Podcast
Everything Retirement (Planning)
Hosted by Darryl Jarmosco · EN
Host Darryl Jarmosco has been in the financial service industry for over 20 years and a Certified Financial Planner since 2001. He has the unique ability to connect with people and truly understand them and help them navigate to reaching their goals. This podcast will provide insight, inspiration and a pathway to reaching financial life goals and how to be successful at retirement planning.
41episodes
Episodes
Newest firstAll episodes
Retirement Lessons From Gen Xer's
Jan 1900:16:38Tap to summarizeDo you want to get registered for my educational workshop "Retiring in 3-5 Years? The Critical Decisions That You Must Get Now" Click here to learn more and registerTake the retirement conversation assessment (separately) and begin to create that shared vision. Click here to get access to assessment.Checkout my Youtube channel, click hereLet's talk! Schedule a complimentary call and bring your questions, click here to schedule.Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC.Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Jarmosco Financial Advisory and Cambridge are not affiliated.Cambridge does not offer tax or legal advice.Music credit: Music by Lesfm from Pixabay
Transcribe →When Spouses See Retirement Differently, What Happens?
Feb 17, 202500:13:30Tap to summarizeThis may or may not come as a shock but spouses don't always see eye to eye when it comes to retirement.Checkout my Youtube channel, click hereDiscussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC.Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Jarmosco Financial Advisory and Cambridge are not affiliated.Cambridge does not offer tax or legal advice.Music credit: Music by Lesfm from Pixabay
Transcribe →5 Steps To Consider For Retirement Plan
Feb 10, 202500:09:56Tap to summarizeThis is a very high level summary of a retirement plan, but never the less it will make you think.Checkout my Youtube channel, click hereDiscussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC.Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Jarmosco Financial Advisory and Cambridge are not affiliated.Cambridge does not offer tax or legal advice.Music credit: Music by Lesfm from Pixabay
Transcribe →IRA And 401k Contribution Limits for 2025
Feb 3, 202500:06:19Tap to summarizeGood time to learn what the contribution limits are so you can plan for 2025.Checkout my Youtube channel, click hereDiscussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC.Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Jarmosco Financial Advisory and Cambridge are not affiliated.Cambridge does not offer tax or legal advice.Music credit: Music by Lesfm from Pixabay
Transcribe →Tax Brackets For 2025
Jan 27, 202500:06:50Tap to summarizeIt's important to know how much you're paying in taxes, so you can plan.Checkout my Youtube channel, click hereDiscussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC.Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Jarmosco Financial Advisory and Cambridge are not affiliated.Cambridge does not offer tax or legal advice.Music credit: Music by Lesfm from Pixabay
Transcribe →Being Creative To Increase Retirement Savings
Jan 20, 202500:17:20Tap to summarizeCreativity is needed for retirement planning and this episode shares how a HSA can help.Checkout my Youtube channel, click hereDiscussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC.Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Jarmosco Financial Advisory and Cambridge are not affiliated.Cambridge does not offer tax or legal advice.Music credit: Music by Lesfm from Pixabay
Transcribe →Who Retires First, Husband Or Wife?
Jan 13, 202500:10:24Tap to summarizeAccording to a Fidelity survey 33% of spouses don't retire at the same time. All spouses need a plan for but especially if one retires first. Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC.Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Jarmosco Financial Advisory and Cambridge are not affiliated.Cambridge does not offer tax or legal advice.Music credit: Music by Lesfm from Pixabay
Transcribe →Importance Of Naming A Beneficiary
Jan 6, 202500:13:22Tap to summarizeSometimes the easiest things to do are also the most difficult things to do. Now is a good time to make sure your retirement accounts have a named beneficiary.Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC.Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Jarmosco Financial Advisory and Cambridge are not affiliated.Cambridge does not offer tax or legal advice.Music credit: Music by Lesfm from Pixabay
Transcribe →The Four "L's" Of Retirement
Dec 30, 202400:11:47Tap to summarizeLearn the four L's of retirement planning and how a full retirement plan and bring more clarity to the L's.Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC.Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Jarmosco Financial Advisory and Cambridge are not affiliated.Cambridge does not offer tax or legal advice.Music credit: Music by Lesfm from Pixabay
Transcribe →Legal Documents Every Adult Should Have
Dec 23, 202400:17:30Tap to summarizeAs adults we need to consider the "what if" the unthinkable happens, incapacitated. There are some basic documents adults need to consider.Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC.Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Jarmosco Financial Advisory and Cambridge are not affiliated.Cambridge does not offer tax or legal advice.Music credit: Music by Lesfm from Pixabay
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