Nach Genre filtern
Over 22 years ago, George Fossing’s passion for creating financial solutions for clients began. He founded NorthStar Financial & Retirement Planning to focus on educating people about their investment and retirement planning options, and ultimately help his clients achieve the retirement they’ve worked so hard for.
- 204 - Best Of: Don't Be Like These NFL Players with Your Retirement
This episode discusses the financial mistakes made by NFL players after retirement, highlighting the importance of money management. It shares stories of players who lost millions due to bad investments and poor financial planning. The conversation also touches on the current stock market and the potential for a market correction before the election. The hosts emphasize the need for proper financial planning and the role of advisors in helping individuals navigate retirement.
Ready to connect with George and begin building your retirement plan? Visit NorthStar to get started today!
See omnystudio.com/listener for privacy information.
Tue, 03 Sep 2024 - 203 - Best Of: Avoiding Market Volatility in Retirement
George and Zach discuss their recent travel experiences and then transition into a discussion about retirement planning. They talk about the importance of finding the right financial advisor and the potential reasons for changing advisors. They also emphasize the need for a comprehensive approach to retirement planning and the importance of avoiding market volatility.
Ready to connect with George and begin building your retirement plan? Visit NorthStar to get started today!
See omnystudio.com/listener for privacy information.
Tue, 27 Aug 2024 - 202 - Managing Investments: Avoiding Financial Drama
The conversation with George Fossing and Travis Smith from Northstar Financial and Retirement Planning discusses the recent swings on Wall Street and provides advice on how to navigate market volatility. They emphasize the importance of not panicking and taking a long-term perspective. They also discuss the three-bucket approach to retirement planning, which includes a safe money bucket, a growth bucket, and an income bucket. The conversation highlights the need for guaranteed lifetime income and the importance of having a plan in place to ensure a worry-free retirement.
Ready to connect with George and begin building your retirement plan? Visit NorthStar to get started today!
See omnystudio.com/listener for privacy information.
Tue, 20 Aug 2024 - 201 - The Role of Money as a Tool in Retirement
The conversation discusses the recent activity on Wall Street and the importance of planning for market downturns during retirement. It emphasizes the need to address sequence of returns and the role of money as a tool. The hosts share examples of clients who made different investment decisions during market volatility and highlight the significance of having a plan to avoid outliving one's money. They encourage listeners to assess their retirement readiness and consider making adjustments to their portfolios.
Ready to connect with George and begin building your retirement plan? Visit NorthStar to get started today!
See omnystudio.com/listener for privacy information.
Tue, 13 Aug 2024 - 200 - Don't Be Like These NFL Players with Your Retirement
This episode discusses the financial mistakes made by NFL players after retirement, highlighting the importance of money management. It shares stories of players who lost millions due to bad investments and poor financial planning. The conversation also touches on the current stock market and the potential for a market correction before the election. The hosts emphasize the need for proper financial planning and the role of advisors in helping individuals navigate retirement.
Ready to connect with George and begin building your retirement plan? Visit NorthStar to get started today!
See omnystudio.com/listener for privacy information.
Tue, 06 Aug 2024 - 199 - Avoiding Market Volatility in Retirement
George and Zach discuss their recent travel experiences and then transition into a discussion about retirement planning. They talk about the importance of finding the right financial advisor and the potential reasons for changing advisors. They also emphasize the need for a comprehensive approach to retirement planning and the importance of avoiding market volatility.
Ready to connect with George and begin building your retirement plan? Visit NorthStar to get started today!
See omnystudio.com/listener for privacy information.
Tue, 30 Jul 2024 - 198 - Best Of: The Truth About Cash as an Investment
In this conversation, George Fossing and Zach Jenkins discuss the fear of a recession and the importance of having a plan for retirement. They debunk the idea that cash is a bad investment and highlight the benefits of having alternative investment options. They emphasize the need to give your money a job and create a well-designed plan that takes into account market volatility. They also discuss the importance of tax planning and how it can help retirees optimize their income and reduce taxes.
Ready to connect with George and begin building your retirement plan? Visit NorthStar to get started today!
See omnystudio.com/listener for privacy information.
Tue, 23 Jul 2024 - 197 - Best Of: The Impact of Government Spending on Taxes
The conversation covers a range of topics including travel, investment forums, government spending, tax planning, retirement planning, and financial efficiency. It delves into the impact of government spending on taxes, the importance of tax planning, and the significance of efficient financial strategies for retirement. George and Zach also emphasize the role of investment forums in providing clarity and insight into economic predictions and government policies.
Ready to connect with George and Zach to begin building your retirement plan? Visit NorthStar to get started today!
See omnystudio.com/listener for privacy information.
Tue, 16 Jul 2024 - 196 - Best Of: Preserving Lifestyle in Retirement
Retirement is no longer about sitting in an easy chair and feeding the birds. People are now enjoying their retirement years and may be in retirement for a long time without a job. It is important to have a plan for managing finances in retirement. One common mistake is having too much risk in a retirement portfolio, so it's crucial to have a balanced portfolio that can withstand market downturns. Preservation of lifestyle is key in retirement, and it is important to have a clear understanding of one's financial situation and goals.
Ready to connect with George and begin building your retirement plan? Visit NorthStar to get started today!
See omnystudio.com/listener for privacy information.
Tue, 09 Jul 2024 - 195 - Managing Retirement Savings in a Volatile Market
The conversation discusses the topic of managing retirement savings in a volatile market. It emphasizes the need to consider the true value of 401k accounts and the potential risks of market downturns. The importance of diversifying investments and creating a purpose-driven retirement plan is highlighted. The conversation also touches on the changes and considerations for Social Security benefits in 2024.
Ready to connect with George and begin building your retirement plan? Visit NorthStar to get started today!
See omnystudio.com/listener for privacy information.
Tue, 02 Jul 2024 - 194 - The Impact of Required Minimum Distributions on Tax Brackets
George Fossing and Travis Smith discuss tax planning for the future and the importance of mitigating tax liabilities. They highlight the potential impact of required minimum distributions (RMDs) on retirement accounts and the misconception that retirees will always be in a lower tax bracket. They emphasize the need for tax efficiency strategies, such as Roth conversions and charitable donations, to minimize tax burdens. The conversation also touches on the value of tax planning for business owners and individuals preparing to exit their businesses.
Ready to connect with George and begin building your retirement plan? Visit NorthStar to get started today!
See omnystudio.com/listener for privacy information.
Tue, 25 Jun 2024 - 193 - Best Of: Preserving Lifestyle in Retirement
Retirement is no longer about sitting in an easy chair and feeding the birds. People are now enjoying their retirement years and may be in retirement for a long time without a job. It is important to have a plan for managing finances in retirement. One common mistake is having too much risk in a retirement portfolio, so it's crucial to have a balanced portfolio that can withstand market downturns. Preservation of lifestyle is key in retirement, and it is important to have a clear understanding of one's financial situation and goals.
Ready to connect with George and begin building your retirement plan? Visit NorthStar to get started today!
See omnystudio.com/listener for privacy information.
Tue, 18 Jun 2024 - 192 - Best Of: Nick Saban and the Best Time to Retire
When is the right time to retire? Zach Jenkins and Travis Smith discuss the recent retirement of Alabama Head Football Coach Nick Saban and how coming to the decision to call it a career may be easier than you think. They also talk about comedian Ron White and his tax plan that may have caused him to go back to work.
Ready to connect with George and Zach to begin building your retirement plan? Visit NorthStar to get started today!
See omnystudio.com/listener for privacy information.
Tue, 11 Jun 2024 - 191 - The Impact of Government Spending on Taxes
The conversation covers a range of topics including travel, investment forums, government spending, tax planning, retirement planning, and financial efficiency. It delves into the impact of government spending on taxes, the importance of tax planning, and the significance of efficient financial strategies for retirement. George and Zach also emphasize the role of investment forums in providing clarity and insight into economic predictions and government policies.
Ready to connect with George and Zach to begin building your retirement plan? Visit NorthStar to get started today!
See omnystudio.com/listener for privacy information.
Tue, 04 Jun 2024 - 190 - The Truth About Cash as an Investment
In this conversation, George Fossing and Zach Jenkins discuss the fear of a recession and the importance of having a plan for retirement. They debunk the idea that cash is a bad investment and highlight the benefits of having alternative investment options. They emphasize the need to give your money a job and create a well-designed plan that takes into account market volatility. They also discuss the importance of tax planning and how it can help retirees optimize their income and reduce taxes.
Ready to connect with George and begin building your retirement plan? Visit NorthStar to get started today!
See omnystudio.com/listener for privacy information.
Tue, 28 May 2024 - 189 - Preserving Lifestyle in Retirement
Retirement is no longer about sitting in an easy chair and feeding the birds. People are now enjoying their retirement years and may be in retirement for a long time without a job. It is important to have a plan for managing finances in retirement. One common mistake is having too much risk in a retirement portfolio, so it's crucial to have a balanced portfolio that can withstand market downturns. Preservation of lifestyle is key in retirement, and it is important to have a clear understanding of one's financial situation and goals.
Ready to connect with George and begin building your retirement plan? Visit NorthStar to get started today!
See omnystudio.com/listener for privacy information.
Tue, 07 May 2024 - 188 - Is it possible to retire during a recession?
Multiple large companies have announced future layoffs and some fear it could be the beginning of a recession. George Fossing and Zach Jenkins discuss the possibility of retiring during a recession. They also talk about their new program called: Her...
Tue, 13 Feb 2024 - 187 - How does a Presidential Election affect your retirement?
How does a Presidential Election affect your retirement? George Fossing and Zach Jenkins take a look back at history to discuss elections and the stock market. They also talk about continuing to work in retirement and tax consequences.
Tue, 06 Feb 2024 - 186 - Taxes changes you will face in retirement
How will your taxes change in retirement? Zach Jenkins and Travis Smith discuss the myth of lower taxes in retirement and how you can begin positioning yourself today for success in the future. They also talk about which direction the Fed will take...
Tue, 30 Jan 2024 - 185 - Nick Saban & the right time to retire
When is the right time to retire? Zach Jenkins and Travis Smith discuss the recent retirement of Alabama Head Football Coach Nick Saban and how coming to the decision to call it a a career may be easier than you think. They also talk about comedian...
Tue, 23 Jan 2024 - 184 - Alternatives to the stock market when you retire
What alternative options do you have to the stock market when you decide to retire? George Fossing and Zach Jenkins discuss what is available to your and your portfolio, as well as how to utilize them in a customized plan to fulfill your retirement...
Tue, 16 Jan 2024 - 183 - Are interest rates creating more risk in retirement plans?
Are interest rates creating more risk in retirement plans? George Fossing and Zach Jenkins discuss which direction interest rates could head and 2024 and how they could effect your retirement plan. They also talk about the possibility of more bank...
Tue, 09 Jan 2024 - 182 - Which direction is the market heading in 2024?
Which direction is the market heading in 2024 and how will it affect your retirement plan? George Fossing and Zach Jenkins discuss what the talking heads are forecasting. They also talk about the downsides to having a target date fund.
Tue, 19 Dec 2023 - 181 - Are taxes going up in 2024?
Are taxes going up in 2024? George Fossing and Zach Jenkins discuss which direction taxes are heading next year. They also talk about how much money you need to feel rich and if that's the same amount you need to retire or not.
Tue, 05 Dec 2023 - 180 - At what age should you start retirement planning?
At what age should you start retirement planning? George Fossing and Zach Jenkins discuss the best time in life to begin making a retirement plan. They also talk about possible interest rate hikes in the future and are social security recipients...
Tue, 21 Nov 2023 - 179 - When is the best time to buy stock in retirement?
When is the best time to buy stock in retirement? George Fossing and Zach Jenkins discuss the best way to utilize the market when you are no longer chasing gains. They also talk about the investment options you have and how to utilize them in your...
Tue, 14 Nov 2023 - 178 - How will taxes affect your retirement income?
How will taxes affect your retirement income? George Fossing and Travis Smith discuss the future of taxes and what you can be doing now to prepare yourself. They also talk about the difference between a 401(K) and an IRA. Do you know which one is best...
Tue, 17 Oct 2023 - 177 - Are emotions delaying your retirement?
Are emotions delaying your retirement? George Fossing and Zach Jenkins discuss the difference between a financial and an emotional delay in retirement. They also talk about the fees that might be eating up your 401(K) and if a reduction in social...
Tue, 10 Oct 2023 - 176 - Is it time for a portfolio review?
When should you review your portfolio before retirement? George Fossing and Zach Jenkins discuss when is the right time for a financial checkup. They also talk about high interest cash investments and if they will disappear soon, as well as the...
Tue, 03 Oct 2023 - 175 - Should you payoff your mortgage before you retire?
Should you payoff your mortgage before you retire? George Fossing and Zach Jenkins weigh-in on why getting rid of your house payment might not be the best idea right now. They also discuss the current state of Wall Street and if you should proceed...
Tue, 26 Sep 2023 - 174 - Rules for retirement that are now outdated
Which retirement rules are no longer relevant? Zach Jenkins discusses what you should be doing today to make sure your portfolio is up to date. He also talks about how much of your account are you losing to inflation and what is the best way to...
Tue, 19 Sep 2023 - 173 - Is maxing out your 401(k) overrated?
Is maxing out your 401(k) overrated? George Fossing ans Zach Jenkins discuss how much money you should be putting into your retirement account and what might be outdated. They also talk about inflation and if we will continue to see it rise.
Tue, 05 Sep 2023 - 172 - Meet the Northstar Team!
While George Fossing is out this week, Zach Jenkin's welcomes members of the Northstar team to the show. They discuss all aspects of retirement, what you need to know today, and how they are able to work together all under one roof to help create a...
Tue, 29 Aug 2023 - 171 - How much longer will social security last?
Will social security still be around when you retire? Zach Jenkins discusses the possible future of the government program. Wade Cupcheck joins the show to talk about how to create a legacy plan for your family's financial future.
Mon, 21 Aug 2023 - 170 - How can you make your money tax free?
Which tax bracket will you be in when you retire? George Fossing and Zach Jenkins discuss the taxes you will face in your financial future and what you should be doing now to lighten the load. They also discuss tools you should be utilizing to relieve...
Mon, 07 Aug 2023 - 169 - Which should you have: IRA vs 401(k)
Which is better: an IRA or a 401(k)? George Fossing and Zach Jenkins discusses how to utilize different accounts to set yourself up on the best path for retirement. They also discuss when you should start removing money from your portfolio and how to...
Mon, 31 Jul 2023 - 168 - Retire on your own terms
Will you be able to retire on your own terms? George Fossing and Zach Jenkins discuss the steps you should make now as you plan towards your financial future. They also talk about changing your investment strategy after you leave the workforce and the...
Mon, 03 Jul 2023 - 167 - The 3 stages of retirement
How will you take income in retirement? George Fossing and Zach Jenkins discuss how you will pay yourself in retirement. They also discuss how much of your money actually goes to taxes and the 3 stages you will go through when your working days are...
Mon, 29 May 2023 - 166 - What challenges do couples face when preparing for retirement?
Do you have a plan for you and your spouse in retirement? George Fossing and Zach Jenkins discuss the biggest concerns they hear from couples when planning their financial future and the speedbumps they may face. They also talk about the possibility...
Mon, 15 May 2023 - 165 - What could explode in your portfolio
Is there something in your retirement account that could send it up in flames? George Fossing and Zach Jenkins discuss the importance of having your accounts reviewed. They discuss why more and more Americans are becoming pessimistic about the...
Mon, 08 May 2023 - 164 - What is Tax Freedom Day
Do past retirement rules still apply today? George Fossing and Zach Jenkins discuss how this is no longer your grandparents retirement and changes you need to keep an eye out for. They also discuss tax freedom day and the importance of long term care...
Mon, 24 Apr 2023 - 163 - Which direction is the market heading next?
Should you buckle up for another market pullback? George Fossing and Zach Jenkins are joined by Northstar Financials’ Chief Investment Officer Jim Pritchard to discuss which direction the market is heading in Q2 and if you should be in bonds or...
Mon, 17 Apr 2023 - 162 - Will Social Security soon be cut?
Can over analyzing your retirement portfolio create paralysis? George Fossing and Zach Jenkins discuss how overthinking your plan can affect the results. They also talk about the possibility of Social Security getting cut, finding what is hindering...
Mon, 10 Apr 2023 - 161 - Is the Fed overreacting?
Should you follow your gut or the numbers when creating a retirement plan? George Fossing and Zach Jenkins discuss why you need a plan when checks stop coming in in retirement. They also talk about how far ahead your should start planning to...
Mon, 03 Apr 2023 - 160 - Are we about to see a pullback in the stock market
Are you able to continue riding the market roller coaster when you’re heading into retirement? George Fossing and Zach Jenkins discuss the talking heads take on an upcoming pullback in the stock market and tell you why today is the day to start...
Mon, 27 Mar 2023 - 159 - What happened to Silicon Valley Bank
Is your money safe? George Fossing and Zach Jenkins discuss what caused the SVB collapse. They also talk about identifying risk in your portfolio, when should you take social security, and are we in a recession right now?
Mon, 20 Mar 2023 - 158 - Changes in retirement rules
Major league baseball is making rule changes this upcoming season, but what retirement rule changes do you need to know? George Fossinga and Zach Jenkins discuss strategies you can create for your retirement plan. they also talk about tuning out the...
Mon, 13 Mar 2023 - 157 - Will the fed cut interest rates this year
What direction is inflation heading? George Fossing and Zach Jenkins discuss the biggest fears in retirement, compressing fees, and how often adults let their minds wander.
Mon, 06 Mar 2023 - 156 - Creating a retirement supply kit
Can artificial intelligence replace a financial advisor? George Fossing and Zach Jenkins discuss what AI is missing in a retirement plan. the steps you should take to protect your portfolio from a recession, and Slyvestor Stallone shares how he plans...
Mon, 13 Feb 2023 - 155 - How often should you get a wellness check on your portfolio
What are the signs that we're already in a recession? George Fossing and Zach Jenkins discuss what the talking heads are saying and what you should be looking for. They also talk about the financial tools that have become more available with...
Mon, 06 Feb 2023 - 154 - What are you paying an advisor for
Will there be a rate cut this year and what does that mean for your portfolio? George Fossing and Zach Jenkins discuss the importance of a tax plan with the changes of the Secure act 2.0. They also breakdown the 5 questions you should be asking your...
Mon, 30 Jan 2023 - 153 - Creating confidence in today's market
How long will interest rates continue to rise? George Fossing and Zach Jenkins discuss what you should do if you aren't feeling confident in the market. They also talk about tips from Warren Buffett and if you should convert your 401(k) to a Roth...
Mon, 23 Jan 2023 - 152 - Create a retirement that removes the fear of spending
Should you be optimistic about the stock market in 2023? George Fossing and Zach Jenkins discuss this and their 5-step guide to retirement. They also talk about a TikTok influencer who tried to live off a very little budget and give advice about...
Tue, 17 Jan 2023 - 151 - Market risk in the new year
How much money should you be risking in the market in the new year? George Fossing and Zach Jenkins balancing your financial concerns as you head towards retirement, mistakes to avoid in a recession, and a former NBA champion's advice on finding your...
Mon, 09 Jan 2023 - 150 - Getting financially educated for the future
Zach Jenkins and Mery Ellyse Fendig discuss the difference between legacy planning and having a will or an estate. They also talk about financial fears and what you can do now to prepare yourself for 2023!
Mon, 19 Dec 2022 - 149 - How diversified should your portfolio be
George Fossing and Zach Jenkins discuss putting guardrails on your retirement to cut risk. They also talk about the Christmas Price Index hitting a record high and Kentucky boy who wanted an Xbox.
Tue, 13 Dec 2022 - 148 - What is tax loss harvesting
What are indicators of inflation and how can you protect your portfolio? George Fossing and Zach Jenkins discuss the options you have and the best ways to be more efficient with your time while meeting with a financial advisor.
Mon, 05 Dec 2022 - 147 - Investment Insurance
With rising inflation, what changes should you be making in your retirement plan? George Fossing and Zach Jenkins discuss creating insurance around your investments and how layoffs in the tech sector could create a trend.
Mon, 21 Nov 2022 - 146 - Are stocks on clearance
George Fossing and Zach Jenkins discuss the current state of the stock market and how to find your pain threshold. They also talk about preventing further loss and how retirement has changed over the years.
Mon, 14 Nov 2022 - 145 - Protecting and preserving your wealth
Zach Jenkins and Travis Smith discuss the possibility of having to delay your retirement due to the current status of the market. They also talk about being forced to move so you can lower your tax rate and how an annuity can fit into your...
Mon, 31 Oct 2022 - 144 - A sit down with country music star Jason Aldean
George Fossing sits down with multi-platinum musician Jason Aldean! They discuss the journey of his career in the music industry and the importance of surrounding yourself with a good team to be successful. Jason also talks about the transition from...
Mon, 24 Oct 2022 - 143 - Plan well, Retire well
Can you retire in a recession? George Fossing and Zach Jenkins discuss how long it will take for the market to come back, what to do when you cross the retirement threshold, and the items you should bring to a first meeting with a financial...
Mon, 10 Oct 2022 - 142 - Who is taking the biggest losses in the market
George Fossing and Zach Jenkins discuss the biggest losers in the market right now. They also talk about nearing the bottom of the market, what a first meeting with an advisor is like, and creating a plan to retire now.
Mon, 26 Sep 2022 - 141 - Protecting yourself from higher taxes
Zach Jenkins discusses the importance of protecting yourself from higher taxes. He also talks about creating a plan to avoid worrying about running out of money and investing like a woman!
Mon, 19 Sep 2022 - 140 - What can you do now to protect your retirement savings
George Fossing and Zach Jenkins discuss the steps you can make right now to create downside protection in your portfolio. They also discuss the transition into becoming an empty nester and how to make a meeting with your financial advisor worth your...
Mon, 12 Sep 2022 - 139 - Adapting to the current financial world
On this week's show, George Fossing welcomes on NorthStar Financials’ CPA Travis Smith and long term care planner Mary Ellyse Fendig. They discuss the current state of the economy, a woman's roll in retirement, and how a local city got named one of...
Mon, 29 Aug 2022 - 138 - Has inflation peaked
George Fossing and Zach Jenkins discuss the current state of inflation and if we've hit the bottom of the market. They also talk about having a plan "B" for when life changes occur and the when you should start making retirement moves.
Mon, 22 Aug 2022 - 137 - Will the market come back and what should you do
George Fossing and Zach Jenkins discuss safe options you have for your money. They also discuss potential financial scams and investments that may not be what the seem on the surface.
Mon, 15 Aug 2022 - 136 - Is now the time for aggressive tax planning
George Fossing and Zach Jenkins discuss how retirement has changed since your parents time. They also talk about finding your risk tolerance in the market and winning the lottery in life.
Mon, 08 Aug 2022 - 135 - Should you get out of the market
George Fossing and Zach Jenkins discuss what you should do with your portfolio as you head into retirement. They also talk about the importance of creating an income plan and a cruise that will last half a year, so what are your plans for the future?
Mon, 01 Aug 2022 - 134 - The new rules of retirement
George Fossing and Zach Jenkins discuss how retirement has changed. They also talk about how likely a recession is and how to know if your portfolio is protected.
Mon, 11 Jul 2022 - 133 - Chief Investment Officer Jim Pritchard
George Fossing welcomes on Northstar's Chief Investment Officer Jim Pritchard. They discuss having confidence in the current market and where you should be putting your money right now.
Tue, 05 Jul 2022 - 132 - What options do you have in your 401(k)
George Fossing discusses your tax liability and how it can affect your state of mind in retirement. He also talks about maximizing your 401(k) and the biggest expenses you'll face in retirement.
Mon, 27 Jun 2022 - 131 - Vice President Mike Pence and Annuities
George Fossing and Zach Jenkins discuss how to figure out if an annuity is right for you. They also talk about the first question you should ask an advisor and Vice President Mike Pence's take on the future of social security in America.
Mon, 20 Jun 2022 - 130 - Should you wait for the market to recover
George Fossing and Zach Jenkins discuss how you know if you have enough money to retire. They also talk about the risks of putting all your money in one investment and financial advise for your kids.
Mon, 13 Jun 2022 - 129 - Can gold hedge inflation
George Fossing and Zach Jenkins discuss interest rates and inflation. They also talk about if you should have gold in your portfolio, creating inflation protection, and if you should have a target date fund or not.
Mon, 30 May 2022 - 128 - What is going on in the market
George Fossing and Zach Jenkins discuss the current state of the market at what the future may look like. They also talk about using money as a tool and the benefits of creating a financial bucket strategy.
Mon, 16 May 2022 - 127 - How can a recession affect your quality of life
George Fossing and Zach Jenkins discuss the process of creating a retirement goal. They also talk about the possibility of a recession and benefits from having a real person as your advisor instead of a robot.
Mon, 02 May 2022 - 126 - Are you leaving cash on the sidelines
George Fossing and Zach Jenkins discuss contractions in the market. They also talk about the role inflation is playing on your retirement and concerns you should have.
Mon, 25 Apr 2022 - 125 - Should you be keeping your money in cash
George Fossing and Zack Jenkins discuss how inflation can affect your retirement from a tax standpoint. They also talk about risks you might be taking and what is shrinkflation?
Mon, 11 Apr 2022 - 124 - How much of your retirement is really yours
George Fossing and Zach Jenkins discuss what concerns you should have about your paycheck. They also talk about how much of your retirement is truly yours and ways you can take control of your 401 (k).
Mon, 04 Apr 2022 - 123 - Are you letting your money own you
George Fossing and Zach Jenkins discuss actions you can take now to protect the retirement you've built. They also talk about shifting your attitude in retirement and why it's important to keep your eyes wide open when it comes to your portfolio.
Mon, 28 Mar 2022 - 122 - Can you benefit from rising interest rates
George Fossing and Zach Jenkins discuss why raising the interest rate could benefit you. They also talk about how many years of retirement you should plan for and Tom Brady's return to the gridiron.
Mon, 21 Mar 2022 - 121 - The importance of having a financial team
George Fossing and Zach Jenkins discuss why you shouldn't be playing the guessing game with your accounts. They also talk about what plans have changed that may affect your taxes.
Mon, 14 Mar 2022 - 120 - Long-Term Care Specialist Mary Ellyse Fendig
George Fossing is joined by fellow Northstar team member and Long-Term Care Specialist Mary Ellyse Fendig. They discuss why long-term care planning is so important and options you may not know you have when it comes to advanced retirement planning.
Mon, 28 Feb 2022 - 119 - Creating an exit strategy for retirement
George Fossing and Zach Jenkins discuss how rising inflation could change your standard of living. They also talk about the different options you have when it comes to your portfolio, as well as the reason you may continue to see prices rise.
Mon, 21 Feb 2022 - 118 - CIO Jim Pritchard's Market Outlook
Chief Investment Officer Jim Pritchard discusses what we are looking at in the market in 2022. He also talk about what can affect the direction of the market, as well as having an exit strategy.
Mon, 14 Feb 2022 - 117 - Should you make market moves now
George Fossing and Zach Jenkins discuss making moves with rising inflation. They also talk about the importance of stress testing your portfolio and if you can save money on taxes in retirement.
Mon, 07 Feb 2022 - 116 - Are you concerned about the market
George Fossing and Zach Jenkins discuss how much volatility you should have in your retirement account. They also talk about market concerns, the process of building a financial plan, and tax changes in 2022.
Mon, 31 Jan 2022 - 115 - Will there be inflation by the end of the year
George Fossing and Zach Jenkins discuss what the market might look like at the end of the year. They also talk about the benefits of a 401(k) review and if you should postpone your retirement due to the pandemic.
Mon, 17 Jan 2022 - 114 - Retire like Antonio Brown
George Fossing and Zach Jenkins discuss the recent decision by NFL wide receiver Antonio Brown to walk off the job. They also talk about creating plans to keep up with inflations, as well as making a financial resolution for the new year.
Mon, 10 Jan 2022 - 113 - What is the intent with your money
George Fossing and Zach Jenkins discuss creating a financial resolution for the new year. They also talk about not missing the boat on tax planning and why you should or should not retire in 2022.
Mon, 03 Jan 2022 - 112 - Building your financial home
George Fossing and Zach Jenkins talk about how you should look at your portfolio as if it were your home. They also discuss reliving financial stress during the holiday season, the market and your daily life, and what to do with your 401k.
Mon, 20 Dec 2021 - 111 - Are you prepared to weather the storm?
George Fossing and Zach Jenkins address one of the biggest concerns for retirees - volatility in their investments. Find out what steps they take to find the right fit for their clients on this week's podcast.
Mon, 13 Dec 2021 - 110 - Can You Reduce Your Tax Burden
George Fossing and Zach Jenkins discuss how you can reduce the tax burden in your legacy plan. They also talk about if you will need to change your habits when you retire and if you will be able to keep up with inflation.
Mon, 06 Dec 2021 - 109 - Should You Have A Private Pension
George Fossing and Zach Jenkins discuss how much you should be invested in bonds. They also talk about the financial rules of thumb and how much risk you are taking.
Mon, 29 Nov 2021 - 108 - Paying the right amount in taxes
George Fossing and Zach Jenkins discuss one of the hottest topics as we approach the end of the year - tax planning. Find out some of the options that could potentially set you up for a more tax efficient 2022 and beyond!
Mon, 15 Nov 2021 - 107 - Community Liaison at Comfort Keepers of Greenville Fallon Hogan
Community Liaison at Comfort Keepers of Greenville Fallon Hogan joins George Fossing not being afraid to ask for help. They also talk about creating your legacy and medical expenses you may face.
Mon, 08 Nov 2021 - 106 - Medicare and Estate Planning
George Fossing is joined by a pair of guests in studio this week. Attorney Wade Cupcheck talk's about the importance of legacy planning. Also, Northstar's very own Dow Barton, discusses Medicare open enrollment season.
Mon, 25 Oct 2021 - 105 - What will the fourth quarter bring?
George Fossing welcomes Jim Pritchard, Chief Investment Officer of Northstar Financial and Retirement Planning, into the studio to discuss what the fourth quarter will look like. Plus, removing your emotions from investing and some of the monkey...
Mon, 04 Oct 2021
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