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PODCAST

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

Drew Blackston, Certified Retirement Counselor® Registered Financial Consultant®

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:

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All Episodes

00:54:02

5 Steps to take BEFORE You Retire!! (Simple steps to...

Your Financial EKG™ | Retirement Planning |... ·

2024/01/31

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

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00:29:44

Can I Retire at 55 with $1,000,000 (Detailed...

Your Financial EKG™ | Retirement Planning |... ·

2024/01/24

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,

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00:23:48

Retirement Strategy At 59 with $1,500,000 (Taxes,...

Your Financial EKG™ | Retirement Planning |... ·

2024/01/17

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

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00:09:34

Should I Convert My 401k To A Roth IRA?

Your Financial EKG™ | Retirement Planning |... ·

2024/01/10

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

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00:29:44

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

Your Financial EKG™ | Retirement Planning |... ·

2023/12/20

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

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00:04:42

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

Your Financial EKG™ | Retirement Planning |... ·

2023/12/13

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

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00:18:11

How Much Do I Need To Retire at 60?

Your Financial EKG™ | Retirement Planning |... ·

2023/12/06

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,

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00:13:04

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

Your Financial EKG™ | Retirement Planning |... ·

2023/11/29

📈 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,

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00:30:57

Can I Retire at 55 with $1.6 Million?

Your Financial EKG™ | Retirement Planning |... ·

2023/11/22

👋 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

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00:12:05

Working While Receiving Social Security Benefits...

Your Financial EKG™ | Retirement Planning |... ·

2023/11/15

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

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00:13:26

Taxes in Retirement: What You NEED To Know

Your Financial EKG™ | Retirement Planning |... ·

2023/11/08

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:

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00:13:26

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

Your Financial EKG™ | Retirement Planning |... ·

2023/11/08

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:

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00:10:10

3 Steps Today If You Are Retiring Soon

Your Financial EKG™ | Retirement Planning |... ·

2023/11/01

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

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00:16:30

Hidden RISKS Of Early Retirement || Be CAREFUL! 🚨

Your Financial EKG™ | Retirement Planning |... ·

2023/10/25

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

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00:12:21

5 COSTLY Required Minimum Distribution Mistakes To...

Your Financial EKG™ | Retirement Planning |... ·

2023/10/18

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 your

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00:22:52

STOP Saving For Retirement, Spend More MONEY Now!

Your Financial EKG™ | Retirement Planning |... ·

2023/10/04

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

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00:18:37

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

Your Financial EKG™ | Retirement Planning |... ·

2023/09/27

🌟 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

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00:51:57

Retirement Income Strategy at 59 with 1.5 Million in...

Your Financial EKG™ | Retirement Planning |... ·

2023/09/20

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

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00:19:31

Can I Retire at 61 with $1,400,000 || Losing A Spouse...

Your Financial EKG™ | Retirement Planning |... ·

2023/09/13

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

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00:36:58

My Spouse is MUCH younger, when should I claim Social...

Your Financial EKG™ | Retirement Planning |... ·

2023/09/06

When spouses have a notable age difference, it introduces complexities into retirement planning, especially concerning Social Security benefits. As financial advisors, our role extends beyond numbers; we help individuals make informed decisions that align with their financial goals and circumstances. **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

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256 results

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