Financial Advisor
Financial Advisors for Baby Boomers
In the era of shifting financial landscapes, the importance of a reliable financial advisor has become crucial, particularly for Baby Boomers. As a demographic approaching or already in Retirement, Baby Boomers have specific financial needs and challenges that need to be addressed. Financial advisors provide Wisdom and guidance on investments, estate planning, tax issues, and retirement planning as we approach retirement age, helping us navigate complex financial landscapes. As our experts explore in this section of the site, their expertise can be the key to your financial Security and success where you can leave a Legacy to future generations like Generation X and Generation Z.
In the face of uncertainties, a financial advisor can be the cornerstone of financial stability for Baby Boomers. Choosing the right financial advisor involves careful consideration of their qualifications, experience, ethical standards, and how well their services match your financial needs. A great advisor not only guides you through the complexities of Finance and respects your hard-earned assets, but also partners with you to achieve your long-term goals.
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The Power of Baby Boomers' Desires For baby boomers, desire encompasses a range of aspirations—from maintaining health and financial security to enjoying leisure activities and embracing new technologies. These desires significantly influence our decisions and lifestyle choices. Core desires incl…
The Power of Baby Boomers' Desires For baby boomers, desire encompasses a range of aspirations—from maintaining health and financial security to enjoying leisure activities and embracing new techno…
The Power of Baby Boomers' Desires For baby boomers, desire encompasses a range of aspirations—from maintaining health and financial security to enjoying leisure activities and embracing new technologies. These desires significantly influence our decisions and lifestyle choices. Core desires include health and wellness strategies that prolong independence and vitality. Desire for financial security as we transition into retirement is a major focus. The desire to travel and spend time on hobbies such as gardening, golfing and painting, which offer both relaxation and a sense of accomplishmen…
Are you one of those women who would rather talk about sex than money? Midlife women can put their heads in the sand about their financial future, and it’s to our detriment. I know for myself money brings up a lot of anxiety. Will I have enough to retire? What about long term health needs? Ruzanna…
Are you one of those women who would rather talk about sex than money? Midlife women can put their heads in the sand about their financial future, and it’s to our detriment. I know for myself money …
Are you one of those women who would rather talk about sex than money? Midlife women can put their heads in the sand about their financial future, and it’s to our detriment. I know for myself money brings up a lot of anxiety. Will I have enough to retire? What about long term health needs? Ruzanna Queenan helps women who live life to the fullest grow their financial confidence and financial wealth. Growing up in Soviet Armenia with a single mom, she experienced the stress of financial vulnerability. She learned that financial planning has the power to help us feel more in control of our live…
Nicole Christina
October 5, 2024 
With so many of us confined to limited movement during the coronavirus pandemic, I’ve been touching base (OK touching is a bad word) with colleagues, clients and close friends. The gist of the discussions have to do with “what do we do now?” An old title from my archives came to mind. I though…
With so many of us confined to limited movement during the coronavirus pandemic, I’ve been touching base (OK touching is a bad word) with colleagues, clients and close friends. The gist of the discu…
With so many of us confined to limited movement during the coronavirus pandemic, I’ve been touching base (OK touching is a bad word) with colleagues, clients and close friends. The gist of the discussions have to do with “what do we do now?” An old title from my archives came to mind. I thought I’d dust it off and share. I hope this thought will be helpful to you as you figure out your “new normal.” Here it is from the vault. We all suffer the daily grind. Some days are better than others. For anyone in management or leadership, you need to take a pause to make some critical ass…
Doug Thorpe
October 5, 2024 
On this week's show: How the financial industry wants you to focus on one thing for retirement. Your 401(k) isn’t a piggy bank, even if you have a pension. The warning signs of talking about guaranteed income. You don’t have a mansion or a yacht. Do you need and estate plan? Subscribe or follo…
On this week's show: How the financial industry wants you to focus on one thing for retirement. Your 401(k) isn’t a piggy bank, even if you have a pension. The warning signs of talking about guaran…
On this week's show: How the financial industry wants you to focus on one thing for retirement. Your 401(k) isn’t a piggy bank, even if you have a pension. The warning signs of talking about guaranteed income. You don’t have a mansion or a yacht. Do you need and estate plan? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.
Greg Aler
October 5, 2024 
Episode 165 features the three-year podcast anniversary. It actually should have been held on Episode 156 but better late than never. Fred discusses the current economic uncertainties and provides actionable steps for listeners to navigate these challenges. He emphasizes the importance of retire…
Episode 165 features the three-year podcast anniversary. It actually should have been held on Episode 156 but better late than never. Fred discusses the current economic uncertainties and provides…
Episode 165 features the three-year podcast anniversary. It actually should have been held on Episode 156 but better late than never. Fred discusses the current economic uncertainties and provides actionable steps for listeners to navigate these challenges. He emphasizes the importance of retirement planning strategies, particularly in optimizing Required Minimum Distributions (RMDs) and considering tax implications. The conversation also delves into the political landscape and its potential impact on financial planning, especially regarding estate taxes and charitable giving. As the year …
Frederick Saide
October 4, 2024 
Let’s chat about your financial health here: https://teriwellbrock.com/request-a-quote/ Such a soul-felt discussion with Dr. Frank Rogers, spiritual director, speaker, retreat leader, and author. Please join us as we discuss:Dr. Frank’s insights on compassion as a healing tool his personal sto…
Let’s chat about your financial health here: https://teriwellbrock.com/request-a-quote/ Such a soul-felt discussion with Dr. Frank Rogers, spiritual director, speaker, retreat leader, and author. Pl…
Let’s chat about your financial health here: https://teriwellbrock.com/request-a-quote/ Such a soul-felt discussion with Dr. Frank Rogers, spiritual director, speaker, retreat leader, and author. Please join us as we discuss:Dr. Frank’s insights on compassion as a healing tool his personal story of childhood sexual abuse and his journey of recovery an understanding of IFS (Internal Family Systems) his book Cradled in the Arms of Compassion: A Spiritual Journey from Trauma to Recovery and so much more!Welcome to The Healing Place Podcast! I am your host, Teri Wellbrock. You can listen i…
Teri Wellbrock
October 4, 2024 
I’m not a financial advisor; Superpowers for Good should not be considered investment advice. Seek counsel before making investment decisions.My Pick of the Week: Planet BakeEvery Friday, I pick an investment opportunity from the list of offerings that my colleague prepares and publishes on Monda…
I’m not a financial advisor; Superpowers for Good should not be considered investment advice. Seek counsel before making investment decisions.My Pick of the Week: Planet BakeEvery Friday, I pick an …
I’m not a financial advisor; Superpowers for Good should not be considered investment advice. Seek counsel before making investment decisions.My Pick of the Week: Planet BakeEvery Friday, I pick an investment opportunity from the list of offerings that my colleague prepares and publishes on Monday. I’ll look for both social impact and investment profit potential.This week’s pick, Planet Bake, is a company working diligently to produce and sell delicious, healthy donuts. Made from clean, sugar-free, plant-based ingredients, the company’s array of donuts available for shipping via Amazo…
Devin Thorpe
October 4, 2024 
Photo by Geralt via PixabayAttract the Right Job or Clientele:How to Ensure Your Tax Employees Are Current with Tax LawsYou may not want to think about them again, but before you know it, tax season will be here. Employees will soon review their W-2 earned-income forms, which will be del…
Photo by Geralt via PixabayAttract the Right Job or Clientele:How to Ensure Your Tax Employees Are Current with Tax LawsYou may not want to think about them again, but before you know it, …
Photo by Geralt via PixabayAttract the Right Job or Clientele:How to Ensure Your Tax Employees Are Current with Tax LawsYou may not want to think about them again, but before you know it, tax season will be here. Employees will soon review their W-2 earned-income forms, which will be delivered shortly after the year’s end. Now is a good time for HR departments to advise them to review their paycheck withholding and consider increasing their contributions to tax-advantaged retirement accounts, tax advisors say. As they share other pertinent tax-time tips, employers can also d…
Elinor Stutz
October 4, 2024 
The election is coming up in only a month, and people want to know what to do with their retirement portfolio...What's safe? What's not? Where are the winning trends in the market?Those are the questions we answer today, as we close in on the most divisive Presidential election in U.S. histor…
The election is coming up in only a month, and people want to know what to do with their retirement portfolio...What's safe? What's not? Where are the winning trends in the market?Those are the…
The election is coming up in only a month, and people want to know what to do with their retirement portfolio...What's safe? What's not? Where are the winning trends in the market?Those are the questions we answer today, as we close in on the most divisive Presidential election in U.S. history.We also goes into detail, analyzing gold, silver, oil, bitcoin, ethereum, and analyzes U.S. Sectors and inter market relationships in a "round robin" relative strength battle to find the strongest areas of the market today.---Click below to check out The Retirement Fiduciary Podca…
Adam Koós
October 4, 2024 
Description: In this insightful episode of Money Matters, host Chris Hensley sits down with financial experts and co-authors Alexandra Armstrong and Mary Donahue to discuss their book On Your Own: A Widow's Guide to Emotional and Financial Well-Being. Together, they share critical advice on how wi…
Description: In this insightful episode of Money Matters, host Chris Hensley sits down with financial experts and co-authors Alexandra Armstrong and Mary Donahue to discuss their book On Your Own: A W…
Description: In this insightful episode of Money Matters, host Chris Hensley sits down with financial experts and co-authors Alexandra Armstrong and Mary Donahue to discuss their book On Your Own: A Widow's Guide to Emotional and Financial Well-Being. Together, they share critical advice on how widows can navigate their financial futures while coping with loss. Learn about common mistakes new widows make, including rushing into irrevocable decisions, and discover practical tips for leveraging support networks. Whether you're facing these challenges or preparing for future financial security,…
Christopher Hensley
October 4, 2024 
