Retire Your Way with ILG Financial

Dec 10 2024 73 ep. 25 mins 14
Retire Your Way with ILG Financial Podcast artwork

Find out what it means to “Retire Your Way” by subscribing and listening to ILG Financial's podcast. You’ll hear ILG Financial advisors Dave Lopez and his nephew, Chase Lopez talk about current events impacting the economy and overall retirement landscape. In addition, you'll hear about ILG Financial’s 5-Step Process where you receive comprehensive advice from their team of highly qualified professionals who’ve successfully managed money through some of the most difficult times in history. Contact Dave or Chase by calling 540-720-5656 or at [email protected] with any questions you have about financial planning and retirement.

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The Move That Adds Years to Your Retirement Nest Egg for Baby Boomers

Dec 10 2024 40 mins  
In 2024 alone, the Baby Boomer generation moved billions from retirement savings into tax-free accounts. The strategy that they used can make your nest egg last longer in retirement. On the latest episode of the Retire Your Way with ILG Financial Podcast, Dave Lopez discusses what we have seen happening, the strategies that people, Baby Boomers in particular, have been increasingly

Medicare: What It Doesn't Cover and Why it Matters

Dec 02 2024 18 mins  
Are you on or about to be on Medicare? Have you considered the things that Medicare doesn't cover? What about services like routine eye exams, hearing aids, most dental care, long-term care, routine physical exams, and most vision, hearing, and dental needs? How will this impact your retirement planning? On the latest episode of the Retire Your Way with ILG Financial Podcast, Chase

Medicare: Everything You Need to Know About the Basics

Nov 08 2024 22 mins  
People often think about things like long-term care and life insurance when they’re building out their retirement plan. However, most often forget to consider how healthcare and Medicare can impact their financial retirement plan as a whole. On the latest episode of the Retire Your Way with ILG Financial Podcast, Chase Lopez dives into the differences in “parts” of Medicare

Social Security Solvency: Thoughts from Expert Hamilton Morales

Sep 27 2024 35 mins  
A few times a year we have the privilege of chatting with Social Security Expert Hamilton Morales about the latest and greatest Social Security topics that keep us all informed and up to date. On the latest episode of the Retire Your Way with ILG Financial Podcast, Dave and Hamilton discuss things you may or may not know in addition to a lively discussion about the solvency of the

Spending in Retirement: How to Save and Cut

Sep 06 2024 20 mins  
The average American burns 75 percent of their monthly spending on just four things. On the latest episode of the Retire Your Way with ILG Financial Podcast, Chase digs into the average spending for a retiree in America and how to make sure you are still able to save or even cut some expenses.

Social Security Scenarios With Hamilton Morales

Jun 30 2024 41 mins  
On this episode of the Retire Your Way with ILG Financial Podcast, national Social Security Expert and Senior Vice President at Financial Independence Group Hamilton Morales joins Dave to discuss more about Social Security planning. More specifically, Dave and Hamilton take a deep dive into Social Security options for widows and surviving spouses. These options can be different ba

Two Scams Targeting Seniors - Don’t Become a Victim

May 31 2024 32 mins  
Scammers targeting seniors and those in retirement pose a great risk to the protection of your assets. They know that money and plans are going back and forth, and they try to take advantage of that. On the latest episode of the Retire Your Way with ILG Financial Podcast, Dave talks about two prevalent scams that have been taking place among retirees lately.

Making Sense of New FDIC Bank Deposit Rules for Trusts

Apr 26 2024 22 mins  
Some of the rules that protect bank deposits to trusts just changed. On the latest episode of the Retire Your Way with ILG Financial Podcast, Dave Lopez talks about these changes, what they mean, and how they could affect you.

IRA Mistakes to Avoid: Part 2

Apr 17 2024 25 mins  
IRA accounts are beneficial but can be tricky. Simple contribution, conversion, and distribution mistakes can cost you thousands and thousands of dollars. On this episode of the Retire Your Way with ILG Financial Podcast, Chase Lopez continues his discussion of mistakes to avoid. This is part two of a two part series.

IRA Mistakes to Avoid: Part 1

Apr 01 2024 21 mins  
IRA accounts are beneficial but can be tricky. Simple contribution, conversion, and distribution mistakes can cost you thousands and thousands of dollars. On this episode of the Retire Your Way with ILG Financial Podcast, Chase Lopez covers ten mistakes to avoid. This is part one of a two part series.