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 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 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 retirement goals. Evan also talks about how he likes to relax on a weekend without anything big on the schedule. 

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 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.

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 thinks the ideal percentage of a portfolio should be dedicated to non-cash assets. And Evan discusses attending his son’s high school senior night and coaching him and his teammates for many years in football.

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 conversation highlights the need for proactive financial strategies rather than reactive ones, especially in light of potential changes in government policies.

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 of defining clear retirement objectives. Additionally, they touch on the potential impact of interest rate changes on retirement strategies, emphasizing the need for a solid financial plan that is not overly reliant on market fluctuations.

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 significance of tax diversification and the control it provides over one's finances. Overall, the key takeaway is that the million dollar mark is not a one-size-fits-all solution and that individual circumstances and goals should be considered when planning for retirement.

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 planning approach of waiting until 70. They explore the financial and emotional factors that come into play when making this decision, such as the guaranteed 8% increase in Social Security benefits each year and the value of being debt-free. The conversation emphasizes the importance of considering all the factors and making an informed decision based on individual circumstances.

In this conversation, Evan Ward, a financial advisor, discusses the importance of having a financial checkup during the summer. He emphasizes the need for flexibility in financial planning due to changing goals and external factors such as the economy and politics. Evan also highlights the impact of interest rates and stock market volatility on investment strategies. He emphasizes the importance of knowledge and understanding one's financial goals and circumstances. Evan compares financial planning to coaching a sports team, where adjustments and adaptations are necessary to achieve the desired outcome.

On this Episode of North Georgia's Retirement Gameplan with Evan Ward: many people put off seeing a financial advisor about their retirement plan due to apprehensions and fear of the unknown. Just like ignoring a check engine light in a car, delaying retirement planning can lead to bigger problems down the road. It's important to have a plan in place and make changes as you approach retirement, taking into account life events and landmarks. The sooner you start preparing for retirement, the better off you'll be. It's better to be prepared than to be stranded on the side of the highway with no options.

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.   for more information check out www.atlasretirement.net

Evan Ward shares his journey from growing up on a farm to becoming a financial planner, drawing parallels between the skills learned on the farm and their application in financial planning. He emphasizes the importance of having a solid financial plan and the need to avoid desperate financial moves. For more information be sure to check out www.atlasretirement.net

Evan Ward discusses the impending depletion of social security by 2035 and its impact on retirement planning. It delves into the implications for individuals, the role of political candidates, and the need for proactive financial planning. The conversation emphasizes the importance of understanding retirement goals, adapting to changing circumstances, and seeking professional guidance for financial planning. For more information check out www.atlasretirement.net