Retirement Success Blueprint With Michael Stewart

Financial Book Club: The Psychology of Money

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…
 
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Am I Saving Too Much For Retirement?

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.
 
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Phone Number: 815-526-3092

How Past Market Meltdowns Could Be Influencing You Today

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.
 
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Phone Number: 815-526-3092

What Should You Actually Do When the Market Drops?

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?
 
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Phone Number: 815-526-3092

The Money Questions Every Couple Needs To Discuss This Valentine’s Season

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.
 
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Phone Number: 815-526-3092

Breaking: How Long Will $1 Million Last In Illinois?

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. 
 
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Website: https://crystallaketax.com/
Phone Number: 815-526-3092

What Dolly Parton Can Teach You About Smart Money Moves

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!
 
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Website: https://crystallaketax.com/
Phone Number: 815-526-3092
 
 

Inflation-Proof Your Retirement In 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.
 
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Phone Number: 815-526-3092

Retirement Spending Strategy That Will Change Your Life

It’s almost the beginning of a new year – a time when many of us make resolutions to improve our lives. But how often do we resolve to improve the way we feel about our finances? Today, we’re talking about spending with confidence, a surprising challenge for many retirees.
 
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Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Most Americans Are Forced to Retire Early - Are You Ready?

Did you know most Americans retire earlier than planned, often due to unexpected health issues, job changes, or financial surprises? These challenges can force people out of work early, leaving them unprepared for decades of retirement. In this episode, we’ll explore recent research highlighting the importance of planning for early retirement, even if it’s not in your current plans.
 
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Website: https://crystallaketax.com/
Phone Number: 815-526-3092