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The Retirement Fix is a monthly podcast for people seeking answers and security in retirement by CERTIFIED FINANCIAL PLANNER™ John Gigliello of the Albany Financial Group, based in Albany, NY. Throughout his 30+ years of experience in taxation, finance and academia, John takes an educational approach to address the most pressing pain-points experienced by his clients and others such as proactive tax management, retirement living & income planning, social security timing, investment management, asset protection and more.
Securities are offered through LPL Financial, member SIPC (www.SIPC.org). Investment advice is offered through Private Advisor Group, a registered investment advisor. Private Advisor Group ad Albany Financial Group are separate entities from LPL Financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. This is a hypothetical example and is not representative of any specific situation. Your results will vary. The hypothetical rates of return used do not reflect the deduction of fees and charges inherent to investing.
| Episode | Date |
|---|---|
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Year-End Tax Planning for Retirees: When More is Less
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Dec 10, 2025 |
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Fighting Elder Fraud: 10 Tips to Protect Your Nest Egg
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Oct 01, 2025 |
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Preserving Your Life Savings: Do You Need an Asset Protection Trust?
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Sep 03, 2025 |
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Retirement Income under the OBBA: 9 Key Provisions Explained
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Aug 20, 2025 |
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8 Steps to a Better Retirement: Don't Let Uncertainty Lead to Anxiety
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Aug 06, 2025 |
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4 Reasons Your Estate Should NOT Inherit Your IRA
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Jul 02, 2025 |
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Avoiding the Medicare Surcharge Trap: 5 Strategies for Retirees
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Jun 04, 2025 |
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Turning Volatility into Opportunity: 7 Strategies to take advantage of a market downturn
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May 07, 2025 |
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6 Retirement Tax Torpedoes to Avoid
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Apr 02, 2025 |
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From Paycheck to 1040: Understanding Your Income Tax
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Mar 14, 2025 |
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The 2025 Tax Changes that Could Save You Money
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Feb 18, 2025 |
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4 Keys to Maintaining Wealth: Tax Planning for High Net Worth Families
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Dec 05, 2024 |
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Paying the Price: Are Parent Plus Loans a Smart Choice?
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Nov 15, 2024 |
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The Fuss about Fiduciaries: Five Foundations, and a Few Red Flags
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Oct 15, 2024 |
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Are you losing millions? Don't make this rollover mistake!
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Sep 16, 2024 |
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High-Yield Savings: How to take advantage of interest rates
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Aug 19, 2024 |
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Taking the Crypto out of Cryptocurrency: What you need to know about bitcoin
|
Jul 18, 2024 |
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Umbrella Insurance: When accidents happen, be prepared.
|
Jun 10, 2024 |
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5 Essential Estate Plan Documents you shouldn't live without
|
Apr 09, 2024 |
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5 Common Medicare Mistakes
|
Oct 25, 2023 |
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Rising Interest Rates: How to Take Advantage While They Last
|
Sep 06, 2023 |
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Reasons to Stay Invested, Even in a Tricky Market
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Aug 07, 2023 |
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Inheriting a House: A blessing or a curse?
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Jun 21, 2023 |
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SECURE Act 2.0: How changes in retirement laws will affect you.
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Feb 06, 2023 |
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Adjustable Rate Mortgages: Can you really save money?
|
Sep 08, 2022 |
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Understanding Financial Aid: Luck is not a plan.
|
Aug 02, 2022 |
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4 Keys to Cutting College Costs
|
Jun 10, 2022 |
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Inflation, Interest Rates and Recession: What does it mean for you?
|
May 13, 2022 |
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Mutual Funds vs. ETFs - What's the Difference?
|
Apr 14, 2022 |
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Around the Tax Code in 45 minutes, plus bonus content
|
Mar 14, 2022 |
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Optimizing Credit Card Benefits: A Crash Course
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Feb 07, 2022 |
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Emotional Money: The Psychology of Proper Money Management
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Jan 04, 2022 |
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Legacy Planning: Control the narrative of your life
|
Dec 01, 2021 |
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Year-End Financial Planning: Your Bucket List Depends on it.
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Nov 01, 2021 |
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Savvy Cybersecurity: Protect Yourself Now
|
Oct 01, 2021 |
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Trailer
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Sep 17, 2021 |