Are Annuities Bad? Annuities are a common tool used in retirement planning. Yet sometimes they are not considered or avoided because of poor understanding. In this episode we discuss the topic of Annuities, what they are,  and cover some c...

This episode we discuss the topic of 529 accounts and saving for college. 529 accounts can raise a lot of questions on how they work. We attempt to clarify some of the common questions we get asked as advisors especially from paren...

This episode we discuss the topic of major financial trends in 2020 featuring Brian Marois an Infinex financial advisor with Ion Investments. We introduce Brian, review some financial positives from 2020, and ask you to think about your 2021 fi...

This episode we discuss the topic of “Women and Money” featuring Donna Williams an Infinex financial advisor with Ion Investments. We review some of the top challenges women face and review some of the things you can do to take better control o...

Concerned on how the presidential results will impact your financial plan? Listen to our perspective in this special commentary.  Take charge of your finances with your hosts Rich Labriola and Patrick Woodhouse Infinex Financial Ad...

This episode we discuss the topic of what to do with your old 401k if you have one. We discuss the options of "leaving it, taking it, or moving it" to help you decide what may be best for you. Take charge of your finances with your...

This episode features Christopher Curtis an Infinex financial advisor with Ion Investments. Chris is an accredited Certified Retirement Counselor. In this episode we discuss the process of planning for income in retirement.  G...

We will give you an Introduction to Ion Investments and ask the question do you need a financial advisor? We also share some tips on how to get control of your finances right now: budgeting, emergency funding, debt management, employee benefits...