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
Will You "Spend" Retirement the Right Way?
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…
401(k) ‘Set It and Forget It’ No Longer Works
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 ha…
How to Prepare for the “Survivor’s Penalty” Before a Spouse Passes
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 ar…
Bonus Episode: More with Social Security Expert Hamilton Morales
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, C…
Social Security Planning With Hamilton Morales
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. …
The Effects of Withdrawing from Retirement Accounts Due to Economic Pressure
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 Chas…
Retiring Baby Boomers Could Spell Trouble for Workers
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 …
Is a Recession Actually Coming?
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 o…
Structured Notes: What Are They and How Do They Work?
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 …
Retirement Planning For Young Adults
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 alread…
Can Your Pension Trigger a Retirement Tax Bomb?
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 risin…
Rules for Medicaid Coverage of Nursing Home Care
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 Finan…
Tax Advantageous Contributions: Where Should You Put Your Money?
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 t…
5 Big Changes to Roth Accounts in SECURE Act 2.0
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 Retir…
Home Equity in Retirement
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 retireme…
Three Things to Get Right if You're Retired
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 s…
The Only Debt That Disappears When You Die – And 9 That Don’t
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 h…
Rising Interest Rates: What It Means for Your Retirement
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 retiremen…
Making Sense of the Student Loan Forgiveness Program
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’…
Leaving A Legacy: How To Handle Leaving Your Money To The Next Generation
These days we have been tackling a lot of the not-so-pleasant economic news and how to deal with the effects it can have on your retirement. But this week, we are going to take a look at a different …