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 teamwork in providing excellent service, and the ongoing support offered to families navigating retirement and Medicare. The conversation also highlights the importance of preparing for the upcoming year, encouraging listeners to take charge of their financial futures. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com!

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 security options. The conversation also touches on the impact of cost of living adjustments and the necessity of realistic financial planning to ensure a comfortable retirement. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com!

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 conversation also touches on the significance of planning for the future, especially as we approach 2025, and the value of personalized financial advice. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com!

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 explores the emotional aspects of retirement, including finding purpose and planning for the future. George shares insights on succession planning within his firm and addresses common concerns about taxes in retirement, highlighting the importance of having a comprehensive financial plan. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com!

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 differences between Medicare and Medicaid, and the various parts of Medicare. Additionally, the discussion covers pension strategies, particularly in light of recent trends such as the incorporation of Bitcoin into pension funds, and emphasizes the need for personalized financial planning. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com

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 significance of a family-first approach in financial planning. He stresses the need for honest assessments and tailored retirement plans to ensure financial security for families. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com

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 survivor benefits, as well as the role of annuities in providing safety and income in retirement. The discussion highlights the need for a comprehensive financial plan that adapts to individual circumstances and market conditions. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com

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 steps in their financial planning. He delves into misconceptions about social security benefits and cost of living adjustments, highlighting the need for informed decision-making. The discussion culminates in the idea of testing retirement plans to ensure financial freedom and security. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com

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 importance of personalized financial planning. The discussion also addresses common myths surrounding social security benefits and the need for individuals to understand their options to maximize retirement income. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com

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 and retirement accounts, and the value of tailored financial strategies to meet individual needs. He also highlights the importance of working with professionals who can provide guidance and support in navigating complex financial decisions. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com

This week on Family First Retirement, George Politarhos discusses the importance of professional guidance in retirement planning, the implications of changing tax laws, and the impact of corporate tax structures on everyday Americans. He emphasizes the need for a personalized retirement strategy that considers individual goals and the current economic landscape. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com

This week, George Politarhos delves into the intricacies of retirement planning, emphasizing the importance of preparing for both the expected and unexpected. The discussion covers the necessity of emergency funds, the urgency of end-of-year planning, and the significance of tax strategies. Additionally, it highlights the importance of generational wealth transfer and how to effectively prepare for it. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com

On this week's episode of Family First Retirement, the conversation explores the intersection of music, personal finance, and the importance of family involvement in financial planning. George Politarhos reflects on the enduring legacy of southern rock music, particularly Lynyrd Skynyrd, and transitions into discussions about trust in financial management, the necessity of couples being on the same page regarding finances, and the personal motivations that drive his work in financial advisory. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com

This week, George Politarhos discusses the heightened anxiety surrounding the upcoming election and its potential impact on financial security. He emphasizes the importance of proactive tax planning in retirement, dispels common misconceptions about financial advisors, and highlights the need for a balanced approach to risk and safety in retirement investments. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com

On this week's episode, George Politarhos discusses the Family First Retirement plan, emphasizing the importance of personalized retirement planning. Key concerns for retirees include running out of money, healthcare, and taxes. The discussion highlights the impact of market corrections on retirement savings and the necessity of tax planning. It also addresses the need to adjust risk as one ages and explains the benefits of fixed index annuities as a safety net for retirement income. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com

In this conversation, George Politarhos discusses the importance of a second opinion in financial planning and the emotional attachment people have to their money and sports teams. He emphasizes the need for a holistic view in retirement planning and the importance of diversification and asset management. George also addresses the changing dynamics of retirement planning for couples and the role of women in financial decision-making. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com

This week on Family First Retirement, the conversation revolves around retirement planning and the differences between Medicare and Medicaid. George Politarhos is joined by Angie Politarhos, and they emphasize the importance of creating a customized retirement plan based on individual needs and desires, rather than trying to meet a specific monetary goal. They also discuss open enrollment for Medicare and the importance of understanding the different parts of Medicare and the associated costs. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com

On this week's Family First Retirement podcast, George Politarhos discusses inflation, corporate greed, and the impact on prices. He discusses the role of elected officials in controlling inflation and the misconception that big chain stores are solely responsible for high prices. He also touches on the concept of supply and demand and how it affects inflation. The conversation then shifts to the possibility of a recession and the importance of having a diversified portfolio. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com

This week on Family First Retirement, George Politarhos discusses the current state of the economy, the impact on people's investments and retirement plans, and the importance of financial planning and tax strategy. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com

This week, George Politarhos discusses how many Americans want to retire at 62, but healthcare coverage is a major concern. Retirees often have to keep their health insurance through COBRA, which can be expensive. It's important to have a comprehensive retirement plan that includes healthcare coverage. Speaking to a financial professional is crucial to ensure all aspects of the plan make sense. Annuities can be a good option for retirement income, but it's important to understand the different types and their benefits. A diversified retirement portfolio should include a mix of annuities and managed funds. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com

This week, George Politarhos discusses concerns about the economy, inflation, and the security of personal finances. He also explores the impact of a recent cyber security glitch and the importance of diversification and annuities in protecting investments. George emphasizes the need for a customized retirement plan and offers second opinions for those dissatisfied with their current financial advisors. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com

This week, George Politarhos discusses the recent political unrest in the United States and its potential impact on retirement savings. He emphasizes the importance of voting in the upcoming election in November. The conversation then transitions to the topic of 401(k) strategies and in-service withdrawals. George explains the concept of in-service withdrawals and how they can be used to preserve wealth. The conversation also touches on the importance of customization in retirement planning and the need for clear and accurate information. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com

This week on the Family First Retirement Podcast, George Politarhos talks about meeting country music star, Gary LeVox, and the importance of chemistry in relationships. He also talks about the Family First Retirement plan and the significance of the initial consultation. George emphasizes the authenticity and sincerity of his approach, aiming to provide honest and customized plans for his clients. He shares his personal experiences and the lessons he learned from his family's financial struggles. The conversation highlights the commitment of Patria Wealth Group to treat clients like family and help them avoid similar mistakes. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com

A study shows that 68% of adults are not prepared for retirement, and 48% don't care about planning for retirement. The reasons for this lack of preparation could be procrastination, feeling overwhelmed, or past financial mistakes. George Politarhos emphasizes the importance of not dwelling on past mistakes and instead focusing on moving forward. The conversation then transitions to discussing the Family First Retirement Plan, which includes addressing current financial status, income, expenses, social security, long-term care, and taxes. George encourages listeners to take the first step and seek professional help in planning for retirement. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com 

George Politarhos details some of the strategies created specifically for Federal Employees and their families. As George says, Federal Employees are a unique group and require unique customization to fully take advantage of opportunities.  For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com 

This week, George Politarhos discusses the strategy of Roth conversion in retirement planning. He explains the difference between traditional and Roth retirement plans and the tax implications of each. George emphasizes the importance of having multiple sources of income in retirement and the benefits of having a Roth account. The conversation also touches on the current tax landscape and the potential for higher taxes in the future. George encourages listeners to seek professional advice and take proactive steps to plan for their retirement. For more information call 302-330-2166 or visit www.patriawealth.com

George Politarhos covers various topics related to retirement planning, taxes, and the importance of having a financial strategy. The discussion also touches on the challenges of living longer in retirement and the need to plan for longevity. George highlights the impact of healthcare costs and long-term care on retirement portfolios. He emphasizes the importance of being proactive in retirement planning and understanding hidden fees in retirement accounts. Schedule a meeting to discuss your retirement plans today! For more information call 302-330-2166 or visit www.patriawealth.com

This week, George Politarhos discusses the importance of family and fatherly advice in financial planning. He shares stories about his own family and the lessons he learned from his father. George emphasizes the need to make thoughtful and informed decisions when it comes to retirement planning, rather than making rash decisions based on sales tactics or pressure. He also highlights the importance of working with a financial planner who understands the unique needs of federal employees. The conversation concludes with George explaining the process of the Family First Retirement Plan and the benefits of scheduling a consultation with Patria Wealth. For more information call 302-330-2166 or visit www.patriawealth.com

This week George Politarhos discusses the current political climate and its impact on individuals' financial well-being. George and Mark discuss the anxiety and tension caused by the presidential election and the need to protect one's wealth and income. The importance of having a financial advisor who can provide guidance and help navigate uncertain times is emphasized. The conversation also touches on retirement planning, including the need for multiple sources of income and strategies to protect assets. The potential impact of future tax changes is discussed, highlighting the importance of tax planning. For more information call 302-330-2166 or visit www.patriawealth.com

This week George Politarhos covers creating multiple streams of income in retirement, including avenues such as Social Security, pensions, and 401k. He also emphasizes the importance of a family-first retirement plan and the need for a financial analysis before making decisions. The discussion delves into the challenges of big box advisors and the value of seeking a second opinion. Annuities are explored in detail, including the types, benefits, and penalties associated with them. For more information call 302-330-2166 or visit www.patriawealth.com

George Politarhos discusses the pitfalls of DIY retirement planning and the importance of seeking professional help. He highlights the need for a customized retirement plan that takes into account factors like inflation, life events, and income strategies. The conversation also touches on common mistakes in retirement planning, such as lack of contributions, lack of tax diversification, and insufficient income streams. George emphasizes the importance of understanding retirement plan rules, employer matching, and hidden fees. We encourage listeners to visit PatriaWealth.com and schedule a meeting to address these issues and create a comprehensive retirement plan. For more information call 302-330-2166 or visit www.patriawealth.com

Angie Politarhos joins George to talk about changes to Medicare to be aware of and strategies that could save you money and headaches For more information call 302-330-2166 or visit www.patriawealth.com

Moms never seem to get a break, so what can you as an adult do to help pay them back for taking care of you? George details some of the ways you can set mom up to be more financially independent and secure.  For more information call 302-330-2166 or visit www.patriawealth.com

George Politarhos details the importance and what to expect from a 2nd Opinion visit and we discuss the "Saban Effect" of your retirement plan.  For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com

George Politarhos works with families who may not understand their income wants and needs in retirement. Even worse are adults who "assume" they know what they will need in retirement. George details the power behind income strategies when building a plan.  For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com

There are lots of rules for taking your Social Security and the Motley Fool has 3 rules that are not commonly known but could be beneficial to your plan.  For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com

George details how to have not 1, but 2, 3, even 4 streams of income in retirement and what strategies best provide the most for your income. Plus, we get the temperature of the community to see what adults are worried about for their retirement.  For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com

George details why the 50+ crowd, despite being one of the most financially stable in the country, are often overlooked or ignored. Plus, the importance of finding your focus as you approach retirement.  For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com

It's the 3 pillars to a retirement plan: income, protection, and growth. George breaks down what strategies are best for each individual's portfolio.  For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com

With pensions not as available from employers, is the 401(k) the best opportunity for retirement income? Plus, what are the pros and cons of Long Term Care insurance? For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com

Live from Country Radio Seminar, George Politarhos had the opportunity to hear from Nashville Icon "Whispering" Bill Anderson who talked about why even at the age of 86, he has no plans to retire. Plus, Georges conversation with comedian Dusty Slay.  

Annuities continue to grow as a retirement option, but why? George details the pros and cons of an Annuity as a retirement option.  For more information or to schedule a consultation call 302-330-3166 or visit www.patriawealth.com

Dillon Carmichael is an up-and-coming country star and talked with George about the power of family and advice he wish someone would have given him.  For more information call 302-330-2166 or visit www.patriawealth.com

What happens if you forget about an old 401k? Is it gone forever or can you blow the dust off it and still have it generate income? For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com

Building a proper retirement plan means getting out of your comfort zone. George Politarhos details the reasons why people don't call but more importantly the benefits of making the call. Plus, how to avoid the most common tax scams.  For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com

The fine print is where the most damage can be done to a retirement plan. George Politarhos details how to find and eliminate the unknown fees in retirement. Plus, what we can learn about Annuities from a MLB ICON. For more information or to schedule a consultation, call 302-330-2166 or visit www.patriawealth.com

Mr. Wonderful thinks you need at least $5 Million to have a successful retirement, but George Politarhos explains how that line of thinking can be damaging to a retirement saver. Plus, what do an annuity and anchovies have in common?! For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com

What happens if you get a pink slip close to retirement? You're close to the goal, but don't have the time or energy to start a new career. So, now what? Plus, exactly who is George Politarhos trying to help? He defines the perfect candidate for a retirement plan.  For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com

What happens if the Feds attempt to get inflation to below 3% fails? Should we just accept that high inflation is the new normal and more importantly, how should we adjust our income plan to reflect our budget? Plus, is it time to take another look at Crypto? For more information or to schedule a consultation call 302-330-3166 or visit www.patriawealth.com

George Politarhos breaks down 3 simple financial tips you should try for the new year. Plus, can you successfully "google" a retirement plan? For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com