HeyJaredAll Things Retirement
Retirement insights from Certified Financial Planner Anthony Aulffo of Cardinal Wealth Group in Cherry Hill, NJ. Learn about important financial topics and retirement planning tips each week on the show.
- Indexed episodes, last 90 days
- 6
- Latest publication
- Sep 10, 2026
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- Jul 9, 2026
Latest episodes
The $80,000 Healthcare Cost Cliff (opens the original)
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🔓 Unlock Your Retirement’s Potential- Schedule a Call with Cardinal Wealth: https://cardinalwg.com/schedule-now Retiring before Medicare can create a major healthcare expense, and recent subsidy changes have made that gap even more important to plan for. Anthony explains how modified adjusted gross income (MAGI) can affect what you pay for coverage and walks through a real client case where coordinated planning dramatically reduced projected healthcare costs. When those pieces work together, the
The 10-Minute Budgeting Method That Actually Works (opens the original)
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🔓 Unlock Your Retirement’s Potential- Schedule a Call with Cardinal Wealth: https://cardinalwg.com/schedule-now Many budgeting tools start by asking you to change your spending before you even know what your real numbers are. Anthony walks through the simple process Cardinal Wealth Group uses to help clients calculate their true lifestyle spending without tracking every individual purchase. He explains how this unique way of tracking allows for a more realistic retirement plan around the life yo
Is The 4% Rule Actually Costing Retirees Money? (opens the original)
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🔓 Unlock Your Retirement’s Potential- Schedule a Call with Cardinal Wealth: https://cardinalwg.com/schedule-now What if one of retirement planning’s most trusted rules is actually causing you to spend less than you safely could? The 4% rule has provided retirees with a straightforward guideline for decades, but newer research suggests that its simplicity may come at a significant cost. Anthony explains why a successful retirement income plan requires more than following a universal percentage. C
Why Confidence in Retirement Has Nothing to Do With Your Balance (opens the original)
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🔓 Unlock Your Retirement’s Potential- Schedule a Call with Cardinal Wealth: https://cardinalwg.com/schedule-now Worried you’ll never feel truly confident about retirement, no matter how much you’ve saved? Anthony explains why financial anxiety often has less to do with your account balance and more to do with uncertainty. He breaks down the four pillars of retirement confidence and shares that true retirement confidence comes from clarity and planning, not the size of your account balance. Here’
Maxed Out Your 401(k)? Do This Next (opens the original)
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🔓 Unlock Your Retirement’s Potential- Schedule a Call with Cardinal Wealth: https://cardinalwg.com/schedule-now What happens when you’ve maxed out your 401(k), but still want to save more for retirement? In this episode, we talk about smart next steps for high earners and serious savers. From HSAs and backdoor Roth contributions to mega backdoor Roth strategies, taxable brokerage accounts, and more specialized tools, Anthony walks through the options that may help you make the most of extra inco
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