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Fullerton Financial Hour

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Licensed insurance professional & Investment Advisor Representative, Stephanie Fullerton is focused on using strategic retirement income planning to assist retirees and pre-retirees across Arizona in preserving their retirement savings. Her goal is to build trust by following two guiding principles: integrity and honesty.

Location:

Glendale, AZ

Description:

Licensed insurance professional & Investment Advisor Representative, Stephanie Fullerton is focused on using strategic retirement income planning to assist retirees and pre-retirees across Arizona in preserving their retirement savings. Her goal is to build trust by following two guiding principles: integrity and honesty.

Twitter:

@fullertonfp

Language:

English

Contact:

14155 N. 83rd Ave., Suite 144 Peoria, AZ 85381 (623) 974-0300


Episodes
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Planning for Large IRAs

8/9/2024
If your retirement savings is in a tax deferred retirement account, you may want to be aware of new retirement planning rules that have changed the way we need to think about tax deferred retirement accounts. And the Secure Act and Secure Act 2.0 could have an even bigger impact on those with balances of $250,000 or more.

Duration:00:50:57

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Four Retirement Unknowns

7/25/2024
I’ll bet a lot has happened to you in the last 20 years that you didn’t see coming. You probably had some unexpected blessings and also some obstacles to overcome. Either way, there were some big unknowns in your past and they’ll continue in the future.

Duration:00:51:03

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Risks in Retirement

6/28/2024
Risks in Retirement by Fullerton Financial

Duration:00:52:53

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Three Stages of Retirement

6/14/2024
We used to think of retirement as the final stage of life. It’s not the finish line anymore. It’s just the beginning of the next phase of life. Retirement today lasts so much longer, and we believe it actually unfolds in stages.

Duration:00:52:05

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Retirement for Small Business Owners

5/17/2024
Did you know that if you're running your own business then you've got a few extra twists and turns on the road to retirement? No 401(k)? No problem. Today, we're digging into how you can get retirement-ready when a corporate 401(k) isn't part of the picture.

Duration:00:51:58

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Plan For The Worst and Hope For The Best

4/19/2024
In the U.S., medical bills are not only the most common reason for bankruptcies, but they directly cause a whopping 66.5% of them, making them the leading cause of bankruptcy. A healthcare emergency, catastrophic illness, or accident can knock you off your feet physically – and financially.

Duration:00:50:30

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Creating a Lasting Legacy

4/5/2024
It’s easy to make assumptions about what goes into a legacy plan, but Tyler Price will help make it clear for you as we dive into the basics of creating a lasting legacy for your family.

Duration:00:53:27

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Behavioral Finance and You

3/21/2024
Financial professionals say there are behavioral factors that could influence our financial decisions. Let me translate that for you: sometimes we act “weird” when it comes to our money!

Duration:00:52:21

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Creating a 5-Star Retirement Plan

3/15/2024
Picture a 5-star luxury resort. Lush greenery, scenic views, and top-notch customer service. Now picture a run-of-the mill roadside motel. A roadside motel probably isn’t going to be able to achieve a 5-star rating because… something’s missing. If you could rate your retirement plan, how many stars would it have?

Duration:00:53:51

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Four Retirement Unknowns

3/8/2024
I’ll bet a lot has happened to you in the last 20 years that you didn’t see coming. You probably had some unexpected blessings and also some obstacles to overcome. Either way, there were some big unknowns in your past and they’ll continue in the future.

Duration:00:51:39

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Creating a 5-Star Retirement Plan

2/22/2024
Picture a 5-star luxury resort. Lush greenery, scenic views, and top-notch customer service. Now picture a run-of-the mill roadside motel. A roadside motel probably isn’t going to be able to achieve a 5-star rating because … something’s missing. If you could rate your retirement plan, how many stars would it have?

Duration:00:53:51

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Topics on Your Retirement Planning List

2/2/2024
How much is left on your to-do list this week? What about that honey-do list of chores around the house? It’s a mile long, right? The problem with long lists is they can overwhelm you and cause you to shut down. So let’s keep it simple!

Duration:00:53:34

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Make Your Money Work for You

1/11/2024
How many times have you heard this before? it’s not what you make, it’s what you keep that counts. It’s less about the number of dollars you’ve saved, and more about strategies you use with your savings. Your money should be moving in the same direction for a singular purpose: your retirement

Duration:00:54:55

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Money Challenges in Retirement

12/28/2023
Does the thought of outliving your savings keep you up at night? You’re not alone. The fear of outliving retirement savings is a major concern for many retirees. We’re about to share some ways to help address some of the biggest money concerns in retirement.

Duration:00:56:12

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Top Financial and Retirement News of 2023

12/14/2023
We’ve continued to avoid government shutdowns this year … but meanwhile … the debt piles on. We’re winding down the year 2023 with a look at some of the top financial and retirement headlines of the year.

Duration:00:54:25

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Four Retirement Unknowns

11/30/2023
I’ll bet a lot has happened to you in the last 20 years that you didn’t see coming. You probably had some unexpected blessings and also some obstacles to overcome. Either way, there were some big unknowns in your past and they’ll continue in the future.

Duration:00:53:08

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Retirement Dreams v. Reality

11/16/2023
Fewer than 1 in 4 Americans think their current retirement lifestyle aligns with what they planned for their retirement to be. It turns out, it’s one thing to dream about retirement and it’s another thing to live in retirement every day.

Duration:00:49:31

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Bon Voyage in Retirement

10/19/2023
Key Largo? Montego? Oh, why can’t we go to Jamaica right now, am I right? Think about it… digging your toes into sandy beaches… swimming with dolphins… with a tropical drink in your hand… That’s the thing, we’re always so focused on the destination, because that is the reason why we’re going. But there’s the whole process to get there, the journey… And we know what that’s like. Getting everything in order like your passports, IDs, tickets, luggage, grandchildren maybe – oh no! Did I forget something?! That part can be stressful to say the least. When should we start properly planning for retirement? Stephanie helps us and she also provides us with an overview of everything that should be considered for retirement?

Duration:00:55:11

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Planning for the Future as a Family

10/6/2023
Four of the hardest words to hear are “We need to talk.” But sometimes, that’s the best way to start a serious conversation. Unfortunately, many couples and families are putting off the tough conversations they need to have so they can plan for the future together. And preparing for the future as a family through estate and legacy planning … is definitely a good thing.

Duration:00:53:28

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Psychology of Money

9/22/2023
There are millions of articles online about investing, tax planning, budgeting, everything you can think of when it comes to preparing for retirement. There are important facts to know, and when it comes to your financial future, knowledge is power. BUT. There’s more to financial success than book smarts. There’s a psychology of money.

Duration:00:52:50