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The Retirement Key

208 episodes - English - Latest episode: 4 days ago - ★★★★★ - 1 rating

The Retirement Key podcast is your go-to resource for practical insights and strategies for a successful retirement. Join hosts Abe Abich and Pat Volk, two experienced financial planners who share decades of expertise on everything from Social Security to estate planning.


Whether you're just starting to plan for retirement or you're already in the thick of it, The Retirement Key has something for you. In each episode, Abe and Pat provide personalized solutions to the most common retirement challenges.


Subscribe today and empower yourself to make confident financial decisions for a fulfilling retirement journey.


To begin your personalized retirement conversation and gain a deeper understanding of your financial path, visit  Abich Financial Solutions website


Find even more helpful insights from Abe Abich, Pat Volk and the rest of the team on Facebook, Instagram, LinkedIn and YouTube!

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Episodes

How Much Money Do You REALLY Need To Retire?

April 23, 2024 08:00 - 15 minutes - 14.6 MB

$1 Million used to be what you needed to retire, but the latest average according to Schwab is $1.8 Million. Is this number actually accurate? In this episode, Abe discusses if it's possible to retire with under $1 million and how individual circumstances play into a retirement plan. Also, Abe breaks down the tax consequences in retirement that people may not know about as they build out their income plans. Ready to build your plan for retirement? Visit TheRetirementKey.com today! See om...

The Impact Of Inflation On Financial Planning

April 16, 2024 08:00 - 16 minutes - 15 MB

The latest inflation number came in hot, implying that the Fed won't be cutting interest rates anytime soon. Government spending contributes to inflation, which may have an impact on your financial plan heading into retirement. In this episode, Pat Volk explores the different options, such as annuities, that may help protect and generate income during retirement in a time of uncertainty. Ready to see how inflation is affecting your retirement goals? Visit TheRetirementKey.com today! See o...

Creating A Personal Pension For Your Retirement

April 09, 2024 08:00 - 14 minutes - 13.4 MB

Planning for retirement and creating a personal pension are crucial for a secure financial future. In this episode, Abe discusses that having a sound income plan is essential while living out your retirement years. Also, Abe explains how the 60-40 model (60% stocks and 40% bonds) may not be as effective in today's market, and alternative strategies should be considered. Ready to see what developing an income plan for your retirement might look like? Visit TheRetirementKey.com today! See o...

Protection From Market Corrections And Fees In Retirement

March 26, 2024 08:00 - 13 minutes - 12.6 MB

The stock market continues to make new highs thanks to “The Magnificent 7” which has caused concern for a correction. How much longer can the market run up thanks to a handful of stocks? On this episode, Abe warns that too much exposure to the market during retirement and the years leading up to retirement can negatively impact your life savings. Protecting your portfolio is key when building out your retirement plan. Plus, how much in fees are you really paying? Abe shares common fees tha...

Saving Time And Money While Planning For Retirement

March 19, 2024 08:00 - 14 minutes - 13.6 MB

Spending 12 hours a week to plan for one day. That’s what a new study reveals about wedding planning. But what about when it comes to planning for 20-40 years of your life in retirement? On this episode, Abe discusses the importance of planning for retirement and the role of a financial advisor in creating a comprehensive retirement plan, helping save time and money in the process. Plus, “higher for longer” interest rates, wars abroad, and an election year continue to cause fear and doubt....

“Beatlemania Boomers” Are Facing A Retirement Crisis

March 12, 2024 08:00 - 12 minutes - 11.7 MB

New research shows the youngest Baby Boomers, born between 1960 and 1965, have significantly less wealth than older Boomers thanks to the Great Recession which hit during their peak earning years. On this episode, Abe speaks to the work they do at Abich Financial do build protections around their client’s savings to help avoid this kind of catastrophe. Plus, when asked to choose either “money” or “your love life,” almost half of women say they rather have a conversation about their persona...

Retirement Risks You Didn't See Coming

February 27, 2024 09:00 - 15 minutes - 14.3 MB

Preparing for retirement is a marathon, not a sprint. But even the most seasoned runners can trip over unexpected hurdles. On this episode, Abich Financials’ Sr Advisor Pat Volk talks about hidden risks that can derail your retirement dreams. Pat shares his thoughts on: Why chasing high returns might not be the best strategy for everyone. The crucial difference between saving "enough" and setting realistic goals. Hidden tax implications you may not have considered. Unveiling the risks o...

Preparing Your Retirement For Adversity

February 20, 2024 09:00 - 16 minutes - 15.2 MB

Many are worried about how rising interest rates, inflation, and market volatility could affect their retirement. So, how does the CEO of America’s biggest bank position his business for adversity? JP Morgan Chase’s Jamie Dimon shares his perspective on ways to “weather the storms.” Abe points out how this “good business advice” aligns with how we should also think about retirement planning. We also hear from Jerome Powell who speaks of how it’s no longer a case of if the Fed will cut int...

Unwanted Surprises That Could Derail Your Retirement Dreams

February 13, 2024 09:00 - 12 minutes - 11.6 MB

Dreaming of a retirement filled with relaxation and adventure? Then you’ll want to learn more about unforeseen issues that can throw even the best-laid plans into disarray. In this episode, financial advisor Pat Volk of Abich Financial Services pulls back the curtain on common yet surprising challenges that can derail your retirement dreams. From income taxes to outliving your savings, Pat sheds light on potential pitfalls while providing ideas on actionable strategies you can take to help ...

What Is Your Social Security Risk Score

February 07, 2024 09:00 - 17 minutes - 16.1 MB

As the Social Security solvency crisis looms, many Americans are wondering what they can do to help protect their retirement income should they face benefit cuts. On this episode, Abe Abich speaks with David Duley, a foremost expert on Social Security and co-founder of Social Security Risk Score, about the history and complexities of the program. David shares theories on ways Congress could rescue the program, through strategies like means testing or changes in retirement age, and why he’s...

How Moving Vans Have Become A New Retirement Tax Strategy

February 06, 2024 09:00 - 13 minutes - 12.8 MB

California has lost over 750 thousand residents over the last three years because of its oppressive state tax rate of 13.3%. People are leaving for places like Florida, Texas and Tennessee that have no state income tax. On this episode, Abe talks about other (aka – easier than moving) strategies that may be able to help you limit the taxes you’ll owe in retirement. Plus, we hear from Azul Wells about the anxiety that can cause us to kick the can down the road before we decide to leave the ...

Navigating Election Volatility & Retirement Advice From Nick Saban

January 30, 2024 09:00 - 15 minutes - 14.4 MB

Worried how election volatility could affect your retirement nest egg? You're not alone. In this episode, Abe breaks down strategies for pre-retirees and retirees to navigate uncertain markets, including shifting from growth to income, building a comprehensive retirement roadmap, and de-risking your portfolio. We also hear from Alabama’s Nick Saban, who recently shook up the college football world by announcing his retirement. He shares what made him realize it’s time to pass the torch. Ab...

Ways To Test Your Financial Longevity

January 23, 2024 09:00 - 14 minutes - 13.7 MB

Researchers have created a simple test that might predict mortality risk.  It consists of standing on one leg with the other tucked behind your knee, and your arms at your sides for 10 seconds. They claim the longer you’re able to do this, the longer you’ll live. But what about your financial plan? Will your money last as long as you do? On this episode, Abich Financials’ Senior Financial Advisor Pat Volk, discusses different tests they run on clients’ accounts so they can understand their...

401(K) “Overconfidence” and Social Security “Mulligans”

January 16, 2024 09:00 - 15 minutes - 13.9 MB

Have you checked your 401(k) lately?  There’s a good chance it’s looking a lot better than it did a year ago.  But behavioral economists warn how the overconfidence that comes with making big gains can cause people to take bigger risks with their investments.  In this episode, Abe also talks about the emotional toll of constantly logging into your accounts and insight to finding balance.  Abe provides actionable ideas to portfolio management, risk assessing and why they have reviews every q...

Learn About 2024's Financial Strategies for Retirement

January 09, 2024 09:00 - 14 minutes - 13.3 MB

How much money do you need to be happy?  Baby Boomers say $124K annually, while Millennials want more than a $500,00 each year! But one thing all generations agree on:  having a financial plan can help bring a sense of security.  On this episode, Abe shares what we can anticipate in 2024. Whether you're nearing retirement or already enjoying it, Abe shares actionable steps for tax planning, insights into market dynamics, and the significance of guaranteed income in retirement. We also disc...

Navigating Financial Storms: Predicting Interest Rates and Preparing for 2024

January 02, 2024 09:00 - 12 minutes - 11.4 MB

The stock market saw a nice rally in November, and some believe we are set up for a great start for 2024 with the Fed lowering interest rates. But not everyone’s on board with that thinking. Abich Financial's Senior Financial Advisor Pat Volk, dives into the unpredictable world of interest rates and the contrasting opinions on rate cuts. In the midst of economic shifts, Pat encourages investors to seek practical advice as they approach retirement while underscoring the importance of buildin...

Navigating the Ever-Changing Financial World, And The Challenges Of DIY Retirement Planning

December 26, 2023 09:00 - 13 minutes - 12.6 MB

In this episode, Abich Financial's Senior Financial Advisor Pat Volk, reminisces over favorite holiday movies like, Home Alone. A particular scene from the movie prompts a conversation about the changes Pat has seen in the financial world during his career. He discusses the transition from traditional pension plans to the prevalence of 401(k)s, the economic impact of technology, changing employer-employee dynamics, and the shift towards a more DIY approach in financial planning.   Pat cha...

Strategies for 2024: Post-Retirement Roth Conversion Benefits and Managing Higher Interest Rates

December 19, 2023 09:00 - 13 minutes - 12.1 MB

As we approach the year-end, Abe discusses the importance of resetting financial goals and addresses the impact of political and economic changes on retirees. Discover the potential benefits of Roth conversions, whether you're still in the workforce or already retired. Abe sheds light on how retirees can take advantage of strategic tax planning and Roth conversions to increase their tax-efficiency in retirement.   We also look at current interest rates and their effects on the stock marke...

Navigating Year-End Financial Planning, Investment Trends, and the 'T-Bill and Chill' Phenomenon

December 12, 2023 09:00 - 12 minutes - 11.3 MB

Christmas and New Years are just around the corner. So, have you made an appointment for year-end financial planning? On this episode, Abe shares the things they look out for when having these meetings at Abich Financial Services like required minimum distributions (RMDs), tax loss harvesting, and optimizing allocations. We also discuss Wall Street’s latest catchphrase, "T-bill and chill." Abe explains why short-term Treasury bills are gaining popularity among investors, especially those i...

Learn Why Dave Ramsey's Retirement Insights Are Flawed

December 05, 2023 09:00 - 12 minutes - 11.6 MB

Subscribe or follow today and empower yourself to make confident financial decisions for a fulfilling retirement journey. To begin your personalized retirement conversation and gain a deeper understanding of your financial path, visit  Abich Financial Services website or call 571-554-1980. Find even more helpful insights from Abe Abich, Pat Volk and the rest of the team on Facebook, Instagram, LinkedIn and YouTube!   #retirement #daveramsey #podcast See omnystudio.com/listener for priva...

What History and Volatile Markets Can Teach Us

November 28, 2023 09:00 - 13 minutes - 11.9 MB

Join Pat Volk of Abich Financial Services as he explains how significant historical financial events can help you make decisions about your financial future and retirement based on where you're at in life right now. Subscribe or follow today and empower yourself to make confident financial decisions for a fulfilling retirement journey. To begin your personalized retirement conversation and gain a deeper understanding of your financial path, visit  Abich Financial Services website or call 5...

It's Feast or Famine in Retirement

November 21, 2023 09:00 - 10 minutes - 9.99 MB

If retirement were like a Thanksgiving meal, Abe shares what should be the "main entrée," and what should be "sides". Subscribe or follow today and empower yourself to make confident financial decisions for a fulfilling retirement journey. To begin your personalized retirement conversation and gain a deeper understanding of your financial path, visit  Abich Financial Services website or call 571-554-1980. Find even more helpful insights from Abe Abich, Pat Volk and the rest of the team on...

How to Win Without Losing in Retirement

November 14, 2023 09:00 - 14 minutes - 13.3 MB

If you are over 50, you don't want to miss this episode.  Tune in as Abe shares insights on why you should be cautiously optimistic in today's market and how consolidation might expose lost retirement accounts. Subscribe or follow today and empower yourself to make confident financial decisions for a fulfilling retirement journey. To begin your personalized retirement conversation and gain a deeper understanding of your financial path, visit  Abich Financial Services website or call 571-55...

2023 Warning Signs & 2024 Opportunities for Your Retirement

November 07, 2023 09:00 - 15 minutes - 13.9 MB

Tune in to learn what Abe feels are 2023 warning signs and how bonds can play a part in your portfolio. Subscribe or follow today and empower yourself to make confident financial decisions for a fulfilling retirement journey. To begin your personalized retirement conversation and gain a deeper understanding of your financial path, visit  Abich Financial Services website or call 571-554-1980. Find even more helpful insights from Abe Abich, Pat Volk and the rest of the team on Facebook, Ins...

Understanding RMDs or Required Minimum Distributions

October 31, 2023 08:00 - 12 minutes - 11.7 MB

Abe takes the time to break down what RMDs are, why they are important, and provides strategic advice for those who might not need this additional income but are required to take it. He introduces the concept of Qualified Charitable Distributions (QCDs), a strategy that not only satisfies RMD requirements but also allows for meaningful charitable contributions. Subscribe today and empower yourself to make confident financial decisions for a fulfilling retirement journey. To begin your pers...

Financial Clarity: 12/10 IRA and Navigating Retirement Transitions

October 24, 2023 08:00 - 15 minutes - 14.1 MB

Abe addresses the confusion surrounding the 12/10 IRA, unveiling its true nature as a fixed indexed annuity. He underscores the importance of aligning financial decisions with long-term plans, cautioning against alluring sales pitches that may derail your retirement goals. Subscribe today and empower yourself to make confident financial decisions for a fulfilling retirement journey. To begin your personalized retirement conversation and gain a deeper understanding of your financial path, v...

Crafting Your Financial Blueprint: Beyond Investments in Retirement Planning

October 17, 2023 08:00 - 14 minutes - 13.3 MB

Join Pat Volk, financial advisor at Abich Financial Services, as he and Heather Branch discuss the critical aspects of retirement planning beyond mere investments. Discover why seeking a financial advisor goes beyond stock market trends, exploring income tax strategies, legacy planning, and a comprehensive blueprint that ensures your financial goals are met. To begin your personalized retirement conversation and gain a deeper understanding of your financial path, visit  Abich Financial Solu...

The 4% Rule: Is it still accurate for today's retirement?

October 10, 2023 08:00 - 9 minutes - 8.4 MB

Abe Abich revisits the 4% rule and explains how to generate Mail Box Money as part of your retirement. To begin your personalized retirement conversation and gain a deeper understanding of your financial path, visit  Abich Financial Solutions website. Find even more helpful insights from Abe Abich, Pat Volk and the rest of the team on Facebook, Instagram, LinkedIn and YouTube! About Abe Abich Founder & CEO, Certified Financial Fiduciary® Abe founded Abich Financial Services (AFS) in ...

Learn the advantages of a retirement plan quarterly review.

September 26, 2023 08:00 - 11 minutes - 10.9 MB

In this episode of The Retirement Key podcast, Abe Abich, Certified Financial Fiduciary® and Founder & CEO explains why his practice believes in quarterly reviews.  He shares what to look for, what to ask yourself and the options you have to help keep your retirement plan in check. To begin your personalized retirement conversation and gain a deeper understanding of your financial path, visit  Abich Financial Solutions website. Find even more helpful insights from Abe Abich, Pat Volk and t...

Retirement Tax Risks: How to Protect Your Nest Egg

September 19, 2023 08:00 - 13 minutes - 12.2 MB

Tax risk is one of the biggest risks you'll face in retirement, and it can have a significant impact on your nest egg. In this episode of The Retirement Key podcast, host Abe Abish and co-host Heather Branch discuss the importance of tax planning in retirement and offer tips on how to protect your nest egg from taxes. Abe and Heather also discuss the current state of the stock market and how to plan for retirement in a volatile market. Listen to the episode to learn more about how to red...

Should You Reduce Your Stock Market Exposure in Retirement?

September 12, 2023 08:00 - 12 minutes - 11.7 MB

In this episode of The Retirement Key podcast, Abe Abich, discusses the question of whether or not retirees should reduce their exposure to the stock market. He talks about the risks and benefits of staying invested in the market, and offers some advice for retirees who are looking to reduce their risk. They also discuss the concept of "stealth taxes," which are taxes that are not immediately obvious to taxpayers. They explain how stealth taxes can affect retirees, and they offer some tips...

The Fear of Missing Out (FOMO) and the Fear of Loss: How to Overcome These Emotions in Retirement

September 05, 2023 08:00 - 15 minutes - 14.2 MB

It's important to have a plan in place and stick to it, even when the market is volatile.  In this episode of the Retirement Key Podcast, Pat Volk, financial advisor at Abich Financial Services, discusses how to manage market expectations in retirement. He shares his insights on how to avoid the fear of missing out (FOMO) and the fear of loss, and how to create a retirement plan that is tailored to your individual needs and goals. To begin your personalized retirement conversation and gain...

The Importance of a Portfolio X-ray for Retirement Planning

August 29, 2023 08:00 - 10 minutes - 9.76 MB

A portfolio X-ray is a comprehensive review of your investment portfolio. It can help you identify any potential risks or areas where you may be overexposed. In this episode of the Retirement Key podcast, Abe Abich discusses the importance of a portfolio X-ray for retirement planning. He explains how it can help you make sure your portfolio is aligned with your risk tolerance and financial goals. To begin your personalized retirement conversation and gain a deeper understanding of your fin...

Navigating Retirement Assumptions About Income and Financial Plans

August 21, 2023 11:00 - 16 minutes - 15.2 MB

Join Pat Volk, an experienced financial advisor at Abish Financial Services, as he delves into the world of retirement assumptions and discover how to build a comprehensive plan that goes beyond mere wealth accumulation. Pat emphasizes the importance of understanding income sources, like pensions and Social Security, and how they can provide stability in uncertain times. Learn how to create a personalized financial strategy that adapts to market fluctuations while maintaining your desired ...

Mastering Your Retirement Strategy: Overcoming Common 401(k) Mistakes and Navigating Market Volatility

August 14, 2023 11:00 - 13 minutes - 12.5 MB

Join Abe Abich, founder of Abich Financial Services, in this episode of the Retirement Key podcast as he discusses crucial strategies for preparing your financial future, especially in the midst of market volatility and economic uncertainty. Explore a real-life case study featuring a couple with almost $2 million in savings, as Abe demonstrates how they were able to correct a significant income shortfall through targeted strategies. You'll learn how to avoid common 401(k) mistakes, such ...

Rich vs. Wealthy: Redefining Retirement for Financial Freedom

August 10, 2023 11:00 - 14 minutes - 13.7 MB

Join host Pat Volk, a seasoned financial advisor at Abich Financial Services, and co-host Heather Branch as they delve into a thought-provoking discussion about redefining retirement, financial goals, and quality of life in this episode of the Retirement Key Podcast. In a world where retirement planning goes beyond mere dollars and cents, Pat and Heather explore the evolving landscape of retirement preparation, focusing on achieving true wealth and financial security. Learn how the persp...

Navigating Taxes and Retirement Income: Creating a Clear Path Forward

August 07, 2023 11:00 - 12 minutes - 11.2 MB

In this episode of the Retirement Key Radio podcast, host Abe Abich, Certified Financial Fiduciary® and Founder & CEO of Abich Financial Services discusses essential aspects of retirement planning with his co-host, Heather Branch. They delve into the importance of having a clear path forward for retirement, especially when it comes to taxes and retirement income. Abe shares insights from his recent work trip to Nashville, where he had a one-on-one conversation with Candace Owens, a promine...

Financial Success and Harmony: Gary LeVox's Journey in Music and Money

August 05, 2023 11:00 - 4 minutes - 3.77 MB

In this episode of the Retirement Key Podcast, host Abe Abich, Certified Financial Fiduciary® and Founder & CEO of Abich Financial Services sits down with the award-winning singer-songwriter Gary LeVox, famed for his time as the lead singer of Rascal Flatts. Joined in Nashville, Gary discusses his transition to a solo career and shares insights into managing finances amidst a successful music career. Tune in as he opens up about the best financial advice he received and the importance of s...

Candace Owens: Family, Taxes, and Future Aspirations

August 04, 2023 11:00 - 5 minutes - 5 MB

In this episode of "The Retirement Key Radio Podcast," host Abe Abich, Certified Financial Fiduciary® and Founder & CEO of Abich Financial Services sits down with the renowned American conservative political commentator, author, activist, and television presenter, Candace Owens. They delve into a range of topics, from the significance of family and motherhood to the future of America's children. Candace shares her insights on politics, including her views on taxes and the importance of cit...

Sixty Percent of Retirees Have Regrets: Are You One Of Them?

July 31, 2023 11:00 - 13 minutes - 12.4 MB

According to a recent study from Lincoln Financial Group, more than 60% of retirees would like to go back and plan differently for their retirement if they could. Overwhelmingly, retirees wish they’d started saving earlier and saved more for retirement.  Abe Abich, Certified Financial Fiduciary® and Founder & CEO of Abich Financial Services shares his insights on how to avoid this kind of regret in retirement with true stories from real clients he's helped. Don't wait until it's too late! ...

Maximizing Your Retirement Strategy: The Roth Advantage & Beyond

July 24, 2023 11:00 - 13 minutes - 12.1 MB

In this episode of the Retirement Key Radio podcast with Abe Abich, founder of Abich Financial Services, Heather and Abe dive into essential financial topics to better prepare for retirement.  Abe discusses the benefits of Roth IRAs, describing them as "God's gift to financial planning." If you've been wondering about the right financial moves to make as you approach retirement, this episode offers valuable insights and actionable advice to secure your financial future. Don't miss out on t...

Navigating Alternative Assets for Retirement: A Guide with Pat Volk

July 17, 2023 11:00 - 15 minutes - 14.3 MB

In this episode of the Retirement Key Radio Podcast, financial advisor Pat Volk discusses the importance of incorporating alternative assets into your retirement plan. With the changing landscape of the financial market and the confusing language surrounding investments, it's crucial to explore options beyond traditional stocks and bonds. Pat breaks down the concept of alternative assets and explains how they can provide stability and growth in your portfolio. Whether you're considering an...

Potential risks ahead: Are you prepared for retirement in today's market?

July 10, 2023 09:00 - 12 minutes - 11.1 MB

In this episode of Retirement Key Radio podcast, Abe Abich of Abich FInancial Services highlights the current state of the markets, the dominance of a few key companies, and the potential risks ahead. Abe also shares a real-life client story, emphasizing the importance of having a well-rounded retirement plan that balances growth and protection. Lastly, they address the fears and concerns that both men and women face when approaching retirement, offering insights on how to turn negative ...

Planning Your Retirement: From Vacation Dreams to Financial Reality

July 03, 2023 11:00 - 13 minutes - 12.5 MB

Many of us spend over a 100 hours a year dreaming about vacation, but how much time do we dedicate to planning for the longest and most significant vacation of our lives—retirement? Abe Abish, founder of Abich Financial, breaks down the process of creating a retirement plan and emphasizes the need to take it seriously.  Additionally, he discusses the impact of taxes on retirement and provides examples of how tax planning can be integrated into the overall retirement plan. If you're neari...

Maximizing Your Cash: Alternatives to Traditional Banking

June 26, 2023 11:00 - 12 minutes - 11.9 MB

In this episode, we explore the current state of the market and discuss whether cash is still king or if there are better alternatives to traditional banking. We analyze the dominance of tech stocks in the market and the potential risks associated with it. Abe Abich shares valuable insights on how to make money on extra reserves and explores safer options for your portfolio. We delve into cash alternatives that offer attractive yields without the risks of the stock market. Additionally, ...

Inflation Warning Signs And Mixed Messages: What's The Real Deal?

June 19, 2023 11:00 - 12 minutes - 11.1 MB

Cautious yet growth-focused, hosts Abe Abich and Heather Branch reveal the crucial missteps pre-retirees must avoid and offer a comprehensive approach to retirement planning, calling for a second opinion and a review of financial status. In this episode, you will be able to: Explore the necessity of formulating a comprehensive retirement strategy. Delve into the benefits of a conservative stance amidst the current financial landscape. Recognize the importance of an external perspectiv...

Unlocking the Retirement Key: Valuable Insights from Pat Volk

June 12, 2023 11:00 - 13 minutes - 12 MB

Are you nearing retirement and in need of personalized financial advice? Have you heard these common myths about the importance of seeking professional financial advice for retirement planning? Myth 1: I don't have enough money to warrant professional advice. Myth 2: I can do it myself - I don't need a financial advisor. Myth 3: Financial advisors are too expensive. But the truth is, seeking professional financial advice can have a significant impact on your retirement planning. Pat Volk wi...

The “Change In Strategy” You May Need For Retirement, And Cash Is NOT Trash Anymore

June 05, 2023 11:00 - 10 minutes - 9.92 MB

Major League Baseball has instituted several rule changes. The pitch clock, bigger bases and eliminating “The Shift” were added to speed up the game. The MLB realized they needed to make changes to stay relevant and keep fans happy. Financial advisor, Abe Abich, explains how they help clients keep up with ever-changing financial rules at Abich Financial Services, and how you may need your own financial shift for retirement. Plus, billionaire Ray Dalio once said “Cash is Trash,” but is now ba...

Discover the Risks of DIY Financial Planning: Insights from Abich Financial's Senior Investment Advisor.

May 29, 2023 11:00 - 14 minutes - 13.5 MB

Abich Financial's Senior Investment Advisor, Pat Volk, shares famous misquoted movie lines from Apollo 13, Field of Dreams, and Jaws to help illustrate risks of DIY financial planning. Discover why relying on internet recommendations or non-professionals for financial and retirement planning could risk your savings. If you’re looking for a retirement professional to help with your plan, visit RetirementKeyRadio.com. Get more insight from the Abich Financial team on Facebook, Instagram and ...

Trailer: Retirement Key Radio Podcast with Abe Abich and Pat Volk

May 25, 2023 17:27 - 1 minute - 965 KB

Welcome to Retirement Key Radio, the podcast that provides helpful insights and guidance on securing a prosperous retirement. Join hosts Abe Abich and Pat Volk, as they share extensive knowledge and passion for creating effective financial solutions.   Join the Retirement Key Radio community and unlock the secrets to a successful retirement. Subscribe now and empower yourself to make confident decisions and secure the financial freedom you deserve. Start your journey towards a fulfilling r...