Sit back and relax, because gaining retirement wisdom is now as easy as opening your favorite podcast platform. Gary Goldberg of Financial & Tax Strategies brings you your on-the-go resource for financial and retirement straight-talk with the Wealth and Wisdom with Gary Goldberg podcast! Wealth and Wisdom will bring you timely, informative, and lively discussion on the topics that concern you most about growing and protecting your wealth to and through retirement.
Join Gary on each weekly episode as he shares his experience, knowledge, and personal stories, all designed to empower you with greater confidence on your journey to retirement. Whether your retirement is decades away or you’re already in the thick of it, Wisdom and Wealth with Gary Goldberg is your anywhere, anytime companion for navigating the complexities of retirement planning.
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In this episode of Wealth and Wisdom, Gary Goldberg discusses various aspects of financial planning, including income inequality, the importance of treating all clients equally, the dynamics of retirement planning, and the risks associated with retirement. He emphasizes the need for a comprehensive financial plan and explores the nuances of 401(k) contributions and the potential pitfalls of retirement planning, including inflation and medical expenses.
You can hear more of Gary on KMOX NewsRadio 1120 every Saturday or if you have more questions, you can simply check with Gary Goldberg at www.checkwithgary.com (https://www.checkwithgary.com/).
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
21 Jan 2025
Exploring Annuities: Pros and Cons
Gary Goldman discusses the complexities of income inequality, the importance of treating all clients equally regardless of their financial status, and the nuances of retirement planning. He emphasizes the need for a comprehensive financial plan, the potential pitfalls of over-contributing to 401(k) plans, and the various risks associated with retirement, including inflation and healthcare costs.
You can hear more of Gary on KMOX NewsRadio 1120 every Saturday or if you have more questions, you can simply check with Gary Goldberg at www.checkwithgary.com (https://www.checkwithgary.com/).
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
17 Dec 2024
Tax Planning: Avoiding the Retirement Time Bomb
Gary Goldberg shares expert insights on protective investment strategies, tax planning, and open family conversations to effectively navigate retirement planning and achieve long-term financial security.
26 Nov 2024
How Diversification protects from major losses.
Financial planner Gary Goldberg shares essential diversification strategies to safeguard retirement portfolios from major losses and achieve long-term financial stability.
12 Nov 2024
Creating Your Personal Pension Plan
Gary Goldberg discusses the current state of the U.S. retirement system, highlighting its shortcomings and the importance of personal pension plans. He emphasizes the need for effective budgeting strategies, particularly the 50-30-20 rule, and the significance of engaging couples in the retirement planning process. The conversation also covers the complexities of Social Security benefits and introduces the concept of 'loud budgeting' as a modern approach to savings.
You can hear more of Gary on KMOX NewsRadio 1120 every Saturday or if you have more questions, you can simply check with Gary Goldberg at www.checkwithgary.com (https://www.checkwithgary.com/).
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
5 Nov 2024
Uncovering Hidden Fees in Retirement Plans
Gary Goldberg discusses the importance of retirement planning, focusing on annuities, the role of financial advisors, and strategies for achieving retirement confidence. He emphasizes the need to uncover hidden fees in retirement plans and the value of personalized financial advice over automated solutions.
You can hear more of Gary on KMOX NewsRadio 1120 every Saturday or if you have more questions, you can simply check with Gary Goldberg at www.checkwithgary.com (https://www.checkwithgary.com/).
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
29 Oct 2024
Regular reviews of your financial plans are vital
Gary Goldberg discusses various financial strategies for retirement, including the importance of Social Security benefits, the role of gold in investment portfolios, and the necessity of regular financial reviews. He highlights the impact of interest rate changes on retirement planning and identifies common financial threats, referred to as 'retirement villains.'
Find out more about Gary and the team at Financial and Tax Strategies and, to set up a time to speak with them clicking here (https://www.checkwithgary.com/). (www.checkwithgary.com)
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
22 Oct 2024
Regular Reviews: The Key to Financial Health
Gary Goldberg discusses various aspects of financial planning for retirement, including the importance of understanding Social Security benefits, the role of gold in investment strategies, and the necessity of regular financial reviews. The conversation also touches on the concept of retirement villains that can jeopardize financial security, the benefits of annuities, and insights from Warren Buffett's investment strategies.
Find out more about Gary and the team at Financial and Tax Strategies and, if you like, set up a time to speak with them by clicking here (https://www.checkwithgary.com/).
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
15 Oct 2024
401(k) Management: What to Do After Retirement
Gary Goldberg discusses the current financial landscape, particularly in light of the upcoming presidential election and its potential impact on the stock market. Gary shares the significant changes in Medicare for 2025, including new out-of-pocket limits for prescription drugs. He emphasizes the importance of understanding hidden fees in retirement plans and the need for a comprehensive financial strategy.
You can hear more of Gary on KMOX NewsRadio 1120 every Saturday or if you have more questions, you can simply check with Gary Goldberg at www.checkwithgary.com (https://www.checkwithgary.com/).
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
1 Oct 2024
Exploring Bonds and Alternative Investments
In this episode of Wealth and Wisdom, Gary Goldberg discusses essential strategies for retirement planning, including the impact of interest rate cuts, the importance of budgeting, and the role of 401(k) rollovers. Additionally, Gary highlights the importance of tax and estate planning to ensure financial security for loved ones.
You can hear more of Gary on KMOX NewsRadio 1120 every Saturday or if you have more questions, you can simply check with Gary Goldberg at www.checkwithgary.com (https://www.checkwithgary.com/).
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
20 Sept 2024
Financial Planning For All
In this episode, Gary Goldberg discusses the importance of financial planning, particularly for marginalized communities, and the unique challenges they face in retirement. He emphasizes the need for both spouses to be involved in financial discussions, the significance of understanding fees in financial services, and the necessity of estate planning for everyone.
Find out more about Gary and the team at Financial and Tax Strategies and, if you like, set up a time to speak with them by clicking here (https://www.checkwithgary.com/).
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
20 Sept 2024
The Mindset Shift In Retirement
In this episode, Gary Goldberg discusses the complexities of retirement planning, emphasizing the importance of a flexible mindset, and the need for ongoing guidance. He highlights common pitfalls retirees face, such as tax implications and the anxiety surrounding financial security. The discussion also covers the significance of income planning, the impact of inflation, and the strategic timing of Social Security benefits.
Find out more about Gary and the team at Financial and Tax Strategies and, if you like, set up a time to speak with them by clicking here (https://www.checkwithgary.com/).
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
20 Sept 2024
Gary's Journey Into Financial Advising/The Importance of Retirement Planning
In this episode, Gary Goldberg discusses his extensive experience in financial advisory, focusing on retirement planning and the importance of building strong relationships with clients. He shares his journey from the restaurant business to helping individuals navigate their financial futures, emphasizing the need for personalized strategies that address the unique concerns of pre-retirees and retirees. The discussion also touches on the emotional aspects of financial decision-making and the significance of planning for market volatility.
Find out more about Gary and the team at Financial and Tax Strategies and, if you like, set up a time to speak with them by clicking here (https://www.checkwithgary.com/).
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
Podcast Authority Score: 14 / 100
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