Family First Retirement

Hosted by George Politarhos

Business Investing Education

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Episodes

162

Latest episode

Aug 2026

Language

EN-US

About the show

Welcome to "Family First Retirement," presented by Patria Wealth Group. Join us as we talk about family and financial security, exploring the connection between your values and your retirement dreams. Hosted by George Politarhos, founder of Patria Wealth Group, each episode guides you through aligning family bonds with financial stability. Discover insights and perspectives for a retirement plan that resonates with your family's ethos. Subscribe for wisdom that leads to security, unity, and fulfillment in retirement. Your family's financial legacy begins here. Ready to learn more about how to protect your family in retirement? Click here to download our 5 Steps to Retirement handout. Learn more about George and his family on Facebook , Instagram , and LinkedIn .

Listen to episodes

60 recent

August 18, 202621 min

Gen X Is Feeling the Clock Tick

Retirement isn't about reaching a magic number. It's about creating income that supports the life you want. George Politarhos discusses annuities, retirement income planning, tax strategies, Roth conversions, and why Gen X should start preparing now. George also explains how personalized planning can help retirees build confidence regardless of portfolio size. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com ! Follow us on social media: YouTube | Instagram | Facebook | LinkedIn See omnystudio.com/listener for privacy information.

August 11, 202617 min

The Magic Retirement Number That May Not Be Yours

A retirement plan built on assumptions can unravel when real expenses arrive. George Politarhos discusses the 4% rule, personalized pension income, retirement risk, long-term care, Social Security, taxes, and the danger of relying on a single “magic number.” He also outlines key Medicare decisions ahead of the October 15 through December 7 enrollment period, including prescriptions and plan comparisons. The episode explains why retirement planning must reflect each household’s income needs, debt, healthcare concerns, and available assets rather than a neighbor’s experience. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com ! Follow us on social media: YouTube | Instagram | Facebook | LinkedIn See omnystudio.com/listener for privacy information.

August 4, 202618 min

The Roth Conversion Question You Should Ask First

Is a Roth conversion always the right move? George Politarhos explains why tax strategies should be personalized rather than driven by headlines. He discusses Roth conversions, Social Security timing, required minimum distributions, tax planning, and building a retirement strategy around individual goals. George also shares how comprehensive planning can help families evaluate future tax obligations and make more informed financial decisions. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com ! Follow us on social media: YouTube | Instagram | Facebook | LinkedIn See omnystudio.com/listener for privacy information.

July 28, 202620 min

The Legacy Question Every Family Should Answer

Is legacy planning about money—or memories? George Politarhos explores how retirement planning can help support family, charities, and future generations. He discusses legacy strategies, financial planning myths, product options, and why understanding your goals matters more than chasing a one-size-fits-all solution. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com ! Follow us on social media: YouTube | Instagram | Facebook | LinkedIn See omnystudio.com/listener for privacy information.

July 21, 202622 min

Plan for the Storm Before It Arrives

The best retirement conversations may be the ones that point out what you’d rather not face. George Politarhos discusses protecting income from market declines, using fixed index annuities, building a Family First Retirement Plan, planning for taxes, pensions, long-term care, and the emotional toll of Alzheimer’s and caregiving. George explains why retirement planning should account for worst-case scenarios before they arrive, not after the storm is already coming. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com ! Follow us on social media: YouTube | Instagram | Facebook | LinkedIn See omnystudio.com/listener for privacy information.

July 14, 202621 min

Could Taxes Be Your Biggest Retirement Expense?

What if your retirement plan could potentially reduce hundreds of thousands of dollars in future taxes? George Politarhos explains how Roth conversion strategies fit into a broader retirement plan, addresses Social Security, taxes, long-term care, and why building a retirement roadmap is about more than just growing your nest egg. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com ! Follow us on social media: YouTube | Instagram | Facebook | LinkedIn See omnystudio.com/listener for privacy information.

July 7, 202622 min

Why Retirement Freedom Starts With a Plan

What does financial independence really mean in retirement? George Politarhos discusses retirement income, taxes, Roth conversions, financial planning, and avoiding costly mistakes. He explains why retirement success is often built through steady progress and disciplined decision-making rather than chasing financial home runs. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com ! Follow us on social media: YouTube | Instagram | Facebook | LinkedIn See omnystudio.com/listener for privacy information.

June 30, 202621 min

Financial Independence Day: Are You Ready for Retirement?

What if the real key to retirement is financial independence, not just a bigger nest egg? George Politarhos celebrates America’s 250th anniversary while discussing Social Security timing, retirement income planning, second-opinion financial reviews, and the importance of creating a strategy that removes uncertainty from retirement. He also highlights the upcoming Bets for Vets charity golf outing and discusses how thoughtful planning can help retirees navigate taxes, income, and legacy goals with confidence. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com ! Follow us on social media: YouTube | Instagram | Facebook | LinkedIn See omnystudio.com/listener for privacy information.

June 23, 202621 min

Planning for the Moments You Don’t Expect

Life can change quickly—and retirement plans need to account for it. George Politarhos discusses the realities of widowhood, wealth transfer, and the importance of involving both partners in financial decisions. The conversation highlights preparation, communication, and protecting long-term financial stability. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com ! Follow us on social media: YouTube | Instagram | Facebook | LinkedIn See omnystudio.com/listener for privacy information.

June 16, 202622 min

Why Women Face Different Retirement Challenges

What should a financial advisor actually do for you—especially when life takes an unexpected turn? This episode with George Politarhos centers on real conversations about support, planning, and relationships in retirement, with a strong focus on challenges women often face. From navigating widowhood or divorce to understanding income, Social Security, and long-term care, the discussion highlights the importance of inclusion in financial decisions. The conversation also touches on building a clear plan, staying connected during difficult moments, and why having a trusted guide matters just as much as the numbers. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com ! Follow us on social media: YouTube | Instagram | Facebook | LinkedIn See omnystudio.com/listener for privacy information.