Retirement Planning - Redefined
Financial and retirement planning guidance from Certified Financial Planner John Teixeira and Nick McDevitt of PFG Private Wealth Management in the Tampa Bay, FL area. On this show, you'll learn about how the financial and retirement world has evolved over the past several decades, how to properly plan for your own future, and some of the important pitfalls to avoid. PFG Private Wealth Management, LLC is a registered investment adviser. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investment involve risk and, unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
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Episodes
Thursday Oct 03, 2019
Thursday Oct 03, 2019
Today is the start of a multiple part series on social security. We'll be discussing topics such as the state of the fund and reforms that are aimed to help the program and more, so tune in and catch up on social security.
Helpful Information:
PFG Website: https://www.pfgprivatewealth.com/
Contact: 813-286-7776
Email: info@pfgprivatewealth.com
Thursday Sep 05, 2019
Thursday Sep 05, 2019
It's time for part 3 of our discussion about one of the most challenging parts of transitioning into retirement, dealing with the fact that you're no longer receiving a paycheck from work. Today, we'll discuss specifically how to turn your nest egg into paychecks with strategies like living off of dividends and using an income floor.
Helpful Information:
PFG Website: https://www.pfgprivatewealth.com/
Contact: 813-286-7776
Email: info@pfgprivatewealth.com
Transcript of today's show:
Thursday Aug 22, 2019
Thursday Aug 22, 2019
It's time for part 2 of our discussion about one of the most challenging parts of transitioning into retirement, dealing with the fact that you're no longer receiving a paycheck from work. Today, we'll discuss specifically ways to get more comfortable with the transition from working to retirement.
Helpful Information:
PFG Website: https://www.pfgprivatewealth.com/
Contact: 813-286-7776
Email: info@pfgprivatewealth.com
Thursday Aug 08, 2019
Thursday Aug 08, 2019
One of the most challenging parts of transitioning into retirement is dealing with the fact that you're no longer receiving a paycheck from work. So today we'll discuss how to make that process as smooth as possible, as well as talk about some of the common feelings and missteps that many people face.
Wednesday Jul 03, 2019
Wednesday Jul 03, 2019
As the financial industry has changed, the role of the financial advisor has also changed in order to fit the needs of today's retirees and pre-retirees. So let's talk about some of the crucial elements that your advisor should be providing you with in a retirement plan, as well as how you can spot an advisor that may not have your best interests in mind.
Thursday Jun 20, 2019
Thursday Jun 20, 2019
Things are changing in the financial world, and they're changing for the better. This week, we'll look into how advisor fee structures have changed, and we'll talk about why more and more advisors are becoming independent fiduciaries and separating themselves from the larger wirehouses. We'll also explain the difference between the suitability and fiduciary standards, and discuss why holistic planning is becoming so popular.
Thursday Jun 06, 2019
Thursday Jun 06, 2019
On this inaugural episode of the Retirement Planning Redefined podcast, we'll get to know your hosts a bit better. We'll find out how they got involved in the industry, how their partnership formed, and what experiences have shaped their financial and investment philosophies.
Tuesday May 28, 2019
Tuesday May 28, 2019
Coming soon: It's a new podcast helping you plan for your financial future and retirement. It's Retirement Planning Redefined with the team at PFG Private Wealth Management. Each week, John Teixeira and Nick McDevitt will bring you common sense planning guidance and advice to help you stay on the right track to get to and through retirement. Listen to this quick preview of what's to come on future episodes. Episode 1 is coming soon.
Meanwhile, learn more about PFG here: https://www.pfgprivatewealth.com/