In this episode of The Money Professor, Chris Longworth discusses essential financial planning strategies for 2025, focusing on retirement income, the importance of a holistic approach, and the psychological aspects of financial planning. He introduces a mathematical equation for calculating retirement income and emphasizes the need for a well-defined purpose for money. The conversation also covers maximizing contributions, personal pensions, distribution strategies, and the benefits of charitable contributions. Chris highlights the importance of having a financial therapist to guide individuals through their financial journey. He explores the evolving definition of retirement, the psychological aspects of retirement planning, and the significance of health and wellness in financial security. The Wealth Defender Strategy is introduced as a comprehensive approach to managing finances for longevity and income security. Nolan also addresses common retirement concerns, tax implications, and the importance of timely financial decisions.

 

Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit wealthdefender.com.

In this episode of The Money Professor, Chris Longworth discusses essential financial planning strategies for 2025, focusing on retirement income, the importance of a holistic approach, and the psychological aspects of financial planning. He introduces a mathematical equation for calculating retirement income and emphasizes the need for a well-defined purpose for money. The conversation also covers maximizing contributions, personal pensions, distribution strategies, and the benefits of charitable contributions. Chris highlights the importance of having a financial therapist to guide individuals through their financial journey. He explores the evolving definition of retirement, the psychological aspects of retirement planning, and the significance of health and wellness in financial security. The Wealth Defender Strategy is introduced as a comprehensive approach to managing finances for longevity and income security. Nolan also addresses common retirement concerns, tax implications, and the importance of timely financial decisions.
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Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit<a href="wealthdefender.com."> wealthdefender.com.</a>

New Year, New You 

In this conversation, Jackie Selby and Chris Longworth discuss the critical aspects of retirement planning, emphasizing the importance of starting early, avoiding common missteps, and understanding the psychological factors that influence financial decisions. They explore the necessity of having a solid income distribution plan and the role of budgeting in achieving financial security during retirement. The discussion also highlights the significance of planning for longevity and the potential financial burdens that can arise in later years. In this conversation, the discuss the importance of building a solid financial architecture for retirement, emphasizing the need for proper planning and education. He highlights the significance of having both emergency funds and retirement income, and the necessity of understanding various investment vehicles. He explores different strategies for income delivery, including personal pensions and charitable remainder trusts, while stressing the need for comprehensive planning to ensure financial security in retirement.

 

Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit wealthdefender.com

In this conversation, Jackie Selby and Chris Longworth discuss the critical aspects of retirement planning, emphasizing the importance of starting early, avoiding common missteps, and understanding the psychological factors that influence financial decisions. They explore the necessity of having a solid income distribution plan and the role of budgeting in achieving financial security during retirement. The discussion also highlights the significance of planning for longevity and the potential financial burdens that can arise in later years. In this conversation, the discuss the importance of building a solid financial architecture for retirement, emphasizing the need for proper planning and education. He highlights the significance of having both emergency funds and retirement income, and the necessity of understanding various investment vehicles. He explores different strategies for income delivery, including personal pensions and charitable remainder trusts, while stressing the need for comprehensive planning to ensure financial security in retirement.
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Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit <a href="wealthdefender.com">wealthdefender.com</a>

A Solid Financial Plan

In this episode of The Money Professor, Chris Longworth discusses the significant wealth transfer occurring as Baby Boomers transition from working to retirement. With an estimated $85 trillion in assets expected to change hands, the conversation emphasizes the importance of financial planning, risk assessment, and the implications of taxes on inheritance. The episode also highlights lessons learned from financial failures, such as the collapse of Lehman Brothers, underscoring the necessity of proper planning and diversification in wealth management. In this conversation, Gary Nolan discusses various aspects of financial planning for retirement, focusing on Social Security, Medicare, retirement savings, tax policies, and listener questions. He emphasizes the importance of understanding changes in Social Security, potential expansions in Medicare, and the impact of interest rates on retirement savings. Nolan also addresses tax strategies for minimizing liabilities and the implications of refinancing in retirement. The conversation concludes with insights on Medicare Advantage plans and how moving can affect coverage options.

Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit wealthdefender.com.

In this episode of The Money Professor, Chris Longworth discusses the significant wealth transfer occurring as Baby Boomers transition from working to retirement. With an estimated $85 trillion in assets expected to change hands, the conversation emphasizes the importance of financial planning, risk assessment, and the implications of taxes on inheritance. The episode also highlights lessons learned from financial failures, such as the collapse of Lehman Brothers, underscoring the necessity of proper planning and diversification in wealth management. In this conversation, Gary Nolan discusses various aspects of financial planning for retirement, focusing on Social Security, Medicare, retirement savings, tax policies, and listener questions. He emphasizes the importance of understanding changes in Social Security, potential expansions in Medicare, and the impact of interest rates on retirement savings. Nolan also addresses tax strategies for minimizing liabilities and the implications of refinancing in retirement. The conversation concludes with insights on Medicare Advantage plans and how moving can affect coverage options.
Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit <a href="wealthdefender.com.">wealthdefender.com.</a>

Baby Boomers Rule , For Now 

In this episode of The Money Professor, Chris Longworth discusses the critical aspects of retirement planning, focusing on the wealth held by baby boomers and the impending wealth transfer. He emphasizes the importance of knowledge in overcoming financial fears and outlines strategies for effective wealth transfer, including the Rockefeller Method. The conversation also covers planning for longevity and healthcare costs, income planning amid market volatility, and answers listener questions about financial strategies and investment performance.

Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit wealthdefender.com.

In this episode of The Money Professor, Chris Longworth discusses the critical aspects of retirement planning, focusing on the wealth held by baby boomers and the impending wealth transfer. He emphasizes the importance of knowledge in overcoming financial fears and outlines strategies for effective wealth transfer, including the Rockefeller Method. The conversation also covers planning for longevity and healthcare costs, income planning amid market volatility, and answers listener questions about financial strategies and investment performance.
Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit <a href="wealthdefender.com.">wealthdefender.com.</a>

Baby Boomers Rule 

n this episode of The Money Professor, Chris Longworth discusses various strategies for increasing retirement savings and the importance of having a solid income distribution plan. He emphasizes the need for awareness and education in financial planning, particularly regarding the risks associated with retirement, such as inflation and market volatility. Chris also highlights the role of technology in enhancing financial strategies and the psychological aspects of retirement planning. The conversation culminates in a call to action for listeners to take control of their financial futures by seeking personalized advice. The discussion also touches on the psychology of money, the misconceptions surrounding annuities, and the significance of fixed indexed annuities in providing guaranteed income. Listener questions provide real-life context to the topics discussed, highlighting the practical applications of financial strategies.

Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit wealthdefender.com.

n this episode of The Money Professor, Chris Longworth discusses various strategies for increasing retirement savings and the importance of having a solid income distribution plan. He emphasizes the need for awareness and education in financial planning, particularly regarding the risks associated with retirement, such as inflation and market volatility. Chris also highlights the role of technology in enhancing financial strategies and the psychological aspects of retirement planning. The conversation culminates in a call to action for listeners to take control of their financial futures by seeking personalized advice. The discussion also touches on the psychology of money, the misconceptions surrounding annuities, and the significance of fixed indexed annuities in providing guaranteed income. Listener questions provide real-life context to the topics discussed, highlighting the practical applications of financial strategies.
Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit <a href="wealthdefender.com.">wealthdefender.com.</a>

Saving For Retirement 

n this episode, Chris Longworth, the Money Professor, delves into the psychology of money, emphasizing the importance of understanding financial behavior and the impact of budgeting on financial success. He discusses the critical role of knowledge in financial planning, the significance of income distribution, and common mistakes people make in retirement planning. The conversation also highlights the value of lifelong learning and addresses listener questions regarding financial strategies, ultimately stressing the need for a strategic approach to financial planning.



Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit wealthdefender.com.

n this episode, Chris Longworth, the Money Professor, delves into the psychology of money, emphasizing the importance of understanding financial behavior and the impact of budgeting on financial success. He discusses the critical role of knowledge in financial planning, the significance of income distribution, and common mistakes people make in retirement planning. The conversation also highlights the value of lifelong learning and addresses listener questions regarding financial strategies, ultimately stressing the need for a strategic approach to financial planning.
 
Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit <a href="wealthdefender.com.">wealthdefender.com.</a>

The Psychology of Money

In this conversation, Chris Longworth, the Money Professor, discusses the importance of financial partnerships and planning for unexpected life events. He shares a poignant story about a client who benefited from proper financial planning during a health crisis. The discussion then shifts to identifying key traits of a good financial partner, including future orientation, conflict resolution skills, emotional intelligence, and effective communication. Finally, the conversation covers common mistakes people make with IRAs, emphasizing the need for proper management and understanding of these accounts. IThe discussion also includes listener questions that highlight real-life financial scenarios, providing practical advice on how to navigate retirement in uncertain economic times. Ultimately, the conversation aims to empower listeners to take control of their financial futures and enjoy a fulfilling retirement.



Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit wealthdefender.com.

In this conversation, Chris Longworth, the Money Professor, discusses the importance of financial partnerships and planning for unexpected life events. He shares a poignant story about a client who benefited from proper financial planning during a health crisis. The discussion then shifts to identifying key traits of a good financial partner, including future orientation, conflict resolution skills, emotional intelligence, and effective communication. Finally, the conversation covers common mistakes people make with IRAs, emphasizing the need for proper management and understanding of these accounts. IThe discussion also includes listener questions that highlight real-life financial scenarios, providing practical advice on how to navigate retirement in uncertain economic times. Ultimately, the conversation aims to empower listeners to take control of their financial futures and enjoy a fulfilling retirement.
 
Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit <a href="wealthdefender.com.">wealthdefender.com.</a>

Financial Green Flag Traits

In this episode of The Money Professor, Chris Longworth discusses the implications of the Federal Reserve's recent interest rate cuts on retirement savings and investments. He emphasizes the importance of understanding how these changes affect various financial vehicles, including bonds, savings accounts, and real estate. The conversation also tackles common myths surrounding retirement spending, such as the outdated 4% withdrawal rule, and highlights the significance of personalized financial planning. Chris uses automotive analogies to explain different financial strategies and vehicles, making complex concepts more relatable. The episode concludes with listener questions, providing practical advice on retirement planning and investment strategies.

Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit wealthdefender.com.

In this episode of The Money Professor, Chris Longworth discusses the implications of the Federal Reserve's recent interest rate cuts on retirement savings and investments. He emphasizes the importance of understanding how these changes affect various financial vehicles, including bonds, savings accounts, and real estate. The conversation also tackles common myths surrounding retirement spending, such as the outdated 4% withdrawal rule, and highlights the significance of personalized financial planning. Chris uses automotive analogies to explain different financial strategies and vehicles, making complex concepts more relatable. The episode concludes with listener questions, providing practical advice on retirement planning and investment strategies.
Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit <a href="wealthdefender.com.">wealthdefender.com.</a>

Fed Rate Cuts

In this episode of The Money Professor, Chris Longworth discusses the importance of maintaining a tidy financial house, emphasizing the need for a thorough review and decluttering of financial plans. He introduces the Wealth Defender Strategy, which focuses on accumulation, preservation, and flexible distribution options for retirement income. The conversation also highlights the significance of frugality in retirement, addressing common pitfalls and expenses retirees face. Lastly, Chris stresses the importance of proactive planning for the future to ensure financial stability and peace of mind

Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit wealthdefender.com.

In this episode of The Money Professor, Chris Longworth discusses the importance of maintaining a tidy financial house, emphasizing the need for a thorough review and decluttering of financial plans. He introduces the Wealth Defender Strategy, which focuses on accumulation, preservation, and flexible distribution options for retirement income. The conversation also highlights the significance of frugality in retirement, addressing common pitfalls and expenses retirees face. Lastly, Chris stresses the importance of proactive planning for the future to ensure financial stability and peace of mind
Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit <a href="wealthdefender.com.">wealthdefender.com.</a>

Make Your Retirement Plan NEAT AND TIDY

In this episode of The Money Professor, Chris Longworth discusses the current financial landscape, emphasizing the importance of preparing for economic storms and understanding key indicators that signal potential downturns. He draws parallels between financial planning and weather events, using metaphors like hurricanes and tornadoes to illustrate the risks of poor decision-making. The conversation also explores financial wisdom from classic movies, highlighting the significance of having a solid income distribution plan and the value of working with a financial advisor. Listener questions provide practical insights into retirement strategies and the importance of personal pensions

Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit wealthdefender.com.

In this episode of The Money Professor, Chris Longworth discusses the current financial landscape, emphasizing the importance of preparing for economic storms and understanding key indicators that signal potential downturns. He draws parallels between financial planning and weather events, using metaphors like hurricanes and tornadoes to illustrate the risks of poor decision-making. The conversation also explores financial wisdom from classic movies, highlighting the significance of having a solid income distribution plan and the value of working with a financial advisor. Listener questions provide practical insights into retirement strategies and the importance of personal pensions
Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit <a href="wealthdefender.com.">wealthdefender.com.</a>

Financial Storms!

Chris Longworth and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, Chris reveals the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.

For more information or to get your own questions answered, call or text (800) 719-7917.

Chris Longworth and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, Chris reveals the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes. For more information or to get your own questions answered, call or text (800) 719-7917.

The Money Professor with Chris Longworth

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