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

George Politarhos details the importance of setting goals for the new year and not relying on resolutions (which usually fail). Plus, how to stay accountable for financial and personal goals in your life.  For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com

George Politarhos details strategies they have created specifically for Federal Employees.  For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com

George Politarhos details how the fear of judgement is one of the main reasons adults refuse to put a retirement plan together. Plus, what to avoid in a workplace 401k.  For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com

George Politarhos details what remains the biggest fear in retirement for adults in retirement planning and those who are already retired. Plus, we get the temperature of the community to see what is on peoples mind.  For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com

George Politarhos details the new tax brackets coming in 2024 and how to prepare, plus annuities have never been more popular, so why do so few advisors use them? For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com

George Politarhos details how you can give your retirement a "test drive" and the latest on Social Security benefits in the event of a divorce.  For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com

We've dealt with inflation, stagflation, shrinkflation and now, funflation is taking a bite out of our savings. What is it and how can you limit the damage? Plus the best avenues for extra income for your portfolio.  For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com

George Politarhos understands there are no questions too big or too small and answers a listener's question about withdrawals. Plus, what do Reese Witherspoon and George Politarhos have in common? It's more than good looks and an adorable attitude.  For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com

George Politarhos explores the power of hindsight and what adults wish they "woulda, coulda, shoulda" done differently in retirement planning.  Don't miss an episode- subscribe or follow today! Download your complimentary 5 Steps To Retirement here. Learn more about the team at Patria Wealth at PatriaWealth.com or on social media: Facebook, Instagram, LinkedIn and YouTube. For more information or to schedule a consultation call 302-330-2166.

George Politarhos details the 3 most important aspects of a retirement plan: protection, income and growth.  For more information or to schedule a consultation call 302-332-0166 or visit www.patriawealth.com

This week George is proud to introduce us to the newest member of the family, Baby Archie Politarhos. As George celebrates becoming a grandparent for the first time, he shares insights into the adjustments he's making to his Legacy plan. Join him as he delves into the intricacies of financial planning, highlighting areas where he draws the line on family involvement. Explore the love/hate dynamics of Required Minimum Distributions (RMDs) and learn why it's crucial to strike a balance.  Don't miss an episode- subscribe or follow today! Download your complimentary 5 Steps To Retirement here. Learn more about the team at Patria Wealth at PatriaWealth.com or on social media: Facebook, Instagram, LinkedIn and YouTube.

Long Term Care is not something a lot of adults like to talk about because we only like to think about the fun part of retirement. Reality is, almost all adults will need some type of care in their lifetime. This week George Politarhos talks about the process of putting a care plan together and more importantly, how a quarterly review could benefit your plan in 2024.  For more information call 302-330-2166 or visit www.patriawealth.com

George and Angie Politarhos offer tips and information to help navigate the upcoming Open Enrollment for Medicare. Plus, how you can get your hands on "mailbox money" without shedding a tear.  For more information or to schedule a consultation visit www.patriawealth.com

In this episode of the Family First Retirement Podcast, George Politarhos discusses the importance of planning for retirement without taking unnecessary risk. He talks about the different factors to consider when creating a retirement plan, such as your income, expenses, and tax bracket. He also discusses the importance of working with a financial advisor to create a personalized plan that meets your individual needs. Learn more about his story. Call 302-330-2166 for a complimentary copy of George's book, Taking Care of Your Family and consultation or check out his website, PatriaWealth.com

Annuities can be a great way to provide income in retirement, but they're not without their risks. In this episode of the Family First Retirement Podcast, George Politarhos of Patria Wealth Group discusses the pros and cons of annuities. He talks about the different types of annuities, the fees and charges associated with them, and the potential risks. He also shares some tips for avoiding the pitfalls of annuities.

George Politarhos details the pros and cons of an Annuity and why some "scoff" at the idea of guaranteed income in retirement. Plus, changes to be aware of regarding your Social Security and what we can learn about retirement from Taylor Swift. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com

In this episode of the Family First Retirement Podcast, George Politarhos discusses the question of how much money you need to retire comfortably based on your dreams and desires. He talks about the factors that affect your retirement savings needs, such as your lifestyle, your health, and your expected lifespan- and what happens when it's different for your spouse. They also discuss the importance of starting to save early and the benefits of working with a financial advisor.

The Great Wealth Transfer is happening now. Over $50 trillion is expected to be passed down to Millennials and Gen Z in the next few decades. But are they prepared for this windfall of money? In this podcast, George Politarhos, founder of Patria Wealth, breaks down the Great Wealth Transfer and how it will impact Millennials and Gen Z. He also discusses the fees that are destroying 401(k) plans and how to avoid them. For more information or to schedule a consultation, visit www.patriawealth.com

In this episode of the Family First Retirement Podcast, George Politarhos shares the story of how his parents' lack of retirement planning led to a financial nightmare for his family. He discusses the importance of starting to save early, the benefits of working with a financial advisor, and the mistakes to avoid when planning for retirement. Learn more about his story. Call 302-330-2166 for a complimentary copy of George's book, Taking Care of Your Family or check out his website, PatriaWealth.com

No one likes to talk taxes but it's not always painful. In this episode of the Family First Retirement Podcast, George Politarhos shares why proactive tax planning in important. He addresses how to stay ahead of the curve and minimize your tax liability in the future by utilizing different strategies for reducing your tax liability, such as Roth conversions, tax-deferred annuities, and life insurance.  Schedule a free consultation at PatriaWealth.com.

In this episode of the Family First Retirement Podcast, George Politarhos and his sister Angie highlight the importance of women having control of their finances by sharing a true story of a client whose husband passed away and left her with no knowledge of their financial situation. They emphasize the need for women to be involved in their own financial planning. They also discuss the challenges of getting couples on the same page about their finances, and they offer tips for overcoming these challenges.

George Politaris discusses how to customize a retirement plan for unique situations. He shares a case study of a 62-year-old woman who wants to retire and use her 401(k) for eight years before starting to take Social Security. George explains the factors to consider when making this decision, such as the woman's expenses, her goals for retirement, and her health. He also discusses the importance of working with a financial advisor who can help you create a personalized retirement plan. Learn more on how to plan for your unique situation. Contact Patria Wealth Group, today!

Family First Retirement is just that- retirement planning insights for those who want to put family first. Join host George Politarhos each week for new episodes that help answer questions on every soon-to-be or current retiree's mind with helpful insights based on true stories. Learn more about George and his own family at Patria Wealth Group.

Are you approaching retirement and feeling overwhelmed by the thought of planning for it? If so, you're not alone. Many people don't know where to start when it comes to retirement planning. That's where George Politarhos and the team at Patria Wealth Group come in. They offer a complimentary portfolio X-ray to help you get started on the right foot. In this episode of the Family First Retirement Podcast, George explains what a Portfolio X-ray is and how it can help you take control of your retirement planning. He also shares some tips for getting started.