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Fullerton Financial Hour

Business

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

Creating a 5-Star Retirement Plan

6/2/2023
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:00:52:41

Retirement Dreams vs. Reality

5/26/2023
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:00:55:46

Money Challenges in Retirement

5/19/2023
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:00:51:57

Topics To Put On Your Retirement Planning List

4/17/2023
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:00:56:00

Planning for the Future as a Family

4/7/2023
: 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:00:53:18

Your “All Weather” Retirement Strategy

3/31/2023
With everything going on in the world right now, your finances need to be able to weather any financial storm. We’ll outline some of the major financial risks on the horizon today and talk about some “all-weather” strategies to help you preserve your savings, no matter what kind of storms are unfolding in the financial world.

Duration:00:53:10

Retirement Rubik’s Cube

3/31/2023
There are a lot of moving parts when it comes to preparing for retirement. When should I take my Social Security? When might I accidentally trigger higher taxes? What if I make a wrong move with my retirement savings?

Duration:00:51:09

Creating a 5-Star Retirement Plan

3/31/2023
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:00:50:41

Super Bowl of Your Retirement

3/30/2023
Retiring is challenging enough already but if you’re about retire, now you face the possibility of trying to do so during a global economic meltdown. Sound intimidating?

Duration:00:53:04

Retiring Today

3/30/2023
Life in retirement has change dramatically over the past few decades, with people living longer and leading more active lives. Put it another way … in retirement we don’t need that rocking chair.

Duration:00:52:21

2023 New Year’s Resolutions

3/30/2023
Resolutions are easy to make and even easier to break. It’s time to look ahead and think about practical goals for the new year.

Duration:00:50:40

Christmas Price Index

1/6/2023
It’s a bit of a sticker shock for all those gifts “my true love gave to me” … starting with that partridge in a pear tree.

Duration:00:37:32

The Client Experience

5/20/2022
A phone call or website can seem so impersonal. Or worse, it could be a financial scam. At least, those are possible thoughts one may have before they visit someone to handle their finances in retirement. It can be a scary thought to go out there and do something new. So, to help provide more confidence to face the unknown, this show will focus on what the process is like for a potential new client first meeting with a financial professional and what this meeting and process may entail.

Duration:00:39:27

Retirement Challenges for Women

5/6/2022
Women statistically outlive men by about six years, so a lot of wives will outlive their husbands in retirement. That means a lot of women will suddenly be taking over their own finances for what may be the first time in their lives. That can be confusing and even scary.

Duration:00:44:58

Do You Need Life Insurance in Retirement

4/11/2022
In 2020 more than half of all Americans were covered by some type of life insurance. So a good number of people see life insurance as a useful tool to help protect their families and loved ones. The question we want to address today, is not really “do I need life insurance?” but rather, “Do I need life insurance for my retirement?”

Duration:00:45:04

Boomers Up to Bat, Gen X On Deck

3/11/2022
We’ve repeated the stats time and time again: thousands of Baby Boomers retire every day. And by 2030, they will all be 65. And if Baby Boomers are up to bat for retirement … that means Generation X is on deck.

Duration:00:36:26

Retirement Dreams vs. Reality

2/28/2022
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:00:46:01

Retirement Living with Low Interest

1/28/2022
Interest rates are near record low levels. They’re so low, it may seem like you might as well just stuff your money under your mattress or stash it away in a cardboard box since it’s hardly earning anything. But a Missouri man learned the hard way that there’s another risk with stashing cash around your home – mice (literally) ate some of his savings. His bank was ultimately able to reassemble the bills so he could be reimbursed by the U. S. Mint for about $1,000. Low interest rates are...

Duration:00:39:30

Psychology of Money

12/2/2021
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:00:45:49

Planning for Your Final Wishes

10/11/2021
Some things are fun to plan in advance. Vacations, weddings, retirement. But other things are just as important, but much harder to plan. And when it comes to things like your final wishes, you might not even know where to start. But we’ll help you learn what you need to know, coming up next.

Duration:00:42:01