Are Annuities Bad? Annuities are a common tool used in retirement planning. Yet sometimes they are not considered or avoided because of poor understanding. In this episode we discuss the topic of Annuities, what they are, and cover some common myths and misconceptions. Take charge of your finances with your hosts Patrick Woodhouse and Richard Labriola Infinex Financial Advisors with Ion Investments. Check out our website, IonInvestments.com and find us on Facebook or LinkedIn....
This episode we discuss the topic of 529 accounts and saving for college. 529 accounts can raise a lot of questions on how they work. We attempt to clarify some of the common questions we get asked as advisors especially from parents who want to save for their children's education. Take charge of your finances with your hosts Patrick Woodhouse and Richard Labriola Infinex Financial Advisors with Ion Investments. Check out our website, IonInvestments.com and find us on Facebook ...
This episode we discuss the topic of major financial trends in 2020 featuring Brian Marois an Infinex financial advisor with Ion Investments. We introduce Brian, review some financial positives from 2020, and ask you to think about your 2021 financial New Year's resolutions. Take charge of your finances with your hosts Rich Labriola and Patrick Woodhouse Infinex Financial Advisors with Ion Investments. Check out our website, Ion-Invesments.com and find us on Facebook or LinkedIn.&nb...
This episode we discuss the topic of “Women and Money” featuring Donna Williams an Infinex financial advisor with Ion Investments. We review some of the top challenges women face and review some of the things you can do to take better control of your money. Take charge of your finances with your hosts Rich Labriola and Patrick Woodhouse Infinex Financial Advisors with Ion Investments. Check out our website, IonInvestments.com and find us on Facebook or LinkedIn. Call us at (866...
Concerned on how the presidential results will impact your financial plan? Listen to our perspective in this special commentary. Take charge of your finances with your hosts Rich Labriola and Patrick Woodhouse Infinex Financial Advisors with Ion Investments. Check out our website, IonInvestments.com and find us on Facebook or LinkedIn. Call us at (866) 803-0111
This episode we discuss the topic of what to do with your old 401k if you have one. We discuss the options of "leaving it, taking it, or moving it" to help you decide what may be best for you. Take charge of your finances with your hosts Rich Labriola and Patrick Woodhouse Infinex Financial Advisors with Ion Investments. Check out our website, IonInvestments.com and find us on Facebook or LinkedIn. Call us at (866) 803-0111
This episode features Christopher Curtis an Infinex financial advisor with Ion Investments. Chris is an accredited Certified Retirement Counselor. In this episode we discuss the process of planning for income in retirement. Get insights on the general process of generating income in retirement with your hosts Rich Labriola and Patrick Woodhouse.Check out our website, IonInvestments.com and find us on Facebook or LinkedIn. Call us at (866) 803-0111
We will give you an Introduction to Ion Investments and ask the question do you need a financial advisor? We also share some tips on how to get control of your finances right now: budgeting, emergency funding, debt management, employee benefits and more....Take charge of your finances with your hosts Rich Labriola and Patrick Woodhouse Infinex Financial Advisors with Ion Investments. Check out our website, IonInvestments.com and find us on Facebook or LinkedIn. Call us at (866) 803-...