Evan Ward breaks down several financial deadlines and things people should watch for before the end of the year with co-host Doug Turnbull. Evan discusses college savings and transfers into and out of those plans for October, reviewing insurance plans in November, and several December deadlines for both giving and contributing to different retirement plans. Evan also talks about adjusting from coaching high schoolers to now focusing on his first-grade son’s basketball team and how that versatility relates to being a financial advisor.

Evan Ward breaks down several financial deadlines and things people should watch for before the end of the year with co-host Doug Turnbull. Evan discusses college savings and transfers into and out of those plans for October, reviewing insurance plans in November, and several December deadlines for both giving and contributing to different retirement plans. Evan also talks about adjusting from coaching high schoolers to now focusing on his first-grade son’s basketball team and how that versatility relates to being a financial advisor.

Planning for retirement is important, but you’d depend on a doctor to plan a surgery and lean heavily on a real estate agent if your plan was to buy a house. So why not let a similarly experienced and knowledgeable professional help with future finances?

Atlas Retirement and company founder Evan Ward brings you “North Georgia’s Retirement Game Plan,” which provides listeners with insightful tips, methods, and strategies that keep up to date with the ever-changing market trends and regulations regarding the wide landscape of financial and retirement planning.  

Subscribe and listen to each episode to build up your financial literacy as Evan shares his passion for providing people with the tools and information they need to feel comfortable in their retirement strategies.  

Planning for retirement is important, but you’d depend on a doctor to plan a surgery and lean heavily on a real estate agent if your plan was to buy a house. So why not let a similarly experienced and knowledgeable professional help with future finances?
Atlas Retirement and company founder Evan Ward brings you “North Georgia’s Retirement Game Plan,” which provides listeners with insightful tips, methods, and strategies that keep up to date with the ever-changing market trends and regulations regarding the wide landscape of financial and retirement planning.  
Subscribe and listen to each episode to build up your financial literacy as Evan shares his passion for providing people with the tools and information they need to feel comfortable in their retirement strategies.

North Georgia's Retirement Game Plan

Your financial future is far too important to leave to chance — this is why Atlas Retirement is committed to remain by your side throughout this whole process and thoroughly understand your goals and dreams so that we can leverage our experience and knowledge to help you work toward realizing them.  

This is why we created "North Georgia's Retirement Game Plan," podcast.  Whether your starting to plan for retirement or in retirement right now, tune in for helpful insights to navigate retirement.

Visit Atlas Retirement and start on your own retirement game plan!

Your financial future is far too important to leave to chance — this is why Atlas Retirement is committed to remain by your side throughout this whole process and thoroughly understand your goals and dreams so that we can leverage our experience and knowledge to help you work toward realizing them.  
This is why we created "North Georgia's Retirement Game Plan," podcast.  Whether your starting to plan for retirement or in retirement right now, tune in for helpful insights to navigate retirement.
Visit <a href="https://atlasretirement.net/about/">Atlas Retirement </a>and start on your own retirement game plan!

Financial to-do list in Q4

Evan Ward and co-host Doug Turnbull discuss 401(k)s and the advice Evan has for college-aged people or people in their twenties to do with money they are trying to save. Evan then compares those strategies to how he advises people nearing retirement to move their money. He runs down what a 401(k) is and the different things to consider when rolling 401(k)s into other accounts. Evan stresses the need for a financial advisor when making those big decisions, to help people stay tax efficient and avoid penalties. 

Evan Ward and co-host Doug Turnbull discuss 401(k)s and the advice Evan has for college-aged people or people in their twenties to do with money they are trying to save. Evan then compares those strategies to how he advises people nearing retirement to move their money. He runs down what a 401(k) is and the different things to consider when rolling 401(k)s into other accounts. Evan stresses the need for a financial advisor when making those big decisions, to help people stay tax efficient and avoid penalties.

What a 401(k) is and the different ways to move money

Evan Ward chats with co-host Doug Turnbull about the concerns over tariffs after the results of the election and why we have already seen the effect that they have - and it is nothing new. Evan also talks about emotion and psychology and the one thing that almost always costs people money in the market. And Evan shares about coaching his first-grader and how he coaches his other children to coach. 

Evan Ward chats with co-host Doug Turnbull about the concerns over tariffs after the results of the election and why we have already seen the effect that they have - and it is nothing new. Evan also talks about emotion and psychology and the one thing that almost always costs people money in the market. And Evan shares about coaching his first-grader and how he coaches his other children to coach.

The ins, outs, and misconceptions about tariffs

Evan Ward explains to listeners and co-host Doug Turnbull about people's preconceived notions about annuities and how there are different types to serve different goals. Evan explains how everyone should have a goal in retirement and then find the right tool to achieve it. Evan also talks about the role of ATVs and baked mac 'n' cheese in his family's big Thanksgiving. 

Evan Ward explains to listeners and co-host Doug Turnbull about people's preconceived notions about annuities and how there are different types to serve different goals. Evan explains how everyone should have a goal in retirement and then find the right tool to achieve it. Evan also talks about the role of ATVs and baked mac 'n' cheese in his family's big Thanksgiving.

Financial to-do list in Q4

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