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Designing Your Retirement Life w/ Scott Carson, AIF®, CEPA

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Manage episode 327684593 series 3309267
Content provided by Joe Allaria. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joe Allaria or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Host Joe Allaria and special guest Scott Carson, Senior Wealth Advisor for CarsonAllaria Wealth Management, discuss the benefits of reframing your mind around retirement, building your lifestyle allocation, and designing your retirement life to maximize your satisfaction and fulfillment.
For more information and references on material discussed, see the links below:

1. Designing Your Life Resources

2. "Where's the best place for me to retire" tool (provided by Marketwatch.com)

To submit a listener question, visit https://www.retirementpowerhourpodcast.com/contact/ and enter the details of your question.
Disclaimer: All material discussed on this podcast is for educational purposes only and should not be construed as individual tax, legal, or investment advice. Investing involves risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results. Joe Allaria is an Investment Adviser Representative of CarsonAllaria Wealth Management, a Registered Investment Advisory firm. Information discussed on this podcast may be derived from third parties that are believed to be reliable, but CarsonAllaria Wealth Management does not control or guarantee the accuracy or timeliness of such information and disclaims all liability for damages resulting from such sources. Any references to third parties are provided as a convenience and do not constitute an endorsement.

  continue reading

33 episodes

Artwork
iconShare
 
Manage episode 327684593 series 3309267
Content provided by Joe Allaria. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joe Allaria or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Host Joe Allaria and special guest Scott Carson, Senior Wealth Advisor for CarsonAllaria Wealth Management, discuss the benefits of reframing your mind around retirement, building your lifestyle allocation, and designing your retirement life to maximize your satisfaction and fulfillment.
For more information and references on material discussed, see the links below:

1. Designing Your Life Resources

2. "Where's the best place for me to retire" tool (provided by Marketwatch.com)

To submit a listener question, visit https://www.retirementpowerhourpodcast.com/contact/ and enter the details of your question.
Disclaimer: All material discussed on this podcast is for educational purposes only and should not be construed as individual tax, legal, or investment advice. Investing involves risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results. Joe Allaria is an Investment Adviser Representative of CarsonAllaria Wealth Management, a Registered Investment Advisory firm. Information discussed on this podcast may be derived from third parties that are believed to be reliable, but CarsonAllaria Wealth Management does not control or guarantee the accuracy or timeliness of such information and disclaims all liability for damages resulting from such sources. Any references to third parties are provided as a convenience and do not constitute an endorsement.

  continue reading

33 episodes

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