Family First Retirement
Welcome to "Family First Retirement," presented by Patria Wealth Group. Join us as we talk about family and financial security, exploring the connection between your values and your retirement dreams. Hosted by George Politarhos, founder of Patria Wealth Group, each episode guides you through aligning family bonds with financial stability. Discover insights and perspectives for a retirement plan that resonates with your family's ethos. Subscribe for wisdom that leads to security, unity, and fulfillment in retirement. Your family's financial legacy begins here. Ready to learn more about how to protect your family in retirement? Click here to download our 5 Steps to Retirement handout. Learn more about George and his family on Facebook, Instagram, and LinkedIn.
Episodes
This week George Politarhos covers creating multiple streams of income in retirement, including avenues such as Social Security, pensions, and 401k. He also emphasizes the importance of a family-first retirement plan and the need for a financial analysis before making decisions. The discussion delves into the challenges of big box advisors and the value of seeking a second opinion. Annuities are explored in detail, including the ty...
George Politarhos discusses the pitfalls of DIY retirement planning and the importance of seeking professional help. He highlights the need for a customized retirement plan that takes into account factors like inflation, life events, and income strategies. The conversation also touches on common mistakes in retirement planning, such as lack of contributions, lack of tax diversification, and insufficient income streams. George empha...
Angie Politarhos joins George to talk about changes to Medicare to be aware of and strategies that could save you money and headaches
For more information call 302-330-2166 or visit www.patriawealth.com
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Moms never seem to get a break, so what can you as an adult do to help pay them back for taking care of you? George details some of the ways you can set mom up to be more financially independent and secure.
For more information call 302-330-2166 or visit www.patriawealth.com
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George Politarhos details the importance and what to expect from a 2nd Opinion visit and we discuss the "Saban Effect" of your retirement plan.
For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com
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George Politarhos works with families who may not understand their income wants and needs in retirement. Even worse are adults who "assume" they know what they will need in retirement. George details the power behind income strategies when building a plan.
For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com
See omnystudio.com/listener for privacy information.
There are lots of rules for taking your Social Security and the Motley Fool has 3 rules that are not commonly known but could be beneficial to your plan.
For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com
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George details how to have not 1, but 2, 3, even 4 streams of income in retirement and what strategies best provide the most for your income. Plus, we get the temperature of the community to see what adults are worried about for their retirement.
For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com
See omnystudio.com/listener for privacy information.
George details why the 50+ crowd, despite being one of the most financially stable in the country, are often overlooked or ignored. Plus, the importance of finding your focus as you approach retirement.
For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com
See omnystudio.com/listener for privacy information.
It's the 3 pillars to a retirement plan: income, protection, and growth. George breaks down what strategies are best for each individual's portfolio.
For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com
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With pensions not as available from employers, is the 401(k) the best opportunity for retirement income? Plus, what are the pros and cons of Long Term Care insurance?
For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com
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Live from Country Radio Seminar, George Politarhos had the opportunity to hear from Nashville Icon "Whispering" Bill Anderson who talked about why even at the age of 86, he has no plans to retire. Plus, Georges conversation with comedian Dusty Slay.
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Annuities continue to grow as a retirement option, but why? George details the pros and cons of an Annuity as a retirement option.
For more information or to schedule a consultation call 302-330-3166 or visit www.patriawealth.com
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Dillon Carmichael is an up-and-coming country star and talked with George about the power of family and advice he wish someone would have given him.
For more information call 302-330-2166 or visit www.patriawealth.com
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What happens if you forget about an old 401k? Is it gone forever or can you blow the dust off it and still have it generate income?
For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com
See omnystudio.com/listener for privacy information.
Building a proper retirement plan means getting out of your comfort zone. George Politarhos details the reasons why people don't call but more importantly the benefits of making the call. Plus, how to avoid the most common tax scams.
For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com
See omnystudio.com/listener for privacy information.
The fine print is where the most damage can be done to a retirement plan. George Politarhos details how to find and eliminate the unknown fees in retirement. Plus, what we can learn about Annuities from a MLB ICON.
For more information or to schedule a consultation, call 302-330-2166 or visit www.patriawealth.com
See omnystudio.com/listener for privacy information.
Mr. Wonderful thinks you need at least $5 Million to have a successful retirement, but George Politarhos explains how that line of thinking can be damaging to a retirement saver. Plus, what do an annuity and anchovies have in common?!
For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com
See omnystudio.com/listener for privacy information.
What happens if you get a pink slip close to retirement? You're close to the goal, but don't have the time or energy to start a new career. So, now what? Plus, exactly who is George Politarhos trying to help? He defines the perfect candidate for a retirement plan.
For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com
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What happens if the Feds attempt to get inflation to below 3% fails? Should we just accept that high inflation is the new normal and more importantly, how should we adjust our income plan to reflect our budget? Plus, is it time to take another look at Crypto?
For more information or to schedule a consultation call 302-330-3166 or visit www.patriawealth.com
See omnystudio.com/listener for privacy information.
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