One of the most important factors in a financial plan is the amount of risk you have in your portfolio. You never want to lose sight of how much risk you are comfortable with because this can cause fear, worry, and irrational decisions. Risk varies from person to person, so it’s vital to get your risk tolerance customized to your comfort levels and not in a one-size-fits-all plan. John talks about the considerations he goes through when determining someone’s risk and how a bucket strategy can be quite effective with risk concerns.

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Call John at 678-288-4520 or by visiting him online at https://reliastarcapital.com where you can access more retirement planning resources.

The 401(k) is one of the most common investment tools out there. A myriad of companies offer their own 401(k) plan and will often match a certain percentage to incentivize employees to contribute to the plan. As you get closer to retirement, you may consider doing a rollover. Some people choose to do this for safety, investment options, tax implications, and much more. John discusses the basic rules of rollovers and the positive attributes they can add to your retirement plan.

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Call John at 678-288-4520 or by visiting him online at https://reliastarcapital.com where you can access more retirement planning resources.

There’s a lot of confusion out there about annuities, probably because there are different types of annuities that do different things. So John will explain how different annuities work and how they might be used in someone’s financial plan.

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Call John at 678-288-4520 or by visiting him online at https://reliastarcapital.com where you can access more retirement planning resources.

Deciding how to take Social Security is one of the most important choices you'll make when you retire. On this episode, we'll break down some common Social Security myths so you can make sure you're making the proper decisions with your financial plan.

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Call John at 678-288-4520 or by visiting him online at https://reliastarcapital.com where you can access more retirement planning resources.

In football, teams are extra careful not to make a mistake when they get within about 20 yards of scoring points (known as the Red Zone). They’ve typically worked hard to get to that point and don’t want to cost themselves by throwing an interception or fumbling the ball and giving it to the other team. On this episode, we’ll explore the financial equivalent of the Red Zone and discuss how you can really mess things up if you’re not careful during this phase of your life. If you’re approaching retirement, this is a fundamental conversation you won’t want to miss.

More Info:

Call John at 678-288-4520 or by visiting him online at https://reliastarcapital.com where you can access more retirement planning resources.

Income planning is the backbone of every great retirement plan. But many people struggle with nailing down a solid income plan and transitioning from receiving that employer paycheck. John talks about the components of an income plan and how to start assembling one that matches who you are.

More Info:

Call John at 678-288-4520 or by visiting him online at https://reliastarcapital.com where you can access more retirement planning resources.

Welcome to the first episode of the Retirement RX podcast! We dedicate the first episode to getting to know John by asking him questions about his business, family, and what we can expect from this podcast.

More Info:

Call John at 678-288-4520 or by visiting him online at https://reliastarcapital.com where you can access more retirement planning resources.