Evan Ward and Kevin McAlpin talk about diversifying your portfolio. Evan tells a story about a family member who was basically using a hammer to complete an entire construction project when it came to her retirement plan. Make sure you know when you need a hammer and when you need a saw... or something else!

Plus what do fees get you and are they worth it? How does this relate to Starbucks? Join Evan and Kevin as they walk you through your game plan for retirement!

Ready to build your retirement plan? Visit https://atlasretirement.net/ to connect with Evan and his team today!

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Evan Ward takes a look at the fact that Donald Trump has a strong interest in cryptocurrency upon his return to the White House. Is this something everyone should look into for their portfolios? How does it tie into Evan's love for Georgia football. Find this and more on this week's episode.

Ready to build your retirement plan? Visit https://atlasretirement.net/ to connect with Evan and his team today!

See omnystudio.com/listener for privacy information.

On this episode, Evan Ward and new co-host, Kevin McAlpin talk about the best retirement destinations in the United States. A couple of the cities surprise them and they talk about what to consider when you think about WHERE you're planning your longest vacation a.k.a. RETIREMENT!

Ready to build your retirement plan? Visit https://atlasretirement.net/ to connect with Evan and his team today!

See omnystudio.com/listener for privacy information.

Evan Ward defines to listeners and co-host Doug Turnbull what the “Rule of 100” is and what the challenges are in measuring financial risk. Evan reveals how even some conservative financial vehicles are exposed to more market risk than people realize. He also shares what safer financial methods are and how Atlas Retirement can lead people in the discussion to define the right kind. Evan also discusses the sentimentality of his oldest child is entering their final semester of high school.

Ready to build your retirement plan? Visit https://atlasretirement.net/ to connect with Evan and his team today!

See omnystudio.com/listener for privacy information.

As we gear up for 2025, Evan Ward and co-host Doug Turnbull discuss the three different types of people in how they approach their finances…and why we don’t really want to be like the third type. Evan also discusses how often the widely used “4% Rule” fails people and how Atlas Retirement offers a holistic approach to financial planning. Evan also shares about dealing with his son’s “wobbly” car issue.

Ready to build your retirement plan? Visit https://atlasretirement.net/ to connect with Evan and his team today!

See omnystudio.com/listener for privacy information.

Evan Ward and co-host Doug Turnbull discuss 401(k)s and the advice Evan has for college-aged people or people in their twenties to do with money they are trying to save. Evan then compares those strategies to how he advises people nearing retirement to move their money. He runs down what a 401(k) is and the different things to consider when rolling 401(k)s into other accounts. Evan stresses the need for a financial advisor when making those big decisions, to help people stay tax efficient and avoid penalties.

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Evan Ward chats with co-host Doug Turnbull about the concerns over tariffs after the results of the election and why we have already seen the effect that they have - and it is nothing new. Evan also talks about emotion and psychology and the one thing that almost always costs people money in the market. And Evan shares about coaching his first-grader and how he coaches his other children to coach.

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Evan Ward and co-host Doug Turnbull define income planning and how retirees should approach it. Evan goes over several questions he asks people: How much money is enough to retire? What is guaranteed income? What assets do they have? Then Evan stresses the need for a plan to achieve those retirement goals. Evan also talks about how he likes to relax on a weekend without anything big on the schedule.

See omnystudio.com/listener for privacy information.