Founder of Ironhawk Financial / Author / Radio host / Podcast Host / Wealth Protection & Advanced Markets Expert

Cheshire, CT
Joined July 2023
Working harder isn’t the same as building wealth. Plenty of people put in long days for decades and still feel like they’re getting nowhere. The gap usually isn’t effort. It’s knowledge: understanding where your money goes, who sets the rules for the accounts you save in, and what those rules cost you over time. As Joe puts it here, “If you don’t have the knowledge, you don’t have the power.” What’s one money question you wish someone had answered for you sooner? Drop it in the comments, and we may answer it in a future video. #FinancialEducation #WealthBuilding #KnowledgeIsPower #MoneyMindset #IronhawkFinancial
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What does it really mean to protect and control your money? Ironhawk Financial CEO Joe Lombardi explains why he believes IRC §7702 life insurance strategies can offer an alternative to keeping all of your money in traditional financial institutions. Find out more at hubs.la/Q04yj9MN0 #IronhawkFinancial #FinancialEducation #IUL #WealthStrategy #7702
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Your life changed. Has your coverage?. Let’s review your coverage, revisit your beneficiaries, and see how your policy fits your current needs. Schedule a coverage review at LearnWithHawk.com. #LifeInsurance #FinancialPlanning #FamilyProtection #RetirementPlanning #IronhawkFinancial
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What matters isn’t what your money earns – it’s what you actually keep. Ironhawk Financial CEO Joe Lombardi breaks down the difference between looking at a headline return and looking at the impact that taxes and ongoing fees can have over time. Find out more at hubs.la/Q04y0VJJ0 #IronhawkFinancial #RetirementPlanning #WealthStrategy #FinancialEducation #TaxStrategy
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Trust matters when you’re making decisions about your financial future. We’re grateful for clients who take the time to share their experience working with Joe and the Ironhawk Financial team. Whether you’re looking at retirement income, protecting what you’ve built, or exploring strategies for long-term wealth, it starts with understanding your goals and finding the right approach for you. Find out more at LearnWithHawk.com #IronhawkFinancial #ClientTestimonial #WealthStrategy #RetirementPlanning #FinancialEducation
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The clip comes from a private presentation for The Future of Money and Finance audience, featuring Jim Pugh, Scotty Saks and others. In this clip, Ironhawk Financial CEO Joe Lombardi breaks down a distinction that can easily get lost in financial jargon: being linked to an index isn’t the same thing as directly owning the stocks in that index - derivatives. Find out more at LearnWithHawk.com #IronhawkFinancial #FinancialEducation #Annuities #IUL #WealthStrategy
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.Can I protect my retirement savings without giving up growth potential? You don’t necessarily have to choose between protection and growth. Certain retirement strategies, including fixed indexed annuities, are designed to protect principal from direct market losses while offering interest-crediting potential tied to the performance of a market index.. LearnWithHawk.com #IronhawkFinancial #RetirementPlanning #Annuities #WealthProtection #FinancialFreedom
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Protect What You Have Built! In this conversation with Ironhawk Financial COO MaryAnne McAdory-Phelps, Dave Hodges talks about the economic pressures he believes Americans may face in the years ahead – and why he sees protecting your assets as an increasingly important part of financial planning. Find out more at hubs.la/Q04xQPhT0 #IronhawkFinancial #AssetProtection #WealthStrategy #RetirementPlanning #FinancialFreedom
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Higher interest rates can create opportunities – but they can also change the math behind your retirement strategy. Find out more at LearnWithHawk.com #IronhawkFinancial #RetirementPlanning #WealthStrategy #FixedIndexedAnnuities #FinancialEducation
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A great shout-out to IronHawk founder & CEO Joe Lombardi from Jake Claver after the two shared the stage at Boston Blockchain Week 2026. At IronHawk, we’re always looking ahead to the ideas, technologies and strategies shaping the future of finance. #IronHawkFinancial #BostonBlockchainWeek #FinancialInnovation #FutureOfFinance #FinancialFreedom
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We’re always grateful to hear from clients who feel more confident about the financial future they’re building. At Ironhawk Financial, we work with individuals and families across the country to help protect what they’ve worked hard to build, create strategies for long-term growth and income, and make the most of the assets they’ve accumulated. Every client comes to us with a different story, different priorities and different goals. Our job is to listen, understand what matters to them, and help build a strategy designed around their future. Find out more at LearnWithHawk.com #IronhawkFinancial #WealthStrategy #RetirementPlanning #Annuities #FinancialFreedom
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Tax deferral and tax savings are not the same thing. Joe Lombardi explains why simply pushing taxes into the future does not necessarily mean you’ve reduced your overall tax burden – especially when the money continues to grow inside a tax-deferred account. Find out more at hubs.la/Q04xk6C00 #IronhawkFinancial #TaxStrategy #RetirementPlanning #WealthStrategy #FinancialEducation
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Annuities are having a record year. According to LIMRA, U.S. annuity sales reached $121.2 billion in the second quarter of 2026, bringing first-half sales to a record $228.7 billion. Find out more at LearnWithHawk.com #IronhawkFinancial #Annuities #RetirementPlanning #RetirementIncome #WealthStrategy
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On 9-part series The Future of Money and Finance, Joe Lombardi discussed money as a tool – and how you use it is key. Joe talks about approaching money with intention: living within your means, avoiding unnecessary debt, protecting what you’ve built, and recognizing that higher-risk opportunities like cryptocurrency require a very different level of risk tolerance. Building wealth isn’t only about what you earn. It’s also about what you keep, how you protect it, and the decisions you make along the way. Find out more at hubs.la/Q04x01VK0 #IronhawkFinancial #WealthStrategy #FinancialEducation #DebtFree #FinancialFreedom
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Your legacy is about more than what you leave behind - it’s about protecting the people you love and giving yourself more choices along the way. Find out more at hubs.la/Q04wQsNV0. #EstatePlanning #RetirementPlanning #LongTermCare #FinancialEducation #IronhawkFinancial
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This Labor Day, a good question to ask is: will the money you’ve worked so hard to build be able to work for you in retirement? You’ve spent a lifetime working for your money. Make sure your retirement strategy is built to return t he favor. Find out more at hubs.la/Q04wQsKh0 #IronhawkFinancial #LaborDay #Annuities #RetirementPlanning #RetirementIncome
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With U.S. national debt now above $40 trillion, it’s a good time to take a fresh look at how your own financial future is structured. Ironhawk helps clients explore strategies designed to protect assets, diversify retirement income, address tax exposure, and consider tools such as annuities, life insurance, precious metals and digital assets as part of a broader plan. Find out more at LearnWithHawk.com #IronhawkFinancial #RetirementPlanning #WealthStrategy #FinancialFreedom #NationalDebt
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Diversification isn’t just owning different assets - we need to understand what we are actually exposed to when “diversifying”. Find out more at LearnWithHawk.com #IronhawkFinancial #WealthStrategy #RetirementPlanning #FinancialEducation #TaxStrategy
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Joe Lombardi joins the widely followed SGT Report to discuss a different way of thinking about wealth: it’s not only what you own, but how you structure and protect what you own. Learn more at hubs.la/Q04wv0qP0 hubs.la/Q04wv7600 #IronhawkFinancial #SGTReport #WealthStrategy #FinancialFreedom #RetirementPlanning
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Some of Joe Lombardi’s most popular podcast conversations are still a great way to understand the concepts behind Ironhawk’s approach to retirement, wealth protection and life insurance. These interviews are from 2024, so specific figures, products, rates and other time-sensitive information discussed may no longer be current. For Joe’s latest conversations and current information, check out our podcast partners: Dave Hodges Sarah Westall Dr. Sherri Tenpenny Scotty Saks Jim Pugh LearnWithHawk.com #IronhawkFinancial #RetirementPlanning #WealthStrategy #LifeInsurance #FinancialEducation
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