Retire Your Way with ILG Financial
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.
- Update frequency
- every 23 days
- Average duration
- 25 minutes
- Episodes
- 82
- Years Active
- 2020 - 2025
State of the Markets: Where We Stand
On this episode of the Retire Your Way with ILG Financial Podcast, Dave provides an update on the state of the markets to include highlights of global events, policy decisions, and emerging technolo…
Are Stocks a Sure Thing Over the Long Term? Not Necessarily
New research is shining light on long-term negative stock returns. Although infrequent, they do occur. On this episode of the Retire Your Way with ILG Financial Podcast, Chase Lopez discussed why di…
Explaining the Social Security Fairness Act
Public-sector workers like teachers, police, firefighters, and more who receive non-Social Security pensions are set to see the restoration of full Social Security benefits and payments as a result …
2025 Medicare Changes You Need to Know About
2025 brought with it plenty of changes to Medicare, particularly impacting Part D prescription drug coverage and Medicare Advantage plans. On this episode of the Retire Your Way with ILG Financial P…
Living Longer Than You Expected: Preparing Financially
🎙️ Are you planning for a long retirement? You should be. Many people don’t factor in longevity risk—the financial impact of living longer than expected. On the latest episode of the Retire Your Wa…
The Tricky Business of Spending Your Retirement Savings
You’ve worked and saved hard for retirement. You tried to get everything right and now you are retired, and you are in a good place with your retirement accounts. Now for the tricky part: Spending y…
What to Do About the Stock Market’s Giant Problem?
Lately, much of the conversation around the economy and finances has focused on taxes and inflation. However, one topic we haven’t covered recently on this podcast is the current state of the stock …
Consider These Three Investments to Hedge Against Inflation
The age-old adage that gold is a tried and true hedge against inflation may not be holding up so well. Since 1980 gold's annualized returns significantly trailed those of the S&P 500. On the latest …
Truths and Myths about Social Security
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 th…
The Move That Adds Years to Your Retirement Nest Egg for Baby Boomers
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 ep…
Medicare: What It Doesn't Cover and Why it Matters
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 …
Medicare: Everything You Need to Know About the Basics
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 …
Social Security Solvency: Thoughts from Expert Hamilton Morales
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…
Spending in Retirement: How to Save and Cut
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 …
Social Security Scenarios With Hamilton Morales
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 mo…
Two Scams Targeting Seniors - Don’t Become a Victim
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…
Making Sense of New FDIC Bank Deposit Rules for Trusts
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, an…
IRA Mistakes to Avoid: Part 2
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 …
IRA Mistakes to Avoid: Part 1
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…
Is Social Security in Trouble?
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 ep…