Retire Your Way with ILG Financial cover art

All Episodes

Retire Your Way with ILG Financial — 92 episodes

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Title
1

Four Financial Scams Targeting Seniors

2

How Much Do You Really Need to Retire?

3

Avoid These Four Mistakes in the Run-Up to Retirement

4

Selling Gold? Watch the Tax Trap

5

Big Changes to Medicare? Here's What It Means for Your Coverage

6

The Secret to Timing the Market

7

Long-Term Care: What Most Families Get Wrong

8

Your Guide to Medicare Choices: Advantage or Medigap?

9

The Hidden Power of True Financial Independence

10

Supporting Adult Children While Nearing Retirement: How to Navigate

11

State of the Markets: Where We Stand

12

Are Stocks a Sure Thing Over the Long Term? Not Necessarily

13

Explaining the Social Security Fairness Act

14

2025 Medicare Changes You Need to Know About

15

Living Longer Than You Expected: Preparing Financially

16

The Tricky Business of Spending Your Retirement Savings

17

What to Do About the Stock Market's Giant Problem?

18

Consider These Three Investments to Hedge Against Inflation

19

Truths and Myths about Social Security

20

The Move That Adds Years to Your Retirement Nest Egg for Baby Boomers

21

Medicare: What It Doesn't Cover and Why it Matters

22

Medicare: Everything You Need to Know About the Basics

23

Social Security Solvency: Thoughts from Expert Hamilton Morales

24

Spending in Retirement: How to Save and Cut

25

Social Security Scenarios With Hamilton Morales

26

Two Scams Targeting Seniors - Don't Become a Victim

27

Making Sense of New FDIC Bank Deposit Rules for Trusts

28

IRA Mistakes to Avoid: Part 2

29

IRA Mistakes to Avoid: Part 1

30

Is Social Security in Trouble?

31

Will You "Spend" Retirement the Right Way?

32

401(k) 'Set It and Forget It' No Longer Works

33

How to Prepare for the "Survivor's Penalty" Before a Spouse Passes

34

Bonus Episode: More with Social Security Expert Hamilton Morales

35

Social Security Planning With Hamilton Morales

36

The Effects of Withdrawing from Retirement Accounts Due to Economic Pressure

37

Retiring Baby Boomers Could Spell Trouble for Workers

38

Is a Recession Actually Coming?

39

Structured Notes: What Are They and How Do They Work?

40

Retirement Planning For Young Adults

41

Can Your Pension Trigger a Retirement Tax Bomb?

42

Rules for Medicaid Coverage of Nursing Home Care

43

Tax Advantageous Contributions: Where Should You Put Your Money?

44

5 Big Changes to Roth Accounts in SECURE Act 2.0

45

Home Equity in Retirement

46

Three Things to Get Right if You're Retired

47

The Only Debt That Disappears When You Die – And 9 That Don't

48

Rising Interest Rates: What It Means for Your Retirement

49

Making Sense of the Student Loan Forgiveness Program

50

Leaving A Legacy: How To Handle Leaving Your Money To The Next Generation

51

Stopping Inflation is Going to Hurt

52

Healthcare in Retirement; How Much Can You Expect to Spend?

53

A Brand New Risk in Retirement – Sequence of Returns

54

Target Date Retirement Funds: Are They Right For You?

55

Bitcoin and Crypto Currency: Is It Worth The Risk?

56

Social Security Statements Boost Your Benefits

57

Tax Changes In 2022

58

Special Guest: Getting to Know Chase Lopez

59

What if You Die First? Important Things to Know for Married People: Part 2

60

What if You Die First? Important Things to Know for Married People: Part 1

61

The Stagflationary Debt Crisis

62

Selling The House To Your Own Kids... And Beating Taxes While You Do It.

63

Inflation: How Serious Is It?

64

5 Tax Hikes That May Be Coming Your Way!

65

7 Mistakes People Make When Choosing a Financial Advisor

66

Understanding The TSP: Part 2 - Limitations

67

Understanding The TSP: Part 1

68

What to Expect at Your First Appointment

69

Is There Potential for a Another Lost Decade?

70

Four Myths Associated with Long-Term Care

71

The Traditional 60/40 Stock Bond Split

72

The Stock Market Is Near Correction Levels

73

Stocks Outperforming Bonds

74

Being a Proactive Investor Versus a Reactive Investor

75

Social Security and When to File

76

2020 RMDs and Social Security

77

A Period of Great Unrest

78

Would You Pack Your Lunch for $1.2 Million?

79

What Happens When Someone Passes and There's Unpaid Debt?

80

Economic Cracks in America's Foundation: Part 3

81

An 8-Week Snow Day for America

82

Economic Cracks in America's Foundation: Part 2

83

Economic Cracks in America's Foundation: Part 1

84

The Economic Downtown's Effect on Those In or Near Retirement

85

EIDL vs PPP Loan: How SBA Coronavirus Business Loans Work

86

Special Guest Tony Parish – What Investment Strategy Works For You: Part 2

87

Dave and Special Guest Tony Parish – Is the High Yield Bond Ladder Strategy an Option for You?

88

COVID-19 May Be An Unprecedented Event, But The Reaction to the Market is Not

89

Coronavirus and Why Due Diligence is so Important in Retirement Planning

90

The SECURE Act What It Is and How It Could Affect You

91

ILG's Five Part Financial Plan

92

The Inaugural "Retire Your Way"