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)

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 Apr 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 Apr 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 Apr 13min

How to Retire at 60 With ONLY $200K (Is It Possible?)

How to Retire at 60 With ONLY $200K (Is It Possible?)

How to Retire at 60 With ONLY $200K (Is It Possible?)Is it really possible to retire at 60 with just $200,000 saved?In this video, we break down what retirement would actually look like with $200K—wha...

8 Apr 17min

53 With $1.1M Saved… Am I Ready to Retire?

53 With $1.1M Saved… Am I Ready to Retire?

53 With $1.1M Saved… Am I Ready to Retire? If you’re 53 with $1.1M saved, you’re ahead of most people—but are you actually ready to retire?In this video, I break down what that portfolio could realist...

1 Apr 29min

I’m 45 With $150K Saved… Am I On Track for Retirement?

I’m 45 With $150K Saved… Am I On Track for Retirement?

I’m 45 With $150K Saved… Am I On Track for Retirement?I’m 45 years old with $150,000 saved for retirement — am I behind, on track, or still able to retire comfortably? In this retirement video, we bre...

25 Mar 22min

The 3 Numbers That Decide If You Can Retire

The 3 Numbers That Decide If You Can Retire

The 3 Numbers That Decide If You Can Retire**Schedule your free virtual consultation 😊 , click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgr...

11 Mar 26min

$175K at 62 — Is Retirement Even Possible?

$175K at 62 — Is Retirement Even Possible?

$175K at 62 — Is Retirement Even Possible?**Schedule your free virtual consultation 😊 , click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgro...

25 Feb 22min

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