Podcasts by The Retirement Key
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!
Further podcasts by Abe Abich
Podcast on the topic Geldanlage
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Navigating Year-End Financial Planning, Investment Trends, and the 'T-Bill and Chill' Phenomenon from 2023-12-12T09:00
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 whe...
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Learn Why Dave Ramsey's Retirement Insights Are Flawed from 2023-12-05T09:00
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 dee...
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What History and Volatile Markets Can Teach Us from 2023-11-28T09:00
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 ...
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It's Feast or Famine in Retirement from 2023-11-21T09:00
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 fina...
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How to Win Without Losing in Retirement from 2023-11-14T09:00
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 reti...
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2023 Warning Signs&2024 Opportunities for Your Retirement from 2023-11-07T09:00
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 decision...
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Understanding RMDs or Required Minimum Distributions from 2023-10-31T08:00
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 introduc...
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Financial Clarity: 12/10 IRA and Navigating Retirement Transitions from 2023-10-24T08:00
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, c...
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Crafting Your Financial Blueprint: Beyond Investments in Retirement Planning from 2023-10-17T08:00
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 financi...
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The 4% Rule: Is it still accurate for today's retirement? from 2023-10-10T08:00
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 o...
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Learn the advantages of a retirement plan quarterly review. from 2023-09-26T08:00
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, w...
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Retirement Tax Risks: How to Protect Your Nest Egg from 2023-09-19T08:00
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, h...
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Should You Reduce Your Stock Market Exposure in Retirement? from 2023-09-12T08:00
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 ...
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The Fear of Missing Out (FOMO) and the Fear of Loss: How to Overcome These Emotions in Retirement from 2023-09-05T08:00
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 a...
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The Importance of a Portfolio X-ray for Retirement Planning from 2023-08-29T08:00
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 Ke...
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Navigating Retirement Assumptions About Income and Financial Plans from 2023-08-21T11:00
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...
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Mastering Your Retirement Strategy: Overcoming Common 401(k) Mistakes and Navigating Market Volatility from 2023-08-14T11:00
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...
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Rich vs. Wealthy: Redefining Retirement for Financial Freedom from 2023-08-10T11:00
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 ...
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Navigating Taxes and Retirement Income: Creating a Clear Path Forward from 2023-08-07T11:00
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 planni...
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Financial Success and Harmony: Gary LeVox's Journey in Music and Money from 2023-08-05T11:00
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 Gar...
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Candace Owens: Family, Taxes, and Future Aspirations from 2023-08-04T11:00
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 conservat...
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Sixty Percent of Retirees Have Regrets: Are You One Of Them? from 2023-07-31T11:00
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 t...
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Maximizing Your Retirement Strategy: The Roth Advantage&Beyond from 2023-07-24T11:00
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. Listen
Navigating Alternative Assets for Retirement: A Guide with Pat Volk from 2023-07-17T11:00
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 landscap...
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Potential risks ahead: Are you prepared for retirement in today's market? from 2023-07-10T09:00
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 ...
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Planning Your Retirement: From Vacation Dreams to Financial Reality from 2023-07-03T11:00
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, f...
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Maximizing Your Cash: Alternatives to Traditional Banking from 2023-06-26T11:00
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 st...
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Inflation Warning Signs And Mixed Messages: What's The Real Deal? from 2023-06-19T11:00
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 secon...
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Unlocking the Retirement Key: Valuable Insights from Pat Volk from 2023-06-12T11:00
Are you nearing retirement and in need of personalized financial advice? Have you heard these common myths about the importance of seeking professional finan...
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The “Change In Strategy” You May Need For Retirement, And Cash Is NOT Trash Anymore from 2023-06-05T11:00
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 mak...
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Discover the Risks of DIY Financial Planning: Insights from Abich Financial's Senior Investment Advisor. from 2023-05-29T11:00
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...
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Trailer: Retirement Key Radio Podcast with Abe Abich and Pat Volk from 2023-05-25T17:27
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...
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Why You Need A Second Opinion On Your Retirement Plan, And Utilizing High Inflation To Your Benefit from 2023-05-22T11:00
Join Abe Abich on this episode of the Retirement Key Podcast as he uncovers the significant benefits of seeking a second opinion for your retirement savings plan. Discover ho...
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Avoiding Common Retirement Mistakes and Navigating Market Risks for a Secure Future from 2023-05-15T11:00
In this informative episode of the Retirement Key podcast, Abe Abich, founder of Abich Financial Services, shares valuable insights on how to avoid common retirement mistakes and effectively nav...
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Unlocking the Keys to a Secure Retirement: Inspiration from Mr. Wonderful from 2023-05-08T11:00
In this episode of the Retirement Key podcast, Abe Abich, founder of Abish Financial Services, discusses the importance of having a solid retirement plan and how to navigate the challenges of vo...
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How Social Security Reform May Affect You from 2023-05-04T11:00
Abich Financial's Pat Volk explains the need to keep an open mind when planning for what may come. Connect at RetirementKeyRadio.com. #Virginia...
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Shaking Off The Fear To Spend from 2023-05-01T11:00
Your savings should make you happy, but many retirees are afraid to spend. Abe talks about how to create “spending confidence.” Connect at R...
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Risk Is Different In Retirement from 2023-04-24T11:00
Risk is a part of retirement planning, but Abich Financials’ Pat Volk raises a warning flag about not understanding how much risk you carry. Connect at Listen
Are You Gambling Your Savings In Stocks from 2023-04-17T11:00
2022 taught many DIY investors some hard lessons. Abe talks about 4 ways to take your “cards off the table” once you’ve reached retirement age. Connect at Listen
Charitable Donations + Lower Taxes = A Win-Win! from 2023-04-12T11:00
Before joining Abich Financial Services, financial advisor, Pat Volk worked in non-profit. Here he explains charitable opportunities (and tax benefits they come with) that you may not know abou...
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How High Interest Rates Affect Real Estate…And You from 2023-04-10T11:00
Failing banks, unemployment, and empty buildings… it sounds like recession to many. What kind of planning should you consider? Connect at RetirementK...
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How To Calculate Your Social Security Risk Score from 2023-04-03T11:00
If Social Security cuts are made in 2034, are you at risk of losing some benefits? Social Security Risk Score is a new tool to assess
You Need REASONABLE Growth from 2023-03-27T11:00
Economists fear the Fed will crash the economy to lower inflation. Pat Volk explains that retirees need portfolios that add stability, plus reasonable growth to defend against high inf...
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The Fed Will Do What It Has To Do from 2023-03-20T11:00
Rates are rising and your 401(k) is falling. Abe shares ways to take control of your savings. Connect at RetirementKeyRadio.com.
S...
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You Did GREAT Saving, Don’t RUIN It Withdrawing from 2023-03-13T12:00
Abe talks about the critical importance of having a proper withdrawal strategy in retirement. Connect at RetirementKeyRadio.com.
S...
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What Is The “Rule of 55” from 2023-03-09T12:00
Some say the Rule of 55 is a little-known “retirement hack.” Abich Financial advisor, Pat Volk, explains what you need to know before trying to utilize it. Connect at Listen
The Best State To Retire from 2023-03-06T12:00
Virginia was just named the top state to retire. Abe shares why he thinks NoVa is great for retirees plus, planning for RMD’s so you’re not forced to...
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The Market Is Sending Mixed Signals from 2023-02-27T12:00
Wall Street has been enjoying a rally, but some warn “not for long.” Abe talks about making sense of the mixed messages. Plus, what retired people wish they’d known earlier. C...
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It May Take A Year To Feel The Rate Hikes Effects from 2023-02-20T12:00
As the Fed continues interest rate hikes, economists warn we won’t feel the effects for up to a year from now. Abe shares what this means for those who want to retire in that time. Con...
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You Need To Review Your ALLOCATION from 2023-02-13T12:00
With some predicting another market pullback, Abe explains why you need to check your portfolio’s total asset allocation and the risks of “set it and forget it” investing. Connect at <...
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What You Can Learn From Lisa Marie Presley’s Passing from 2023-02-06T12:00
The sudden passing of Elvis’ daughter, Lisa Marie, has brought legacy planning to the forefront. Abe shares the story of a woman where he helped protect her savings now and for her chil...
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5 Tips To Survive A Recession from 2023-02-04T13:00
A recent publication offered 5 tips to survive a recession. Abich Financial advisor, Pat Volk, talks through each point, offering a more in-depth explanation. Connect at Listen
Taking Advantage Of High Interest Rates And Low Tax Brackets from 2023-01-23T12:00
Higher interest rates to control inflation are new opportunities for investors. Plus taking advantage of the current tax landscape before it ends in 2026. Connect at Listen
Is The Market Putting The Cart Before The Horse from 2023-01-16T12:00
It seems the market is already trying to factor in when the Fed will start cutting rates, but Abe warns to expect more volatility in 2023. Plus, what is in “SECURE 2.0.” Connec...
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“Hang In There” Is NOT The Best Advice For 2023 from 2023-01-09T12:00
Abe shares common financial resolutions that have people calling Abich Financial, plus why “hang in there” may not be the best advice for your 2023 investments. Connect at Listen
Making Your Own “Mailbox Money” from 2022-12-19T12:00
Abe discusses the latest interest rate hikes. Plus, “mailbox money” isn’t just for celebrities…Mimicking the concept in your retirement. Connect at Listen
New Year, New Social Security Rules from 2022-12-12T12:00
Abe shares insight on the latest Bear Market Rally and the Social Security changes coming in 2023. Connect at RetirementKeyRadio.com.
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Even Amazon’s Founder Is Warning About Spending from 2022-12-05T12:00
As Jeff Bezos waves a caution flag, Abe shares ideas to help “recession proof” your savings. Plus, is it time for “aggressive tax planning.” Connect at Listen
If The 60/40 Is “Dead,” Why Do You Still Have It from 2022-11-21T12:00
Abe shares stories of the major losses he’s seen thanks to high-risk investments, and ideas to better protect your savings. Connect at RetirementKeyRa...
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A “Soft Landing” Is Becoming Less Likely from 2022-11-14T12:00
Interest rate hikes are dashing hopes that we could avoid a recession. Abe talks about engineering your own “soft landing.” Connect at RetirementKeyRa...
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A “50-30-20” Portfolio from 2022-11-07T12:00
As opinions that the "60-40 portfolio is dead” continue, Abe shares thoughts on the “50-30-20 portfolio.” Connect at RetirementKeyRadio.com.
Turning The “What-If’s” Into “So-What’s” from 2022-10-31T11:00
Many retirees want to maintain and grow their assets out of fear. Abe talks about ridding yourself of this fear, even in times like these. Connect at Listen
1 Thing You Can’t Control, That Can Ruin Your Retirement from 2022-10-24T11:00
How long will it take to get back to even after a market crash? Abe talks about “sequence of returns risk,” and defending yourself against it. Connect at Listen
So Many Opinions, So Little Clarity from 2022-10-17T11:00
Market opinions vary from “we need prayer” to “we’re almost out of the woods.” How to manage the chaos on a micro level. Connect at RetirementKeyRadio...
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Retirement Planning The “Costco Way” from 2022-09-26T11:00
Recession history shows that we’ve not seen the bottom yet. Plus, Costco’s CEO says they’ve weathered inflation thanks to vertical integration. Abe shares how they utilize this strategy in build...
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The Fed’s Not Afraid, But You May Be from 2022-09-19T11:00
Many say the financial “printing press” is what’s caused current economic turmoil and that the Fed will do whatever it takes to fix it. Abe shares ideas to help protect your savings. Co...
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Lessons From Someone Else’s Wakeup Call from 2022-09-12T11:00
Connie hoped to retire at 65 but when she went to see a financial advisor, the news was not what she’d hoped. Abe talks about lessons you can learn from her story. Need a checkup on you...
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The IRS Is “Beefing Up” from 2022-08-29T11:00
The IRS is getting $80 billion to beef up their tax enforcement division, but Abe wants you to know about ways to reduce what you may owe Uncle Sam. Need a retirement tax plan? Visit <...
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Tuning Out On Your Retirement Plan from 2022-08-22T11:00
A bear stock market, inflation and possible recession may have you looking at your plan a lot. Some say “just tune out,” but Abe talks about a better way to calm your financial jitters....
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“Have we hit the bottom?” from 2022-08-15T11:00
That’s the big question market investors are asking. Abe explains how he, like many others, thinks there’s more bad news to come but how you can stay positive and proactive with your sa...
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What Can You Spend, Without Going Broke from 2022-08-08T11:00
Interest rates went up again and more hikes are expected, meanwhile “standard” rules like 60/40 and 4% are broken. Abe explains creating a plan so that you know how much you can spend and won’t ...
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“Recession Proofing” Your Retirement Plan from 2022-08-01T11:00
All the talk of “recession” and “inflation” are both confusing and scary, but how should it affect how you plan for retirement? Abe shares ideas on how to help defend your savings. Worr...
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Even The Fed Was Caught Off Guard from 2022-07-18T11:00
Jerome Powell admits the Federal Reserve didn’t anticipate inflation rates this high. Plus, why now may be the best opportunity you’ve had to do a Roth conversion. Worried abou...
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Risk, Taxes, And Fees - Oh My! from 2022-07-11T11:00
Abe shares 3 mistakes savers often make that can derail their plan and make it difficult to get back on track. Worried you may be missing the boat? Visit Listen
Abe, Live On WMAL’s "O'Connor and Company" from 2022-07-04T11:00
Abe recently chatted with Larry O’Connor, on WMAL, about the current market climate and moves investors can make despite how everything seems to be “down.” Unlock the keys to your retirement, vi...
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Will Rising Interest Rates Work from 2022-06-27T11:00
The Fed continues to raise interest rates as it tries to control inflation. Abe explains why it’s critical to build inflation into your retirement income plan. Worried your money won’t keep up w...
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Can We Avoid A Recession from 2022-06-20T11:00
When a hurricane is brewing you board up windows, gather flashlights, batteries, and water. Abe talks about going into “protective mode” with your money. Need to check your allocation? Visit
You’re Ready, But is Your MONEY from 2022-06-13T11:00
Early retirement is a dream for many, but it comes with risks. Abe shares ways to figure out if you’re properly prepared. Wondering if you’re ready? Visit Listen
How Not To Be The Next “2008” Statistic from 2022-05-23T11:00
“Hang in there, it will come back” is not the advice you want when you’re about to retire. Abe shares the perspective he believes you must have for a “Phase 2” plan. Need a 2nd opinion on your s...
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Is A Recession Coming from 2022-05-16T11:00
Rising interest rates to control high inflation has many wondering whether a recession is coming. Abe offers his insight, plus the tax lessons we can all learn from lotto winners. Visit Listen
Shock Testing Your Retirement Plan from 2022-05-02T11:00
As the Fed takes a more aggressive approach on soaring inflation, how aggressive should you be with your financial plan? Plus, factoring “financial shocks” into your plan. Visit Listen
Your Pillow Is Gross, Your 401(k) May Be Too from 2022-04-25T11:00
Inflation has many rethinking their spending choices and many expecting a recession soon. Seek solace by controlling what you can. And your pillow needs scrubbing… as does your 401(k). ...
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You May Be Paying More Taxes Than You Need To from 2022-04-18T11:00
While the Fed works to control inflation, you need to work on controlling your risk because of what rate hikes could do to your investments. And, are you one of the many who pays mo...
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The “Underwear Index” Is Real from 2022-04-11T11:00
There’s an actual “underwear index” that shows sales decreased significantly from 2007 to 2009, only to rebound in 2010. Plus, some common retiree tax mistakes. Are you tax ready for retirement?...
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Why NOT To Wait To Take Social Security from 2022-04-04T11:00
Inflation may last longer than they originally told us. Now is the time to get “dead money” out of your accounts to increase your buying power. Plus, doing the math to get the most out ...
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Make Retirement Planning FUN from 2022-03-28T11:00
Seeing your accounts go up-and-down with the market can be stressful. Still, planning your retirement should be fun, not anxiety inducing. Abe lays out some steps in th...
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The IRS Is Changing The Rules…Again from 2022-03-21T07:00
The Secure Act did away with the “Stretch IRA.” Now the IRS is developing a new way to collect taxes on your inherited IRA money sooner. How can you keep up with constantly changing rules and av...
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That Free Online Calculator May Be Lying To You from 2022-03-14T07:00
Much like how dentists can ID other issues like cancer, osteoporosis, and diabetes, Abe shares unexpected financial problems he’s uncovered for clients. Plus, a test drive on those free online c...
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The # 1 Thing Giving Americans Financial Anxiety from 2022-03-07T08:00
Inflation is hitting your wallet from many angles, but one major area is driving American’s “financial anxiety.” Abe explains how creating a financial plan is what can give you more control in ...
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Be Greedy When Others Are Fearful from 2022-02-28T08:00
Warren Buffett says you need to be fearful when others get greedy, and greedy when others get fearful. Abe talks about utilizing this mindset in retirement planning. Plus, building multiple inco...
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The #1 Thing A Pre-Retiree Can Do from 2022-02-21T08:00
Speculation continues - When will the Fed raise rates and what will it mean for your investments? Plus, the best advice Abe believes he gives his clients. Looking for guidance in Phase ...
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Stop Overestimating The Unlikely from 2022-02-14T08:00
Our tendency to overestimate the chance of unlikely events, could be ruining your financial happiness. Abe explains how the right plan can help you avoid this, and if you want ...
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4 Reasons NOT To Retire Early from 2022-02-07T08:00
How can you build a plan that helps protect your savings despite current market volatility? Abe shares ideas, plus many 50-something’s looking at big retirement account balances are asking, “Why...
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Keeping Calm Among The Confusion from 2022-01-31T08:00
The market is up and down, inflation is high, Covid is still rampant… even the so-called “experts” can’t predict where the economy is headed. Abe shares ideas on how to create calm by evaluating...
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Your Cash Needs Managing Too from 2022-01-17T08:00
Is it better to make market investment adjustments multiple times a year, or can you have a plan to deal with everything at once? If you’re near or in retirement, you need to think about your po...
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What Makes A Happy Retiree from 2022-01-10T08:00
With the obvious exception of being financially stable, what makes people happy in retirement? Abe shares his opinions on how to build a plan for your future happiness. Does your plan have you c...
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We ALL Have An Inner Grinch from 2021-12-20T08:00
Christmas marks the “spirit of giving,” but that spirit goes the way of the Grinch when it comes to preparing those gifts. Over half of us say the worst part of the holidays is this one...
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Fruitcake&Your Retirement from 2021-12-13T08:00
Over the next decade, retirees will pay $650 billion in taxes on their Social Security benefits! Abe talks about how critical it is to factor taxes into your retirement plan. Also, the fruitcake...
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Stop Calling It Transitory from 2021-12-06T08:00
Economists are now admitting that high inflation may be here for a while. Yet, consumers are still opening their wallets and accepting higher prices. Abe talks about ways to protect your buying ...
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The Word We Fear Most In Retirement from 2021-11-29T08:00
Your plan will likely look very different than your parent’s because it has to… Abe talks about ways to use technology towards your planning advantage. Plus, in your working years volat...
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Inflation, and Stagflation, Now SKIMPflation… Oh My from 2021-11-22T08:00
“Skimpflation” is something you’ve likely experienced whether or not you realize it, but how can you make sure you’re not getting “skimped” on your retirement plan? And history says the market’s...
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The Fine Line Between FOMO and Greed from 2021-11-15T08:00
Thanksgiving dinner costs could be the highest ever thanks to a knotted supply chain, high transportation expenses, and inflation. Higher prices reduce everyone’s buying power, but how should yo...
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Are You Truly Ready To Retire Early from 2021-11-08T08:00
The “Great Resignation” includes many older Americans but retiring at 60 instead of 66 tends to be costlier. Abe lists some expenses to consider when retiring at a younger age. Plus, the next ti...
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A Trait Most Millionaires Share from 2021-11-01T07:00
50% are being forced to retire before they’d planned. Abe shares ideas on what you can do now to help protect your future self from an early exit of the work world. Plus, most milliona...
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“Sleep Insurance” For Retirement from 2021-10-18T07:00
Unfortunately, your sleep issues may not dissolve after you leave the 9 to 5. Experts say silencing the alarm can lead to irregular sleep patterns and disorders, but the last thing retirees want...
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Making Up The Income Gap When Delaying Social Security from 2021-10-11T07:00
For many retirees, the payment difference encourages them to wait before taking Social Security, but how do you make up the income gap in your early retirement years? Abe talks about income stra...
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Taxes Going Up, Markets Coming Down from 2021-10-04T07:00
New Bills in Congress could create a capital gains tax on estates and raising social security payroll taxes. Abe shares ideas on ways to begin your tax planning now. Plus, Fall tends to be a vol...
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Tax Filing Season Vs. Tax Planning Season from 2021-09-27T07:00
“Tax season” means Feb – April for most of us, but that’s tax filing season. Another tax season that’s coming up is tax planning season. Abe talks about what you can do now - D...
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2008 Could Happen Again from 2021-09-20T07:00
It seems many of us are suffering “investor amnesia” thanks to the long bull run, but if 2008 happened again what would that mean for your retirement? Plus, RMD’s should not be your guide to how...
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What’s Your Magic Number from 2021-09-06T07:00
The number of retirement account millionaires is at an all-time high! The problem is that many of us suffer from short term memories. Abe is joined by financial advisor, Pat Volk, to talk about ...
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A Warning About The Future Of Public Pensions from 2021-08-30T07:00
There are warnings about big problems for state and local government pensions because of underfunding. Abe talks about what that might mean for those planning for this kind of ...
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You’re Not As Rich As You Think from 2021-08-23T07:00
Approaching retirement with a nice big IRA?... You’re probably not as wealthy as you think, because of deferred taxes. Also, saving for retirement is the important and obvious first...
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Your IRA Fees Cost HOW Much from 2021-08-16T16:00
Social Security should replace 40% of your income, but some estimates say it may dwindle to less than 30%. Abe explains how to make up the difference. Plus, high 401(k) fees can cost tens Listen
How Will You SPEND All That Money from 2021-08-09T07:00
We spend a lot of time thinking about how to make it to retirement, but what will you do when you finally get there? Abe explains why a “lifestyle” plan is a critical part of y...
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Should You Have Crypto In Your Retirement Portfolio from 2021-08-02T07:00
Crypto currency: Some think it’s nothing but a scam, others are confident it’s a good investment, but is there a place for it in our retirement plans? Also, Abe explains why part of you...
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You CAN Replace Your Paycheck In Retirement from 2021-07-26T07:00
Retirees admit that guaranteed income makes a bigger difference than they thought. With pensions becoming scarce, how can you do this yourself? Plus, a major downside to 401(k)s. Learn ways to <...
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How Can Life Insurance Help Your Retirement Plan from 2021-07-19T07:00
A recent article says you can “manage your 401(k) without lifting a finger!” Abe points out the problems in this kind of thinking. Also, life insurance can do more than just protect ...
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Without This, You’re Flying Blind from 2021-07-12T07:00
Employer offered retirement accounts are not static. Abe explains how to get clarity on your 401(k) and other retirement accounts. Plus, 3 in 4 workers are missing one major step in pla...
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“Move To Another State” from 2021-06-28T07:00
New Jersey CPA’s are telling people to leave the state if they want to save more money. Abe talks about clients who’ve utilized “relocating” as a retirement tax strategy. Plus, how can you custo...
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How Much Market Risk Should You Keep from 2021-06-14T07:00
As you approach retirement, should you adjust your market risk? Abe talks about adjusting market strategies as you transition from a “growth phase” to a “spending phase.” And how do ...
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Your 401(k) Has Recovered, But Is The Bull Market Ending from 2021-06-07T07:00
There’s a new record high number of million-dollar 401(k) and IRA accounts. But, with rumblings that the bull market may be nearing an end, many are wondering where to go from here. Plus, have y...
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Inflation May Be The Next Black Swan from 2021-05-24T07:00
Every so often economists are caught off guard by an unpredictable “Black Swan” event. Some experts say we’re in the early stages of one of those events right now with rising inflation rates. Ab...
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Are Annuities The “New” Bonds? from 2021-05-17T12:00
President Biden’s new programs may cost $700 billion more than he projected. Many think this will create higher taxes for even those who make less than $400k a y...
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What’s So Special About Your 60’s? from 2021-05-03T12:00
The Fed insists recent inflation increases are only temporary, but some experts disagree. Abe shares ideas on how you can work to prepare for future inflation. Plus, there is something special ...
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Are You Sitting On A “Ticking Tax Bomb” from 2021-04-26T07:00
Investors have put more money in stocks in the last 5 months, than they did in the previous 12 years combined! With a growing market “bubble” that could pop at any time, Abe shar...
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Is Your Retirement Plan Riskier Than A Trip To The Moon? from 2021-04-19T07:00
Jim Lovell, commander of the ill-fated “Apollo” 13 moon mission, says he never considered himself to be a risk taker and doesn’t do anything without knowing, and weighing, the od...
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Is A Good Tax Strategy MORE Important Than A Good Investing Strategy? from 2021-04-12T07:00
Many advisors focus on investment management, but a retirement plan needs tax, social security, RMD and other strategies. Does your plan cover these areas? Plus, everyone has opi...
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When Did You Last Rebalance Your IRA? from 2021-04-05T07:00
There are some common mistakes we make with our IRA accounts. Abe points out these areas and offers solution examples. Plus, an analyst is warning that a big correction is coming...
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What You Don’t Know CAN Cost You from 2021-03-29T07:00
Google searches on the word “inflation” have spiked in the last month. Abe explains why. Plus, there’s an old saying, “You don't know what you don't know” …and that could be costing you a lot of...
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Is Social Security Just An Annuity? from 2021-03-22T07:00
96% of Americans think Social Security is one of the most important programs we have... meanwhile, some experts say that it’s basically just like using an annuity. Abe clarifies this th...
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Are Most Financial Plans Set Up To FAIL Over The Next Decade? from 2021-03-01T08:00
Abe explains why he believes most financial plans could fail in the coming years and the dangers for those planning to retire in this time. Plus, this is one of the most misunder...
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1-in-3 Retirees Feel Unprepared For This Rule, Which Returns In 2021 from 2021-02-22T08:00
Lack of proper planning and preparation in this area can cause big problems with the IRS. Abe shares ideas on how you can get prepared. Plus, as we grow older our risk tolerance ...
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Are You Committing FINANCIAL Infidelity? from 2021-02-15T08:00
44% of people in a committed relationship are keeping financial secrets from their significant other. Abe talks about how he and the team help couples work through difficult fina...
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The Stock Market Has Been HOT, But Maybe TOO Hot from 2021-02-08T08:00
The hot stock market has some strategists worried about the “bubble” that may be about to burst. Abe shares ideas on ways to gauge your risk tolerance. Also, these once common truths ab...
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How 2020 Has Changed What We Expect From Our Financial Advisors? from 2021-02-01T08:00
What kind of approach should your financial advisor take when creating your plan? Abe shares what he thinks you should expect from an advisor. Plus, RMDs will likely be back this year. What does...
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Making Sense Of All The Mixed Messages Regarding The Market from 2021-01-25T08:00
If you have some of your retirement funds in stocks, you might be a little worried as we keep seeing the markets climb higher, but we keep hearing that the economy is weak. Abe...
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Of All The Industries Women Deal With This Is The One With Which They’re MOST Dissatisfied from 2021-01-18T08:00
Abe sits in the hotseat to offer his thoughts on why women are so commonly frustrated by the financial services industry and the steps he’s taking to remedy this common problem. Also, we continu...
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How Can You Make 2021 A Better Financial Year Than What Many Experienced in 2020? from 2021-01-11T08:00
Some of the ideas seem basic, yet many of us often neglect these simple things. Abe talks about the steps you can take to work on improving your financial position in the new year. Plus, some ar...
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When Can You FINALLY Retire? You Need To Figure Out These 3 Things from 2020-12-21T08:00
The question we all want answered depends on these 3 basic factors. Abe talks about how to prepare. Plus, what is it about the month of November that tells us if more market gains are on the way...
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How To Avoid Overreacting To Market Roller Coasters Like We Saw This Year from 2020-12-14T08:00
From the crash in March to the highs by year’s end, we’ve seen about a decade's worth of price swings crammed into half a year! Abe talks about how to prevent falling into the common bu...
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Do Your Retirement Expectations Line Up With Your Retirement Budget? from 2020-12-07T14:27:09
A survey found that the average baby boomer has $920,000 saved for retirement, but expects to spend about $135,000 a year in retirement. At that rate, you’ll run out of money after 7 years. Abe...
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How The Latest Retirement Proposal From Congress Impacts You from 2020-11-05T14:19:26
We all cheer with glee that the political ads have stopped! But with all of the recent attention on the election, you might have missed the news that Congress is considering another retirement b...
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Rethinking Retirement Before 2021 from 2020-10-30T12:57:19
As we wrap up 2020, many are not only happy this year will be over… But thankful to see how well our investment accounts bounced back from the market crash in February! However, some o...
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Diversification, Optimism&Taking Action from 2020-10-21T19:58:28
People often assume they’re diversified because they own something like an S&P 500 index fund. But all that means is that your stock holdings are diversified – Not your overall portfolio....
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Navigating Unexpected Unemployment&Taxes from 2020-10-14T19:37:04
After Abe clarifies why you need to revisit the taxes you pay on your portfolio before the end of 2020, we dive into the reality of what to consider when facing a forced early retiremen...
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Fees&Taxes - Don't Be A Sheep&Follow The Crowd from 2020-10-08T17:37:05
One of the biggest news stories has been the claim that over the last 10 years President Trump paid little, or no, taxes. It’s well known that ultra-wealthy Americans have legal ways of...
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Addressing The Anxiety of November 2020 from 2020-10-01T22:18:57
We all have our own view of how we’d like to see the election end up in November. Many Americans are nervous about how the results will impact wall street, main street and our taxes. In other wo...
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Are We In More Trouble Financially Than We Realize? from 2020-09-03T16:14:38
Market performance typically correlates to the overall economy. But lately, the markets have soared – even as the economy continues to struggle. Abe answers a question many of us are wo...
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Guarding Against Fee Infestation from 2020-08-27T20:22:49
If you’re judging the performance of your money based solely on the rate of return, Abe explains that financial termites could be eating away at your portfolio if you’re not also...
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Preparing For Pending Pandemic Layoffs from 2020-08-19T19:35:25
This fall is expected to be rough for the industries hit hardest during the pandemic. That’s when certain payroll protection provisions under the CARES Act expire, which means a new wave of ...
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How A Certified Financial Fiduciary Can Help You from 2020-08-06T13:02:24
Informing people about their financial options has always been a priority for Abe, and today we highlight why recently became a Certified Financial Fiduciary, and how it benefits people...
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Risk: Wall Street vs. Your Street from 2020-07-16T17:58:59
Even though the markets have been doing well, the overall economy seems to be struggling. Abe addresses of what we’re all wondering: Are we headed for another record high? Or should we liste...
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It's FINALLY Baseball Season! Is Income On Your Roster? from 2020-07-09T20:05:36
Some normalcy returning in the world of sports with a 60-game baseball season. Bobby Bonilla hasn't played MLB in nearly 20 years. However, the Mets have been paying him over $...
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Avoiding A Dramatic "Soap Opera" Retirement from 2020-06-26T07:00
After a nostalgic “Days of Our Lives” flashback, Abe reveals some common financial beliefs that haven’t stood the test of time, and how they could damage your financial future if...
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Navigating Pandemic Layoffs&Buyouts from 2020-06-11T14:38:11
The travel industry has been hit incredibly hard from the virus and economic downturn. From Boeing to hotels and airlines… layoffs and early retirement packages have become a reality fo...
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Making Time For Your Money&Monitoring The Market from 2020-06-05T13:03:52
Americans have been forced to spend more time at home since Covid-19 began. Since we’ve now cleaned out every closet and baked every bread recipe on Pinterest… Abe explains ...
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Getting HOT About Taxes&Income from 2020-05-22T14:53:39
One of the best ways to get through a recession is to have multiple sources of income. Abe explains how you can to build that into your retirement… And considering the volatility...
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Has The Economy Recovered From The Coronavirus? from 2020-05-15T12:28:02
The Dow and S&P 500 closed out April with their best monthly gains in more than 30 years. Does that mean our economy is back on track from the COVID-19 attack? Not according to some econo...
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The LARGEST Stimulus Package In History&Your Taxes from 2020-05-06T14:13:29
Topping just over $2 trillion, the largest stimulus package in American history is now moving throughout the economy. As we continue to adapt to many changes, Abe clarifies how we must also<...
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If You Were Hoping to Retire in a Few Years, Can You Still Pull it Off? from 2020-04-29T21:07:13
If you were hoping to retire in the next few years, you’re likely wondering if you need to keep working until the chaos passes… And you’re not alone! The financial downturn has dropped so...
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Surviving A Forced Retirement from 2020-04-22T19:36:52
After Abe & Kristen discuss making the best out of life at the moment, they address how many Americans over age 55 are faced with some hard decisions after being recently laid of...
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Embracing History - "Houston We Have A Problem!" from 2020-04-15T19:40:43
50 years ago, during the Apollo 13 mission the infamous “Houston we have a problem” quote was born. Just as the crew did under distress that day, Abe explains that during our current cr...
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Highlighting Abe's Motto: Together We Accomplish More from 2020-04-08T18:17:13
Taking a much-needed break from the news. On this episode we’re introducing you to every member of the Abich Financial team! We’ll hear fun insights of how their “phys...
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Being Grateful&What We Can Control from 2020-04-01T23:53:48
Abe shares the silver lining he’s experiencing during this time of uncertainty, which is kindness and compassion with each other. He also explains how to approach our personal ec...
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It May Be Time To Socially Distance From The Market from 2020-03-25T20:45:42
We’re all staying home to try and stay healthy, but the market certainly doesn’t feel very healthy right now! Abe tells the story of a couple ...
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Being Proactive&Positive About Your Financial Future from 2020-03-21T16:36:27
As if the hysteria of this pandemic wasn’t enough, the closing numbers of the market on Friday wrapped up U.S. markets’ worst week since the 2008 financial crisis. Abe discusses what soon to be ...
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The Impact of Pandemic Volatility on Your Money from 2020-03-12T14:23:08
The coronavirus fueled a major market tailspin this past week. Abe explains how to prepare in advance for times like this with diversification… and how even pensions aren’t immune to the volatil...
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Is The Coronavirus Infecting Your Retirement? from 2020-03-09T07:00
A significant rise in Coronavirus cases triggered some major volatility Listen
Preventing "Glitches" In Retirement from 2020-03-02T08:00
Some Fidelity customers went through a brief nightmare recently when they logged into their online accounts, and saw they had a balance of ZERO! Thankfully it was only a technica...
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Financially Acting Your Age from 2020-02-24T08:00
Baby Boomers could learn a lot from Millennials when it comes to technology and social media. Should we also should follow how their approach to investing? The short answer…. No!...
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Facts About Financial Infidelity from 2020-02-17T08:00
44% of us admit to hiding a bank account or debt, or to spending more money than our partner would be comfortable with… That’s according to a study from CreditCards.com. And over a quarter of ad...
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Generic Coffee&Generic Financial Advice from 2020-02-10T08:00
You’re probably loyal to some name brands items instead of the generic options. Maybe coffee, clothing, or even ketchup? On this episode we tackle a pricier dilemma: Can generic ...
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Is A DIY Retirement A Good Idea? from 2020-02-03T08:00
We live in a do-it-yourself world. Want to put new flooring in your home, fix your car or learn to play guitar? Just Google it and you’ll find all the advice you ever could want. You can Listen
Uncovering Excessive Taxes&Fees from 2020-01-27T08:00
Recently an AARP study revealed some jarring numbers: Americans who are 50-and-older make up just 35% of the population…but they pay 59% of all the federal income taxes! On this episode, ...
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How Uncle Sam Changed Your Retirement from 2020-01-20T08:00
At the end of 2019, Congress passed, and President Trump signed the SECURE Act, which will inevitably affect most retirement savers in some way. Is this good or bad for your retirement? On this ...
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Christmas And Gifts Of Gold from 2019-12-23T08:00
We’ll get in the holiday spirit by hearing some adorable kids talk about what Christmas means to them! Plus, an interesting take on one of the items that the wise men brought as a gift ...
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Bizarre Taxes&Your Bottom Line from 2019-12-16T08:00
Candy is something simple we enjoy (especially at Christmas), but you won’t believe how complicated taxes can be for a mere Kit Kat bar. Confusion over a 75-cent candy bar is one thing ...
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Rolling Over Your Mentality&Money from 2019-12-09T08:00
Whether you have $500,000 or $5 million, Abe reveals that most people (including you)typically share the same top concern about retirement… and how to resolve that anxiety. Plus, why and how to ...
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Fending Off Wall Street&Legacy Threats from 2019-11-25T08:00
If the market goes up, that’s obviously great for your personal economy! But on this episode, Abe discusses if too much of a good thing can lead to a meltdown of your retirement. Plus, ...
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1st Paycheck Lessons Applied to Taxes in Retirement from 2019-11-18T08:00
Remember how excited you were to receive your 1st paycheck from you very 1st job? Do you also remember that gut-wrenching moment when you found out all of the mone...
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Reagan, Trump and Your Taxes from 2019-11-04T08:00
What do President Reagan and President Trump have in common? They both cut your taxes! Abe brings to light what many are missing regarding the current tax cuts and retirement. Plus, he reveals h...
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Journey: Backstage with Keyboardist Jonathan Cain from 2019-10-28T07:00
Abe sits down with Rock and Roll Hall of Famer Jonathan Cain of Journey, who wrote some of the biggest hits for the band. They have a sincere conversation about Cain’s faith and ...
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Baseball and Retirement: Winning The Game from 2019-10-21T07:00
As a longtime baseball fan, Abe’s more than excited that the Washington Nationals made it to the World Series! On this episode he explains what America's pastime has in common with our retiremen...
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Preparing for Higher Taxes&Higher Healthcare Costs from 2019-10-14T07:00
With another year is flying by, Abe uses this episode to address what you need to be doing now to be tax efficient with your retirement in 2020… and beyond. You’ll also hear a re...
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Santana Moss - Redskins&Retirement Life from 2019-09-23T07:00
An insightful conversation with former Redskin Santana Moss about the mind shift change he went through after being a successful NFL wide receiver for 14 years, to retiring. Abe and Shelly also ...
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Adrian Peterson - Football & Giving Back from 2019-09-16T07:00
Future NFL Hall of Famer and Redskin Adrian Peterson joins Abe & Shelly to discuss various aspects of his life: Giving back with his wife Ashley and their A & A Peterson Family Foundation, overc...
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Budgeting&Taxes In Retirement from 2019-09-09T07:00
For some, the word “budget” conjures up negative feelings. Abe explains how a budget can often be a positi...
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