How to Afford to Retire

Guest: Charles Alkire

Guest: Charles Alkire

When can you really afford to retire? And how can you ensure that when you do you'll have a good shot at having enough money to live comfortably? Fee-only financial planner Charles Alkire joins me to share retirement planning insights. You'll learn:

The single most important financial decision you will make about retirement. The wrong choice here can be devastating and cannot be reversed.

Why so many of us are at risk of outliving our retirement savings and practical things you can do to help protect yourself.

Why choosing the oldest son as executor of your estate may not be the best choice.

This episode aired live July 7, 2012.

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About My Guest


Charles G. Alkire, CFP®, AIF®, NCG
Alkire Financial Advisory, Inc. – President

As President of Alkire Financial Advisory, Inc., Charles has provided fee only financial planning services with an emphasis on planning for healthcare needs since 2008.

Prior to that time, career highlights included the following:

1971 – 1982 Retail Management in MD, PA, and NY managing all aspects of a department store operation.

1983 – 2006 Broad Based Financial Planning Practice offering product and planning services to the pre-retirement and retirement communities. Licensed in over 20 states.

2007 National instructor with Financial Planning Instruction, Inc. for the Certified Financial Planner™ designation to teach an intense series of required courses and exam review.

In 1971, Charles graduated from, Frostburg University (MD) with a BS degree in History, Secondary Education

CURRENT CERTIFICATIONS AND LICENSURES:

CFP® Certified Financial Planner ™
AIF® Accredited Investment Fiduciary®
NCG National Certified Guardian
CLU® Chartered Life Underwriter®
ChFC® Chartered Financial Consultant®

INDUSTRY INVOLVEMENT:

  • Institute of Certified Financial Planners, Tampa Bay

  • President 1993 – 1995
    Director 1987 - 1999

  • FPA (Financial Planning Association) of the Suncoast

  • President 2000-2002 and 2005-2006
    Chairman 2007 - Present

  • Financial Planning Association (National):

  • Chapter Leadership Advisory Counsel – Liaison to local chapters throughout the US.

    Membership Advisory Group – Team with staff to increase membership on a national and local level.

    Communication Task Force – Seek ways to improve relations between local chapters and national.

    Roadmap to Success Task Force – Develop criteria for national recognition award to be given to local chapters.

    Chapter Leadership Conference – Facilitate training of incoming Presidents and Chapter Administrators at annual conferences.

  • Instructor: CFP® Study Program, Keiser College


  • Contributor: Fiduciary Training Module, National Guardianship Association


  • Foundation for Indigent Guardianship, Inc. – Board of Directors


  • Community Involvement:

  • Rotary Club of Sarasota
    Member since 1985

  • Board of Directors
    Foundation Chairman since 2007
    Rotary Club of Sarasota Foundation Board of Directors

  • Boy’s and Girl’s Club


  • Give Something Back, Inc: Thailand School Project


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