Helping listeners within 5 years of retirement invest wiser and retire better, as we discuss key financial topics like investing, retirement planning, behavioral finance, taxes, Social Security, Medicare, and more.
How much can you contribute to your 401(k), IRA, Roth IRA, HSA, or SIMPLE IRA in 2026? In this episode of the Retirement Power Hour, Joe Allaria, CFP®, breaks down the latest retirement...
The new year always brings a wave of stock market forecasts… but how accurate are they really?In this episode of the Retirement Power Hour, Joe Allaria and Jay Waters break down the biggest 2026...
In this episode of the Retirement Power Hour, Joe Allaria, CFP®, breaks down the key differences between Roth and Traditional retirement accounts so you can make smarter, more tax-efficient...
According to a 2023 SurveyMonkey study, 46% of 401(k) investors don’t know what they’re actually invested in. If that’s you — don’t worry, you’re not alone.In this episode of The...
According to the 2025 Intuit Prosperity Index, 68% of Americans aren’t confident they’ll ever be able to retire. One big reason? Most people don’t know how much they should contribute to their...
Are tariffs about to hit your wallet and your investment portfolio? In this episode of Retirement Power Hour, Joe Allaria, CFP®, breaks down exactly what tariffs are, how they work, and most...
Welcome to the Retirement Power Hour with Joe Allaria, CFP®. In Episode 36, Joe & Jay break down how financial "experts" consistently make incorrect market predictions, often pushing fear-based...
Welcome to the Retirement Power Hour with Joe Allaria, CFP®. In episode 35, we break down the 2025 retirement contribution limits and key tax changes you need to know. Learn about updates to IRAs,...
In this episode, Joe Allaria, CFP®, and Jay Waters dive deep into the pros and cons of two popular types of life insurance: Term Life and Whole Life. While both offer unique benefits, choosing the...
Welcome to Retirement Power Hour! In Episode 33, host Joe Allaria, CFP®, discusses the key factors in determining how much life insurance you need. He covers important considerations like paying off...
Welcome to Retirement Power Hour! In Episode 32, host Joe Allaria, CFP®, interviews Scott Carson, a seasoned wealth advisor with over 30 years of experience. Scott, a senior wealth advisor at...
Can you retire with $1M at age 60? Tune in to Episode #31 as host Joe Allaria, CFP®, discusses the different factors that impact the answer, including your retirement expenses, other income, Social...
Do you want to retire now and gain more freedom sooner? The answer could be yes, but the path to achieving it might differ from what you imagine. In episode #30 of the Retirement Power Hour, Joe...
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...
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...
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...
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...
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...
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...
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...