
Hosted by George McReynolds · EN
Financial and retirement planning guidance from George McReynolds, CFP serving the Philly suburbs. We'll teach you about reducing taxes, increasing income, and putting a solid financial plan in place so you can have a successful financial future.

Sometimes the easiest way to learn about something is make it really simple. Like some of the first true/false tests you might have taken in school, let’s play a round of fact or fiction to test your financial planning acuity. Important Links: Protective Wealthcare Website: https://www.mcwealth.com/ Schedule A Free Review: https://calendly.com/mcwealth/intro

Let’s talk about some of the areas of your financial life where you might be flirting with disaster and don’t even know it on today's show. Important Links: Protective Wealthcare Website: https://www.mcwealth.com/ Schedule A Free Review: https://calendly.com/mcwealth/intro

We discuss some key moments in life that might be perceived as a crisis point, but might actually be an opportunity in disguise. Important Links: Protective Wealthcare Website: https://www.mcwealth.com/ Schedule A Free Review: https://calendly.com/mcwealth/intro

Are pension plans truly disappearing across the country? Let’s take a look at the status of pension plans in America and how changes in that space impact you when planning for retirement. Important Links: Protective Wealthcare Website: https://www.mcwealth.com/ Schedule A Free Review: https://calendly.com/mcwealth/intro

The “normal” investment world already seems crowded with endless possibilities of companies and ways to invest. Yet there’s a segment of the market classified as alternative investments that many people find intriguing. Could there ever be a place for alternative investments in your portfolio? What are some of the alternative investments you should know about? Important Links: Protective Wealthcare Website: https://www.mcwealth.com/ Schedule A Free Review: https://calendly.com/mcwealth/intro

You probably heard all about GameStop stock and buzzwords like short squeeze, Reddit’s Wall Street Bets, and hedge funds the last week of January. But what really happened that had all of the financial media world stirred up and Alexandria Ocasio-Cortez and Donald Trump Jr. actually agreeing about something? We’ll seek to explain what happened and cover some lessons learned from the events. Important Links: Protective Wealthcare Website: https://www.mcwealth.com/ Schedule A Free Review: https://calendly.com/mcwealth/intro

There are many more risks to guard against in retirement planning than most people realize. Let’s explore some of the planning risks we all face and how to prepare for them Important Links: Protective Wealthcare Website: https://www.mcwealth.com/ Schedule A Free Review: https://calendly.com/mcwealth/intro

Let’s see what lessons can be learned from the most famous market crashes in United States history. Important Links: Protective Wealthcare Website: https://www.mcwealth.com/ Schedule A Free Review: https://calendly.com/mcwealth/intro

Let’s explore some of the things you should be thinking about and checking on as we wrap up 2020 and begin 2021. Important Links: Protective Wealthcare Website: https://www.mcwealth.com/ Schedule A Free Review: https://calendly.com/mcwealth/intro

Have you thought about what life is going to be like for you in retirement? Is there a particular lifestyle you’re seeking? Not all retirement planning is about the finances. Let’s look at some of the lifestyles that are popular among retirees and discuss some of the financial things to consider if you’re going to try to live out one of these particular living situations. Important Links: Protective Wealthcare Website: https://www.mcwealth.com/ Schedule A Free Review: https://calendly.com/mcwealth/intro