Fullerton Financial Hour

About Fullerton Financial Hour

Licensed insurance professional & Investment Advisor Representative, Stephanie Fullerton is focused on using strategic retirement income planning to assist retirees and pre-retirees across Arizona in preserving their retirement savings. Her goal is to build trust by following two guiding principles: integrity and honesty.

Publisher

Fullerton Financial

Category

education

Language

en

Explicit

No

First episode

11 Mar 2022

Latest episode

9 Aug 2024

Latest episodes

35 episodes in the feed.

1. 

   9 Aug 2024

   Planning for Large IRAs

   If your retirement savings is in a tax deferred retirement account, you may want to be aware of new retirement planning rules that have changed the way we need to think about tax deferred retirement accounts. And the Secure Act and Secure Act 2.0 could have an even bigger impact on those with balances of $250,000 or more.

2. 

   28 Jun 2024

   Risks in Retirement

   Risks in Retirement by Fullerton Financial

3. 

   14 Jun 2024

   Three Stages of Retirement

   We used to think of retirement as the final stage of life. It’s not the finish line anymore. It’s just the beginning of the next phase of life. Retirement today lasts so much longer, and we believe it actually unfolds in stages.

Contact Fullerton Financial Hour

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.