Understanding Retirement Income and Work Choices

In this conversation, Abe discusses the multifaceted aspects of retirement planning, emphasizing the importance of not only financial stability but also personal fulfillment in retirement. He shares insights on how to approach retirement income, the implications of continuing to work, and the signi…

Tom Cruise: The Ageless Action Star and Retirement Planning for the Active Client

In this conversation, Ethan and Stuart discuss Tom Cruise's enduring passion for filmmaking and how it relates to retirement planning. They explore the importance of designing retirement plans that allow clients to continue working on their own terms, emphasizing transparency and client involvement…

Weatherproofing Your Retirement: Strategies for Stability

In this episode, the importance of preparing for financial uncertainties in retirement, likening it to weatherproofing against storms. They explore the influence of social media on investment decisions, cautioning against following financial influencers without proper guidance. The conversation als…

Mitigating Tax Burdens

In this conversation, investment advisor Ethan Glasgow discusses the critical aspects of retirement planning, focusing on risk tolerance, the necessity of a spending plan, and tax strategies for retirees. He emphasizes the importance of understanding one's financial situation and making informed de…

Annuities in Your 401K AND The Second Chapter of Your Career

In this conversation, Ethan Glasgow discusses innovative retirement solutions, particularly focusing on BlackRock's new approach to 401k plans that incorporate annuities. He explores the implications of this strategy for future retirees, emphasizing the importance of understanding different types o…

Helping Clients Keep Emotions in Check

In this episode, Ethan Glasgow discusses the importance of maintaining emotional control during market volatility and offers insights into effective retirement planning strategies. He emphasizes the need to mitigate risks associated with inflation and social security, while also addressing the fear…

How to Transition into Retirement AND Big Purchase Concerns

In this conversation, Abe Ashton discusses the essential aspects of retirement planning, emphasizing the importance of understanding one's income needs, exploring hobbies and interests post-retirement, and making informed decisions about big purchases. He shares insights from client interactions, h…

The Dangers of Using Social Media for Financial Advice

Abe Ashton discusses the impact of social media on financial advice, emphasizing the importance of vetting information before acting on it. He highlights the potential dangers of following trends seen online, particularly in relation to personal finance.   As the founder of Ashton and Associates, …

Preparing for a Potential Recession

Abe Ashton discusses strategies for navigating economic uncertainty, particularly in light of a potential recession. He emphasizes the importance of building cash reserves, managing debt, and maintaining a calm approach to financial decisions.  As the founder of Ashton and Associates, Abe Ashton h…

Retirement Planning: The Key to Independence

Retirement planning is crucial for those without children to support them in old age. Nearly 25% of older Americans never had children and must rely on government programs or personal savings. The importance of creating a plan that includes long-term care, skilled care, and memory care is highlight…