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…Follow the podcast:
80 clip(s) in playlist
The Social Security Decision Most People Get Wrong
Turning on Social Security is one of the biggest financial decisions you’ll make—and the timing isn’t as simple as an online calculator suggests. In this episode, Evan Ward breaks down the often‑overlooked factors that should shape when you claim benefits, how inflation can quietly erode retirement…
27:00
The Retirement Game Changes in the Second Half
Trying to time the market gets far more dangerous as retirement gets closer. In this episode, Evan Ward explains why market volatility, missed recovery days, and poorly timed withdrawals can have an outsized impact in the years leading up to retirement. The conversation explores why replacing the p…
27:00
Why Headlines Can Be More Dangerous Than the Market
The biggest threat to your retirement may not be the market—it may be reacting to headlines instead of following a plan. This episode breaks down how fear, incomplete information, and shifting narratives around interest rates, Social Security, and market volatility can derail retirees at the wrong …
27:00
Diversified on Paper, Exposed in Reality
A bigger tax refund, smarter retirement choices, and why automation isn’t the same as advice. This episode explores how unexpected money can fit into a long-term retirement strategy, why tax diversification matters more than most investors realize, and where AI-built portfolios fall short in the re…
27:00
The Exit Ramp Most Retirement Plans Don’t Have
What if the real risk in retirement isn’t the market—but having no exit ramp when things change? In this episode, Evan Ward explains why retirement planning requires more than a generic risk label or a one‑size‑fits‑all portfolio. He breaks down how flexibility, income structure, and planning for b…
26:59
Spring Cleaning for Your Retirement: What to Throw Out Now
What if the biggest threat to your retirement isn’t the market—but outdated assumptions you haven’t cleaned out yet? In this episode, Evan Ward walks through common “spring cleaning” mistakes that can quietly derail retirement plans, especially for those within 10–15 years of stepping away from wor…
27:00
If Retirement Were a Recipe, Here’s What Most People Leave Out
What happens when Social Security, taxes, family dynamics, and retirement timing all collide at once? In this episode, Evan Ward breaks down key changes to Social Security for 2026, including the earnings test and how continued work can quietly reduce benefits. He also dives into the great wealth t…
27:00
Thinking About Tapping Your 401(k)? Listen to This First.
What happens when rising costs tempt people to raid their retirement accounts early? In this episode, Evan Ward breaks down why more Americans are cutting contributions and dipping into savings—and what you should consider before making the same move. He explains how to weigh taxes, penalties, oppo…
26:59
The Monthly Paycheck Problem: How to Turn Savings into Income
What happens when your 401(k) balance looks strong—until taxes take their cut? In this episode, Evan Ward breaks down why taxes can quietly become your biggest retirement expense and how to build smarter strategies before you walk away from work. He explains the importance of tax diversification, c…
27:00
Ready for Retirement? The Questions That Matter More Than Your Balance
Most people think retirement is all about hitting a magic number—but the real game changer is having a strategy that adapts to your life. In this episode, Evan Ward breaks down why planning for retirement goes far beyond saving a million dollars. He explains how income, expenses, debt, health, taxe…
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