Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning - podcast cover

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning

Drew Blackston, Certified Retirement Counselor® Registered Financial Consultant®pearlwealthgroup.com
Welcome to the Your Financial EKG™ Podcast, your go-to source for expert financial planning insights, retirement strategies, and wealth-building tips. Whether you're approaching retirement, already retired, or looking to maximize your investments, this podcast delivers actionable advice on retirement income planning, tax-efficient strategies, Social Security optimization, estate planning, and long-term wealth management. **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall **
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Episodes

Retire at 59 With $2.8M — How Much Can You Really Spend (and Convert to Roth)?

Retire at 59 With $2.8M — How Much Can You Really Spend (and Convert to Roth)?**Schedule your free virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ****Buy My Book: Can I Really Retire https://www.amazon.com/shop/drewblackstoncrc/list/2FDRXX3LFUXQ8?ref_=aipsflist **You’ve saved $2.8 million and you're ready to retire at 59—but how much can you actually spend each year in retirement without runnin...

Jun 25, 202521 min

$900K Retirement Plan at 60: Stock Market Analysis

$900K Retirement Plan at 60: Stock Market Analysis **Schedule your free virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ****Buy My Book: Can I Really Retire https://www.amazon.com/shop/drewblackstoncrc/list/2FDRXX3LFUXQ8?ref_=aipsflist **Wondering if $900K is enough to retire comfortably at 60? In this retirement video, we dive deep into stock market analysis and retirement strategies tailored f...

Jun 18, 202527 min

Can I Retire at 55 with $1,000,000: Is it ENOUGH?!?

Can I Retire at 55 with $1,000,000: Is it ENOUGH?!? **Schedule your free virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ****Buy My Book: Can I Really Retire https://www.amazon.com/shop/drewblackstoncrc/list/2FDRXX3LFUXQ8?ref_=aipsflist **Thinking of retiring at 55 with $1 million in retirement savings? In this retirement video, we break down whether that retirement nest egg can support your ear...

Jun 11, 202531 min

Retirement Planning at 65: The Truth About Healthcare Costs

Turning 65 and thinking about retirement? One of the biggest retirement expenses you'll face is healthcare—and Medicare doesn't cover everything. In this retirement video, we break down what you need to know about healthcare planning at retirement, including Medicare basics, out-of-pocket costs, and smart strategies to protect your retirement savings. **Schedule your free virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlw...

Jun 04, 202513 min

This $400K Roth Strategy at 55 Might Change Your Retirement

This $400K Roth Strategy at 55 Might Change Your Retirement **Schedule your free virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ****Buy My Book: Can I Really Retire https://www.amazon.com/shop/drewblackstoncrc/list/2FDRXX3LFUXQ8?ref_=aipsflist **If you're 55 years old with around $400,000 saved for retirement, a Roth IRA conversion could be a game-changer for your retirement future. In this ret...

May 28, 202518 min

How Much Do You Need To Invest To Retire Early?

How Much Do You Need To Invest To Retire Early? **Schedule your free virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ****Buy My Book: Can I Really Retire https://www.amazon.com/shop/drewblackstoncrc/list/2FDRXX3LFUXQ8?ref_=aipsflist **How much do you need to invest to retire early? In this retirement video, we break down the exact retirement numbers and retirement strategy you need to achieve ea...

May 21, 202515 min

The Best Age to Claim Social Security (Avoid This Common Mistake!)

Thinking about when to claim your Social Security benefits? Should you claim Social Security early at 62, wait until full retirement age, or hold out until 70? In this retirement video, I break down the pros and cons of each option, common mistakes to avoid, and how to maximize your Social Security based on your personal retirement situation. ** Buy My Book: Can I Really Retire https://www.amazon.com/shop/drewblackstoncrc/list/2FDRXX3LFUXQ8?ref_=aipsflist **The Best Age to Claim Social Security ...

May 14, 202527 min

You DON'T Need $1 Million to Retire (Here's Why)

Think you must have $1 million to retire? Think again.In this retirement video, I break down why $1M isn’t a magic number — and how you can create a successful retirement plan with much less. **Free Retirement Download: The Checklist to Retirement:** 📊https://pearlwealthgroup.com/ ** ❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educ...

May 07, 202514 min

Retiring at 60 with $450K—What If Social Security Goes Bankrupt?

Can you retire at 60 with $450,000 if Social Security goes bankrupt? In this retirement video, we break down what your retirement could look like without relying on Social Security benefits. I’ll walk you through real-world numbers, retirement income planning strategies, and what steps you can take right now to prepare — even if you’re behind. **Free Retirement Download: The Checklist to Retirement:** 📊https://pearlwealthgroup.com/ ** ❌ **Please make sure you talk with your CPA, Financial Advis...

Apr 30, 202513 min

56 With 130k Saved For Retirement: When Can I Retire?!?

56 With 130k Saved For Retirement: When Can I Retire?!? Are you 56 years old with around $130,000 saved for retirement and wondering when you can realistically retire? In this retirement video, we break down what your retirement could look like based on your current retirement savings, retirement income needs, Social Security benefits, and more. **Free Retirement Download: The Checklist to Retirement:** 📊https://pearlwealthgroup.com/ ** ❌ **Please make sure you talk with your CPA, Financial Adv...

Apr 23, 202517 min

I Have Nothing Saved for Retirement – What Should I Do?

If you have little to nothing saved for retirement, don’t panic—you’re not alone, and it’s not too late to take action! In this retirement video, we’ll break down practical retirement steps to start building your retirement savings, even if you’re starting from scratch in your 50s.🔹 How to assess your financial & retirement situation🔹 Smart retirement saving & retirement investing strategies for late starters🔹 Maximizing Social Security & retirement accounts🔹 Steps to reduce reti...

Apr 16, 202516 min

Can I Retire at 60 with 225k in Retirement Savings!

💰 Can I retire at 60 with $225K? 🤔 If you're wondering whether your retirement savings are enough to leave the workforce at 60, this retirement video is for you! We'll break down: ✅ How far $225K can go in retirement ✅ Key retirement expenses you need to consider ✅ Social Security retirement strategies to maximize your retirement income ✅ Practical retirement tips to stretch your retirement savings **Free Retirement Download: The Checklist to Retirement:** 📊https://pearlwealthgroup.com/ ** ❌ ...

Apr 09, 202510 min

🚨 Don't let this EXPENSE ruin your RETIREMENT! 🚨

🚨 Don't let this expense ruin your retirement! 🚨Long-Term Care (LTC) costs can sneak up and drain your hard-earned retirement savings faster than you think. 🏥💸 **Free Retirement Download: The Checklist to Retirement:** 📊https://pearlwealthgroup.com/ ** ❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None ...

Mar 26, 202517 min

Can I Retire at 60 With A Low Income?!?

Are you 60 years old with a low income and wondering, "Can I still retire?" In this retirement video, we explore practical retirement strategies to help you retire on a limited budget and make the most of your retirement savings.🔹 What You’ll Learn:✅ How much you need to retire comfortably at 60✅ Social Security retirement strategies for low-income earners✅ Budgeting retirement tips to stretch your retirement income✅ Low-cost housing and retirement healthcare options✅ Ways to supplement your re...

Mar 19, 202525 min

Can I Retire at 62 with $100,000 (Mayyyybe?!?)

Thinking about retiring at 62 with just $100,000 saved for retirement? 🤔 It’s a tough question, but not impossible—IF you have the right plan in place. In this retirement video, we’ll break down:✅ Whether $100K is enough for retirement (spoiler: it depends on your retirement expenses!)✅ Key factors like Social Security, healthcare costs, and inflation✅ Smart retirement strategies to stretch your retirement savings and generate retirement income✅ Alternative retirement options if $100K isn’t qui...

Mar 12, 202517 min

Can I Retire at 60 with $200,000 (Is it possible)?!?

Can I Retire at 60 with $200,000 (Is it possible)?!?**Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ****Visit our Store for Retirement Resources: https://www.amazon.com/shop/drewblackstoncrc **Are you wondering if you can retire at 60 with $200,000? In this retirement video, we break down whether that amount is enough to sustain your retirement, covering key factors like social s...

Mar 05, 202525 min

Retire at 55 with $1,000,000 in Retirement Savings | Early Retirement Plan

Want to retire early at 55 with $1,000,000 in Retirement savings? In this Retirement video, we break down the step-by-step Retirement strategy to achieve financial independence, grow your retirement savings, and live comfortably without worrying about money.**Free Retirement Download: The Checklist to Retirement:** 📊https://pearlwealthgroup.com/ ** ❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any co...

Feb 26, 20255 min

Can I Retire at 57 with 800k, Where Do I Take My Retirement Income From?!?

Thinking about early retirement? This retirement video dives into the big question: "Can I retire at 57 with $800k, and where will my retirement income come from?!" We explore the feasibility of retiring before 60 with $800,000 saved, breaking down key factors like safe retirement withdrawal rates, retirement investment strategies, and potential retirement income sources. **Free Retirement Download: The Checklist to Retirement:** 📊https://pearlwealthgroup.com/ ** ❌ **Please make sure you talk w...

Feb 19, 202517 min

Can I Retire at 60 with $480,000 in Retirement Savings

**Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall **Thinking about retiring at 60 with $480,000 saved? This retirement video dives deep into whether that's a realistic goal. ❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and ...

Feb 12, 202524 min

Should You Draw Your IRA to DELAY Social Security?

Should You Draw Your IRA to DELAY Social Security? Wondering if it's a smart financial move to delay taking Social Security and use your IRA instead? In this retirement video, we'll dive into the pros and cons of this retirement strategy. We'll discuss factors like your age, expected lifespan, and retirement goals to help you make an informed decision. **Free Retirement Download: The Checklist to Retirement:** 📊 https://pearlwealthgroup.com/ ** ❌ **Please make sure you talk with your CPA, Finan...

Feb 05, 202524 min

How Much Retirement Income Does $250,000 Generate In Retirement?!?

Planning for retirement and wondering how much income $250,000 can provide in retirement? This retirement video explores various strategies for generating retirement income, going beyond just the 4% rule. We'll discuss different retirement investment approaches, retirement income streams, and factors that can impact your retirement income. **Free Retirement Download: The Checklist to Retirement:** 📊 https://pearlwealthgroup.com/ ** ❌ **Please make sure you talk with your CPA, Financial Advisor,...

Jan 29, 202525 min

How Much Do You Need To Retire at 55?!?

How Much Do You Need To Retire at 55?!? How Much Do You Need To Retire at 55?!? 💰 Early Retirement Planning Guide Dreaming of retiring early at 55? 💭 This video breaks down the crucial factors and strategies to make that dream a reality. **Free Retirement Download: The Checklist to Retirement:** 📊 https://pearlwealthgroup.com/ ** ❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this c...

Jan 22, 20256 min

Retire at 60 with $400,000? Where to take income from first?

Retire at 60 with $400,000? Where to take income from first? Dreaming of retiring at 60 with $400,000? This retirement video explores the key retirement strategies for generating retirement income in retirement. **Free Retirement Download: The Checklist to Retirement:** 📊 https://pearlwealthgroup.com/ ** ❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for i...

Jan 15, 202513 min

Retire at 55, 60, or 65 with $800,000?

Retire at 55, 60, or 65 with $800,000? **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ** Is $800,000 enough to retire early? In this retirement video, we explore different retirement scenarios and see if you can retire at 55, 60, or 65 with $800,000 in retirement savings. ❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Re...

Jan 08, 20259 min

Retire at 55 in 2025!!

Retire at 55 in 2025!! Dreaming of retiring at 55 in 2025? It's closer than you think! This retirement video dives into the retirement strategies and steps you need to take now to make early retirement a reality. **Free Retirement Download: The Checklist to Retirement:** 📊 https://pearlwealthgroup.com/ ** ❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for ...

Jan 01, 202528 min

I'm getting a divorce, can I stay retired?

I'm getting a divorce, can I stay retired? Divorce can throw your retirement plans off track, but it doesn't have to define your retirement future. This retirement video will empower you to take control of your retirement journey and create a retirement that you love, even after divorce. We'll cover topics such as: Setting realistic retirement goals and expectations Finding financial resources and support to help you achieve your retirement goals Embracing new opportunities and passions in your ...

Dec 25, 202416 min

Can I Retire at 60 with 800k? (Spend more money!)

Can I Retire at 60 with 800k? (Spend more money!) Can I Retire at 60 with 800k? (Spend more money!) **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ** Thinking about retiring at 60 with $800,000? You might be surprised at how much you can spend in retirement! In this retirement video, we'll dive into the details of creating a sustainable retirement plan that allows you to enjoy y...

Dec 18, 202416 min

Retire with LESS than 100k (You Can DO IT)

Retire with LESS than 100k (You Can DO IT) **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ** Early Retirement, Simplified. Thinking about retiring early, but worried you don’t have a million-dollar nest egg? Good news: You don’t need a fortune to retire! ❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, befo...

Dec 05, 202436 min

What are the RULES for Inherited IRAs? (New & Updated)

What are the RULES for Inherited IRAs? **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ** Inherited an IRA? Not sure what to do next? Understanding the rules of inherited IRAs is crucial to making informed decisions about your finances. ❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any...

Dec 04, 202411 min

Should I Use My Investments OR Social Security FIRST For Retirement Income?

Should I Use My Investments OR Social Security FIRST For Retirement Income? **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ** Wondering how to maximize your retirement income? This Retirement video breaks down the pros and cons of tapping into your Retirement investments or Social Security benefits first. Learn about the potential tax implications, the impact on your overall Ret...

Nov 25, 202432 min
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