Ever wondered if chasing what you want is costing you what you truly need? This episode with George Politarhos dives into the difference between wants and needs in retirement planning, exploring how emotional decisions, tax strategies, and “boring” financial moves can secure your future. Hear real stories, practical advice, and why kindness and customization matter in building a retirement plan that fits your life—not someone else’s. Discover how to balance risk, avoid common 401(k) pitfalls, and make choices that bring peace of mind for you and your loved ones.

For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com!

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What’s the real cost of living your dreams in retirement? This episode dives into how bucket list experiences—like football games, casino trips, and world travel—impact your financial future. Host George Politarhos shares practical strategies for planning unforgettable moments without risking your nest egg, explores the pitfalls of credit card debt, and reveals why every retirement plan should be as unique as you are. Whether you’re starting out or ready to retire, discover how to balance joy, responsibility, and financial security.

For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com!

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Are you afraid to spend your hard-earned retirement savings? Discover why “spendophobia” grips so many retirees and how honest conversations can help you break free from financial anxiety. This episode dives into the emotional side of retirement, the importance of finding your “why,” and the realities of spending, budgeting, and living life after work. Hear candid stories, practical advice, and a dose of humor as George Politarhos tackles the fears and truths about retirement spending.

For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com!

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Is your retirement plan built for life’s real priorities—or just numbers on a page? This episode with George Politarhos dives into why family moments matter as much as financial strategy, how today’s economy impacts your future, and what you must know about RMDs and 401(k) changes before year-end. Discover practical insights for maximizing your retirement, avoiding costly mistakes, and making every dollar—and every day—count.

For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com!

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What if your retirement income could weather any storm—even when the market takes a dive? This episode with George Politarhos dives into the real questions families face at year’s end: market volatility, tax strategies, Social Security uncertainty, and the power of annuities for guaranteed income. Discover why having a personalized plan—and a second set of eyes—can make all the difference, whether you’re ready to retire or just starting to think ahead. Learn how the right mix of income streams can help you sleep better and enjoy the retirement you deserve.

For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com!

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Is your retirement plan built for you—or just built to collect fees? In this episode, George Politarhos unpacks the difference between good and bad debt, the hidden dangers of portfolio overlap, and why a second opinion on your financial plan could reveal costly mistakes. From the realities of Roth conversions and required minimum distributions to the absurdity of airline seat fees, discover how understanding your options—and your statements—can help you keep more of what you’ve earned. Plus, hear why personalized advice matters more than ever in today’s complex financial world.

For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com!

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Think you know the truth about Halloween and retirement? Think again. This episode with George Politarhos busts common myths—from razor blades in apples to the “million-dollar” retirement rule—while sharing real-life stories and advice from country stars Chase Matthew and Jason Aldean. Discover why planning for the future is more than just numbers, and how trust, teamwork, and timely action can set you up for lasting success.

For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com!

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Are you ready to face retirement without a safety net? Discover why there are no “mulligans” in retirement as George Politarhos breaks down the three pillars—risk, income, and taxes—that shape your financial future. From inflation’s bite to Gen X’s unique worries, this episode delivers clear, actionable insights for anyone planning their next chapter. Learn how personalized strategies and honest conversations can help you navigate uncertainty and build lasting security.

For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com!

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See omnystudio.com/listener for privacy information.