Episodios

  • Episode 77: Creating Dependable Retirement Income

    Episode 77: Creating Dependable Retirement Income
    Jun 23 2025
    Remember when you were working, and you could count on a regular paycheck hitting your bank account every month? For many retirees, that predictable income is replaced by constantly checking portfolio values and worrying about market fluctuations. But retirement doesn't have to feel like a financial rollercoaster.

    For more information on retirement planning, visit ayersfinancial.com!

    Looking for specific information about today's topic? Check out our resources page!
    Más Menos
    14 m
  • Episode 76: Taxes in Retirement

    Episode 76: Taxes in Retirement
    Jun 16 2025
    Many people assume that their taxes will go down once they stop working. While this might be true for some of you, for many, taxes could actually become one of your biggest expenses in retirement.

    For more information on retirement planning, visit ayersfinancial.com!

    Looking for specific information about today's topic? Check out our resources page!
    Más Menos
    14 m
  • Episode 75: U.S and China Pause Tariffs

    Episode 75: U.S and China Pause Tariffs
    Jun 9 2025
    Immediately after China and the U.S. announced a temporary trade truce, the markets saw huge gains across the board. How should people planning for retirement react to big swings in the market like that?

    For more information on retirement planning, visit ayersfinancial.com!

    Looking for specific information about today's topic? Check out our resources page!
    Más Menos
    14 m
  • Episode 74: The Dirty Dozen

    Episode 74: The Dirty Dozen
    Jun 2 2025
    Today, we’ll be looking at the “Dirty Dozen.” These are some of the tax scams the IRS has flagged for us to avoid. We’ll discuss some of these today with Patrick.

    For more information on retirement planning, visit ayersfinancial.com!

    Looking for specific information about today's topic? Check out our resources page!
    Más Menos
    14 m
  • Episode 73: Getting to Know Patrick Ayers

    Episode 73: Getting to Know Patrick Ayers
    May 26 2025
    In the world of investments, two approaches often dominate the conversation: active and passive investing. It's like choosing between a sports car that requires skilled handling or an SUV designed for a smoother, more predictable ride. While money has been flowing increasingly toward passive approaches in recent years, the question remains—which strategy is right for your retirement journey?

    For more information on retirement planning, visit ayersfinancial.com!

    Looking for specific information about today's topic? Check out our resources page!
    Más Menos
    14 m
  • Episode 72: Timeless Advice - Maya Angelou, Paul Samuelson, and George Washington

    Episode 72: Timeless Advice - Maya Angelou, Paul Samuelson, and George Washington
    May 19 2025
    There are some quotes that just stick in your mind. It could have come from a grandparent, a parent, or any famous person who offered a bit of wisdom for you to hold onto. And some words of wisdom stand the test of time. Patrick will go over some timeless advice and how it can relate to retirement.

    For more information on retirement planning, visit ayersfinancial.com!

    Looking for specific information about today's topic? Check out our resources page!
    Más Menos
    15 m
  • Episode 71 - Retirement Checklist 4

    Episode 71 - Retirement Checklist 4
    May 12 2025
    According to a new Axios/Ipsos poll, one in five Americans believe they’ll never retire, 62 percent of people who aren't retired yet believe Social Security won't even cover half their expenses and only 33 percent of Americans have a written financial plan… which means nearly 70 percent of us do not.

    For more information on retirement planning, visit ayersfinancial.com!
    Más Menos
    14 m
  • Episode 70 - Don't Time the Market

    Episode 70 - Don't Time the Market
    May 5 2025
    The stock market’s been on a wild ride lately—from steep drops to record-breaking gains, all in the span of a week. For retirees, these swings can feel nerve-wracking. But what if there’s a way to help make sense of it all? Today Patrick will talk about savvy strategies to preserve your savings and help keep your retirement on track, no matter what the market throws your way.

    For more information on retirement planning, visit ayersfinancial.com!
    Más Menos
    14 m
adbl_web_global_use_to_activate_webcro805_stickypopup