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:
Meet The Team
In this episode of Family First Retirement, George Politarhos and his team discuss the importance of family conversations during the holiday season, focusing on financial planning and security for loved ones. They emphasize the need for proactive engagement with clients, the significance of teamwor…
20:00Clean
Unlocking the Secrets of Mailbox Money
This week, George Politarhos discusses the importance of planning for retirement income through various means, including annuities and social security. He emphasizes the need for guaranteed income, the role of annuities in providing financial security, and the significance of understanding social s…
18:45Clean
Understanding Annuities for Retirement
In this episode of Family First Retirement, George Politarhos discusses the importance of understanding annuities and their role in retirement planning. He emphasizes the evolution of annuities, the need for risk management in retirement, and the concept of 'dead money' in savings accounts. The con…
21:28Clean
Navigating Retirement: The Value of Second Opinions
This week, George Politarhos discusses the importance of personalized retirement planning and the value of seeking second opinions from financial advisors. He emphasizes the need for a personal touch in financial advice, especially when clients feel neglected by larger firms. The conversation also …
23:16Clean
Maximizing Charitable Giving Through QCDs
This week on Family First Retirement, the conversation focuses on the importance of charitable giving, particularly through Qualified Charitable Distributions (QCDs), and how they can benefit both the giver and the recipient. It also delves into the complexities of Medicare, including the differenc…
22:55Clean
Navigating Post-Election Retirement Planning
This week on Family First Retirement, the conversation revolves around the impact of recent elections on retirement planning, emphasizing the importance of individualized strategies and tax considerations. George Politarhos shares personal anecdotes and client experiences to illustrate the signific…
21:46Clean
Federal Employees and Medicare
This week, George Politarhos discusses the importance of voting and civic responsibility, the necessity of having a diversified investment strategy for retirement, and the unique retirement planning needs of federal employees. He emphasizes the significance of understanding Medicare options and sur…
21:09Clean
Voting: Your Voice in Financial Decisions
This week's conversation emphasizes the importance of voting and its impact on financial decisions, particularly in the context of retirement planning. George Politarhos discusses how political outcomes can influence economic conditions and personal finances, urging listeners to take proactive step…
19:41Clean
Debunking Social Security Myths
This week on Family First Retirement, the conversation focuses on the rising healthcare costs for federal employees and the challenges they face in retirement planning. George Politarhos highlights the alarming statistic that only 50% of pre-retirees feel prepared for retirement, emphasizing the im…
19:28Clean
Proactive Retirement Planning Strategies
This conversation covers essential topics related to Medicare open enrollment, the historical context of market trends in October, and the importance of proactive retirement planning. George Politarhos emphasizes the need for personalized financial advice, the significance of understanding taxes an…
21:23Clean