Dave Lopez
Retire Your Way with ILG FinancialEpisodes
Episodes of Retire Your Way
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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 speci
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 Wa
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 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
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 te
According to a December 2023 article, about 10,000 baby boomers retire every day and the ratio of taxpayers contributing to Social Security versus retirees who need it is shrinking. On the latest episode of the Retire Your Way with ILG Financi
When you are planning a vacation, you put a lot of thought into when you want to go, where you want to go, how you’ll get there, and what you will do once you get there. You also put a lot of thought into what you can afford and how much you wi
When it has come to our 401(k)s, we've all heard the age-old saying “Set it, and forget it”. And it was always said that this strategy would make you rich. Well, like most things, with time, this has changed. The stock-and-bond portfolios that
When thinking about retirement, it's easy for a lot of people to plan for the fun, the new, and the exciting. But it’s just as, if not even more, important to plan for the parts of the future that aren’t as fun to think about. For married coupl
Chase Lopez's discussion with national Social Security expert Hamilton Morales was so informative that we created a bonus episode! On this episode of the Retire Your Way with ILG Financial Podcast, Chase and Hamilton continue their discussion a
On the latest episode of the Retire Your Way with ILG Financial Podcast, Chase Lopez is joined by Senior Vice President at Financial Independence Group and Social Security Expert, Hamilton Morales. Chase and Hamilton tackle questions about sur
We’ve talked a lot the last few weeks about inflation and some of the pressures it puts on people’s finances. On recent episodes of the Retire Your Way with ILG Financial Podcast, both Dave and Chase have talked about ways to budget and plan f
For the past 50 years, the baby-boomer generation, which are those born between 1946 and 1964, have worked in our labor force at a steady pace for decades. But now the boomers are retiring and that might be bad news for workers. On the latest
In 1981 we saw the bond market inversion reach its steepest point, which is often seen as a sign that a recession is coming. Over the last couple years, the possibility of a recession has been all over the news, but the curve has been inverted
Dave and Chase cover a lot of general retirement-related subjects on the Retire Your Way with ILG Financial Podcast. On our latest episode, Chase takes us on a deeper dive into a specific investment tool called Structured Notes. Tune in by clic
When we talk about the importance of retirement planning, we're usually talking to those people in the “retirement red zone”, which are those five to 10 years away from retirement and to those already retired. Retirement is hardly a priority fo
If you’ve listened to any of the Retire Your Way with ILG Financial Podcast episodes, you’ve heard us repeat the phrase “you don’t know what you don’t know”. This couldn’t be truer than in this rising tax environment, especially when you are mo
Life events are something that we can’t always expect but still need to be addressed and this is true of Medicaid and nursing home care. On this episode of the Retire Your Way Podcast with ILG Financial, Dave talks about how Medicaid comes int
As we all know too well, tax season is here. For those in or near retirement, you are probably making those last-minute contributions to retirement funds in order to take advantage of tax benefits this year. But what a lot of people don’t cons
As we’ve been saying, the SECURE Act 2.0 is changing the landscape for those who are in or near retirement and that couldn’t be more true when it comes to Roth accounts. On this episode of the Retire Your Way with ILG Financial Podcast, Chase
On this episode of the Retire Your Way with ILG Financial podcast, founder Dave Lopez takes a deep dive into homeownership in retirement. How can you utilize your home equity when in or near retirement? Can equity be used to pay other debt? Wha
Financial planning is mainly focused on getting people to retirement. But you don’t hear a lot of discussion about financial planning and investing during those golden years of retirement, which is said to be even more critical because missteps
On the latest episode of the Retire Your Way with ILG Financial Podcast, Dave sits down to talk about something many of us have experienced at some point in our lives… debt. More specifically, what happens to these different types of debt we ma
A common theme that we discuss on this podcast is the idea of income in retirement and how to spend and save effectively so that you never run out of money. This watchful eye on spending in retirement is more important than ever, as the Federal
The new student loan forgiveness plan proposed by President Biden has been all over the news and gossip abounds. On our latest Retire Your Way with ILG Financial podcast episode, Dave discusses what’s true, what isn’t, and what it means for us
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