situation or others. I want to talk about 3 that I believe...

3 Feb 202114min

Why is Money Important to you?

Why is Money Important to you?

Introductory Podcast: Why is money important to you? Tune in as Drew Blackston, a Certified Retirement Counselor®, Investment Advisor Representative, and Financial Planner looks at why money is import...

25 Jan 202117min

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