Episodes
5 days ago
5 days ago
You wouldn’t necessarily expect Mike Tyson, Kim Kardashian, and Lindsay Lohan to dispense valuable insights about financial planning matters. In fact, you’d probably expect the opposite. But with a little bit of creativity, we can get some financial planning pearls of wisdom from even the most unlikely of sources.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday Oct 17, 2024
Happening Now: How Current Economic Shifts Could Affect Your Retirement
Thursday Oct 17, 2024
Thursday Oct 17, 2024
The financial landscape is changing rapidly, and if you’re focused on retirement, these shifts can’t be ignored. In today’s episode, we break down the trends that will define the rest of 2024 and what they mean for your retirement plan.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday Sep 26, 2024
Retirees In Their 70s Regret These 5 Things
Thursday Sep 26, 2024
Thursday Sep 26, 2024
A random, retired YouTuber did a simple video exploring the top 5 regrets from other retirees he interviewed (all in their 70s). It blew up to almost half a million views (and counting). Let’s see what regrets made the list and, more importantly, explore what proactive steps you can take to avoid having the same regrets when you retire.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday Sep 12, 2024
The Magic 8 Ball’s Guide to Retirement Planning
Thursday Sep 12, 2024
Thursday Sep 12, 2024
Remember the thrill of shaking a Magic 8 Ball to get answers to your childhood questions? Would we ace that math test? Would we be famous someday? Well, today, we're bringing a bit of that magic back. But instead of asking about pop quizzes and playground crushes, we’re turning to the Magic 8 Ball for advice on something much more important: your retirement planning! What would the Magic 8 Ball have to say about these common retirement questions if it had the wisdom of a financial advisor?
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday Aug 29, 2024
Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning (Part 2)
Thursday Aug 29, 2024
Thursday Aug 29, 2024
Remember when you were a kid, always asking 'How do you know?' about everything, like why the sky is blue or where the sun goes at night? That curiosity doesn't go away as we get older; it just turns into different questions, like the ones we face when planning for retirement. In this two-part episode, we’re digging into the 'How Do You Knows' of retirement planning.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday Aug 22, 2024
Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning (Part 1)
Thursday Aug 22, 2024
Thursday Aug 22, 2024
Remember when you were a kid, always asking 'How do you know?' about everything, like why the sky is blue or where the sun goes at night? That curiosity doesn't go away as we get older; it just turns into different questions, like the ones we face when planning for retirement. In this two-part episode, we’re digging into the 'How Do You Knows' of retirement planning.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday Jun 27, 2024
Beware of Retirement Half-Truths
Thursday Jun 27, 2024
Thursday Jun 27, 2024
We hear a lot of half-truths in the financial world, not necessarily because people try to make misleading statements, but because sometimes a simple statement just doesn’t quite tell the whole story. On this episode, we’ll discuss a few examples...
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday Jun 13, 2024
Take the Fork: Yogi’s Wisdom on Making Financial Choices
Thursday Jun 13, 2024
Thursday Jun 13, 2024
In this episode, we’re diving into some famous words by the one and only Yogi Berra. You might know him for his legendary baseball career, but Yogi was also a goldmine of wisdom. We'll spin some of his classic quotes into financial advice. It's all about viewing things through the right lens—so let's see what financial insights we can uncover from Yogi’s memorable sayings!
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday May 16, 2024
Combatting Popular Excuses For Poor Financial Decision-Making
Thursday May 16, 2024
Thursday May 16, 2024
Very often, we see people who know that the financial decisions that they’re making aren’t the best decisions, but they try to create excuses or explanations for why they’re doing what they’re doing. Let’s talk about why these excuses usually don’t hold water.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday May 02, 2024
The Beauty of Simplicity When Planning For Retirement
Thursday May 02, 2024
Thursday May 02, 2024
Retirement planning doesn’t have to be overwhelmingly complicated. It certainly doesn’t have to be as complicated as some people make it. In our next episode, we unravel the unnecessary complexities often woven into the fabric of retirement advice. We’ll debunk some myths, simplify strategies, and uncover the beauty of simplicity and straightforward retirement planning.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092