Jacksonville’s Retirement Coach with Adam Wolf

Adam Wolf and co-host Doug Turnbull discuss a recent prank call that new Cleveland Browns QB Shedeur Sanders received and relate that to a thing almost everyone else experiences: scams. Adam explains what different kinds of scams he encounters and how easily people fall for things that seem real. And Adam shares what not to do, especially involving electronically transferring personal information. Adam also talks about Wolf Retirement Navigation’s post-tax part with their clients and how is a long-suffering Jaguars fan. Do you have questions about growing your wealth with tax efficiency and low risk in retirement? Then go to wolfretirement.com or call (904) 232-8760 for a free portfolio analysis today! Adam and the team will lean on his 25 years of experience to help build you a complimentary Retire Smart Plan https://www.facebook.com/wolfretirement https://www.instagram.com/wolfretirement_jax/ https://www.youtube.com/channel/UC8hIs26kEfd8dySWLzyRicwSee omnystudio.com/listener for privacy information.

Adam Wolf and co-host Doug Turnbull talk about Gen-Z’s struggling to decide what to wear to work and how that relates to all the different retirement and financial choices people face. Adam discusses the three E’s: energy, effort, enjoyment. And shares how people need to consider those when trying to decide whether to make their own retirement plan or to hire a financial advisor. Adam also shares why spring weather is the reason he moved to Jacksonville 20 years ago. Do you have questions about growing your wealth with tax efficiency and low risk in retirement? Click here or call 904-944-5828 for a free portfolio analysis today! Adam and the team will lean on his 25 years of experience to help build you a complimentary Retire Smart Plan. Follow us on social media: YouTube | Facebook | InstagramSee omnystudio.com/listener for privacy information.

Adam Wolf and co-host Doug Turnbull discuss the recent tariff-volatility and what that can mean for retirees. Adam explains the importance of right-sizing risk and protecting the principal. Then he lays out five risks to account for: estate planning, taxes, the market, Medicare, and long-term care. Adam also talks about his sister moving to Jacksonville and the end-of-tax-season happy hour his office will host. Do you have questions about growing your wealth with tax efficiency and low risk in retirement? Click here or call 904-944-5828 for a free portfolio analysis today! Adam and the team will lean on his 25 years of experience to help build you a complimentary Retire Smart Plan. Follow us on social media: YouTube | Facebook | InstagramSee omnystudio.com/listener for privacy information.

Adam Wolf and co-host Doug Turnbull talk about an asteroid’s decreasing chances it will hit Earth and ways to avoid financial disasters. Adam talks about three types of financial calamities and walks through some questions people should ask to help avoid them. He talks about why he prefers probability over possibility and shares what he has learned by living through multiple market downturns. And Adam talks about some of his TV work and why he enjoys it. Do you have questions about growing your wealth with tax efficiency and low risk in retirement? Click here or call 904-944-5828 for a free portfolio analysis today! Adam and the team will lean on his 25 years of experience to help build you a complimentary Retire Smart Plan. Follow us on social media: YouTube | Facebook | InstagramSee omnystudio.com/listener for privacy information.

Adam Wolf and co-host Doug Turnbull compare Daytona 500 winner William Byron’s decision not to bring extra clothes in case he won the race to the pitfalls of not having a good retirement plan. Adam breaks down three things people should do when making these plans and shares what people often get wrong when they do. He also shares about a really cool piece of Lynyrd Skynyrd memorabilia he owns. Do you have questions about growing your wealth with tax efficiency and low risk in retirement? Click here or call 904-944-5828 for a free portfolio analysis today! Adam and the team will lean on his 25 years of experience to help build you a complimentary Retire Smart Plan. Follow us on social media: YouTube | Facebook | InstagramSee omnystudio.com/listener for privacy information.

Adam Wolf and co-host Doug Turnbull discuss robo-advisors or AI chat bots that offer services. Adam explains how big financial firms use these and how sometimes these bots can be inaccurate. Adam also describes two areas he thinks that a real-life advisor is needed the most: developing an income plan from accounts that a spread all over, developing a tax strategy unique to a person. Adam also highlights four women in his office who either just joined the team or are celebrating work anniversaries and how they boost the customer experience at Wolf Retirement Navigation. Ready to build your retirement plan? Visit https://wolfretirement.com/ or give us a call at 904-944-5828 to connect with Adam and his team today! Follow us on social media: YouTube | Facebook | InstagramSee omnystudio.com/listener for privacy information.

Adam Wolf and co-host Doug Turnbull talk about how people need to start re-checking their financial strategies as they near retirement or go through other season-changes in life. Adam details the importance of gaining a second opinion and three areas where people often leave money on the table by not reflecting on their strategy: tax planning, amount of risk, and fees (especially in 401(k)s). Adam also laments the lost season that his beloved Jacksonville Jaguars had. Ready to build your retirement plan? Visit https://wolfretirement.com/ or give us a call at 904-944-5828 to connect with Adam and his team today! Follow us on social media: YouTube | Facebook | Instagram    See omnystudio.com/listener for privacy information.

Adam Wolf and co-host Doug Turnbull compare a tax planner to a tax preparer and why both are important. Adam then dives deep into what tax planning is and how it looks a thousand miles down the road. Adam also discusses the things to consider on if one needs a tax planner or not and the inventories he and his team take to see how they can help lower someone’s tax burden. Adam also talks about hearing inspiring speeches from Coach K and from Kyle Pease at Impact’s 2025 Kick Off and how he grew up a big Duke fan. Ready to build your retirement plan? Visit https://wolfretirement.com/ to connect with Adam and his team today! Follow us for more helpful insights: 🖱️ Facebook 🖱️ Instagram  See omnystudio.com/listener for privacy information.

Adam Wolf and co-host Doug Turnbull talk about having enough money in retirement. Adam discusses the wide range of years a retirement can last and how to determine one’s budget. He also talks about how much money to save, how to determine that number, and the importance enjoying one’s life savings. Adam also talks about his family’s holiday trip to NYC. Ready to build your retirement plan? Visit https://wolfretirement.com/ to connect with Adam and his team today! Follow us for more helpful insights: 🖱️ Facebook 🖱️ InstagramSee omnystudio.com/listener for privacy information.

Adam Wolf and co-host Doug Turnbull define required minimum distributions. Adam explains not only what RMDs are, but when people have to take them, how much they usually have to withdraw, and the penalties for not doing so. Adam also explains the tax strategies in taking these and why people need an advisor to guide them in that. Adam also shares his family's Christmas travel plans to New York City. See omnystudio.com/listener for privacy information.