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In this episode of WealthWorx Radio, Eric Kearney and Joseph Lanza discuss the importance of periodically reviewing and refreshing your financial plan. They draw parallels between March Madness and financial planning, emphasizing the need to avoid emotional decision-making and focus on fundamentals. They highlight the significance of education in financial literacy and the benefits of working with an independent fiduciary advisor. The hosts also discuss the dangers of extreme investments and the importance of finding a balance in your portfolio. Overall, the hosts stress the need for a comprehensive financial plan and the value of working with a knowledgeable advisor. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.

In this episode of WealthWorx Radio, Eric Kearney and Joseph Lanza discuss the importance of periodically reviewing and refreshing your financial plan. They draw parallels between March Madness and financial planning, emphasizing the need to avoid emotional decision-making and focus on fundamentals. They highlight the significance of education in financial literacy and the benefits of working with an independent fiduciary advisor. The hosts also discuss the dangers of extreme investments and the importance of finding a balance in your portfolio. Overall, the hosts stress the need for a comprehensive financial plan and the value of working with a knowledgeable advisor. Call Eric Kearney 800-779-1942 Visit <a href="https://www.retirementwealthllc.com/">EricKearneyAdvisor.com</a> to learn more.

Eric Kearney discusses financial and retirement topics.

Wealthworx Radio with Eric Kearney

Eric Kearney and Joseph Lanza discuss the importance of periodically reviewing and refreshing your financial plan.

The conversation on WealthWorks Radio discusses the economic realities facing pre-retirees and retirees in today's world. It highlights the challenges and changes brought about by the increasing number of baby boomers reaching retirement age and the impact on the retirement and healthcare industries. The conversation emphasizes the need for financial planning, diversification, and guaranteed income sources to navigate the complexities of retirement. It also explores the role of AI in financial planning and the importance of human interaction and education in the process. 

Call Eric Kearney 800-779-1942 Visit Retirement Wealth to learn more.

The conversation on WealthWorks Radio discusses the economic realities facing pre-retirees and retirees in today's world. It highlights the challenges and changes brought about by the increasing number of baby boomers reaching retirement age and the impact on the retirement and healthcare industries. The conversation emphasizes the need for financial planning, diversification, and guaranteed income sources to navigate the complexities of retirement. It also explores the role of AI in financial planning and the importance of human interaction and education in the process. 
Call Eric Kearney 800-779-1942 Visit <a href="https://www.retirementwealthllc.com/">Retirement Wealth</a> to learn more.

The conversation on WealthWorks Radio discusses the economic realities facing pre-retirees and retirees in today's world.

The conversation on WealthWorks Radio covers a range of topics related to financial and economic stories, retirement planning, understanding monetary policy, the role of financial advisors, and the importance of financial planning. The discussion also delves into the significance of income planning, annuities, and the impact of interest rates on financial decisions. The conversation covers the unique challenges women face in life transitions, including caregiving, financial autonomy, and long-term care. It also delves into the role of estate planning, dividend-paying stocks, and the importance of financial education. The hosts emphasize the need for a comprehensive financial plan and the impact of life events on financial well-being. Call Eric Kearney 800-779-1942 Visit EricKearneyAdvisor.com to learn more.

The conversation on WealthWorks Radio covers a range of topics related to financial and economic stories, retirement planning, understanding monetary policy, the role of financial advisors, and the importance of financial planning. The discussion also delves into the significance of income planning, annuities, and the impact of interest rates on financial decisions. The conversation covers the unique challenges women face in life transitions, including caregiving, financial autonomy, and long-term care. It also delves into the role of estate planning, dividend-paying stocks, and the importance of financial education. The hosts emphasize the need for a comprehensive financial plan and the impact of life events on financial well-being. Call Eric Kearney 800-779-1942 Visit <a href="https://www.retirementwealthllc.com/">EricKearneyAdvisor.com</a> to learn more.

The conversation overs a range of topics related to financial and economic stories, retirement planning, understanding monetary policy, the role of financial advisors, and the importance of financial planning.

The conversation on WealthWorx Radio covers various topics related to retirement planning, including healthcare costs, housing, taxes, and 401(k) strategies. The hosts discuss the importance of preparing for healthcare expenses in retirement, as costs continue to rise. They also highlight the impact of inflation on retirement savings and the need for a comprehensive financial plan. The conversation touches on the challenges of home ownership in retirement and the rising costs of HOA fees. The hosts emphasize the importance of managing taxes in retirement and the potential benefits of index universal life insurance policies. In this conversation, the hosts discuss the impact of inflation on the market and retirement planning. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more.

The conversation on WealthWorx Radio covers various topics related to retirement planning, including healthcare costs, housing, taxes, and 401(k) strategies. The hosts discuss the importance of preparing for healthcare expenses in retirement, as costs continue to rise. They also highlight the impact of inflation on retirement savings and the need for a comprehensive financial plan. The conversation touches on the challenges of home ownership in retirement and the rising costs of HOA fees. The hosts emphasize the importance of managing taxes in retirement and the potential benefits of index universal life insurance policies. In this conversation, the hosts discuss the impact of inflation on the market and retirement planning. Call Eric Kearney 800-779-1942 Visit <a href="https://www.retirementwealthllc.com/">Retirement Wealth LLC </a>to learn more.

Eric Kearney and Joseph Lanza discuss the importance of periodically reviewing and refreshing your financial plan.

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Wealthworx Radio with Eric Kearney

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