Episodes
4 hours ago
The 4 Things You Can Control in Retirement
4 hours ago
4 hours ago
Markets crash. Taxes shift. Congress waffles on Social Security. You can’t control any of that. And stressing over it won’t help. What will? Focusing on the four things that actually move the needle in retirement.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday Jun 12, 2025
Retirement Breaking News: The 4% Rule Gets a Makeover
Thursday Jun 12, 2025
Thursday Jun 12, 2025
The 4% rule gets talked about like gospel in retirement planning. But let’s be honest, it’s always been more of a rough guess than a golden rule. Now, its original creator is revising it to 4.7%. So, does that mean your retirement paycheck just got a raise, or is this just another headline that oversimplifies a complex decision?
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday May 22, 2025
Financial Book Club: The Psychology of Money
Thursday May 22, 2025
Thursday May 22, 2025
We’re starting a financial book club where a couple of times a year, we’ll discuss a book in the financial realm to see what we can learn…or what we might disagree with. Today, we’ll look at a few concepts from Morgan Housel’s book, The Psychology of Money…
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday May 08, 2025
Am I Saving Too Much For Retirement?
Thursday May 08, 2025
Thursday May 08, 2025
Are you saving so much for retirement that it’s squeezing your life today? In this episode, we’re answering a smart viewer question about finding the right balance between preparing for the future and living fully in the present.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday Apr 24, 2025
How Past Market Meltdowns Could Be Influencing You Today
Thursday Apr 24, 2025
Thursday Apr 24, 2025
It's been a volatile month. And if you’re feeling the pressure, you’re not alone. But how we respond in moments like this often has roots in the crashes we’ve lived through before. In this episode, we look at how past market meltdowns shaped investor psychology, how today’s chaos might be leaving its own mark, and what lessons we can take with us to navigate what’s next.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Tuesday Apr 08, 2025
What Should You Actually Do When the Market Drops?
Tuesday Apr 08, 2025
Tuesday Apr 08, 2025
The headlines are loud, the markets are messy, and your gut might be telling you to do something — anything — right now. But what should you actually do when your portfolio takes a hit?
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday Feb 20, 2025
The Money Questions Every Couple Needs To Discuss This Valentine’s Season
Thursday Feb 20, 2025
Thursday Feb 20, 2025
Valentine’s season is all about love, but let’s be honest, money plays a huge role in any relationship. Whether you’ve been together for decades or are just starting out, financial stress can put a strain on even the strongest partnerships. So, how do you talk about money without killing the romance? In today’s episode, we're looking at the questions every couple should ask about finances and retirement.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday Feb 06, 2025
Breaking: How Long Will $1 Million Last In Illinois?
Thursday Feb 06, 2025
Thursday Feb 06, 2025
For years, $1 million was considered the gold standard for retirement savings. But is it really enough? A new analysis shows that depending on where you live, that million could last a lifetime… or barely 15 years. In this episode, we break down the shocking cost-of-living differences across states and see if $1 million saved is enough or too little for your retirement plan.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday Jan 23, 2025
What Dolly Parton Can Teach You About Smart Money Moves
Thursday Jan 23, 2025
Thursday Jan 23, 2025
Dolly Parton isn’t just a music icon—she’s a source of timeless wisdom. In this episode, we explore her most inspiring quotes and how they can guide your financial decisions, from saving to dreaming big. Let Dolly’s advice help you build a life, and wallet, worth singing about!
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday Jan 09, 2025
Inflation-Proof Your Retirement In 2025
Thursday Jan 09, 2025
Thursday Jan 09, 2025
Inflation has been a hot topic in recent years, and its impact on retirement planning is arguably bigger than ever. In this episode, we’ll explore how to adjust your strategy for 2025.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092