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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&apos…

Annuities seem to ha…

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 or bad. Each annuity should be evaluated independently based on each individual’s situation.On episode #19, host Joe Allaria is joined by Partner and Wealth Advisor of CarsonAllaria Wealth Management, Mark Allaria, CFP®, as the two discuss the pros and cons of annuities, as well as the different types out there. Listener QuestionWhat should I make…

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 swit…

Social Security fili…

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 restricted application? Can I still file and suspend? So many questions and not enough answers. But, we're fixing that problem on this episode by answering several listener questions around this very topic. Click to listen as host Joe Allaria discusses Social Security Spousal Planning.Submit Your QuestionsTo submit a listener question, visit our website HER…

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 …

It's that time …

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 they keep being made, and many keep listening.Click to listen as host Joe Allaria uncovers how these "experts" did on their 2022 predictions, and what they're saying about 2023.Listener QuestionWhat will the stock market do in 2023? We're talking about that for the whole show, so be sure to tune in! Submit Your QuestionsTo submit a l…

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 Retirem…

In this episode, Hos…

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 themselves in a Retirement identity crisis after using their title as a defining adjective for who they are for so many years and then having that title anymore. Tune in to hear more about different ways to frame your identity both prior to and during Retirement.Listener QuestionYou'll also hear an answer to Dale's question, which is regardin…

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…

In this episode, Hos…

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 those in or near Retirement. In Part 2 of this two-part series, we cover the final five myths, including:Final 5 of the Top 10 Retirement MythsLong-term care is covered by Medicare.You can count on historical returns to repeat during Retirement.You will only live to age 80-85.You need an annuity if you’re retired.Retirement planning is all about mon…