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Description
Financial Wellness is a discussion surrounding innovative financial strategies that help result in financial clarity, security and overall financial health. Rob Burnette and Lori Gross bring decades of experience with a primary focus on retirement planning, tax planning, and Medicare maximization.
31 Episodes
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Despite challenges stemming from the pandemic, many people are still choosing to retire in 2021. But what can you do to get on track and stay on track financially? Also, Rob and Lori provide some added clarity on lifetime income via annuities. For more information, visit www.OutlookFC.com.
"The more you have, the more you have to lose." As your financial situation evolves, so too will your planning needs. Also, is your 401k a "ticking tax bomb?" Rob and Lori discuss that and more on this episode. For more information, visit www.OutlookFC.com.
A recent survey indicated that many people believe a financial advisor is only for the wealthy. Rob and Lori discuss why that is simply not the case. Also, what new tax concerns are looming in 2021. For more information, visit www.OutlookFC.com.
When it comes to taxes, are you overpaying or are you taking full advantage of the tax laws that might work to your benefit? Also, Rob and Lori tackle dealing with the rising cost of health care in retirement. For more information, visit www.OutlookFC.com.
How long has it been since you rebalanced your IRA's? Rob and Lori will discuss that and share with you the effects rising inflation can have on your retirement accounts. For more information, visit www.OutlookFC.com.
Is the stock market a "legal ponzi scheme?" Also, knowing the difference between pre and post-retirement strategies. For more information, visit www.OutlookFC.com.
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