Cardinal Wealth Group
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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.
06/25/2026
When retirement approaches, choosing between a higher monthly pension payout and a survivor benefit isn't always as straightforward as it seems 👇
In this episode, we break down the key considerations behind pension elections, survivor benefits, life insurance alternatives, and how these decisions fit into a broader retirement income plan.
🎧 Watch here: https://cardinalwg.com/podcast/should-you-sacrifice-pension-income-for-spousal-protection
A good financial planning relationship isn’t constant meetings- it’s structured, intentional communication.
Most clients have a few scheduled review meetings each year, plus proactive check-ins when something important changes in the market or their plan.
06/18/2026
Working with a financial advisor is about a lot more than picking investments.
In this episode, we break down what it looks like to work with a firm like Cardinal Wealth Group- from that first conversation to the ongoing communication that keeps your retirement plan on track ✅
👉 Watch here: https://cardinalwg.com/podcast/from-first-conversation-to-long-term-plan-heres-how-we-work
Great financial planning isn’t just advice- it’s follow-through.
A big part of the job is staying organized and consistently following up so that important tasks actually get done.
06/11/2026
Behind the scenes of retirement planning is where the real work happens 👀
Most people see the meetings- but not the planning, tax work, portfolio monitoring, rebalancing, and constant follow-up that keeps everything on track.
This episode of All Things Retirement pulls back the curtain on what advisors are actually doing year-round 👇
🔹Watch now: https://cardinalwg.com/podcast/behind-the-curtain-how-the-financial-planning-process-actually-works
Many families don't discover missing, outdated, or incomplete estate documents until it's too late.
Having a will is important- but so is making sure your loved ones know where everything is, how to access it, and what steps to take if something happens to you.
06/04/2026
Financial planning isn't just about growing your wealth- it's about protecting the people and priorities that matter most.
In this episode, we discuss the key pieces of a strong financial protection strategy, including:
✔️ Life insurance and income protection
✔️ Estate planning documents and beneficiary reviews
✔️ Long-term care and longevity planning
✔️ Preparing loved ones for the unexpected
✔️ The role a trusted advisor can play during life's biggest transitions
Watch now: https://cardinalwg.com/podcast/the-financial-side-of-taking-care-of-the-people-you-love
Roth conversions, RMDs, retirement income… these decisions can get complicated quickly inside a TSP.
05/28/2026
You spent years building your federal retirement benefits- now it’s time to make sure your TSP works for you in retirement.
In this episode of All Things Retirement, we discuss the biggest questions federal employees face before retiring ⬇️
🔹Should you keep your money in the TSP or roll it over?
🔹Are the TSP investment options enough for long-term retirement planning?
🔹What opportunities open up once you reach age 59½?
🎙️Watch now: https://cardinalwg.com/podcast/should-you-keep-your-tsp-in-retirement
Two investors can own the exact same bonds, but end up with very different outcomes. The difference isn’t what they invested in, it’s where they put it...
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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 |