1. Top 10 Myths of Retirement (Part 1) Joe Allaria 33:07

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, including:

First 5 of the Top 10 Retirement Myths

  1. If you reach a certain dollar amount (say $1M), you can safely retire. 
  2. Your investments should be conservative in Retirement.
  3. You have to avoid market downturns when you’re retired. 
  4. You need to have your mortgage paid off in order to retire. 
  5. You will have a low marginal tax rate in Retirement.

Resources Mentioned in the Show

Submit Your Questions
To submit a listener question, visit our website HERE and enter the details of your question.

Disclaimer: All material discussed on this podcast is for educational purposes only and should not be construed as individual tax, legal, or investment advice. Investing involves risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results. Joe Allaria is an Investment Adviser Representative of CarsonAllaria Wealth Management, a Registered Investment Advisory firm. Information discussed on this podcast may be derived from third parties that are believed to be reliable, but CarsonAllaria Wealth Management does not control or guarantee the accuracy or timeliness of such information and disclaims all liability for damages resulting from such sources. Any references to third parties are provided as a convenience and do not constitute an endorsement.

Most Recent Episodes
Top 10 Myths Of Retirement (Part 1) &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...

Listen · 17:52
Load More Episodes
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.