Retirement Insights

Retirement Insights

Por: InFocus Financial Advisors, Inc.
Welcome to "Retirement Insights" a podcast by InFocus Financial Advisors, Inc. Providing retirement advice, strategies, and insights to the soon to be retired, newly retired, and retirees of all ages. This podcast features Eric Johnston CFP President/Financial Advisor of InFocus Financial Advisors, Inc who has been an advisor for 25 years since 1993 and Robert Jeter, CFP who has been a Financial Advisor since 2012 and has been with InFocus Financial Advisors, Inc. since 2016. 31454 Winterplace Parkway, Salisbury, MD 21804 410-677-4848. Investment Advisor Representative offering securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. 
24 episodios disponibles

Latest episodes of the podcast Retirement Insights

Episode 32 - Strategies for Navigating Market Highs 27/12/2024
Episode 31 - Roth Conversion Strategies 27/09/2024
Episode 30 - The Future of Planning and Healthspan 30/07/2024
Episode 29 - Understanding Medicare 19/12/2023
Episode 28 - Setting Up Your Surviving Spouse for Success 02/11/2023
Episode 27 - Dynamic Spending 06/10/2023
Episode 26 - Estate Planning Mistakes 18/09/2023
Episode 25 - What's Going On With the Bond Market? 19/08/2023
Episode 24 - What Most People Get Wrong in Preparing to Retire 17/07/2023
Episode 23 - Retirement and Recessions Vol. 2 08/12/2022
Episode 22 - Lifetime Gifting 02/05/2022
Episode 21 - 2021 Market Review and 2022 Outlook 22/12/2021
Episode 19 - The Market vs. The Economy with Gene Goldman, CFA 18/05/2021
Episode 18 - Low Yields 26/02/2021
Episode 17 - Automating Your Finances 22/12/2020
Episode 16 - ESG: The Latest on Socially Conscious Investing 22/10/2020
Episode 15 - Planning For Survivorship 12/08/2020
Episode 11 - Why Work With a Financial Advisor? 21/02/2020
Episode 10 - The SECURE Act 14/01/2020
Episode 7 - Our Local MAC Agency -- An Amazing Resource 30/08/2019
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