Bonus Episode: More with Social Security Expert Hamilton Morales
Retire Your Way with ILG Financial
Release Date: 11/21/2023
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.
info_outline
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.
info_outline
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.
info_outline
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.
info_outline
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_outline
The Tricky Business of Spending Your Retirement Savings
Retire Your Way with ILG Financial
You’ve worked and saved hard for retirement. You tried to get everything right and now you are retired, and you are in a good place with your retirement accounts. Now for the tricky part: Spending your savings. On the latest episode of the Retire Your Way with ILG Financial Podcast, Chase Lopez discusses things that can trip people up when spending in retirement and how to avoid those pitfalls.
info_outline
What to Do About the Stock Market’s Giant Problem?
Retire Your Way with ILG Financial
Lately, much of the conversation around the economy and finances has focused on taxes and inflation. However, one topic we haven’t covered recently on this podcast is the current state of the stock market. What’s happening, what trends can we anticipate, and are there any steps we should consider taking? In this episode of Retire Your Way with ILG Financial, Dave provides an update to keep you informed and prepared.
info_outline
Consider These Three Investments to Hedge Against Inflation
Retire Your Way with ILG Financial
The age-old adage that gold is a tried and true hedge against inflation may not be holding up so well. Since 1980 gold's annualized returns significantly trailed those of the S&P 500. On the latest episode of the Retire Your Way with ILG Financial Podcast, Chase Lopez discusses three investments that may be a better hedge against inflation.
info_outline
Truths and Myths about Social Security
Retire Your Way with ILG Financial
A few times a year we have the privilege of chatting with Social Security Expert Hamilton Morales about the latest and greatest Social Security topics that keep us all informed and up to date. On the latest episode of the Retire Your Way with ILG Financial Podcast, Chase and Hamilton discuss things you may or may not know in addition to a lively discussion about truths and myths about Social Security today.
info_outline
The Move That Adds Years to Your Retirement Nest Egg for Baby Boomers
Retire Your Way with ILG Financial
In 2024 alone, the Baby Boomer generation moved billions from retirement savings into tax-free accounts. The strategy that they used can make your nest egg last longer in retirement. On the latest episode of the Retire Your Way with ILG Financial Podcast, Dave Lopez discusses what we have seen happening, the strategies that people, Baby Boomers in particular, have been increasingly using, and what that can result in for your retirement and your nest egg.
info_outlineChase Lopez's discussion with national Social Security expert Hamilton Morales was so informative that we created a bonus episode! On this episode of the Retire Your Way with ILG Financial Podcast, Chase and Hamilton continue their discussion about survivor benefits, spousal benefits, how to make decisions about Social Security, whether you can turn your benefits on and off, and much more!