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
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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.
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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_outlineA 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.