Joe Allaria
The Retirement Power HourEpisodes
Episodes of The Retirement Power Hour
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Are you tired of donating cash to charities and missing out on potential tax savings? In this episode of the Retirement Power Hour, Joe Allaria, CFP®, provides four different ways, including Gifting Appreciated Shares, Qualified Charitable Dist
The 2024 presidential election has caused many investors to wonder if they should be doing anything differently. Is it safe to stay invested in stocks and bonds during this time, or should investors move their money to the sidelines until later
In Episode #27 of the Retirement Power Hour, Joe Allaria, CFP®, talks about various ways you can protect yourself online from cybersecurity attacks, phishing attempts, and other forms of attempted fraud. Resources Mentioned on the Show:As Natio
In 10 years will you be able to rely on Social Security to be there for you? In episode 26 of the Retirement Power Hour, Joe Allaria, CFP ®, talks about if Social Security is going to pay out benefits in the future and a six-part plan on how to
Can we trust these large financial institutions that claim to know what the market is going to do? In this episode of the Retirement Power Hour, Joe Allaria, CFP ®, sits down with fellow financial advisor, Jay Waters, to talk about what happene
Is it even possible to pay 0% in Capital Gains Tax? In this episode of the Retirement Power Hour, Joe Allaria, CFP®, explains 4 strategies to NOT pay any capital gains tax, including gain harvesting, donating appreciated shares of securities, t
Most people are worried about having enough money saved for retirement; but financial planning alone, without lifestyle planning, is a ticket to Retirement Hell. In this episode of The Retirement Power Hour, Joe Allaria, CFP®, sits down with Au
Without your health how could you enjoy your retirement? The time is now to invest in your health! In this episode, Joe Allaria, CFP®, gets the chance to sit down and talk with Dr. Tibor Kopjas and discuss ways to stay healthy, get fit, and fee
Travel is one of the most popular activities that retirees like to tackle after their working years. Whether traveling domestically or internationally, retirement is a wonderful time to explore new places and to take your time while doing so. O
Do you have "good" investments? How do you know? What is a good rate of return? How much time do you need to evaluate if you own good investments? In this episode, Host Joe Allaria and Co-Host Jay Waters discuss the pitfalls the many investors
Annuities seem to have a negative connotation within the financial industry, but do they deserve it? Are annuities good or are they bad? Because there are so many different types of annuities, it's hard to generalize that they are either good o
Social Security filing strategies can get complex for couples, especially those with different ages. Can you start a spousal benefit, then switch to your own? Can you start your own benefit, then switch to a spousal benefit? What is a restricte
It's that time of year again...when we see stock market predictions being released by financial institutions, fund managers, financial media personnel, and other financial “experts.” Most of these predictions end up being wildly inaccurate, yet
In this episode, Host and CERTIFIED FINANCIAL PLANNER™ professional Joe Allaria is joined by Wendy Green, the Founder and Host of the "Hey, Boomer" podcast, and the two discuss Creating Your Retirement Identity. Recent retirees can often find t
In this episode, Host and CERTIFIED FINANCIAL PLANNER™ professional Joe Allaria is joined by Co-Host Jay Waters, Wealth Advisor with CarsonAllaria Wealth Management, to discuss our Top 10 Retirement Myths that seem to be widely accepted amongst
In this episode, Host Joe Allaria is joined by Co-Host Jay Waters to discuss our Top 10 Retirement Myths that seem to be widely accepted amongst those in or near retirement. In Part 1 of this two-part series, we cover the first five myths, incl
On Episode 13, host Joe Allaria covers "13 Year-End Financial Strategies" to consider before we enter into 2023. Here are the 13 strategies with links to resources mentioned1. Contribute to employer-sponsored retirement plans2. Contribute to a
The Bipartisan Budget Act of 2015 made what some would consider significant changes to a few key Social Security filing strategies. Specifically, the legislation removed some well-known Social Security loopholes that were used by many to increa
A sound financial plan is only one part of living a better retirement. Another huge part is maintaining good health and it's extremely difficult to "retire better" if you don't feel better. On this episode, Kevin English, a health and wellness
Retirement brings unique challenges that you may not experience during your working years. Advisors that work with retirees or those close to retirement should understand this and adjust their practices accordingly. In this episode, Joe Allaria
In this episode, Host Joe Allaria, CFP® answers a listener question about how to estimate life expectancy for the purposes of building your financial plan, and he also explains six of the biggest and most common mistakes that retirees are makin
There are 11,000 Baby Boomers turning 65 everyday. Many of them share the same Medicare questions, like:Do I need to enroll at age 65?What if I work past age 65?What coverage is best for me?Should I get a Medicare Supplement or Medicare Advanta
Does life insurance make sense in retirement? If so, why? What are some creative and useful reasons for retirees to retain coverage? Also, what should policy owners and their agents be doing to properly maintain these policies over time? On thi
On this episode, Joe Allaria welcomes David Blanchett, Managing Director and Head of Retirement Research for PGIM DC Solutions. David is a respected voice in the financial industry and has published over 100 papers in a variety of industry and
Host Joe Allaria and special guest Scott Carson, Senior Wealth Advisor for CarsonAllaria Wealth Management, discuss the benefits of reframing your mind around retirement, building your lifestyle allocation, and designing your retirement life to
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