Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning

By Drew Blackston, Certified Retirement Counselor® Registered Financial Consultant®

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Category: Investing

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Episodes: 266

Description

Welcome to the Your Financial EKG™ Podcast, your go-to source for expert financial planning insights, retirement strategies, and wealth-building tips. Whether you're approaching retirement, already retired, or looking to maximize your investments, this podcast delivers actionable advice on retirement income planning, tax-efficient strategies, Social Security optimization, estate planning, and long-term wealth management. **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall **

Episode Date
53 With $1.1M Saved… Am I Ready to Retire?
Apr 01, 2026
I’m 45 With $150K Saved… Am I On Track for Retirement?
Mar 25, 2026
The 3 Numbers That Decide If You Can Retire
Mar 11, 2026
$175K at 62 — Is Retirement Even Possible?
Feb 25, 2026
Can I Retire at 63 with $350,000 Saved For Retirement?!?
Feb 18, 2026
The 5-Minute Retirement Plan (From $250K to $1 Million)
Feb 11, 2026
How Much Do You Really Need to Retire at 62?
Feb 04, 2026
$375K Saved for Retirement — Is It Enough to Quit Working?
Jan 28, 2026
Should You Retire at 60?!?
Jan 28, 2026
How Much Retirement Income Can $1 Million Really Generate?
Jan 21, 2026
Understanding Health Care In Retirement: A Complete Guide
Jan 14, 2026
Can I Retire at 60 or Should I Wait Until 62?
Jan 07, 2026
What is the Average Social Security Check By State?!?
Dec 31, 2025
3 Surprising Reasons to Claim Social Security at 62 (Most Retirees Miss #2)
Dec 24, 2025
Social Security Crisis: What Happens If the Money Runs Out?
Dec 17, 2025
You Should Claim Social Security at 62!
Dec 10, 2025
How Much Do I Need Saved For 5k Monthly Retirement Income?!?
Dec 03, 2025
Retirement Income From $500k: How Much Can You Really Get Each Month?
Nov 26, 2025
I'm 61 with 150k Saved For Retirement, When Can I Retire?!?
Nov 19, 2025
The Hidden Retirement Cost Nobody Warns You About: IRMAA Exposed
Nov 12, 2025
How Much Monthly Income Can $250,000 Really Provide in Retirement?
Nov 05, 2025
Retiring at 55 with $2.6 Million — How Much Can You REALLY Spend
Oct 29, 2025
Retire at 65: How Much Money Do You REALLY Need?
Oct 22, 2025
How Can I Retire at 60 with $200,000 Saved For Retirement?!?
Oct 15, 2025
Can I Retire Comfortably at 61 with Just $375K
Oct 08, 2025
Think $500K Is Enough to Retire? Watch This!
Oct 01, 2025
$200K Saved at 46 & 43: When Can You Retire?
Sep 24, 2025
How Much Income Will $4.5 Million Give You in Retirement?
Sep 17, 2025
Retire on Dividends: Is It Really Possible?
Sep 10, 2025
How Long Will $1 Million Last in Retirement?
Sep 03, 2025
Retire at 55 with these 2 Retirement Strategies
Aug 27, 2025
How Can I Retire with 100k Saved For Retirement?
Aug 20, 2025
Can I Retire at 67 with $280,000: Is It Enough
Aug 13, 2025
61 with $375K Saved: When Can They Retire?
Aug 06, 2025
Don’t Retire Until You’ve Answered THESE 3 Questions
Jul 30, 2025
Retiring at 60: The Hidden Cost of Inflation
Jul 23, 2025
Can I Retire at 55 with $2 Million? Let’s Find Out…
Jul 16, 2025
How Much Income Will $500K Actually Give You in Retirement?
Jul 09, 2025
Can I Retire at 57 with $1 Million? (The Truth Might Surprise You)
Jul 02, 2025
Retire at 59 With $2.8M — How Much Can You Really Spend (and Convert to Roth)?
Jun 25, 2025
$900K Retirement Plan at 60: Stock Market Analysis
Jun 18, 2025
Can I Retire at 55 with $1,000,000: Is it ENOUGH?!?
Jun 11, 2025
Retirement Planning at 65: The Truth About Healthcare Costs
Jun 04, 2025
This $400K Roth Strategy at 55 Might Change Your Retirement
May 28, 2025
How Much Do You Need To Invest To Retire Early?
May 21, 2025
The Best Age to Claim Social Security (Avoid This Common Mistake!)
May 14, 2025
You DON'T Need $1 Million to Retire (Here's Why)
May 07, 2025
Retiring at 60 with $450K—What If Social Security Goes Bankrupt?
Apr 30, 2025
56 With 130k Saved For Retirement: When Can I Retire?!?
Apr 23, 2025
I Have Nothing Saved for Retirement – What Should I Do?
Apr 16, 2025
Can I Retire at 60 with 225k in Retirement Savings!
Apr 09, 2025
🚨 Don't let this EXPENSE ruin your RETIREMENT! 🚨
Mar 26, 2025
Can I Retire at 60 With A Low Income?!?
Mar 19, 2025
Can I Retire at 62 with $100,000 (Mayyyybe?!?)
Mar 12, 2025
Can I Retire at 60 with $200,000 (Is it possible)?!?
Mar 05, 2025
Retire at 55 with $1,000,000 in Retirement Savings | Early Retirement Plan
Feb 26, 2025
Can I Retire at 57 with 800k, Where Do I Take My Retirement Income From?!?
Feb 19, 2025
Can I Retire at 60 with $480,000 in Retirement Savings
Feb 12, 2025
Should You Draw Your IRA to DELAY Social Security?
Feb 05, 2025
How Much Retirement Income Does $250,000 Generate In Retirement?!?
Jan 29, 2025
How Much Do You Need To Retire at 55?!?
Jan 22, 2025
Retire at 60 with $400,000? Where to take income from first?
Jan 15, 2025
Retire at 55, 60, or 65 with $800,000?
Jan 08, 2025
Retire at 55 in 2025!!
Jan 01, 2025
I'm getting a divorce, can I stay retired?
Dec 25, 2024
Can I Retire at 60 with 800k? (Spend more money!)
Dec 18, 2024
Retire with LESS than 100k (You Can DO IT)
Dec 05, 2024
What are the RULES for Inherited IRAs? (New & Updated)
Dec 04, 2024
Should I Use My Investments OR Social Security FIRST For Retirement Income?
Nov 25, 2024
Can I Retire If Social Security Goes Bankrupt?!?
Nov 19, 2024
I Need 45k in Retirement Income, How Much Do I Need Saved?
Nov 13, 2024
Retire at 55 with 401k or IRA (NO 10% PENALTY!)
Nov 06, 2024
You Can't Retire!
Oct 30, 2024
2 Strategies to retire with $1,000,000 in Retirement Savings
Oct 23, 2024
Retire at 55 with $1 Million? When to Claim Social Security Benefits
Oct 09, 2024
The -20% Roth IRA Conversion Mistake To Avoid!
Oct 02, 2024
What Is The Averaging Spending In Retirement
Sep 25, 2024
Social Security Is RUNNING Out of Money! What to do NOW to Prepare!!
Sep 18, 2024
Should You Draw Your 401k to DELAY Social Security?
Sep 11, 2024
3 Important Considerations BEFORE You Retire
Sep 04, 2024
How to Retire with $100,000! 🙌
Aug 28, 2024
4 Easy Steps to Start Planning For Retirement
Aug 21, 2024
You'll NEVER Be Able to Retire!
Aug 14, 2024
Retirement Income Strategy with $1.3 Million in Retirement Savings
Aug 07, 2024
I'm 55 with $150,000 Saved for Retirement, WILL I EVER RETIRE?
Jul 31, 2024
Can I Retire at 58 with $2,000,000 || Better Be Careful!
Jul 24, 2024
Retirement Income Strategy at 55 with $1,600,000 In Retirement Savings
Jul 17, 2024
3 Specific Strategies to Generate Retirement Income
Jul 10, 2024
Retire at 60 with $225,000 in Retirement Savings? || Can I Retire?
Jul 03, 2024
Are You Saving TOO MUCH for Retirement? STOP!
Jun 26, 2024
I'm 50 with $250,000 Saved For Retirement, When Can I Retire?
Jun 19, 2024
Can I Retire at 55 with $1,000,000 in Retirement Investments?
Jun 12, 2024
Retire at 55 with $1,000,000 (No 10% PENALTY)!!
Jun 05, 2024
How Much Money Do I Need to Retire? | Calculate Your Retirement Savings Need
May 29, 2024
STOP! Don't Fall for These 5 Social Security Myths (Retire Richer)
May 22, 2024
Can I Retire at 55 with $400,000 in Retirement Savings?!?
May 15, 2024
Why Women Must Boost Their Retirement Savings Now!
May 08, 2024
You Can't Retire (Unless You Watch This Video!)
May 01, 2024
Retire With $6,000/month in Retirement Income || How Much Do I Need Saved?
Apr 24, 2024
Can I Retire at 55 with $1,000,000 in Retirement Savings
Apr 17, 2024
STOP Saving For Retirement & Spend More Money NOW!!
Apr 10, 2024
Retire Early at 52 with $1,900,000
Apr 03, 2024
Can I Retire at 55 with $650,000 in Retirement Savings?!?
Mar 27, 2024
The 4% Rule is DEAD! (Do This Instead For Retirement Income)
Mar 20, 2024
Can I Retire at 55 with $600,000 In Retirement Savings??!! (WATCH OUT!!)
Mar 13, 2024
Collect Your Social Security Benefits EARLY!! || DO IT!
Mar 06, 2024
How To Invest In Your 30's
Feb 28, 2024
Roth Conversion Strategy at 53 with $1,100,000 in Retirement Savings
Feb 21, 2024
Can I Retire at 55 with $1,400,000? | Ultimate Retirement Planning Guide for Financial Freedom
Feb 14, 2024
Retirement Strategy At 50 with $500,000 Saved For Retirement
Feb 07, 2024
5 Steps to take BEFORE You Retire!! (Simple steps to take today)
Jan 31, 2024
Can I Retire at 55 with $1,000,000 (Detailed Financial Plan)
Jan 24, 2024
Retirement Strategy At 59 with $1,500,000 (Taxes, Roth Conversions, & Income)
Jan 17, 2024
Should I Convert My 401k To A Roth IRA?
Jan 10, 2024
Can I Retire at 55 with $1,000,000 (401k & Cash)?
Dec 20, 2023
Can I Retire at 60 with $500,000 In Retirement Savings
Dec 13, 2023
How Much Do I Need To Retire at 60?
Dec 06, 2023
I'm 55 with $150,000 Saved For Retirement, When Can I Retire?
Nov 29, 2023
Can I Retire at 55 with $1.6 Million?
Nov 22, 2023
Working While Receiving Social Security Benefits (Understand These Rules)
Nov 15, 2023
Taxes in Retirement: What You NEED To Know
Nov 08, 2023
How Much Will My Taxes Be In Retirement (Real Example)
Nov 08, 2023
3 Steps Today If You Are Retiring Soon
Nov 01, 2023
Hidden RISKS Of Early Retirement || Be CAREFUL! 🚨
Oct 25, 2023
5 COSTLY Required Minimum Distribution Mistakes To Avoid!
Oct 18, 2023
STOP Saving For Retirement, Spend More MONEY Now!
Oct 04, 2023
Can I Retire at 60 With $250,000 Saved For Retirement?
Sep 27, 2023
Retirement Income Strategy at 59 with 1.5 Million in Retirement Savings
Sep 20, 2023
Can I Retire at 61 with $1,400,000 || Losing A Spouse & Investment Risk
Sep 13, 2023
My Spouse is MUCH younger, when should I claim Social Security Benefits?
Sep 06, 2023
How Much You ACTUALLY Need To Retire || New Data
Aug 30, 2023
Can I Retire? 🌴 A Comprehensive Guide to Retirement Income Strategies
Aug 23, 2023
How Much Money You Need To Save By EVERY AGE! 🎯📈
Aug 16, 2023
Can I Retire at 61 with 550k after being LAID OFF?!?
Aug 09, 2023
Retire at 55 with $1,000,000 in Retirement Savings || Maybe NOT! 🚨🚨🚨
Aug 02, 2023
Can I Retire at 53 with $900,000 after being LAID OFF 😢 || BE CAREFUL
Jul 26, 2023
🚀 How Much Money Do You Need to Retire? NEW DATA! 🎯
Jul 19, 2023
🌟 Retirement Planning at 50 || Are You Ready to Retire? 🌟
Jul 12, 2023
🚨 Beware of the TWO Roth IRA 5-Year Rules! 🚨
Jul 05, 2023
Can I Retire at 60 with $500,000 & Claim Social Security Benefits Early?
Jun 28, 2023
🎉 Can I Retire at 55? The complete guide to early retirement 🎉
Jun 21, 2023
Retire Early Using A Roth IRA || Roth Conversion Ladder
Jun 14, 2023
Retiring Soon? || Do this NOW!
Jun 07, 2023
Retire at this AGE with $500,000 in Retirement Savings (Sooner Than You Think!)
May 31, 2023
I'm 52 with $250,000 saved for retirement, WHEN can I RETIRE?
May 24, 2023
How Much Should I Save For Retirement? || Is 15% Enough?
May 17, 2023
Have You Saved Enough For Retirement?
May 10, 2023
How To Retire Early || Simple steps you can take today!
May 03, 2023
Can I Retire at 62 with $150,000 Saved For Retirement || Married & Single Scenarios
Apr 26, 2023
Should I Claim Social Security Benefits at 62?
Apr 19, 2023
Top 5 (Financial) Retirement Regrets And How You Can Avoid Them
Apr 12, 2023
Can I Retire at 55 with $1,700,000 in Retirement Savings? Hint: Maybe NOT!
Apr 05, 2023
Can I Retire with $1,000,000 in Retirement Savings?
Mar 29, 2023
How Much Money Does It Take To Retire? || Retirement Planning
Mar 22, 2023
How does early retirement affect Social Security?
Mar 15, 2023
How Much Retirement Income Will $600,000 in Retirement Savings Generate?
Mar 08, 2023
Can YOU Retire with $500,000 or less saved for Retirement? Can it be done?!?
Mar 01, 2023
Retire Early at 50 or before 59.5 || Retirement Strategy Using 72T
Feb 22, 2023
Protect Your Retirement Savings Now! Stock Market Crash Or Recession
Feb 15, 2023
How To Protect Your Retirement Savings In A Stock Market Crash Or Recession
Feb 08, 2023
Can I Retire at 60 with $500,000 Saved For Retirement
Feb 01, 2023
Retire Early With $6,000/month in Retirement Income, How Much Do I Need Saved?
Jan 25, 2023
Retirement Planning in your 50s || A Guide to Retirement Planning at 50
Jan 18, 2023
Can I Retire at 55 with $1,000,000 Saved For Retirement?
Jan 11, 2023
Can I Retire at 53 with $900,000 in Retirement Savings & Retirement Investing Accounts?
Jan 04, 2023
Can I Retire at 60 with $700,000 During A Recession & Stock Market Crash?!?
Dec 28, 2022
Can I Retire at 60 with $1,500,000 in Retirement Savings
Dec 21, 2022
The WORST Investment for your 401k or IRA (Don't Invest in this!)
Dec 14, 2022
Can I Retire at 60 with $1,400,000 in Retirement Savings? || Retirement Planning
Dec 07, 2022
How To Retire Early 🙌 || Follow This Early Retirement Strategy! 📈
Nov 30, 2022
Roth IRA vs 401k, Which is BETTER for Retirement Savings? (Yes, there is a winner!)
Nov 23, 2022
Can I Retire at 51 with $809,000 in Retirement Savings?
Nov 16, 2022
BEST Roth IRA Conversion Strategy for Retirement Planning
Nov 09, 2022
This Will RUIN Your Retirement || Don't make this Retirement Mistake!
Nov 02, 2022
How To Retire at 55 with a 72T
Oct 26, 2022
Can I Retire at 60 with $700,000 in Retirement Savings? Retirement Planning for singles
Oct 19, 2022
Can I Retire at 58 with $1,500,000 in Retirement Savings?
Oct 12, 2022
Avoid Penalties on EARLY IRA Distributions
Oct 05, 2022
Retire Early at 55 with $2,000,000 in Retirement Savings
Sep 28, 2022
Should I Rollover My 401k to IRA 🤔
Sep 21, 2022
Save $1,000,000 for Early Retirement || How to Save One Million Dollars For Retirement
Sep 14, 2022
3 HUGE Roth IRA MISTAKES That Can Cost You Thousands!
Sep 07, 2022
Retiring In 2 Years or Less? Listen To This Now!
Aug 31, 2022
Retire at 55 🙌 || How Much You Need To Retire Early at 55!
Aug 24, 2022
Can I Retire at 55 🤔? Retirement Planning To Retire Early 🙌 !
Aug 17, 2022
RETIRE EARLY at 49 with $1,800,000 in Retirement Investing Accounts: How To Retire Early
Aug 10, 2022
Retirement Planning During A Recession 🐻 : What You Need To Do😎!
Aug 03, 2022
Can I Retire at 60 with $700,000 in Retirement Investing Accounts EVEN After A Divorce
Jul 27, 2022
Retirement Planning During A Recession 🤯
Jul 20, 2022
Can I Retire at 55 with $1,600,000 in Retirement Investing Accounts & Retirement Savings
Jul 13, 2022
3 Ways To Increase 📊 Your Retirement Income
Jul 07, 2022
You Are Too OLD To Save For Retirement 👨 How To Save For Retirement If You Are Older
Jun 29, 2022
How Social Security Benefits Are Taxed 💸 || Social Security Taxes Explained 🙌
Jun 22, 2022
Investment Strategy for 58 Year Old with $600,000 in Retirement Investments 💸
Jun 15, 2022
Is Social Security Going To Run Out Of Money 💰
Jun 11, 2022
2 Strategies for Creating Retirement Income 💸
Jun 08, 2022
Roth Conversion Strategy for 60 Yr Old with $1,700,000 📈
Jun 01, 2022
How To Protect Your 401k When The Stock Market Is Crashing 🤯
May 25, 2022
Can I Retire at 67 with $380,000 💸 in Retirement Investments & Savings?
May 18, 2022
How To Retire Early: The One Investment You Need To Retire Early
May 11, 2022
What is the best age to collect Social Security? 🧐 Retirement Income Strategy for Claiming Social Security Benefits 💸
May 04, 2022
Retirement Income Strategy for 56 Year Old with $1,800,000 💸 & Wanting To Start A Small Business 🏢
Apr 27, 2022
How Long Will $1,000,000💰Last In Retirement? 🤔
Apr 20, 2022
Retiring in 5 Years or less? 🤔 Listen to this now!
Apr 13, 2022
Retirement Income Strategy for 52 Year 👴 With $750,000 in Retirement Assets & Retirement Savings 💰
Apr 06, 2022
How Much Will I Pay For Healthcare In Retirement?👩‍⚕️
Mar 30, 2022
Can I Retire at 55? How Much Do I Need To Save To Retire at 55?
Mar 23, 2022
How Much Should I Have Saved For Retirement Based On My Age? Retirement Savings & Investing
Mar 16, 2022
Can I Retire at 50 with $1,500,000 in Retirement Savings? Retirement Planning at age 50.
Mar 09, 2022
Roth IRA vs 401k: Which Is Better For Retirement Investing and Retirement Savings?
Mar 02, 2022
You Will NEVER Retire.
Feb 23, 2022
Are Roth IRA Distributions Taxed? How To Avoid Penalties and Taxes on Roth IRA Distributions
Feb 16, 2022
3 Benefits of a Roth IRA Conversion
Feb 09, 2022
How Do I Convert My IRA to a Roth IRA
Feb 02, 2022
Should I Convert My IRA to a Roth IRA?
Jan 26, 2022
What is the MAXIMUM Social Security Check You Could Receive?
Jan 19, 2022
How is Social Security Taxed || How Much of Your Social Security Income is Taxable
Jan 12, 2022
IRA Contribution Limits 2022 & ROTH IRA Contribution Limits 2022
Jan 05, 2022
How To Eliminate or Reduce Taxes on Social Security
Dec 29, 2021
401k Contribution Limits for 2022
Dec 22, 2021
Average Retirement Income by Age & Ways to Increase Your Retirement Income
Dec 15, 2021
Numbers YOU Need To Know BEFORE Retirement || Retirement Income Planning
Dec 08, 2021
5 Important Considerations BEFORE You Retire
Dec 01, 2021
How To Take Early 401k Withdrawal Without Penalty
Nov 17, 2021
Average Income in Retirement in 2021 || Retirement Income Strategies & Retirement Income Planning
Nov 10, 2021
How To Calculate 2022 Social Security COLA Increase
Nov 03, 2021
Should I File For Social Security at 62?
Oct 27, 2021
Is Social Security Running Out Of Money?
Oct 20, 2021
What is the Average Income in Retirement in 2021?
Oct 13, 2021
First Habits Win with special guest Mike Miller
Oct 06, 2021
Is Social Security Running Out Of Money?
Sep 29, 2021
4 Social Security Myths You Shouldn't Believe In Retirement || Social Security Explained
Sep 22, 2021
How To Fix Social Security
Sep 15, 2021
Self Employed? You Should Be Using The Solo 401(k).
Sep 08, 2021
Real Estate in 2021 with Special Guest Maurice Waring
Sep 01, 2021
Train Your Money
Aug 25, 2021
6 Myths About Your Money In Retirement
Aug 18, 2021
4 Steps to Take When The Stock Market Is Going Down
Aug 11, 2021
You Can't Rely Only On Social Security in Retirement!
Aug 04, 2021
3 Things to NOT do with your Retirement Income
Jul 28, 2021
3 Investing Myths that are costing YOU money 💵
Jul 21, 2021
How to (Re) Build Your Finances in 2021
Jul 14, 2021
How To Make Money in The Stock Market
Jul 07, 2021
How to Protect Your Money From Healthcare Expenses
Jun 30, 2021
5 Tips For Managing Your 401(k), IRA, or Roth
Jun 23, 2021
How To Start Your Retirement Income
Jun 16, 2021
Find Money 💵 in Your Home 🏚
Jun 09, 2021
3 Biggest Investing Mistakes || Don't do this!
Jun 02, 2021
2 Money Steps For Recent Graduates
May 26, 2021
Is Your Retirement On Track?
May 19, 2021
Hey Millennials! Learn from your parents investing decisions.
May 12, 2021
How to Build & Keep Wealth
May 05, 2021
Taxes Involved when Investing in Cryptocurrency
Apr 28, 2021
How do 529 College Savings Plan Work?
Apr 21, 2021
6 Retirement Mistakes to Avoid
Apr 14, 2021
Should I Sell My Stock At A Loss-3 Must Have Considerations
Apr 07, 2021
3 Factors Affecting Your Retirement Today, Tomorrow, & Forever
Mar 31, 2021
How To Start Planning For Retirement || 3 Easy Steps
Mar 24, 2021
How Smart People Spend Free Money
Mar 17, 2021
Help! I got a letter from the IRS.
Mar 10, 2021
5 Questions to Ask Your Financial Advisor
Mar 03, 2021
Risk Investors Don't Realize Part 3
Feb 24, 2021
Risk Investors Don't Realize Part 2
Feb 17, 2021
Risk Investors Don't Realize Part 1
Feb 10, 2021
Bad Money Assumptions
Feb 03, 2021
Why is Money Important to you?
Jan 25, 2021