What triggers people to seek financial advice as retirement approaches? This episode of Retire ATL with Aaron Vincent & Matt Decker explores the real reasons behind those calls—from market swings and gut feelings to hidden fees and advisor retirements. Discover why a second opinion and a true portfolio “x-ray” can reveal more than you expect, and learn how personalized planning beats outdated, cookie-cutter solutions every time.

For more information visit www.retireatlradio.com!

Follow us on social media: YouTube | Instagram | Facebook | LinkedIn

What triggers people to seek financial advice as retirement approaches? This episode of Retire ATL with Aaron Vincent &amp; Matt Decker explores the real reasons behind those calls&mdash;from market swings and gut feelings to hidden fees and advisor retirements. Discover why a second opinion and a true portfolio &ldquo;x-ray&rdquo; can reveal more than you expect, and learn how personalized planning beats outdated, cookie-cutter solutions every time.
For more information visit&nbsp;<a href="https://www.retireatlradio.com">www.retireatlradio.com</a>!
Follow us on social media: <a href="https://www.youtube.com/@vincentplanning">YouTube</a> | <a href="https://www.instagram.com/vincentfinancialgroup/">Instagram</a> | <a href="https://www.facebook.com/people/Vincent-Financial-Group/100057283073040/">Facebook</a> | <a href="https://www.linkedin.com/company/vincentfinancialgroup">LinkedIn</a>

Have you ever noticed that your financial landscape tends to get more complex over time? It’s no wonder, especially with so many moving parts to take into consideration.

Seeking help from multiple professionals in and around Atlanta to serve your various needs can also add to that complexity. That's why we've created our podcast, "Retire ATL." We want to help you retire with confidence.

Tune in weekly as we share insights geared to help you navigate retirement. Learn more about the team at Vincent Financial here: https://vincentplanning.com/

Investment advisory products and services made available through Impact Partnership Wealth, LLC (“IPW”), a Registered Investment Adviser. 3578509-05/24

Have you ever noticed that your financial landscape tends to get more complex over time? It’s no wonder, especially with so many moving parts to take into consideration.
Seeking help from multiple professionals in and around Atlanta to serve your various needs can also add to that complexity. That's why we've created our podcast, "Retire ATL." We want to help you retire with confidence.
Tune in weekly as we share insights geared to help you navigate retirement. Learn more about the team at Vincent Financial here: https://vincentplanning.com/
Investment advisory products and services made available through Impact Partnership Wealth, LLC (“IPW”), a Registered Investment Adviser. 3578509-05/24

Retire ATL

Have you ever noticed that your financial landscape tends to get more complex over time? It’s no wonder, especially with so many moving parts to take into consideration.
Seeking help from multiple professionals in and around Atlanta to serve your various needs can also add to that complexity. That's why we've created our podcast, "Retire ATL." We want to help you retire with confidence.
Tune in weekly as we share insights geared to help you navigate retirement. Learn more about the team at Vincent Financial here: https://vincentplanning.com/
Investment advisory products and services made available through Impact Partnership Wealth, LLC (“IPW”), a Registered Investment Adviser. 3578509-05/24

Why Are People Calling? The Real Triggers Behind Retirement Planning

What if the layoff everyone whispers about suddenly lands on your desk? In this episode, Aaron Vincent and Matt Decker break down the real‑world financial questions adults face when job changes, severance offers, business sales, or unexpected life events hit at once. They unpack why old rules like the “4% withdrawal rule” fall short, how to understand your true retirement readiness, and what taking inventory actually reveals about your options. It’s a practical, clear‑eyed look at navigating uncertainty with math, not assumptions.

For more information visit www.retireatlradio.com!

Follow us on social media: YouTube | Instagram | Facebook | LinkedIn

What if the layoff everyone whispers about suddenly lands on your desk? In this episode, Aaron Vincent and Matt Decker break down the real‑world financial questions adults face when job changes, severance offers, business sales, or unexpected life events hit at once. They unpack why old rules like the &ldquo;4% withdrawal rule&rdquo; fall short, how to understand your true retirement readiness, and what taking inventory actually reveals about your options. It&rsquo;s a practical, clear‑eyed look at navigating uncertainty with math, not assumptions.
For more information visit <a href="https://www.retireatlradio.com">www.retireatlradio.com</a>!
Follow us on social media: <a href="https://www.youtube.com/@vincentplanning">YouTube</a> | <a href="https://www.instagram.com/vincentfinancialgroup/">Instagram</a> | <a href="https://www.facebook.com/people/Vincent-Financial-Group/100057283073040/">Facebook</a> | <a href="https://www.linkedin.com/company/vincentfinancialgroup">LinkedIn</a>

What If the Pink Slip Comes Next?

Did you know turning 59½ could unlock new options for your 401(k)—and change your retirement strategy? This episode with Aaron Vincent & Matt Decker breaks down the hidden costs, limited choices, and tax planning opportunities inside employer retirement plans. Discover why in-service distributions matter, how fees and target date funds can eat into your savings, and why taxes—not travel or healthcare—may be your biggest expense in retirement. Real stories and practical advice reveal how to make smarter moves as you approach retirement age.

For more information visit www.retireatlradio.com!

Follow us on social media: YouTube | Instagram | Facebook | LinkedIn

Did you know turning 59&frac12; could unlock new options for your 401(k)&mdash;and change your retirement strategy? This episode with Aaron Vincent &amp; Matt Decker breaks down the hidden costs, limited choices, and tax planning opportunities inside employer retirement plans. Discover why in-service distributions matter, how fees and target date funds can eat into your savings, and why taxes&mdash;not travel or healthcare&mdash;may be your biggest expense in retirement. Real stories and practical advice reveal how to make smarter moves as you approach retirement age.
For more information visit&nbsp;<a href="https://www.retireatlradio.com">www.retireatlradio.com</a>!
Follow us on social media: <a href="https://www.youtube.com/@vincentplanning">YouTube</a> | <a href="https://www.instagram.com/vincentfinancialgroup/">Instagram</a> | <a href="https://www.facebook.com/people/Vincent-Financial-Group/100057283073040/">Facebook</a> | <a href="https://www.linkedin.com/company/vincentfinancialgroup">LinkedIn</a>

Unlocking Your 401(k): What Happens at 59½?

What’s the real secret to building a retirement plan that fits your life? This episode introduces the team at Vincent Financial Group, exploring how personal goals, family stories, and forward-thinking tax strategies shape a truly customized retirement. Hosts Aaron Vincent and Matt Decker share candid insights on why understanding your “why” matters more than chasing numbers, and how planning for what you keep—rather than just what you earn—can make all the difference.

For more information visit www.retireatlradio.com!

Follow us on social media: YouTube | Instagram | Facebook | LinkedIn

What&rsquo;s the real secret to building a retirement plan that fits your life? This episode introduces the team at Vincent Financial Group, exploring how personal goals, family stories, and forward-thinking tax strategies shape a truly customized retirement. Hosts Aaron Vincent and Matt Decker share candid insights on why understanding your &ldquo;why&rdquo; matters more than chasing numbers, and how planning for what you keep&mdash;rather than just what you earn&mdash;can make all the difference.
For more information visit&nbsp;<a href="https://www.retireatlradio.com">www.retireatlradio.com</a>!
Follow us on social media: <a href="https://www.youtube.com/@vincentplanning">YouTube</a> | <a href="https://www.instagram.com/vincentfinancialgroup/">Instagram</a> | <a href="https://www.facebook.com/people/Vincent-Financial-Group/100057283073040/">Facebook</a> | <a href="https://www.linkedin.com/company/vincentfinancialgroup">LinkedIn</a>

Why Are People Calling? The Real Triggers Behind Retirement Planning

In 1 playlist(s)

Retire ATL

Social links

Follow podcast

Recent clips