Claim OwnershipWealthworx Radio with Eric Kearney
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© 2025 Eric Kearney
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Eric Kearney discusses financial and retirement topics.
198 Episodes
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Eric Kearney compares the pandemic to a “dress rehearsal” for retirement. He digs into what being a proactive advisor is and how that could be very beneficial for your individual retirement and income plan. Eric highlights a recent survey about what retirees are concerned about and puts those fears to rest. Call Eric 800-779-1942 Visit EricKearneyAdvisor.comSee omnystudio.com/listener for privacy information.
This week Eric Kearney takes us through the various stages of retirement and outlines some things we can expect. It starts with pre-retirement followed by the “Go Go Years” from 62 - 70. The “Slow Go” years from 70 -80 and finally the “No Go” years from 80 and up. He also breaks down ways to find hidden fees in your retirement accounts. Finally he answers questions from listeners. Call him 800-779-1942. Visit EricKearneyAdvisor.com to learn more. See omnystudio.com/listener for privacy information.
Shifting gears from saving for retirement to spending in retirement can be a difficult adjustment. Eric Kearney breaks down what it takes not only from a financial standpoint but from an emotional standpoint. A lesson in behavioral finance. School is in session. Call Eric at 800-779-1942. Visit EricKearneyAdvisor.com.See omnystudio.com/listener for privacy information.
Living through a recession is always a bit tricky. Living through it when you're near retirement can be even more challenging. Eric has put together a few tips that could help you cope with the current situation. Call 800-779-1942. EricKearneyAdvisor.comSee omnystudio.com/listener for privacy information.
This week Eric Kearney breaks down what could be the new rules for retirement planning in a post pandemic world. Then Eric tackles every retirees worst fear, running out of money and he offers some solid advice on how to make sure that doesn't happen. Visit EricKearney.com to learn more. Call 800-779-1942.See omnystudio.com/listener for privacy information.
All this market volatility might unnerve investors of any age—but particularly those just entering retirement. While market swings may leave you feeling powerless, times of uncertainty and volatility remind us to focus on the things we can control. Eric Kearney shows us five ways to maintain control of your retirement security, no matter what the markets throw at you. See omnystudio.com/listener for privacy information.
For many people this is their first "bear" market. They can relax they've got time to recover. If you're in the "financial red zone" the story is a little different. Erick Kearney outlines some best practices to help create a successful retirement in the age of coronavirus. It's all about the income. Visit EricKearneyAdvisor.com. Call 800-779-1942 for your personal Portfolio Recovery Strategy.See omnystudio.com/listener for privacy information.
Eric Kearney discusses some options for pre-retirees dealing with the economic downturn. Is now the best time to do a Roth conversion? Eric lays out the options. Then it's a breakdown of the CARES Act and what it does to and for retirees. To reach Eric and his team visit EricKearneyAdvisor.com or call 800-779-1942.See omnystudio.com/listener for privacy information.
Eric Kearney and Joseph Lanza discuss the various stages of retirement, emphasizing the importance of pre-retirement planning and the adjustments that come with life after retirement. They highlight the need for finding purpose in retirement and the critical role of financial planning in ensuring a secure future. The conversation also covers how to choose the right financial advisor and the significance of understanding financial products to achieve retirement goals. The conversation also covers strategies for building a durable income stream and managing taxes effectively in retirement, highlighting the need for a strategic mindset in navigating the financial landscape. Visit Retirement Wealth LLC to learn more. Text Eric to 600700.See omnystudio.com/listener for privacy information.
Eric Kearney and Joseph Lanza discuss the current state of retirement planning, emphasizing the importance of having a solid financial plan and multiple income streams. He highlights the psychological effects of transitioning into retirement, the need for financial literacy, and the significance of understanding expenses and healthcare costs. The conversation also touches on the importance of consolidating retirement accounts and being proactive in financial planning to avoid common pitfalls that could derail retirement dreams. Additionally, they address health insurance considerations and the evaluation of annuities as part of a retirement income plan, concluding with insights on strategic Roth conversions. Visit Retirement Wealth LLC to learn more. Text Eric to 600700.See omnystudio.com/listener for privacy information.
Joseph Lanza discusses various economic indicators that signal potential recessions, including quirky signs like the Lipstick Index and more traditional metrics like GDP and consumer confidence. They emphasize the importance of understanding consumer behavior and its impact on the economy. The conversation also delves into retirement planning, highlighting common mistakes individuals make, such as not timing IRA withdrawals strategically and the significance of longevity risk. The hosts stress the need for a balanced approach to income generation and investment strategies in retirement planning. The hosts also address common retirement concerns and the impact of economic changes on financial decisions. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.See omnystudio.com/listener for privacy information.
Joseph Lanza discusses the importance of having a solid financial plan, especially in times of market volatility and inflation. They emphasize the need for active portfolio management and the unique challenges women face in retirement planning. The conversation also touches on strategies for tax efficiency and the significance of prioritizing personal financial health. The episode concludes with light-hearted motherly advice on financial wisdom. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.See omnystudio.com/listener for privacy information.
Eric Kearney and Joseph Lanza discuss the importance of realistic assumptions in retirement planning, the risks of relying on inheritance, and the need for a comprehensive financial plan. They explore common misconceptions about retirement savings, the current volatile market, and opportunities in annuities and Roth conversions. The conversation emphasizes the significance of planning for various scenarios and the necessity of adapting financial strategies to changing market conditions. The hosts also promote upcoming educational events aimed at empowering individuals to take control of their financial futures. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.See omnystudio.com/listener for privacy information.
Eric Kearney and Joseph Lanza discuss the current market volatility, particularly as it relates to retirement planning. They emphasize the importance of understanding market reactions to tariffs, the significance of long-term investment strategies, and the necessity of managing income and expenses in retirement. The conversation also touches on the overwhelming influence of media on investor behavior and the need to control what can be controlled in financial planning. The hosts also address listener questions, providing insights on strategies like Roth conversions and the significance of stress testing financial plans to ensure long-term stability and growth. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.See omnystudio.com/listener for privacy information.
Eric Kearney and Joseph Lanza discuss the current economic climate, focusing on recession fears, market volatility, and the importance of strategic financial planning. They emphasize the need for a portfolio recovery strategy during turbulent times and the significance of maintaining a long-term perspective on investments. The conversation also highlights the role of effective communication between clients and advisors to navigate financial uncertainties and make informed decisions. The discussion also touches on market volatility and the strategies for recovery, highlighting the importance of long-term planning and the potential for generational wealth transfer. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.See omnystudio.com/listener for privacy information.
Joseph Lanza discusses the importance of tax-efficient strategies for retirement planning. They explore various financial tools such as indexed universal life insurance, annuities, and health savings accounts, emphasizing the need for comprehensive tax planning. The conversation also touches on the significance of charitable giving in managing required minimum distributions (RMDs) and draws parallels between retirement planning and lessons from literature, highlighting the importance of enjoying one's savings in retirement. In this conversation, the speakers delve into the complexities of retirement planning, emphasizing the need for a sustainable and adaptable financial strategy. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.See omnystudio.com/listener for privacy information.
Eric Kearney and Joseph Lanza discuss the unpredictable nature of life and its impact on retirement planning. They emphasize the importance of being prepared for various curveballs, including health issues, financial instability, and unexpected family matters. The conversation highlights the necessity of comprehensive financial planning, particularly in relation to healthcare costs and tax implications. The hosts also challenge outdated retirement rules, advocating for personalized financial strategies that reflect individual circumstances and needs. The conversation also highlights the value of educational classes in enhancing financial knowledge and making informed decisions about retirement. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.See omnystudio.com/listener for privacy information.
Eric Kearney discusses the implications of recent tariffs on the economy and the stock market. They explore how these tariffs can create uncertainty, affecting consumer prices and retirement funds. The conversation emphasizes the importance of sticking to a financial plan amidst market volatility and the growing national debt, which poses a risk to Social Security and other programs. Eric highlights the need for proactive financial planning to navigate these challenges and ensure sustainable income in retirement.The episode concludes with practical advice for listeners on how to navigate their financial futures and the importance of seeking professional guidance. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.See omnystudio.com/listener for privacy information.
Joseph Lanza delves into the multifaceted aspects of retirement planning, emphasizing the importance of financial security, lifestyle considerations, and the psychological adjustments that come with retirement. The speakers discuss the significance of having a comprehensive financial plan that addresses income needs, healthcare costs, and the maintenance of social connections. They also highlight the necessity of finding purpose beyond work and the role of tax planning and risk management in ensuring a secure retirement. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.See omnystudio.com/listener for privacy information.
Eric Kearney and Joseph Lanza discuss the multifaceted aspects of retirement, emphasizing the freedom it brings alongside the challenges of financial planning and identity shifts. They explore the importance of creating a sustainable income in retirement, the psychological adjustments required when transitioning from a working life, and the strategies for de-risking investment portfolios. Additionally, they delve into the nuances of Roth conversions as a strategic tax planning tool, highlighting the need for careful consideration and planning to maximize retirement savings. The conversation also touches on personal anecdotes and lessons learned from a Navy SEAL's inspiring story, reinforcing the idea that retirement should be an exciting phase of life. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.See omnystudio.com/listener for privacy information.
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