Cardinal Wealth Group

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Cardinal Wealth Group We believe everyone deserves to have the retirement they’ve dreamed of.

That’s why we strive to help our clients work toward that with the tools and services to help navigate the sometimes-confusing retirement landscape.

09/26/2026

Retirement looks very different than it did a generation ago. With fewer pensions providing guaranteed income, more of the responsibility now falls on individuals to build and manage their own retirement savings.

For many retirees, the transition from a steady paycheck to living off savings creates real anxiety- even when the numbe...
09/24/2026

For many retirees, the transition from a steady paycheck to living off savings creates real anxiety- even when the numbers say they’re in good shape.

In this episode, we break down where that fear comes from, how a retirement income plan can create more confidence, and why underspending can sometimes cost you valuable experiences along the way.

➡️ Tune in here: https://cardinalwg.com/podcast/running-out-of-money-vs-running-out-of-time

09/20/2026

Whether it’s forced on you or becomes a choice you want to make, it helps to know whether your finances could support a shorter working timeline.

Retirement doesn’t always happen on your timeline.You might be planning to work until 65- but health issues, layoffs, in...
09/17/2026

Retirement doesn’t always happen on your timeline.

You might be planning to work until 65- but health issues, layoffs, industry changes, or family responsibilities can force that date forward by several years.

In this episode, we share the story of a couple who spent years preparing for the possibility of an unexpected early retirement- and how that preparation gave them options when the call from HR finally came 👇

🎙️ Listen here: https://cardinalwg.com/podcast/retiring-early-isnt-always-a-choice-are-you-ready-if-youre-next

09/13/2026

If you’re retiring before Medicare kicks in, the income number that matters for health insurance may not be the one you expect. Your Modified Adjusted Gross Income, or MAGI, can play a major role in whether you qualify for premium subsidies.

Retiring before 65? Healthcare could be one of the biggest- and most surprising- expenses standing between you and retir...
09/10/2026

Retiring before 65? Healthcare could be one of the biggest- and most surprising- expenses standing between you and retirement.

Recent changes to health insurance subsidies have made income planning even more important, especially for retirees who need coverage before Medicare begins 👇

Listen to the latest episode of All Things Retirement to see why planning for the healthcare gap should start well before you retire.

🎙️ Watch here: https://cardinalwg.com/podcast/the-80000-healthcare-cost-cliff

09/05/2026

If $24,000 goes into savings each year but half of it comes back out for vacations, holidays, or other spending, your true savings number may only be $12,000. Getting that net number right gives you a much clearer picture of what your lifestyle really costs.

Many budgeting tools start by asking you to change your spending. But what if you don’t even know what your real spendin...
09/03/2026

Many budgeting tools start by asking you to change your spending. But what if you don’t even know what your real spending number is yet?

In this episode of All Things Retirement, we break down Cardinal Wealth’s simple method for uncovering your real lifestyle spending number- without tracking every coffee, grocery run, or monthly bill. 👇

▶️ Watch here: https://cardinalwg.com/podcast/the-10-minute-budgeting-method-that-actually-works

08/01/2026

Retirement spending usually isn’t a straight line. Many retirees spend more during the active “go-go” years, then gradually spend less as their lifestyle slows down.

For decades, the 4% rule has been the standard starting point for retirement income. But newer research suggests a more ...
07/30/2026

For decades, the 4% rule has been the standard starting point for retirement income.

But newer research suggests a more flexible strategy could allow some retirees to enjoy significantly more of their savings without increasing the risk of running out of money 👀

Are you leaving money on the table? Tune in to find out: https://cardinalwg.com/podcast/is-the-4-rule-actually-costing-retirees-money

Address

Two Greentree Centre, 9000 Lincoln Drive E # 302
Marlton, NJ
08053

Opening Hours

Monday 9am - 4:45pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16093642210

Website

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