About Drew Pelton, 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 experience spans retirement, investment, tax, and estate planning. As the founder of Drew Pelton Retirement Solutions, he is dedicated to help preserve wealth, and potentially reduce 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, Drew is available to work with clients in states where he is properly registered and shares insights in his 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.
Listen to the Latest Episode
Watch The Latest Episodes on YouTube
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.
In this episode of 'Your Money, Your Retirement, Your Life,' host Drew Pelton from Drew Pelton Investment Services addresses 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.
Contact Us
Disclosures
All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results.
Opinions expressed herein are solely those of Drew Pelton Retirement Solutions and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Proverbi Capital Advisors, LLC, an Investment Advisor in the States of Louisiana and Florida. Being registered as an investment adviser does not imply a certain level of skill or training.
The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the States of Louisiana and Florida or where otherwise legally permitted.
Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
This website uses cookies.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.