Americans are struggling with concepts related to personal finance, highlighting the issue of financial illiteracy. Many people are turning to social media for financial education, but the information found there can be misleading and counterproductive. It is important to seek out academic perspectives and do due diligence when it comes to personal finance. The Ten Commandments of Investing include not gambling with your financial future, avoiding false prophets, doing your due diligence, compounding returns, diversifying without de-worsifying, investing defensively, focusing on income, understanding the power of time, being patient, and seeking professional guidance.The conversation also addresses specific questions from listeners regarding pensions, Roth 401(k) contributions, tax planning, and financial decisions before retirement. Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit wealthdefender.com.

Semi-retirement, also known as partial or phased retirement, is a popular approach for younger individuals who want to maintain a work-life balance. It allows them to work part-time while still enjoying the benefits of retirement. However, transitioning into semi-retirement requires careful financial planning to ensure a smooth transition and cover essential expenses. Health insurance is another important consideration, as part-time workers may lose eligibility for medical benefits. Additionally, retirees need to be mindful of market downturns and adjust their investment strategies accordingly. By creating a personalized spending plan and exploring other sources of guaranteed income, retirees can have more financial security and flexibility in retirement the hosts recommend considering tax-advantaged income options, such as Roth IRAs and Social Security, and planning for healthcare and travel expenses in retirement. They also address questions about converting to a Roth IRA and contributing to a Roth 401(k). The conversation concludes with an offer for a complimentary financial review. Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit wealthdefender.com.

The episode discusses the retirement rules of thumb that are outdated and may threaten one's financial future. The host emphasizes the importance of proactive planning strategies and offers insights on how to protect one's nest egg in any economy. The conversation covers topics such as the 60-40 split between stocks and bonds, the magic retirement age 65 rule, the rule of 72, the 100 minus your age rule, and the 4% rule. The host encourages listeners to focus on their expectations and goals when it comes to their finances and to seek professional advice for a customized income plan. In this conversation, Chris Longworth and Chrissy Paradis  discuss the importance of avoiding knee-jerk reactions and emotional decision-making in financial planning.The proactive responses to these challenges involve getting a financial checkup, understanding tax implications, planning for healthcare costs, and controlling debt. The conversation concludes with a Q&A segment where they addresses listener questions and provides guidance on retirement planning. Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit wealthdefender.com.

In this conversation, Chris Longworth and Chrissy Paradis discuss nine lessons from golf that can be applied to retirement planning. They cover topics such as not getting too focused on one specific outcome, understanding the fundamentals and rules of retirement planning, managing the course and avoiding financial disasters, and planning for the unexpected. The conversation emphasizes the need for a solid and tried-and-true method in retirement planning and the benefits of working with a financial expert. In this conversation, Chris Long Longworth  and Chrissy Paradis discuss the importance of learning from past financial mistakes and avoiding emotional decision-making. They also address common questions about 401(k) rollovers and saving for retirement. The conversation concludes with an offer for a free financial analysis for listeners. Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit wealthdefender.com.

When it comes to financial literacy, social media has done a lot of damage. We’re exposing some of the worst financial planning advice to go viral on social media, exploring why it’s so dangerous and doing a bit of financial influencer mythbusting to perfect the record on today’s show. Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit wealthdefender.com.

In this episode, Chris Longworth discusses various retirement planning concerns and offers tips for navigating the volatile economy. He emphasizes the importance of financial education and the need for a well-built budget and income plan. Chris also addresses the impact of inflation and the flaws of the 4% rule. He provides guidance on locating lost investment accounts and offers safe options for holding funds. The episode concludes with Chris answering listener questions. Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit wealthdefender.com.

The conversation covers various topics related to financial wellness, retirement planning, and investing. It emphasizes the importance of understanding the economy, interest rates, and the benefits of fixed indexed annuities. The conversation also highlights concerns about the higher cost of living and inflation, as well as the need for financial literacy education. It discusses the significance of saving enough and starting early, and the importance of both partners being on the same page in retirement planning. The conversation concludes by offering a comprehensive financial review and providing tips for keeping finances in shape during retirement. Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit wealthdefender.com.

In this conversation, Chrissy Paradis and Chris Longworth discuss the importance of financial spring cleaning and offer tips for reviewing spending, handling debts, and organizing tax documents. They also draw parallels between financial planning and college basketball, highlighting the need for focus, action, and preparation. The conversation emphasizes the importance of enjoying the journey and emotions associated with financial planning and offers listeners the opportunity to schedule a comprehensive review of their financial plans.  Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit wealthdefender.com.

Chris looks at the metaphorical “junk drawer” in your financial life and offers tips on how to get better organized.  He covers tax planning, understanding Medicare, maximizing Social Security, and developing a legacy plan.  Chris also stresses the need to realize maintenance is important in our financial lives just like it is with our physical well-being and even with our vehicles.  He talks about possible course corrections, tracking progress, and cleaning up any old items.  You can reach Chris Longworth by calling 800-719-7917. The Financial Education Group

The conversation covers various aspects of retirement planning, including budgeting, evaluating insurance policies, and separating emergency funds and retirement income. It emphasizes the importance of understanding the economic environment and the influence of inflation on retirement income. The conversation also highlights the need for discipline and avoiding short-term fads in financial decision-making. Overall, the key takeaway is the importance of comprehensive planning and taking action to ensure a secure retirement. Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit wealthdefender.com.

Celebrities often face financial challenges that require the assistance of a financial advisor to help manage their wealth and long-term financial stability. In this conversation, cautionary tales from Hollywood are discussed to learn what not to do with money. The chapters cover topics such as the importance of estate planning, tax planning, and beneficiary designations. . The conversation covers various financial topics, including probate and court issues, failing to diversify investments, lack of financial transparency, the importance of a financial advisor, the 4% rule and customized retirement plans, seeking financial advice from friends and family, minimizing tax liability, and the tax implications of Roth IRA and pre-tax 401k. Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit wealthdefender.com.

The conversation discusses retirement planning and trends, including the importance of creating a clear retirement plan, having emergency savings, and balancing risk in investment portfolios. It also highlights the need for two kinds of income in retirement and the challenges of relying solely on pensions. The conversation emphasizes the importance of understanding healthcare costs and long-term care insurance. It also addresses the gender disparity in retirement savings and the factors that shape retirement today. Lastly, it emphasizes the need to assess savings and investments to ensure a comfortable retirement. In this conversation, the hosts discuss various aspects of retirement planning and offer advice on how to ensure a comfortable retirement.  Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit wealthdefender.com.

The conversation covers various changes that occur during retirement, including changes in daily routine, social life, fitness, income, and the impact of longevity and life expectancy. The hosts discuss the importance of maintaining a routine in retirement and adapting to new social dynamics. They also emphasize the need for fitness and health maintenance in retirement. The conversation highlights the shift from pensions to 401(k) plans and the importance of proper social security planning. Overall, the conversation provides insights into the different aspects of retirement and the need for comprehensive planning.They emphasize the importance of customized plans and the role of fiduciary advice. They explain their counseling and consultation process, which involves a thorough fact-finding session to understand each client's needs. Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit wealthdefender.com.

On today's show, the hosts discuss the financial red zone, the importance of marrying retirement and tax plans, and the parallels between football and retirement. They also offer a tax preparation discount and a comprehensive financial review. They emphasize the need to take control of one's financials and create a plan for financial freedom. They also discuss the importance of understanding budgetary needs and how it relates to retirement planning. The conversation highlights the need for emergency funds and backup plans to navigate market fluctuations. They also discuss the benefits of contributing to a Roth 401k and strategies to reduce tax liability. The conversation concludes with the recommendation to seek a second opinion for retirement planning. Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit wealthdefender.com.

Planning for taxes in retirement is key On today's show we’ve have three ideas that could help you reduce taxes on your retirement savings. Also, as retirement approaches, it is advisable to explore strategies for minimizing tax obligations on your retirement income. Maximizing the retention of your funds and minimizing contributions to taxation should be a priority, potentially involving long-term investment strategies, including alternative options. Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit wealthdefender.com.

On today’s show The Money Professor with Chris Longworth we dive into some shocking statistics about financial New Year’s resolutions and offer some suggestions and tips to help you refine your financial planning goals for the year ahead. In addition ,how to set and meet your financial resolutions.   Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit wealthdefender.com.

On a new episode of the Money Professor with Chris Longworth, Chris covers costly retirement planning missteps and offers tips for how you can avoid them. Longworth offers suggestions for areas you should consider when planning for retirement and how you can benefit by doing so. And to close out the show, as always, Professor Longworth returns to the podium to answer financial planning questions submitted by listeners. Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit wealthdefender.com.

On a new episode of the Money Professor with Chris Longworth, Chris covers costly retirement planning missteps and offers tips for how you can avoid them. Longworth offers suggestions for areas you should consider when planning for retirement and how you can benefit by doing so. And to close out the show, as always, Professor Longworth returns to the podium to answer financial planning questions submitted by listeners. Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit wealthdefender.com.

On a new episode of the Money Professor with Chris Longworth, Chris dives into the highlights and changes being brought forth by SECURE Act 2.0. Longworth also explains myths, excuses and justifications that prevent folks from sitting down with a financial professional and dispels the hype and fiction. And to close out the show, as always, Professor Longworth returns to the podium to answer financial planning questions submitted by listeners. Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit wealthdefender.com.

On a new episode of the Money Professor with Chris Longworth, Chris into financial perks you can take advantage of after you reach age 50. Longworth also explores common and costly retirement roadblocks and offers solutions for how you can bypass some of these roadblocks with your nest egg intact. And to close out the show, as always, Professor Longworth returns to the podium to answer financial planning questions submitted by listeners. Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit wealthdefender.com.

On a new episode of the Money Professor with Chris Longworth, Chris into financial perks you can take advantage of after you reach age 50. Longworth also explores common and costly retirement roadblocks and offers solutions for how you can bypass some of these roadblocks with your nest egg intact. And to close out the show, as always, Professor Longworth returns to the podium to answer financial planning questions submitted by listeners. Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit wealthdefender.com.

On a new episode of the Money Professor with Chris Longworth, Chris dives into new rules and changes from the SECURE Act. Longworth dives into how changes made by the IRS will impact you and offers tips and strategies to help you bypass some of these alarming changes. Longworth assumes the hot seat to wrap up the show to answer financial planning questions submitted by listeners. Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit wealthdefender.com.

Risk... it's tricky to determine how much risk you actually want in your financial plan... especially when market volatility is in the discussion. On a new edition of The Money Professor with Chris Longworth, Chris explores the biggest issues facing folks saving for retirement and offers suggestions for navigating through the market volatility. Longworth also offers ways folks can protect their wealth, grow their nest egg and limit the risk and turbulence of the market. And as always, Longworth wraps the show answering questions from listeners. Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit wealthdefender.com.

Chris Longworth kicks off a new episode of The Money Professor by highlighting extreme cases of celebrities making serious financial mistakes and exploring how we can learn from each of them. Chris also discusses the intention of your money and how to defend your wealth. And as always, Chris steps back into the hot seat to answer questions from listeners. Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit wealthdefender.com for more information.

On this edition of  The Money Professor with Chris Longworth, Chris assumes the hot-seat and plays 'Who Wants To Be A Retirement Millionaire' answering questions about all things retirement planning. Longworth shares the seven sins of financial planning and offers tips to help you avoid them in your plan. Chris dives into the five components of a financial plan. And as always, The Money Professor answers questions from listeners to round out the show. For more information call Chris Longworth and the team at the Financial Education Group at 800-719-7917 or visit wealthdefender.com.

The newest edition of The Money Professor kicks off with data from a new study about securing your peace of mind on the way to and through your retirement. Longworth dives into the strategies folks can use to grow and defend their wealth, when faced with economic challenges like inflation, market volatility and recessionary fears. And as always, Chris returns to the hot seat to answer questions submitted by listeners. Contact Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit wealthdefender.com.

The newest edition of The Money Professor kicks off with data from a new study about securing your peace of mind on the way to and through your retirement. Longworth dives into the strategies folks can use to grow and defend their wealth, when faced with economic challenges like inflation, market volatility and recessionary fears. And as always, Chris returns to the hot seat to answer questions submitted by listeners. Contact Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit wealthdefender.com.

On the newest episode of The Money Professor Chris Longworth explores the secret to a financial plan to secure you to and through retirement. Chris covers the mistake folks make when they are saving for their future and shares the simple fix for how you can avoid it. Professor Longworth answers questions submitted from listeners to round out the show. For more information call 800-719-7917 or visit wealthdefender.com. 

The newest edition of The Money Professor kicks off with tips to help you improve your position on the financial football field, whether you are in the financial red zone or starting your journey, these strategies will help you get into the retirement end zone with your nest egg intact. Chris shares X's & O's of a winning retirement playbook. Longworth explores the latest financial headlines and the way each topic can impact you and your nest egg. Chris returns to the hot seat to answer questions submitted by listeners. Contact Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit wealthdefender.com.

On a new edition of The Money Professor with Chris Longworth, Chris explains what high interest rates mean for you and your retirement plan. Longworth covers a few of the most important retirement planning risks to avoid. Chris dives into the psychology of money and what folks can do to stay ahead of an unpredictable economy. And Longworth returns to the hot seat for another edition of "Ask The Advisor" with answers to questions submitted by listeners. Call Chris Longworth and the team at The Financial Education Group for more information at 800-719-7917 or visit wealthdefender.com.

Chris is back with a brand-new episode of The Money Professor with Chris Longworth. Chris opens the show breaking down a busy week of news in the financial world and explores exactly how inflation can impact your retirement savings. Chris shares how to navigate your retirement when in a relationship with a significant age difference. He talks about the seven risks of retirement and returns to the hot seat to answer more common questions from listeners. You can reach Chris Longworth at 800-719-7917. The Financial Education Group

On the latest episode of The Money Professor with Chris Longworth, Chris kicks off the show with a few simple tips to help make the biggest difference in your retirement savings. Longworth shares the five things you need to know about your retirement savings and offers the important numbers that go along with financial planning. Chris offers strategies for retiring amid market volatility and inflation. And, The Money Professor rounds out the show answering questions from listeners in another edition of Ask the Advisor. Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit wealthdefender.com. 

On a new episode of The Money Professor with Chris Longworth, Chris dives into some classic sitcoms from Sanford and Son to All in the Family to Seinfeld to explore the different financial planning takeaways from each. Chris explores the ins and outs of annuities and matches different types of annuities, talks about the three stages of investment and offers tips to help you get ahead with your financial planning journey. Longworth returns to the hot-seat to answer a new batch of questions from listeners. Contact Chris Longworth and the team at The Financial Education Group by calling 800-719-7917 or visiting wealthdefender.com.

On a new edition of The Money Professor, Chris Longworth covers the biggest risks associated with retirement and offers strategies that can help you avoid them when preparing for retirement. Chris shares strategies to help couples planning for retirement. Longworth explores how to protect your retirement plan from a recessionary economy. And, as always, The Money Professor himself answers questions from the listeners to close out the show. Call. Chris Longworth and the team at the Financial Education Group for more information at 800-719-7917 or visit wealthdefender.com.

On a new episode of The Money Professor with Chris Longworth, Chris helps quell the fears and curb the concerns you might have about your financial plan by offering strategies you can apply to your plan today. Longworth shares tips for maximizing success and limiting doubt when preparing for your journey along the road to retirement. And Chris returns to the hot seat answering a new batch of questions submitted by the listeners to wrap the show. Contact Chris Longworth and the team at The Financial Education Group by calling 800-719-7917 or visiting wealthdefender.com.

This week on The Money Professor with Chris Longworth, Chris shares the outline of a well-built lifetime retirement income plan. Longworth weighs in on the current state of the economy and the future of social security. And as always, the Money Professor returns to the podium to answer questions from listeners. Contact Chris Longworth and the team at The Financial Education Group by calling 800-719-7917 or visit wealthdefender.com.

Chris opens with strategies that can help eliminate the “I wish I had” thoughts for those entering retirement such as developing high level retirement strategies sooner and being open to changing strategies.  He also stresses the need to build a plan that can withstand a turbulent market and addresses the fear of running out of money in retirement. You can reach Chris Longworth by calling 800-719-7917. The Financial Education Group

On a new episode of The Money Professor with Chris Longworth, Chris breaks down the importance of having a plan for retirement and the components they’re in. Chris also shares some mind-blowing statistics about the continuing issues stemming from the financial illiteracy issue in our country. Longworth shares tips for those with or without plans and how to avoid entering the financial red zone without a plan. Longworth answers listener questions and offers strategies for folks wanting to correct issues involving their plans. Contact Chris Longworth at 800-719-7917 or visit wealthdefender.com for more information.

This week on The Money Professor with Chris Longworth, Chris shares the outline of a well-built lifetime retirement income plan. Longworth weighs in on the current state of the economy and the future of social security. And as always, the Money Professor returns to the podium to answer questions from listeners. Contact Chris Longworth and the team at The Financial Education Group by calling 800-719-7917 or visit wealthdefender.com.

On today’s show Chris Longworth shares tips for couples as they prepare for retirement and how to plan with your partner to maximize the success you have in retirement. Longworth offers strategies for folks considering ROTH IRAs and as always, the professor returns to the podium for another edition of 'Ask The Advisor.' For more information call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit wealthdefender.com.

On the latest episode of The Money Professor with Chris Longworth, Chris sends Dave Perkins on the streets of Seattle to ask how folks have planned for retirement and their biggest retirement concerns. Longworth offers strategies for helping to provide lifetime income in retirement. Chris explores key items to include when making your retirement budget. And the advisor returns to the hot seat to answer listener questions for another edition of 'Ask The Advisor'. For more information visit wealthdefender.com or call Chris Longworth 800-719-7917.

On today’s show Chris Longworth has a question for you: remember the game “Two Truths and a Lie”? Well,  we have created our own version of it called "Two Retirement Truths and a Lie" and Longworth will continue to separate fact from fiction when it comes to your finances. Longworth also breaks down key retirement planning questions that begin with the word "when." And as always, the professor returns to the podium for another edition of 'Ask The Advisor.' For more information call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit wealthdefender.com.

On this episode of The Money Professor, Chris Longworth covers some of the most iconic examples of financial planning do's and don'ts from Hollywood. Longworth separates fact from fiction in another edition of Financial Planning Mythbusters and explains why it is so imperative to have a plan for your retirement. Chris covers questions you should be asking your financial advisor and why each is so important to your comprehensive financial plan. And, the Money Professor returns to the hot seat answering questions from listeners to round out the show. For more information visit wealthdefender.com or call Chris Longworth 800-719-7917.

On this episode of The Money Professor with Chris Longworth, Chris explores the most searched questions about financial planning online and offers answers to these important questions. Longworth discusses the decumulation phase and why it can be such a challenge for folks in retirement to make this essential shift. Chris shares his wealth defender strategy to apply to your financial plan to ensure you never run out of money in retirement. And The Money Professor returns to the podium to answer your questions about all things financial planning.  For more information visit wealthdefender.com or call Chris Longworth 800-719-7917.

On this episode of The Money Professor with Chris Longworth, Chris explores the veto of the ESG rule, discusses the best way to combat high interest rates and defend your wealth, Longworth explores the biggest red flags to pay attention to when looking for a financial advisor and shares his wealth defender strategy to apply to your financial plan to ensure you never run out of money in retirement. The Money Professor returns to the podium to answer your questions about all things financial planning.  For more information visit wealthdefender.com or call Chris Longworth 800-719-7917.

On this episode of The Money Professor with Chris Longworth, Chris explores the reality of the SVB bank failure and the truth and facts of what happened in the collapse.Longworth also shares tips you can apply to your financial plan today to help ensure you never run out of money in retirement. The Money Professor returns to the podium to answer your questions about all things financial planning.  For more information visit wealthdefender.com or call Chris Longworth 800-719-7917.

On this episode of The Money Professor with Chris Longworth, Chris shares ways to maximize your income and protect it from inflation and the impending banking crisis. Longworth also provides how to ensure that you never outlive your money and secure your retirement. Chris returns to the podium to respond to your top financial planning questions. For more information visit wealthdefender.com or call Chris Longworth 800-719-7917.

On this episode of The Money Professor with Chris Longworth, Chris shares ways to maximize your income. Longworth explains the most important components of a well-built plan. Chris shares some of the ways you can begin saving today, without costing you any additional money and returns to the podium to respond to your biggest financial planning questions. For more information visit wealthdefender.com or call Chris Longworth 800-719-7917.

On this episode of The Money Professor with Chris Longworth, Chris shares ways to maximize your income. Longworth explains the most important components of a well-built plan. Chris shares some of the ways you can begin saving today, without costing you any additional money and returns to the podium to respond to your biggest financial planning questions. For more information visit wealthdefender.com or call Chris Longworth 800-719-7917.

On this episode of The Money Professor with Chris Longworth, Chris shares ways to save you money even in the face of inflation and market volatility. Longworth explores the best tools to use in the process of building your plan for retirement. Longworth teaches the best strategies for defending your wealth now to protect yourself from the potential recession that talking heads have predicted. Longworth approaches the podium to respond to your biggest financial planning questions. For more information visit wealthdefender.com or call Chris Longworth 800-719-7917.