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Joe Allaria Certified Financial Planner

Joe Allaria is a CERTIFIED FINANCIAL PLANNER™, co-founder of CarsonAllaria Wealth Management (an independent RIA located in Glen Carbon, IL), and host of The Retirement Power Hour Podcast, where he helps educate the 50+ crowd on how to invest wiser and retire better.

For his numerous articles, Joe has been featured in the Wall Street Journal, USA Today.com, Yahoo Finance, Nasdaq.com, and Investopedia. He has also been a CERTIFIED FINANCIAL PLANNER™ professional since 2015.

Joe is also a husband, father of two boys, church musician, and avid golfer. He and his family reside in Glen Carbon, IL, a suburb of St. Louis, Missouri.

Recent Content

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Cybersecurity: How To Stay Secure Online &Raquo; 60854458C4D1Acdf4E1C2F79C4137142D85D78E379Bdafbd69Bd34C85F5819Ad 6
Cybersecurity: How to Stay Secure Online

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 fr…

In Episode #27 of th…

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 Nationwide Fraud Looses Top $10 Billion in 2023 Identity Theft: 15 Ways to Protect Against Cyber Attacks If you enjoyed this episode, make sure to check out our latest podcast on Social Security: Will I Get It? Submit Your QuestionsTo submit a listener question, visit our website, https://www.retirementpowerhourpodcast.com, and enter the details of your …

Listen · 20:29
Social Security: Will You Get It? &Raquo; 60854458C4D1Acdf4E1C2F79C4137142D85D78E379Bdafbd69Bd34C85F5819Ad 6
Social Security: Will you get it?

In 10 years will you be able to rely on social security to be there for you? In this episode of the Retirement Power Hour, Joe Allaria, CFP ®, talks about if social security is going to pay out benef…

In 10 years will you…

In 10 years will you be able to rely on social security to be there for you? In this episode of the Retirement Power Hour, Joe Allaria, CFP ®, talks about if social security is going to pay out benefits in the future and a 6 part plan on how to fix social security.  If you enjoyed this episode, make sure to check out our latest podcast on 2024 Stock Market Predictions  Resources Mentioned on the Show:The Reformer: An interactive Tool to Fix Social Security Submit Your QuestionsTo submit a listener question, visit our website, https://www.retirementpowerhourpodcast.com, and enter the detai…

Listen · 17:52
2024 Stock Market Predictions &Raquo; 60854458C4D1Acdf4E1C2F79C4137142D85D78E379Bdafbd69Bd34C85F5819Ad 6
2024 Stock Market Predictions

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 ad…

Can we trust these l…

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 happened in 2023, what the “experts” say is going to happen in 2024, and why to think twice before listening to what these large financial institutions predict. If you enjoyed this episode, make sure to check out our latest podcast on How to Pay 0% in Capital Gains Tax.  Resources Mentioned on the Show:Europe Stocks End 2023 Up 12.64%, cnbc.com Current…

Listen · 27:43
How To Pay 0% In Capital Gains Tax &Raquo; 60854458C4D1Acdf4E1C2F79C4137142D85D78E379Bdafbd69Bd34C85F5819Ad 6
How to Pay 0% in Capital Gains Tax

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,…

Is it even possible …

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, tax-loss harvesting, and not selling at all (but instead leaving your shares to your heirs).If you enjoyed this episode, make sure to check out our last podcast on How to Not Fail at Retirement with Author Mike Drak. https://www.youtube.com/watch?v=XCc1uTayt5E&t=66s  Resources Mentioned on the Show:     -Smart Charitable Giving: How to Receive t…

Listen · 8:00
How To Not Fail At Retirement With Author Mike Drak &Raquo; 60854458C4D1Acdf4E1C2F79C4137142D85D78E379Bdafbd69Bd34C85F5819Ad 6
How to Not Fail at Retirement with Author Mike Drak

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 Powe…

Most people are worr…

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 Author Mike Drak to discuss his book “Longevity Lifestyle by Design” and how to avoid failing at Retirement.  About Our Guest After a thirty-eight-year career within the financial services industry, Mike Drak experienced what he has now termed “Retirement shock”. As a result, Mike spent the next 6 years doing research about Retirement which res…

Listen · 27:52