The Effects of Withdrawing from Retirement Accounts Due to Economic Pressure
Retire Your Way with ILG Financial
Release Date: 09/29/2023
Is AI Fueling the Next Market Bubble?
Retire Your Way with ILG Financial
On the latest episode of the Retire Your Way with ILG Financial Podcast, Dave and Chase take a clear-eyed look at the growing conversation around an AI market bubble. Drawing on lessons from past bubbles—from the Dot-Com era to the housing crisis—they break down the common warning signs, examine today’s AI-driven market enthusiasm, and explain what long-term investors should (and shouldn’t) do next. It’s a timely, data-driven conversation designed to cut through the hype and help you stay focused on smart, disciplined investing.
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Long-Term Care: What Most Families Get Wrong
Retire Your Way with ILG Financial
Planning for long-term care can feel overwhelming, but it doesn’t have to be. On the latest episode of the Retire Your Way with ILG Financial Podcast, Dave is joined by special guest Alecia Barnette for a clear, practical discussion on long-term care planning. They break down common myths, explain the differences between traditional and asset-based long-term care options, and share when it may be the right time to start planning. If long-term care is on your radar, this conversation offers clarity, confidence, and actionable next steps.
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Your Guide to Medicare Choices: Advantage or Medigap?
Retire Your Way with ILG Financial
As Medicare Open Enrollment wraps up on December 7th, it’s the perfect time to break down some of the lesser-known terms and options you may be seeing—or weighing—right now. On this episode of the Retire Your Way with ILG Financial Podcast, Chase takes a closer look at one of the biggest decisions beneficiaries face: whether to stay with or switch to a Medicare Advantage plan or a Medicare Supplement Insurance policy, also known as Medigap. This choice can influence everything from your monthly budget to how easily you can access the care you need. Join us as we untangle the...
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The Hidden Power of True Financial Independence
Retire Your Way with ILG Financial
What Does It Really Mean to Be “Independent” in Financial Planning? On this episode of the Retire Your Way with ILG Financial Podcast, Dave sits down with Leslie Lipscomb from Financial Independence Group (FIG) to unpack what true independence means in the world of finance. From understanding the role of an IMO (Independent Marketing Organization) to exploring why working with an independent advisor can make all the difference, they dive into how freedom of choice—across countless products and companies—translates into better outcomes for clients. Tune in as Dave also walks through...
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Supporting Adult Children While Nearing Retirement: How to Navigate
Retire Your Way with ILG Financial
People are providing more aid to adult children and having children later in life. The combination can make it hard to save for retirement. Stretching parenting into your 50s, 60s, or beyond doesn’t just consume energy, it can strain finances and delay retirement plans. On the latest episode of the Retire Your Way with ILG Financial Podcast, Chase talks about this trend and how to navigate it when it comes to saving for your retirement.
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State of the Markets: Where We Stand
Retire Your Way with ILG Financial
On this episode of the Retire Your Way with ILG Financial Podcast, Dave provides an update on the state of the markets to include highlights of global events, policy decisions, and emerging technologies that shape markets and influence client portfolios, while reinforcing the importance of financial planning.
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Are Stocks a Sure Thing Over the Long Term? Not Necessarily
Retire Your Way with ILG Financial
New research is shining light on long-term negative stock returns. Although infrequent, they do occur. On this episode of the Retire Your Way with ILG Financial Podcast, Chase Lopez discussed why diversification, red flags, and adjustments to your strategy are important to avoid these rare, but possible outcomes.
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Explaining the Social Security Fairness Act
Retire Your Way with ILG Financial
Public-sector workers like teachers, police, firefighters, and more who receive non-Social Security pensions are set to see the restoration of full Social Security benefits and payments as a result of the Social Security Fairness Act. On this episode of the Retire Your Way with ILG Financial Podcast, Dave Lopez is joined by Social Security Expert Hamilton Morales as they discuss the implications of the legislation and the repealing of the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) for these public-sector employees.
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2025 Medicare Changes You Need to Know About
Retire Your Way with ILG Financial
2025 brought with it plenty of changes to Medicare, particularly impacting Part D prescription drug coverage and Medicare Advantage plans. On this episode of the Retire Your Way with ILG Financial Podcast, Dave is joined by Medicare expert Alex Sieler, president of Precise Insurance Advisors as they discuss.
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Living Longer Than You Expected: Preparing Financially
Retire Your Way with ILG Financial
🎙️ Are you planning for a long retirement? You should be. Many people don’t factor in longevity risk—the financial impact of living longer than expected. On the latest episode of the Retire Your Way with ILG Financial Podcast, Chase Lopez breaks down why this often-overlooked risk could put your retirement savings to the test. Tune in to learn how smart planning today can protect your financial future tomorrow. 👇#RetirementPlanning #LongevityRisk #ILGFinancial #RetireYourWay
info_outlineWe’ve talked a lot the last few weeks about inflation and some of the pressures it puts on people’s finances. On recent episodes of the Retire Your Way with ILG Financial Podcast, both Dave and Chase have talked about ways to budget and plan for some of this pressure. On the latest episode, Dave dives into a less than ideal situation you could find yourself in… the withdrawal of funds from your retirement accounts.