Family First Retirement cover art

All Episodes

Family First Retirement — 153 episodes

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Title
1

Planning the Next Chapter of Your Life

2

Handling Pressure at the Highest Level with Aaron Nola

3

Rethinking What Retirement Looks Like

4

The Truth About Annuities Nobody Explains

5

The $1 Million Retirement Myth Explained

6

The Retirement Myths Families Hear Most

7

Why One Retirement Rule Doesn’t Fit Everyone

8

Rethinking Annuities and Retirement Income

9

Why Long-Term Care and Estate Plans Matter

10

Wills, Trusts, and Doing It the Right Way

11

When Fear Freezes Retirement Decisions

12

Solo Retirement Still Needs a Plan

13

Rethinking Risk as You Get Older

14

The Risk Federal Employees Overlook

15

When Couples Retire at Different Times

16

Why Retirement Looks Different for Women

17

When Family Comes First: Angie’s Next Chapter

18

Planning Together, Protecting the Legacy

19

Are You Really Prepared for Life’s ‘What Ifs’?

20

Finding Your ‘Debbie’ in Retirement

21

Control Beyond the Grave: Smarter Legacy Planning

22

Kill the Unicorn: The Retirement Myth You Didn’t Know You Believed

23

Holiday Bills, Retirement Thrills: Are You Ready for What’s Next?

24

From Goals to Legacy: Transforming Your Retirement in 2026

25

From Shaq to Trisha Yearwood: Money Moves That Matter

26

Legacy, Taxes, and the One Plan Most Families Forget

27

Wants vs. Needs: The Retirement Dilemma You Didn’t Know You Had

28

Bucket Lists, Big Risks: Are Your Dreams Sabotaging Retirement?

29

Spendophobia: Why Retirees Fear Their Own Money

30

Retirement Isn’t Just About Money—It’s About Family First

31

Can Your Retirement Survive the Next Market Drop?

32

Are Hidden Fees Sabotaging Your Retirement?

33

Halloween Myths & Retirement Truths: What You’re Getting Wrong

34

Risk, Income, Taxes: The Three Pillars You Can’t Ignore

35

Open Enrollment Exposed: What You Need to Know Now

36

Are You Gambling With Your Retirement?

37

Leftover Biscuits & Lasting Wealth: Rethinking Retirement Habits

38

Are Hidden Fees Draining Your Retirement?

39

Golf, Giving, and the Call for an Ex-Husband: A Retirement Story

40

Find Your Debbie: Retirement, Family, and the Backyard Truth

41

The $1 Million Myth: What Retirement Really Takes

42

Is Your Portfolio Keeping You Up at Night?

43

Retirement Delayed: How Procrastination Derails Your Future

44

This Isn’t Your Parents’ Annuity

45

From Battlefield to Backstage: The Scotty Hastings Story

46

Butterflies, Black Sabbath, and Your Legacy Plan

47

Combat Golf, Caddyshack Wisdom, and the Retirement You Deserve

48

Gift Cards, Golf Swag, and Gut Checks

49

Navigating the Big Beautiful Bill: What You Need to Know

50

A Family-Centric Approach to Wealth Management

51

Embracing Retirement: Leslie's Journey

52

Unexpected Life Events and Financial Preparedness

53

Navigating Medicare: A Guide for Retirees

54

Navigating the New Normal of Retirement

55

Navigating Retirement: A Personal Perspective

56

Navigating Retirement: Building Trust and Strategies

57

The Impact of Economic Changes

58

The Importance of Financial Planning

59

Interview with The Goo Goo Dolls

60

The Critical Aspects of Retirement Planning

61

The Power of Honest Financial Planning

62

The Leftover Mentality: A Financial Perspective

63

Financial Planning for Widows: A Lifeline

64

The Critical Role of Long-Term Care in Retirement

65

Challenges Faced By Federal Employees

66

Interview with Avery Anna

67

Three Questions in Retirement

68

Quarterly Reviews: Your Key to Financial Success

69

Interview with Scotty Hasting

70

Retirement Buckets

71

Having a Proactive Mindset Towards Retirement Planning

72

Upcoming Generational Wealth Transfer

73

Eagles' Victory and Retirement Wisdom

74

Navigating the Great Wealth Transfer

75

Navigating Retirement: Social Security and Taxes

76

Navigating Your Retirement Income Needs

77

Navigating Social Security Changes for Retirees

78

Kickoff to Financial Awareness

79

Make 2025 Your Best Financial Year

80

Meet The Team

81

Unlocking the Secrets of Mailbox Money

82

Understanding Annuities for Retirement

83

Navigating Retirement: The Value of Second Opinions

84

Maximizing Charitable Giving Through QCDs

85

Navigating Post-Election Retirement Planning

86

Federal Employees and Medicare

87

Voting: Your Voice in Financial Decisions

88

Debunking Social Security Myths

89

Proactive Retirement Planning Strategies

90

Planning for a Taxing Future

91

Why End-of-Year Planning Can't Wait

92

The Family Approach to Wealth Management

93

Anxiety Surrounding the Upcoming Election

94

Market Risks and Retirement Planning

95

Emotional Attachment to Money and Sports Teams

96

Navigating Open Enrollment for Medicare

97

Preparing for a Possible Recession

98

Taking Proactive Steps for Financial Success

99

Building a Diversified Retirement Portfolio

100

The Impact of Politics on the Economy

101

Preserving Wealth with In-Service Withdrawals

102

Meeting Gary LeVox and the Importance of Chemistry

103

Long-Term Care and Tax Planning

104

Strategies Customized for Federal Employees

105

Understanding Roth Conversion in Retirement Planning

106

Planning for Longevity in Retirement

107

Making Informed Decisions for Your Retirement

108

Protecting Your Wealth and Income in Uncertain Times

109

Creating Multiple Streams of Income in Retirement

110

The Pitfalls of DIY Retirement Planning

111

Updates to Your Medicare Strategy

112

You Ungrateful Kids Owe it to Mom!

113

The "Saban Effect" on Your Retirement Plan

114

Stop Assuming your Retirement Income

115

Lesser Known Rules for Taking Social Security

116

Building Streams of Income in Retirement

117

Why Retirees Over 50 Get Ignored

118

3 Legs to a Proper Retirement Plan: Income, Protection & Growth

119

401(k) vs Pension for Retirement Income

120

"Whispering" Bill Anderson Will Never Retire

121

Why Annuities Continue to Grow for Retirees

122

Patria Wealth Takes Over Nashville With Singer/Songwriter Dillon Carmichael

123

Reviving an Old 401(k)

124

Getting Uncomfortable in Retirement

125

Recognizing the Killer Fees in Retirement

126

How Much Do You Really Need to Retire?

127

Fired Before Retired

128

Is High Inflation the New Normal?

129

3 Simple Financial Tips for the New Year

130

Setting Goals Not Resolutions

131

Strategies Specifically for Federal Employees

132

You Will Be Judged

133

This Remains the Biggest Fear in Retirement

134

Updated Tax Brackets for 2024

135

Latest on Your Social Security Benefits

136

How "Funflation" is Damaging Your Retirement Plan

137

Reese Witherspoon & George Politarhos: Separated at Birth?!

138

How to avoid the, "Woulda. Coulda. Shoulda," in retirement.

139

Three Pillars of a Proper Financial Plan

140

Big Life Changes Impact Retirement

141

Importance of Long Term Care Planning

142

Open Enrollment Update

143

Complimentary Book to Help You Navigate Retirement Planning

144

Annuities: The Good, the Bad, and the Ugly

145

The Taylor Swift Effect on Your Retirement

146

How Much Money Do You Need to Retire Comfortably?

147

The Great Wealth Transfer: How Millennials and Gen Z Can Prepare for $50 Trillion

148

How to Avoid the Retirement Nightmare That George Politarhos' Family Experienced

149

The Power of Proactive Tax Planning

150

The Importance of Women Having Control of Their Finances

151

How to Customize a Retirement Plan for Unique Situations

152

Welcome to Family First Retirement with George Politarhos

153

Complimentary Portfolio X-Ray: How to Get Started with Retirement Planning