Financial Wellness

Rob Burnette and Lori Gross

Financial Wellness is a discussion surrounding innovative financial strategies that help result in financial clarity, security and overall financial health. Rob Burnette and Lori Gross bring decades of experience with a primary focus on retirement planning, tax planning, and Medicare maximization.

31 avsnitt

Ep 31: Is 2021 The Year You Choose To Retire?
2021-05-03
11:42
Despite challenges stemming from the pandemic, many people are still choosing to retire in 2021. But what can you do to get on track and stay on track financially? Also, Rob and Lori provide some added clarity on lifetime income via annuities. For more information, visit www.OutlookFC.com.
Ep 30: The More You Have, The More You Have To Lose
2021-04-26
12:34
"The more you have, the more you have to lose." As your financial situation evolves, so too will your planning needs. Also, is your 401k a "ticking tax bomb?" Rob and Lori discuss that and more on this episode. For more information, visit www.OutlookFC.com.
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Ep 29: Financial Advisors Are Not Just For The Wealthy
2021-04-19
11:24
A recent survey indicated that many people believe a financial advisor is only for the wealthy. Rob and Lori discuss why that is simply not the case. Also, what new tax concerns are looming in 2021. For more information, visit www.OutlookFC.com.
Ep 28: Taking Advantage of Tax Laws and Combating Health Care Costs
2021-04-12
10:34
When it comes to taxes, are you overpaying or are you taking full advantage of the tax laws that might work to your benefit? Also, Rob and Lori tackle dealing with the rising cost of health care in retirement. For more information, visit www.OutlookFC.com.
Ep 27: Rebalancing Your IRA and the Dangers of Inflation
2021-04-05
10:04
How long has it been since you rebalanced your IRA's? Rob and Lori will discuss that and share with you the effects rising inflation can have on your retirement accounts. For more information, visit www.OutlookFC.com.
Ep 26: Tackling Stock Market And Retirement Strategy Confusion
2021-03-28
11:08
Is the stock market a "legal ponzi scheme?" Also, knowing the difference between pre and post-retirement strategies. For more information, visit www.OutlookFC.com.
Ep 25: To Roll Or Not To Roll, That's The Question Facing Many Baby Boomers – What To Consider When Figuring Out Retirement Income Streams
2020-11-09
11:29
Ep 24: How Could Picking The Wrong Medicare Plan Be A Costly Mistake, And Why Joe Biden Is Causing A Rush On Estate Planning Appointments
2020-10-26
10:22
Ep 23: Why The Inflation Rate Seems Higher Than What The Government Is Telling Us, And Are Stock Splits Really A Good Thing?
2020-10-12
11:23
Ep 22: Studies Say THIS Is The Dollar Amount Each Year It Would It Take To Make You Happy
2020-09-28
9:52

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Financial Wellness

Rob Burnette and Lori Gross

31 avsnitt

Ep 31: Is 2021 The Year You Choose To Retire?

Ep 30: The More You Have, The More You Have To Lose

Ep 29: Financial Advisors Are Not Just For The Wealthy

Ep 28: Taking Advantage of Tax Laws and Combating Health Care Costs

Ep 27: Rebalancing Your IRA and the Dangers of Inflation

Ep 26: Tackling Stock Market And Retirement Strategy Confusion

Ep 25: To Roll Or Not To Roll, That's The Question Facing Many Baby Boomers – What To Consider When Figuring Out Retirement Income Streams

Ep 24: How Could Picking The Wrong Medicare Plan Be A Costly Mistake, And Why Joe Biden Is Causing A Rush On Estate Planning Appointments

Ep 23: Why The Inflation Rate Seems Higher Than What The Government Is Telling Us, And Are Stock Splits Really A Good Thing?

Ep 22: Studies Say THIS Is The Dollar Amount Each Year It Would It Take To Make You Happy