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

Can I Retire at 55 with $1,000,000 in Retirement Savings

Can I Retire at 55 with $1,000,000 in Retirement Savings **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or email us at info@pearlwealthgroup.com Dreaming of retiring at 55 with a $1,000,000in retirement savings? 🌟 It's an exciting retirement goal, but is it realistic? ❌ **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 f...

Apr 17, 20248 min

STOP Saving For Retirement & Spend More Money NOW!!

STOP Saving For Retirement & Spend More Money NOW!! **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or email us at info@pearlwealthgroup.com Are you tired of scrimping and saving every penny for a Retirement future that seems too far away? 🤔 Well, it's time to flip the script! In this eye-opening Retirement video, we're breaking down why the traditional approach to retirement savings might not be the best path for everyone. 💼💰 ❌ **Please make sure y...

Apr 10, 20246 min

Retire Early at 52 with $1,900,000

Retire Early at 52 with $1,900,000 **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or email us at info@pearlwealthgroup.com **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 of...

Apr 03, 20247 min

Can I Retire at 55 with $650,000 in Retirement Savings?!?

**Free Retirement Download: The Checklist to Retirement:** 📊 https://pearlwealthgroup.com/ Are you dreaming of an early retirement but unsure if it's feasible with your current retirement savings? ❌ **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 of the content, comments, responses, information, or any oth...

Mar 27, 202455 min

The 4% Rule is DEAD! (Do This Instead For Retirement Income)

Is the traditional 4% rule for retirement income still relevant in today's ever-changing retirement landscape? **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 of the content, comments, responses, information, or an...

Mar 20, 202420 min

Can I Retire at 55 with $600,000 In Retirement Savings??!! (WATCH OUT!!)

Are you eyeing an early retirement but unsure if your savings are enough? **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 of the content, comments, responses, information, or any other item on this channel constitu...

Mar 13, 202418 min

Collect Your Social Security Benefits EARLY!! || DO IT!

🎉 Ready to learn why claiming your Social Security benefits early might be a game-changer? 🎉 **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 of the content, comments, responses, information, or any other item on ...

Mar 06, 202419 min

How To Invest In Your 30's

How To Invest In Your 30's **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 of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations. Please...

Feb 28, 20247 min

Roth Conversion Strategy at 53 with $1,100,000 in Retirement Savings

In this retirement video, we delve into a strategic approach to Roth conversions for individuals who find themselves at the ripe age of 53 with a retirement nest egg of $1,100,000 in retirement savings. **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...

Feb 21, 202416 min

Can I Retire at 55 with $1,400,000? | Ultimate Retirement Planning Guide for Financial Freedom

**Free Retirement Download: The Checklist to Retirement:** 📊 https://pearlwealthgroup.com/ 🌟 Dreaming of retiring at 55 and achieving financial freedom? In this comprehensive Retirement guide, we delve into the possibilities of retiring at 55 with Retirement Savings of $1,400,000! 🚀 ❌ **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 edu...

Feb 14, 20241 hr 1 min

Retirement Strategy At 50 with $500,000 Saved For Retirement

Are you doing Retirement Planning at 50 with $500,000 saved for retirement? **Free Retirement Download: The Checklist to Retirement:** 📊 https://pearlwealthgroup.com/ Congratulations! Now, it's time to fine-tune your retirement strategy and set the stage for a fulfilling and financially secure retirement. Join us in this insightful video as we delve into effective retirement planning tailored to your unique retirement circumstances. ❌ **Please make sure you talk with your CPA, Financial Advisor...

Feb 07, 202421 min

5 Steps to take BEFORE You Retire!! (Simple steps to take today)

Ready to transform your retirement dreams into retirement reality? Join us as we navigate through the essential "5 Steps to take BEFORE You Retire!" 💼💰 **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 of the conte...

Jan 31, 202454 min

Can I Retire at 55 with $1,000,000 (Detailed Financial Plan)

In this comprehensive video, we delve into the question many individuals ponder: "Can I Retire at 55 with $1,000,000?" **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 of the content, comments, responses, informatio...

Jan 24, 202430 min

Retirement Strategy At 59 with $1,500,000 (Taxes, Roth Conversions, & Income)

Are you wondering, "Can I retire at 59?" Join us in this insightful video as we delve into a comprehensive retirement strategy for individuals with a nest egg of $1,500,000. In this discussion, we'll explore the crucial aspects of retirement planning, including tax considerations, Roth conversions, and income strategies. **Free Retirement Download: The Checklist to Retirement:** 📊https://pearlwealthgroup.com/ ❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or...

Jan 17, 202424 min

Should I Convert My 401k To A Roth IRA?

In this video, we're diving into a crucial financial decision many individuals face: the prospect of converting a traditional 401k to a Roth IRA. Before making such a significant move, it's essential to understand the potential benefits and drawbacks. **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 fr...

Jan 10, 202410 min

Can I Retire at 55 with $1,000,000 (401k & Cash)?

Dreaming about that early retirement but wondering, "Can I retire at 55 with $1,000,000?" 🤔 Let's dive into the numbers and explore the possibilities of achieving Retirement and financial freedom! **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 ...

Dec 20, 202330 min

Can I Retire at 60 with $500,000 In Retirement Savings

Are you dreaming of an early retirement without compromising your financial security? It's not an unattainable goal! Here are some steps to guide you towards retiring at 60 with $500,000. **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 educationa...

Dec 13, 20235 min

How Much Do I Need To Retire at 60?

Are you thinking of retirement at 60? It's not an unattainable goal! Here are some practical steps to guide you towards retiring at 60? **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 of the content, comments, resp...

Dec 06, 202318 min

I'm 55 with $150,000 Saved For Retirement, When Can I Retire?

📈 The Road to Retirement: A Personalized Approach Embarking on the journey to retirement requires a tailored strategy. While the $150,000 is a solid foundation, assessing your unique retirement circumstances is crucial. Let's discuss your goals, expenses, and risk tolerance to create a roadmap that aligns with your vision for the future. **Free Retirement Download: The Checklist to Retirement:** 📊 https://pearlwealthgroup.com/ ❌ **Please make sure you talk with your CPA, Financial Advisor, Ret...

Nov 29, 202313 min

Can I Retire at 55 with $1.6 Million?

👋 Dreaming of retiring at 55 with $1.6 million? Let's break down what it takes to turn that dream into a reality! 💰🏡 **Free Retirement Download: The Checklist to Retirement:** 📊 https://pearlwealthgroup.com/ **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://pearlwealthgroup.com/contact/ ** ☎️ ❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Repre...

Nov 22, 202331 min

Working While Receiving Social Security Benefits (Understand These Rules)

Are you approaching retirement age or considering your options for Social Security benefits? It's essential to understand the rules and implications of working while collecting Social Security benefits. 💼💰 **Free Retirement Download: The Checklist to Retirement:** 📊 https://pearlwealthgroup.com/ **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://pearlwealthgroup.com/contact/ ** ☎️ ❌ **Please make sure yo...

Nov 15, 202312 min

Taxes in Retirement: What You NEED To Know

Retirement tax planning is a critical part of your financial and retirement strategy. While it can be complex, taking the time to understand how taxes will impact your retirement can make a significant difference in your retirement well-being. **Free Retirement Download: The Checklist to Retirement:** 📊 https://pearlwealthgroup.com/ **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://pearlwealthgroup.com/co...

Nov 08, 202313 min

How Much Will My Taxes Be In Retirement (Real Example)

Retirement tax planning is a critical part of your financial and retirement strategy. While it can be complex, taking the time to understand how taxes will impact your retirement can make a significant difference in your retirement well-being. **Free Retirement Download: The Checklist to Retirement:** 📊 https://pearlwealthgroup.com/ **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://pearlwealthgroup.com/co...

Nov 08, 202313 min

3 Steps Today If You Are Retiring Soon

3 Steps you can take today if you are retiring soon. **Free Retirement Download: The Checklist to Retirement:** 📊 https://pearlwealthgroup.com/ **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://pearlwealthgroup.com/contact/ ** ☎️ ❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All v...

Nov 01, 202310 min

Hidden RISKS Of Early Retirement || Be CAREFUL! 🚨

As we navigate our retirement journeys, early retirement is a dream for many of us. The allure of more leisure time, pursuing passions, and leaving the 9-to-5 behind can be irresistible. However, it's essential to be aware of the hidden retirement risks that come with this enticing prospect. Let's explore some crucial considerations. **Free Retirement Download: The Checklist to Retirement:** 📊 https://pearlwealthgroup.com/ **To schedule your virtual retirement and investment consultation with D...

Oct 25, 202317 min

5 COSTLY Required Minimum Distribution Mistakes To Avoid!

Are you approaching retirement or already enjoying your golden years? If so, understanding Required Minimum Distributions (RMDs) is crucial for managing your retirement accounts effectively. 💼💰 **Free Retirement Download: The Checklist to Retirement:** 📊 https://pearlwealthgroup.com/ **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://pearlwealthgroup.com/contact/** ☎️ ❌ **Please make sure you talk with y...

Oct 18, 202312 min

STOP Saving For Retirement, Spend More MONEY Now!

t's time to challenge conventional wisdom about retirement planning! We've all heard the advice: "Save for retirement, save for the future." And while there's certainly wisdom in building a secure retirement and financial future, there's a perspective shift I'd like to propose. Why not enjoy life to the fullest today while still securing your retirement tomorrow? **Free Retirement Download: The Checklist to Retirement:** 📊 https://pearlwealthgroup.com/ **To schedule your virtual retirement and ...

Oct 04, 202323 min

Can I Retire at 60 With $250,000 Saved For Retirement?

🌟 Are you wondering if you can retire comfortably at 60 with $250,000 saved for retirement? 🌟 Remember, there's no one-size-fits-all answer to retirement planning. The best approach is to assess your unique retirement circumstances and create a personalized retirement strategy. While $250,000 can be a solid foundation, it's essential to have a comprehensive retirement plan in place to ensure a comfortable and financially secure retirement. **Free Retirement Download: The Checklist to Retiremen...

Sep 27, 202319 min

Retirement Income Strategy at 59 with 1.5 Million in Retirement Savings

Today, I'd like to present a tailored retirement income scenario based on a retirement savings of 1.5 million dollars, designed to meet your specific retirement needs and aspirations. We are doing comprehensive retirement planning and wanting to give you confidence stepping into your retirement journey. **Free Retirement Download: The Checklist to Retirement:** 📊 https://pearlwealthgroup.com/ **To schedule your virtual retirement and investment consultation with Drew, please select a day & ...

Sep 20, 202352 min

Can I Retire at 61 with $1,400,000 || Losing A Spouse & Investment Risk

Imagine this scenario: You're 61, and you've accumulated $1.4 million for retirement. You've planned for retirement meticulously, but you've also faced the unfortunate loss of a spouse, and the emotional toll it took was immeasurable. 🌟 Can I Retire at 61 with $1,400,000 || Losing A Spouse & Investment Risk 🌟 Imagine this scenario: You're 61, and you've accumulated $1.4 million for retirement. You've planned for retirement meticulously, but you've also faced the unfortunate loss of a spous...

Sep 13, 202320 min
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