Eric Kearney and Joseph Lanza discuss the various stages of retirement, emphasizing the importance of pre-retirement planning.
Eric Kearney and Joseph Lanza explore retirement's stages, stressing pre-planning and purpose, while underscoring financial planning's role for a secure future in this interview.
16 May 2025
Eric Kearney and Joseph Lanza discuss the current state of retirement planning, emphasizing the importance of having a solid financial plan and multiple income streams.
Eric Kearney and Joseph Lanza discuss the current state of retirement planning, emphasizing the importance of having a solid financial plan and multiple income streams. He highlights the psychological effects of transitioning into retirement, the need for financial literacy, and the significance of understanding expenses and healthcare costs. The conversation also touches on the importance of consolidating retirement accounts and being proactive in financial planning to avoid common pitfalls that could derail retirement dreams. Additionally, they address health insurance considerations and the evaluation of annuities as part of a retirement income plan, concluding with insights on strategic Roth conversions. Visit Retirement Wealth LLC (https://retirementwealthllc.com/) to learn more. Text Eric to 600700.
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
9 May 2025
Joseph Lanza discusses various economic indicators that signal potential recessions.
Joseph Lanza discusses various economic indicators that signal potential recessions, including quirky signs like the Lipstick Index and more traditional metrics like GDP and consumer confidence. They emphasize the importance of understanding consumer behavior and its impact on the economy. The conversation also delves into retirement planning, highlighting common mistakes individuals make, such as not timing IRA withdrawals strategically and the significance of longevity risk. The hosts stress the need for a balanced approach to income generation and investment strategies in retirement planning. The hosts also address common retirement concerns and the impact of economic changes on financial decisions. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC (https://retirementwealthllc.com/) to learn more. Text Eric to 600700.
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
Podcast Authority Score: 37 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
63
Social presence
0
YouTube
0
Engagement
27
Contact Wealthworx Radio with Eric Kearney
Guest appearances
Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Host of Wealthworx Radio with Eric Kearney?
Claim your podcast to manage its listing and keep your show details accurate.
Pod Engine is an independent podcast discovery and analytics service and is not affiliated with or endorsed by this podcast. Artwork and show content belong to their owners. Full legal notice.
Explore this show Podcast research with Pod Engine
