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  • Elections and Their Impact on Your Finances
    2024/10/08

    In this episode, Evan Ward discusses the implications of upcoming elections on financial planning. He explores how political outcomes can affect taxes, spending, and investment strategies, emphasizing the importance of building a resilient financial plan that can withstand uncertainties.

    The conversation highlights the need for proactive financial strategies rather than reactive ones, especially in light of potential changes in government policies.

    See omnystudio.com/listener for privacy information.

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    15 分
  • What to Watch for When Investing in Gold
    2024/10/22

    Advisor Evan Ward and co-host Doug Turnbull discuss Costco selling lots of gold bars, as people potentially are trying to hedge inflation. Evan warns about buying any kind of asset during a bubble and shares what the long and short-term strategies can be in buying gold. He also talks about what he thinks the ideal percentage of a portfolio should be dedicated to non-cash assets. And Evan discusses attending his son’s high school senior night and coaching him and his teammates for many years in football.

    See omnystudio.com/listener for privacy information.

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    18 分
  • The Differences in Retirement Between Men and Women
    2024/09/24

    In this episode, Evan Ward discusses the intersection of sports coaching and retirement planning. He explores how coaching experiences shape their approach to helping clients achieve their retirement goals, the differences in financial planning perspectives between men and women, and the importance of defining clear retirement objectives.

    Additionally, they touch on the potential impact of interest rate changes on retirement strategies, emphasizing the need for a solid financial plan that is not overly reliant on market fluctuations.

    See omnystudio.com/listener for privacy information.

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    16 分
  • Do You Need a Million Dollars to Retire?
    2024/08/20

    Evan Ward discusses the concept of needing a million dollars for retirement and explores the factors that determine retirement readiness. It emphasizes the importance of personalized planning and true diversification to ensure a stress-free retirement. The conversation also highlights the significance of tax diversification and the control it provides over one's finances. Overall, the key takeaway is that the million dollar mark is not a one-size-fits-all solution and that individual circumstances and goals should be considered when planning for retirement.

    See omnystudio.com/listener for privacy information.

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    21 分
  • Should You Take Social Security at 62?
    2024/08/20

    In this episode, Financial Advisor Evan Ward talks about Social Security and whether it's better to take it early at 62 or wait until full retirement age. The hosts discuss the advice given by Dave Ramsey to invest the money from Social Security at 62 and compare it to the traditional financial planning approach of waiting until 70. They explore the financial and emotional factors that come into play when making this decision, such as the guaranteed 8% increase in Social Security benefits each year and the value of being debt-free. The conversation emphasizes the importance of considering all the factors and making an informed decision based on individual circumstances.

    See omnystudio.com/listener for privacy information.

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    23 分
  • The Importance of a Summer Financial Checkup
    2024/08/06

    In this conversation, Evan Ward, a financial advisor, discusses the importance of having a financial checkup during the summer. He emphasizes the need for flexibility in financial planning due to changing goals and external factors such as the economy and politics. Evan also highlights the impact of interest rates and stock market volatility on investment strategies. He emphasizes the importance of knowledge and understanding one's financial goals and circumstances. Evan compares financial planning to coaching a sports team, where adjustments and adaptations are necessary to achieve the desired outcome.

    See omnystudio.com/listener for privacy information.

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    20 分
  • Preparing for Retirement: Start Early
    2024/08/06

    On this Episode of North Georgia's Retirement Gameplan with Evan Ward: many people put off seeing a financial advisor about their retirement plan due to apprehensions and fear of the unknown. Just like ignoring a check engine light in a car, delaying retirement planning can lead to bigger problems down the road. It's important to have a plan in place and make changes as you approach retirement, taking into account life events and landmarks. The sooner you start preparing for retirement, the better off you'll be. It's better to be prepared than to be stranded on the side of the highway with no options.

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    18 分
  • North Georgia's Retirement Game Plan Trailer
    2024/06/17

    Planning for retirement is important, but you’d depend on a doctor to plan a surgery and lean heavily on a real estate agent if your plan was to buy a house. So why not let a similarly experienced and knowledgeable professional help with future finances?

    Atlas Retirement and company founder Evan Ward brings you “North Georgia’s Retirement Game Plan,” which provides listeners with insightful tips, methods, and strategies that keep up to date with the ever-changing market trends and regulations regarding the wide landscape of financial and retirement planning.

    Subscribe and listen to each episode to build up your financial literacy as Evan shares his passion for providing people with the tools and information they need to feel comfortable in their retirement strategies.

    for more information check out www.atlasretirement.net

    See omnystudio.com/listener for privacy information.

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    1 分