Retire Your Way with ILG Financial

By ILG Financial

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Category: Investing

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Episodes: 94

Description

Find out what it means to "Retire Your Way" by subscribing and listening to ILG Financial's podcast. You'll hear ILG Financial advisors Dave Lopez and his nephew, Chase Lopez talk about current events impacting the economy and overall retirement landscape. In addition, you'll hear about ILG Financial's 5-Step Process where you receive comprehensive advice from their team of highly qualified professionals who've successfully managed money through some of the most difficult times in history. Contact Dave or Chase by calling 540-720-5656 or at info@ilgfinancial.com with any questions you have about financial planning and retirement.

Episode Date
The Truth About Tax-Free Gifting
Sep 30, 2026
Who Makes the Decisions If a Loved One Can't?
Aug 27, 2026
Four Financial Scams Targeting Seniors
Jul 17, 2026
How Much Do You Really Need to Retire?
Jun 12, 2026
Avoid These Four Mistakes in the Run-Up to Retirement
Apr 24, 2026
Selling Gold? Watch the Tax Trap
Mar 30, 2026
Big Changes to Medicare? Here's What It Means for Your Coverage
Mar 06, 2026
The Secret to Timing the Market
Jan 30, 2026
Long-Term Care: What Most Families Get Wrong
Jan 06, 2026
Your Guide to Medicare Choices: Advantage or Medigap?
Nov 22, 2025
The Hidden Power of True Financial Independence
Nov 03, 2025
Supporting Adult Children While Nearing Retirement: How to Navigate
Sep 26, 2025
State of the Markets: Where We Stand
Sep 02, 2025
Are Stocks a Sure Thing Over the Long Term? Not Necessarily
Aug 01, 2025
Explaining the Social Security Fairness Act
Jun 30, 2025
2025 Medicare Changes You Need to Know About
Jun 02, 2025
Living Longer Than You Expected: Preparing Financially
Apr 28, 2025
The Tricky Business of Spending Your Retirement Savings
Mar 31, 2025
What to Do About the Stock Market's Giant Problem?
Feb 28, 2025
Consider These Three Investments to Hedge Against Inflation
Jan 31, 2025
Truths and Myths about Social Security
Jan 06, 2025
The Move That Adds Years to Your Retirement Nest Egg for Baby Boomers
Dec 10, 2024
Medicare: What It Doesn't Cover and Why it Matters
Dec 02, 2024
Medicare: Everything You Need to Know About the Basics
Nov 08, 2024
Social Security Solvency: Thoughts from Expert Hamilton Morales
Sep 27, 2024
Spending in Retirement: How to Save and Cut
Sep 06, 2024
Social Security Scenarios With Hamilton Morales
Jul 01, 2024
Two Scams Targeting Seniors - Don't Become a Victim
May 31, 2024
Making Sense of New FDIC Bank Deposit Rules for Trusts
Apr 26, 2024
IRA Mistakes to Avoid: Part 2
Apr 17, 2024
IRA Mistakes to Avoid: Part 1
Apr 01, 2024
Is Social Security in Trouble?
Feb 23, 2024
Will You "Spend" Retirement the Right Way?
Jan 26, 2024
401(k) 'Set It and Forget It' No Longer Works
Jan 02, 2024
How to Prepare for the "Survivor's Penalty" Before a Spouse Passes
Dec 18, 2023
Bonus Episode: More with Social Security Expert Hamilton Morales
Nov 21, 2023
Social Security Planning With Hamilton Morales
Oct 30, 2023
The Effects of Withdrawing from Retirement Accounts Due to Economic Pressure
Sep 29, 2023
Retiring Baby Boomers Could Spell Trouble for Workers
Aug 18, 2023
Is a Recession Actually Coming?
Jul 28, 2023
Structured Notes: What Are They and How Do They Work?
Jul 04, 2023
Retirement Planning For Young Adults
May 30, 2023
Can Your Pension Trigger a Retirement Tax Bomb?
May 05, 2023
Rules for Medicaid Coverage of Nursing Home Care
Mar 31, 2023
Tax Advantageous Contributions: Where Should You Put Your Money?
Mar 10, 2023
5 Big Changes to Roth Accounts in SECURE Act 2.0
Feb 10, 2023
Home Equity in Retirement
Jan 04, 2023
Three Things to Get Right if You're Retired
Dec 02, 2022
The Only Debt That Disappears When You Die – And 9 That Don't
Oct 28, 2022
Rising Interest Rates: What It Means for Your Retirement
Sep 30, 2022
Making Sense of the Student Loan Forgiveness Program
Sep 02, 2022
Leaving A Legacy: How To Handle Leaving Your Money To The Next Generation
Aug 01, 2022
Stopping Inflation is Going to Hurt
Jun 24, 2022
Healthcare in Retirement; How Much Can You Expect to Spend?
May 31, 2022
A Brand New Risk in Retirement – Sequence of Returns
Apr 29, 2022
Target Date Retirement Funds: Are They Right For You?
Mar 29, 2022
Bitcoin and Crypto Currency: Is It Worth The Risk?
Feb 23, 2022
Social Security Statements Boost Your Benefits
Jan 18, 2022
Tax Changes In 2022
Dec 10, 2021
Special Guest: Getting to Know Chase Lopez
Oct 29, 2021
What if You Die First? Important Things to Know for Married People: Part 2
Sep 27, 2021
What if You Die First? Important Things to Know for Married People: Part 1
Aug 27, 2021
The Stagflationary Debt Crisis
Jul 28, 2021
Selling The House To Your Own Kids... And Beating Taxes While You Do It.
Jun 28, 2021
Inflation: How Serious Is It?
Jun 01, 2021
5 Tax Hikes That May Be Coming Your Way!
May 07, 2021
7 Mistakes People Make When Choosing a Financial Advisor
Apr 02, 2021
Understanding The TSP: Part 2 - Limitations
Mar 03, 2021
Understanding The TSP: Part 1
Feb 26, 2021
What to Expect at Your First Appointment
Dec 10, 2020
Is There Potential for a Another Lost Decade?
Nov 23, 2020
Four Myths Associated with Long-Term Care
Nov 16, 2020
The Traditional 60/40 Stock Bond Split
Oct 19, 2020
The Stock Market Is Near Correction Levels
Oct 08, 2020
Stocks Outperforming Bonds
Oct 04, 2020
Being a Proactive Investor Versus a Reactive Investor
Sep 17, 2020
Social Security and When to File
Sep 11, 2020
2020 RMDs and Social Security
Sep 04, 2020
A Period of Great Unrest
Sep 02, 2020
Would You Pack Your Lunch for $1.2 Million?
Aug 24, 2020
What Happens When Someone Passes and There's Unpaid Debt?
Aug 01, 2020
Economic Cracks in America's Foundation: Part 3
Jul 22, 2020
An 8-Week Snow Day for America
Jul 17, 2020
Economic Cracks in America's Foundation: Part 2
Jun 24, 2020
Economic Cracks in America's Foundation: Part 1
Jun 01, 2020
The Economic Downtown's Effect on Those In or Near Retirement
May 12, 2020
EIDL vs PPP Loan: How SBA Coronavirus Business Loans Work
May 04, 2020
Special Guest Tony Parish – What Investment Strategy Works For You: Part 2
Apr 17, 2020
Dave and Special Guest Tony Parish – Is the High Yield Bond Ladder Strategy an Option for You?
Apr 09, 2020
COVID-19 May Be An Unprecedented Event, But The Reaction to the Market is Not
Mar 30, 2020
Coronavirus and Why Due Diligence is so Important in Retirement Planning
Mar 23, 2020
The SECURE Act What It Is and How It Could Affect You
Feb 26, 2020
ILG's Five Part Financial Plan
Feb 26, 2020
The Inaugural "Retire Your Way"
Feb 18, 2020