North Georgia's Retirement Game Plan
North Georgia's Retirement Game Plan
Playlist by North Georgia's Retirement Game PlanPlanning 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…15 clip(s) in playlist
What a 401(k) is and the different ways to move money
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) i…
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The ins, outs, and misconceptions about tariffs
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 ma…
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What to Know about Income Planning in Retirement
Evan Ward and co-host Doug Turnbull define income planning and how retirees should approach it. Evan goes over several questions he asks people: How much money is enough to retire? What is guaranteed income? What assets do they have? Then Evan stresses the need for a plan to achieve those retiremen…
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What Annuities Actually Are
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…
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Financial to-do list in Q4
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…
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What to Watch for When Investing in Gold
Advisor Evan Ward and co-host Doug Turnbull discuss Costco selling lots of gold bars, as people potentially are trying to hedge inflation. Evan warns about buying any kind of asset during a bubble and shares what the long and short-term strategies can be in buying gold. He also talks about what he …
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Elections and Their Impact on Your Finances
In this episode, Evan Ward discusses the implications of upcoming elections on financial planning. He explores how political outcomes can affect taxes, spending, and investment strategies, emphasizing the importance of building a resilient financial plan that can withstand uncertainties. The conve…
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The Differences in Retirement Between Men and Women
In this episode, Evan Ward discusses the intersection of sports coaching and retirement planning. He explores how coaching experiences shape their approach to helping clients achieve their retirement goals, the differences in financial planning perspectives between men and women, and the importance…
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Do You Need a Million Dollars to Retire?
Evan Ward discusses the concept of needing a million dollars for retirement and explores the factors that determine retirement readiness. It emphasizes the importance of personalized planning and true diversification to ensure a stress-free retirement. The conversation also highlights the signific…
20:45Clean
Should You Take Social Security at 62?
In this episode, Financial Advisor Evan Ward talks about Social Security and whether it's better to take it early at 62 or wait until full retirement age. The hosts discuss the advice given by Dave Ramsey to invest the money from Social Security at 62 and compare it to the traditional financial pla…
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