Schedule Your Retirement Check-Up: Making Up Lost Time

May 17, 2024 | Episodes

On this episode of All Things Financial, Yelisey and Trey want to stress the importance of making up for lost time in planning for retirement, and why scheduling a check-up for your portfolio is the smartest and safest way to go when planning for your future. Learn...

Building a Stable Foundation for Retirement with Pension-like Income

May 10, 2024 | Episodes

Trey and Yelisey want to help you build a stable foundation for retirement. The guys discuss pensions, why you should get an X-Ray on your retirement plan, and break down the 10 little-known facts about retirement in America today. Learn More at ATFpodcast.com Contact...

Updated Online Budgeting Trends – Interview with Robin Growley

Apr 23, 2024 | Bonus, Episodes

In this bonus interview from Retirement.Radio’s Matt McClure, we talk with Robin Growley – Head of Consumer Deposits at Bank of America. The two discuss some new online budgeting trends Robin has been tracking and offer advice on how listeners can navigate...

The Ultimate Tax Guide for Pre-Retirees & Seniors

Apr 12, 2024 | Episodes

On this episode of All Things Financial, Yelisey is joined by Retirement Planning Specialist Ryan Moffitt to discuss how they can help pre-retirees as they approach their golden years. They also dive deep into the intricacies of tax planning, specifically for...

Spring Cleaning for Your Finances: Seven Tips to Declutter Your Future

Mar 22, 2024 | Episodes

On this installment of All Things Financial, Trey and Yelisey discuss the seven money moves to make right now to help you feel better about your financial future. Plus, the guys break down the pros and the cons of keeping your money in different financial...