Family First Retirement
Family First Retirement
Welcome to "Family First Retirement," presented by Patria Wealth Group. Join us as we talk about family and financial security, exploring the connection between your values and your retirement dreams. Hosted by George Politarhos, founder of Patria Wealth Group, each episode guides you through aligning family bonds with financial stability. Discover insights and perspectives for a retirement plan …Follow the podcast:
The Hidden Risks of a DIY Retirement Plan
Watching online tutorials may help with home projects, but should retirement planning be a DIY job? George Politarhos explains the potential risks of going it alone, including tax mistakes, emotional decision-making, and income planning gaps. He shares why personalized guidance, written income plan…
23:43Clean
Does Everyone in Your Family Understand the Plan?
What happens when one spouse understands the retirement plan and the other is left out of the conversation? George Politarhos explains why women need direct involvement in decisions involving income, investments, long-term care, estate documents, and account access. The episode also considers finan…
19:05Clean
Gen X Is Feeling the Clock Tick
Retirement isn't about reaching a magic number. It's about creating income that supports the life you want. George Politarhos discusses annuities, retirement income planning, tax strategies, Roth conversions, and why Gen X should start preparing now. George also explains how personalized planning c…
21:15Clean
The Magic Retirement Number That May Not Be Yours
A retirement plan built on assumptions can unravel when real expenses arrive. George Politarhos discusses the 4% rule, personalized pension income, retirement risk, long-term care, Social Security, taxes, and the danger of relying on a single “magic number.” He also outlines key Medicare decisions …
17:28Clean
The Roth Conversion Question You Should Ask First
Is a Roth conversion always the right move? George Politarhos explains why tax strategies should be personalized rather than driven by headlines. He discusses Roth conversions, Social Security timing, required minimum distributions, tax planning, and building a retirement strategy around individual…
18:43Clean
The Legacy Question Every Family Should Answer
Is legacy planning about money—or memories? George Politarhos explores how retirement planning can help support family, charities, and future generations. He discusses legacy strategies, financial planning myths, product options, and why understanding your goals matters more than chasing a one-size…
20:29Clean
Plan for the Storm Before It Arrives
The best retirement conversations may be the ones that point out what you’d rather not face. George Politarhos discusses protecting income from market declines, using fixed index annuities, building a Family First Retirement Plan, planning for taxes, pensions, long-term care, and the emotional toll…
22:04Clean
Could Taxes Be Your Biggest Retirement Expense?
What if your retirement plan could potentially reduce hundreds of thousands of dollars in future taxes? George Politarhos explains how Roth conversion strategies fit into a broader retirement plan, addresses Social Security, taxes, long-term care, and why building a retirement roadmap is about more…
21:07Clean
Why Retirement Freedom Starts With a Plan
What does financial independence really mean in retirement? George Politarhos discusses retirement income, taxes, Roth conversions, financial planning, and avoiding costly mistakes. He explains why retirement success is often built through steady progress and disciplined decision-making rather than…
22:45Clean
Financial Independence Day: Are You Ready for Retirement?
What if the real key to retirement is financial independence, not just a bigger nest egg? George Politarhos celebrates America’s 250th anniversary while discussing Social Security timing, retirement income planning, second-opinion financial reviews, and the importance of creating a strategy that re…
21:03Clean