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We help individuals and families pursue their ideal retirements.

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Recent Episodes

Ep #6: Do These Popular Beliefs Actually Work in Financial Planning?

By Chris Scalese | August 15, 2019

We see and hear a lot of things in our everyday life and in financial planning that people believe to be true, but that’s not always the case. From cheesy pick-up lines to longterm care in retirement, we spend this episode discussing whether these five specific actions actually work.

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Ep #5: 5 Red Flags to Watch For When Choosing a Financial Advisor

By Walter Storholt | August 1, 2019

Picking the right financial advisor can make all the difference in the world when you’re trying to reach your retirement goals, but not every person is created equal. In order to find someone that fits your personality, pay attention to these five red flags.

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Ep #4: How Your Financial Feelings Factor Into Retirement

By Chris Scalese | July 18, 2019

Have you ever been told to put your emotions aside when it comes to money? Well, that’s not always the case for retirement. Your opinions – or financial feelings – can play a big part into your plan. By factoring those feelings into your future, you can set yourself up for a retirement that fits you best.

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Ep #3: Retirement Decisions: More Than Just Investments

By Chris Scalese | July 3, 2019

Perhaps you’ve been building your nest egg for quite some time, but have you realized that retirement is about so much more than just your investments. Chris will talk us through five areas that require a bit of thought and some careful decisions to prepare you for a thriving retirement.

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Ep #2: Fuzzy Math In Retirement

By Chris Scalese | June 28, 2019

A lot of investors (and advisors) fall victim to fuzzy math in retirement planning. We’ll make sure you aren’t one of them on today’s show. Plus, we’ll answer two questions from local listeners about how to retire when you’ve done no previous planning and trying to understand the spousal Social Security benefit.

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Ep #1: Managing Your Retirement Expectations

By Chris Scalese | June 25, 2019

It’s not uncommon for your expectations about retirement to be out of whack from reality. Some people have unreasonable expectations while others set the bar way too low. On today’s podcast, Chris describes what reasonable expectations look like for most people in retirement. We’ll also answer some great listener questions about rental properties, estimated tax payments in retirement and what to do about being trapped in “golden handcuffs”.

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Coming Soon – The Financial Forum Podcast

By Chris Scalese | June 25, 2019

A quick preview of what’s to come on the Financial Forum Podcast with Chris Scalese of Fortune Financial Group in northeast Pennsylvania.

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