Is your retirement plan built for you—or just built to collect fees? In this episode, George Politarhos unpacks the difference between good and bad debt, the hidden dangers of portfolio overlap, and why a second opinion on your financial plan could reveal costly mistakes. From the realities of Roth conversions and required minimum distributions to the absurdity of airline seat fees, discover how understanding your options—and your statements—can help you keep more of what you’ve earned. Plus, hear why personalized advice matters more than ever in today’s complex financial world.

For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com!

Follow us on social media: YouTube | Instagram | Facebook | LinkedIn

Is your retirement plan built for you&mdash;or just built to collect fees? In this episode, George Politarhos unpacks the difference between good and bad debt, the hidden dangers of portfolio overlap, and why a second opinion on your financial plan could reveal costly mistakes. From the realities of Roth conversions and required minimum distributions to the absurdity of airline seat fees, discover how understanding your options&mdash;and your statements&mdash;can help you keep more of what you&rsquo;ve earned. Plus, hear why personalized advice matters more than ever in today&rsquo;s complex financial world.
For more information or to schedule a consultation call 302-330-2166 or visit <a href="https://www.patriawealth.com">www.patriawealth.com</a>!
Follow us on social media: <a href="https://www.youtube.com/@PatriaWealthGroup">YouTube</a> | <a href="https://www.instagram.com/patriawealthgroup/">Instagram</a> | <a href="https://www.facebook.com/PatriaWealthGroup/">Facebook</a> | <a href="https://www.linkedin.com/company/patriawealthgroup">LinkedIn</a>

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 that resonates with your family's ethos. Subscribe for wisdom that leads to security, unity, and fulfillment in retirement. Your family's financial legacy begins here.

Ready to learn more about how to protect your family in retirement? Click here to download our 5 Steps to Retirement handout.

Learn more about George and his family on Facebook, Instagram, and LinkedIn.

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 that resonates with your family's ethos. Subscribe for wisdom that leads to security, unity, and fulfillment in retirement. Your family's financial legacy begins here.
Ready to learn more about how to protect your family in retirement? <a href="https://bit.ly/45uIPLH">Click here to download</a> our 5 Steps to Retirement handout.
Learn more about George and his family on <a href="https://bit.ly/46LKZYg">Facebook</a>, <a href="https://bit.ly/3PWMZ9w">Instagram</a>, and <a href="https://bit.ly/46wDOUk">LinkedIn</a>.