Podcast
Fullerton Financial Hour
Hosted by Fullerton Financial · EN
Licensed insurance professional & Investment Advisor Representative, Stephanie Fullerton is focused on using strategic retirement income planning to assist retirees and pre-retirees across Arizona in preserving their retirement savings. Her goal is to build trust by following two guiding principles: integrity and honesty.
10episodes
Episodes
Newest firstAll episodes
Planning for Large IRAs
Aug 9, 202400:50:57Tap to summarizeIf your retirement savings is in a tax deferred retirement account, you may want to be aware of new retirement planning rules that have changed the way we need to think about tax deferred retirement accounts. And the Secure Act and Secure Act 2.0 could have an even bigger impact on those with balances of $250,000 or more.
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Four Retirement Unknowns
Jul 25, 202400:51:03Tap to summarizeI’ll bet a lot has happened to you in the last 20 years that you didn’t see coming. You probably had some unexpected blessings and also some obstacles to overcome. Either way, there were some big unknowns in your past and they’ll continue in the future.
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Risks in Retirement
Jun 28, 202400:52:53Tap to summarizeRisks in Retirement by Fullerton Financial
Transcribe →Three Stages of Retirement
Jun 14, 202400:52:05Tap to summarizeWe used to think of retirement as the final stage of life. It’s not the finish line anymore. It’s just the beginning of the next phase of life. Retirement today lasts so much longer, and we believe it actually unfolds in stages.
Transcribe →Retirement for Small Business Owners
May 17, 202400:51:58Tap to summarizeDid you know that if you're running your own business then you've got a few extra twists and turns on the road to retirement? No 401(k)? No problem. Today, we're digging into how you can get retirement-ready when a corporate 401(k) isn't part of the picture.
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Plan For The Worst and Hope For The Best
Apr 19, 202400:50:30Tap to summarizeIn the U.S., medical bills are not only the most common reason for bankruptcies, but they directly cause a whopping 66.5% of them, making them the leading cause of bankruptcy. A healthcare emergency, catastrophic illness, or accident can knock you off your feet physically – and financially.
Transcribe →Creating a Lasting Legacy
Apr 5, 202400:53:27Tap to summarizeIt’s easy to make assumptions about what goes into a legacy plan, but Tyler Price will help make it clear for you as we dive into the basics of creating a lasting legacy for your family.
Transcribe →Behavioral Finance and You
Mar 21, 202400:52:21Tap to summarizeFinancial professionals say there are behavioral factors that could influence our financial decisions. Let me translate that for you: sometimes we act “weird” when it comes to our money!
Transcribe →Creating a 5-Star Retirement Plan
Mar 15, 202400:53:51Tap to summarizePicture a 5-star luxury resort. Lush greenery, scenic views, and top-notch customer service. Now picture a run-of-the mill roadside motel. A roadside motel probably isn’t going to be able to achieve a 5-star rating because… something’s missing. If you could rate your retirement plan, how many stars would it have?
Transcribe →Four Retirement Unknowns
Mar 8, 202400:51:39Tap to summarizeI’ll bet a lot has happened to you in the last 20 years that you didn’t see coming. You probably had some unexpected blessings and also some obstacles to overcome. Either way, there were some big unknowns in your past and they’ll continue in the future.
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