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 If Social Security Goes Bankrupt?!?

Can I Retire If Social Security Goes Bankrupt?!? **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ** In this video, we will discuss the possibility of Social Security going bankrupt and what that could mean for your retirement plans. We will also explore some alternative retirement strategies that you can consider if Social Security is no longer available. ❌ **Please make sure you...

Nov 19, 202415 min

I Need 45k in Retirement Income, How Much Do I Need Saved?

I Need 45k in Retirement Income, How Much Do I Need Saved? **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ** Wondering how much you need to retire comfortably with a $45,000 annual retirement income? This retirement video breaks down the essential steps to calculate your retirement savings goal. We'll explore factors like inflation, retirement investment returns, and Social Secu...

Nov 13, 202423 min

Retire at 55 with 401k or IRA (NO 10% PENALTY!)

Retire at 55 with 401k or IRA (NO 10% PENALTY!) **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ** Is retiring early a dream that's just out of reach? Not necessarily! In this Retirement video, we'll explore how you can potentially retire at 55 without facing the 10% early withdrawal penalty on your 401k or IRA. ❌ **Please make sure you talk with your CPA, Financial Advisor, Reti...

Nov 06, 20246 min

You Can't Retire!

You Can't Retire! **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ** Is the idea of retirement a distant dream or a looming anxiety? In this retirement video, we challenge the conventional notion of retirement and explore alternative paths to a fulfilling and meaningful life & retirement. ❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or I...

Oct 30, 202420 min

2 Strategies to retire with $1,000,000 in Retirement Savings

2 Strategies to retire with $1,000,000 in Retirement Savings **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ** Dreaming of retiring with a million dollars in your pocket? Discover two effective retirement strategies to make your retirement dreams a reality. ❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, b...

Oct 23, 20244 min

Retire at 55 with $1 Million? When to Claim Social Security Benefits

Retire at 55 with $1 Million? When to Claim Social Security Benefits **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ** Thinking about early retirement? Wondering if $1 million is enough to live comfortably in retirement? Join us as we dive deep into the financial and retirement strategies and considerations for retiring at 55 with a million-dollar nest egg. ❌ **Please make sure ...

Oct 09, 20249 min

The -20% Roth IRA Conversion Mistake To Avoid!

The -20% Roth IRA Conversion Mistake To Avoid! **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ** Ever considered converting traditional IRA funds to a Roth IRA? It's a popular strategy for tax-free retirement income. But there's a common mistake that can cost you a significant chunk of your savings. In this video, we'll break down the -20% Roth IRA conversion mistake and show yo...

Oct 02, 20244 min

What Is The Averaging Spending In Retirement

**Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ** Ever wondered how much people typically spend in retirement? Join us as we dive deep into the average retirement spending habits. We'll explore factors that influence retirement spending, such as location, retirement lifestyle, and retirement healthcare costs. Discover the retirement strategies retirees use to manage their retire...

Sep 25, 20246 min

Social Security Is RUNNING Out of Money! What to do NOW to Prepare!!

Social Security Is RUNNING Out of Money! What to do NOW to Prepare!! **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ** Are you worried about Social Security running out of funds? In this urgent retirement video, we’ll dive deep into the current state of Social Security and explore the potential consequences of its impending insolvency on your retirement savings. Don't miss out o...

Sep 18, 202418 min

Should You Draw Your 401k to DELAY Social Security?

Should You Draw Your 401k to DELAY Social Security? **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ** Wondering if it's a smart financial move to delay taking Social Security and use your 401k 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 m...

Sep 11, 202416 min

3 Important Considerations BEFORE You Retire

3 Important Considerations BEFORE You Retire **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ** Thinking about retirement? Don't make costly retirement errors! Learn about the biggest retirement mistakes people make and how to avoid them. Discover essential financial & retirement knowledge, retirement planning tips, and retirement strategies for a secure and fulfilling retire...

Sep 04, 202422 min

How to Retire with $100,000! 🙌

**Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ** Thinking retirement on a budget? You're not alone! Discover surprising retirement strategies to make $100,000 last a retirement lifetime. From frugal living hacks to smart retirement investments, we'll show you how to achieve your retirement dreams without breaking the bank. Don't miss this life-changing retirement advice! ❌ **Pl...

Aug 28, 202436 min

4 Easy Steps to Start Planning For Retirement

4 Easy Steps to Start Planning For Retirement **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ** Dreaming of a comfortable retirement? Start retirement planning today! This retirement video guides you through simple steps to secure your retirement future. Learn how to estimate your retirement needs, create a retirement savings plan, explore retirement investment options, and stay...

Aug 21, 20244 min

You'll NEVER Be Able to Retire!

**Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ** Are you tired of dreaming about retirement? Sick of living paycheck to paycheck? You're not alone! Discover the shocking truth about why most people never achieve financial freedom or retirement. In this eye-opening retirement video, we'll expose the common money mistakes that are sabotaging your retirement goals. ❌ **Please make...

Aug 14, 202414 min

Retirement Income Strategy with $1.3 Million in Retirement Savings

Retirement Income Strategy with $1.3 Million in Retirement Savings **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ** Discover how to transform $1.3 million in retirement savings into a steady retirement income stream that lasts. Learn about effective retirement withdrawal strategies, retirement investment options, and tax considerations to create a comfortable and sustainable re...

Aug 07, 20247 min

I'm 55 with $150,000 Saved for Retirement, WILL I EVER RETIRE?

I'm 55 with $150,000 Saved for Retirement, WILL I EVER RETIRE? **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ** Dreaming of early retirement but worried your retirement savings might not be enough? This video dives into the reality of retiring at 55 with $150,000 saved for retirement. We'll explore key factors, analyze potential retirement strategies, and answer the burning que...

Jul 31, 20247 min

Can I Retire at 58 with $2,000,000 || Better Be Careful!

Can I Retire at 58 with $2,000,000 || Better Be Careful! **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ** Thinking about early retirement? Having $2,000,000 in retirement ssavings sounds like a dream, but is it enough to retire? In this retirement video, we dive deep into the factors you NEED to consider before celebrating. We'll explore expenses, lifestyle choices, and potenti...

Jul 24, 202413 min

Retirement Income Strategy at 55 with $1,600,000 In Retirement Savings

Retirement Income Strategy at 55 with $1,600,000 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 early with a healthy retirement savings? This retirement video dives into retirement strategies for creating a sustainable retirement income stream from a $1.6 million retirement savings at 55. We'll explore factors like Social Security...

Jul 17, 202413 min

3 Specific Strategies to Generate Retirement Income

3 Specific Strategies to Generate Retirement Income **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ** Worried about running out of money in retirement? This retirement video dives into 3 actionable retirement strategies to turn your retirement savings into a steady stream of retirement income! Learn how to leverage your retirement investments to fund your retirement years and ac...

Jul 10, 202421 min

Retire at 60 with $225,000 in Retirement Savings? || Can I Retire?

Retire at 60 with $225,000 in Retirement Savings? || Can I Retire? **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ** Dreaming of sandy beaches and early retirement? But with $225,000 saved for retirement, is it even possible to retire comfortably at 60? ❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, befor...

Jul 03, 202419 min

Are You Saving TOO MUCH for Retirement? STOP!

Are You Saving TOO MUCH for Retirement? STOP! **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ** Thinking about retirement is smart, but there's such a thing as going retirement overboard! ❌ **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...

Jun 26, 202417 min

I'm 50 with $250,000 Saved For Retirement, When Can I Retire?

I'm 50 with $250,000 Saved For Retirement, When Can I Retire? **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ** Dreaming of early retirement but unsure if your retirement savings are enough? You're not alone! This retirement video dives into factors affecting your retirement timeline, analyzes a $250,000 retirement investments, and offers retirement tips to maximize your chances...

Jun 19, 202417 min

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

Can I Retire at 55 with $1,000,000 in Retirement Investments? **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ** Dreaming of an early retirement? This retirement video dives into the question: is $1 million enough to retire at 55? We explore what it takes to make your retirement savings last, including factors like retirement lifestyle costs, retirement healthcare considerations,...

Jun 12, 202416 min

Retire at 55 with $1,000,000 (No 10% PENALTY)!!

Retire at 55 with $1,000,000 (No 10% PENALTY)!! **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or email us at info@pearlwealthgroup.com ** Dreaming of early retirement with a $1,000,000 in retirement savings? This retirement video unlocks the secrets to retiring with $1,000,000 by age 55 and sidestepping the brutal 10% penalty! Learn powerful retirement strategies to plan for financial freedom and design your ideal retirement. Don't miss out on this key i...

Jun 05, 202416 min

How Much Money Do I Need to Retire? | Calculate Your Retirement Savings Need

How Much Money Do I Need to Retire? | Calculate Your Retirement Savings Need **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or email us at info@pearlwealthgroup.com ** Wondering how much to save for retirement? This video will walk you through the steps to estimate your retirement savings needs and create a retirement plan for your golden years. ❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Repre...

May 29, 20245 min

STOP! Don't Fall for These 5 Social Security Myths (Retire Richer)

STOP! Don't Fall for These 5 Social Security Myths (Retire Richer) Is Social Security confusing you? Don't worry, you're not alone! There are a lot of retirement myths floating around that can lead to bad decisions about your retirement income and Social Security. In this video, we'll bust the TOP 5 Social Security myths so you can plan your retirement with confidence. **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or email us at info@pearlwealthgroup.com...

May 22, 20247 min

Can I Retire at 55 with $400,000 in Retirement Savings?!?

Can I Retire at 55 with $400,000 in Retirement Savings?!? Thinking about early retirement? This retirement video dives into the reality of retiring at 55 with $400,000 in retirement savings. We explore what it takes, the retirement challenges you might face, and retirement strategies to make your dream a reality. Is it enough? Watch and find out! **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or email us at info@pearlwealthgroup.com ❌ **Please make sure y...

May 15, 202416 min

Why Women Must Boost Their Retirement Savings Now!

**Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or email us at info@pearlwealthgroup.com Women & Retirement Savings: Why You Might Need to Save More For Retirement ❌ **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, ...

May 08, 202428 min

You Can't Retire (Unless You Watch This Video!)

**Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or email us at info@pearlwealthgroup.com Thinking about hanging up your work boots and hitting the beach in Retirement? Hold on a sec! Retirement might not be the paradise you dreamed of. This Retirement video breaks down why traditional retirement could leave you feeling unfulfilled and financially stressed. But don't worry! We've got the ultimate guide to navigate your Retirement.

May 01, 202421 min

Retire With $6,000/month in Retirement Income || How Much Do I Need Saved?

Retire With $6,000/month in Retirement Income || How Much Do I Need Saved? **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or email us at info@pearlwealthgroup.com Dreaming of early retirement with a comfortable Retirement income? This Retirement video dives into retirement planning and explores how much you might need saved to retire at 55 with a sweet $6,000 month in Retirement income. ❌ **Please make sure you talk with your CPA, Financial Advisor, Retir...

Apr 24, 20246 min
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