About Drew Pelton, CFA, ChFC
Drew has spent more than 40 years helping people with financial planning, offering retirement advice, protecting assets, and building long-term financial security. His extensive expertise spans retirement, investment, tax, and estate planning. As the founder of Drew Pelton Retirement Solutions, he is dedicated to generating steady income, preserving wealth, and reducing risk and taxes for his clients. He collaborates closely with CPAs, attorneys, and other financial professionals to provide comprehensive planning services. His clear, easy-to-understand solutions are tailored to each client’s unique financial needs. While based in Baton Rouge and serving Louisiana, he works with clients nationwide and shares insights in his popular financial podcast, 'Your Money Your Retirement.'
“Your Money, Your Retirement, Your Life” Podcast
Our financial podcast is designed to educate retirees, pre-retirees, individual investors, and business owners about financial planning and retirement advice. The show aims to empower you to make informed financial decisions tailored to your needs, promoting financial security and independence through the principles of Your Money Your Retirement.
Watch The Latest Episodes on YouTube
In this episode, Drew Pelton, ddresses the biggest retirement investing fears and provides a comprehensive guide to overcoming them. Drew dives into the top issues retirees face: taxes, inflation, poor portfolio performance, and the fear of running out of money. He discusses how to avoid being 'frozen' by fear or familiarity and stresses the importance of balanced investing for long-term success. Learn actionable solutions to common retirement investment traps and gain insight into managing your portfolio to ensure a secure retirement. Tune in for expert advice and strategies to make smart financial decisions for your future.
In this episode, Drew delves into the essentials of investing for a successful retirement, emphasizing the importance of mindset, planning, and understanding the financial services industry. He discusses the benefits of a planning process over a transactional approach, the difference between guaranteed and non-guaranteed investments, and the crucial role of federal and state regulatory bodies. Drew also highlights the importance of choosing the right financial advisor, sharing insights on industry practices and how to ensure personalized, dedicated investment advice. Don't miss this comprehensive guide to making the most of your money, retirement, and life.
In this episode of 'Your Money, Your Retirement, Your Life,' host Drew Pelton discusses the renewed focus and conviction behind the show's name and the importance of strategic retirement planning. Drew emphasizes the need for a professional, focused approach to investing, akin to athletes preparing for major championships. He contrasts effective retirement planning with mere transactional investment buying and stresses the importance of a planning process. Drew also tackles common pitfalls such as relying on big-name firms and political sentiments, advocating instead for decisions driven by sound math, expert advice, and individualized strategies. This episode aims to guide retirees towards making smart, informed decisions to secure financial stability and dignity throughout their retirement years.
Contact Us
Disclosures
Drew Pelton offers Investment Advisory services through Kovack Advisors, Inc., a SEC Registered Investment advisory firm 6451 North Federal Hwy, Suite 1201, Ft. Lauderdale, FL 33308 (954)782-4771. Drew Pelton Retirement Solutions is not affiliated with Kovack Advisors, Inc. Investment Adviser Representative may only conduct business with residents of the states and/or jurisdiction for which they are properly registered. Linked sites are strictly provided as a courtesy. Kovack Securities, Inc. does not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Kovack Securities, Inc. nor Kovack Advisors, Inc.
- Client Relationship Summary Form: http://kovacksecurities.com/Form_CRS.pdf
- Investment Adviser Background Check: https://adviserinfo.sec.gov/
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