Invest in Knowledge

About Invest in Knowledge

The Retirement Fix is a monthly podcast for people seeking answers and security in retirement by CERTIFIED FINANCIAL PLANNER™ John Gigliello of the Albany Financial Group, based in Albany, NY. Throughout his 30+ years of experience in taxation, finance and academia, John takes an educational approach to address the most pressing pain-points experienced by his clients and others such as proactive tax management, retirement living & income planning, social security timing, investment management, asset protection and more. Securities are offered through LPL Financial, member SIPC (www.SIPC.org). Investment advice is offered through Private Advisor Group, a registered investment advisor. Private Advisor Group ad Albany Financial Group are separate entities from LPL Financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. This is a hypothetical example and is not representative of any specific situation. Your results will vary. The hypothetical rates of return used do not reflect the deduction of fees and charges inherent to investing.

Publisher

John Gigliello, CFP®

Category

business

Language

en

Explicit

No

First episode

17 Sept 2021

Latest episode

10 Dec 2025

Latest episodes

36 episodes in the feed.

1. 

   10 Dec 2025

   Year-End Tax Planning for Retirees: When More is Less

   When it comes to paying taxes, many people think that owing as little as possible come April means they’ve beaten Uncle Sam. Well, it’s true they may have won the battle, but with that kind of shortsighted thinking, they may not win the war, so to speak. The goal in tax planning is not only to pay fewer taxes in any given year, but to pay as little as possible throughout your lifetime. And sometimes that means paying more now to save later. Welcome back to The Retirement Fix, a monthly ...

2. 

   1 Oct 2025

   Fighting Elder Fraud: 10 Tips to Protect Your Nest Egg

   Last year Americans lost more than $16 Billion dollars to scams. That’s Billion with a B. While many of us believe we are savvy enough to spot a scam, the scammers are often one – or sometimes 2 or 3 – steps ahead. Anyone can become the victim of fraud, but seniors are much more vulnerable and often, have the most to lose. Since October is Cybersecurity Awareness month, I am going to share 10 tips to recognize and ward off scams in this episode of The Retirement Fix, a monthly podcast for les...

3. 

   3 Sept 2025

   Preserving Your Life Savings: Do You Need an Asset Protection Trust?

   Do you need an Asset Protection Trust? If you're not sure, this episode is for you. These are questions I get all the time from clients: Will I lose my home and everything I've worked for if my spouse or I need fulltime nursing home care? Do I need an asset protection trust?The answer is not as simple as yes or no. This episode features a special guest - Estate Planning Attorney Patricia Shevy, of the Shevy Law Firm in Albany, NY to help listeners understand the ins and outs of Ass...

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Spotify

5.0 / 5

2 ratings

Podcast Authority Score: 33 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

38

Social presence

0

YouTube

0

Engagement

68

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Guest appearances

Books guests

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