Episodes
Thursday Feb 22, 2024
Money Lessons While Filling Out Your March Madness Bracket
Thursday Feb 22, 2024
Thursday Feb 22, 2024
March Madness is upon us, and as you fill out your bracket and watch the NCAA Tournament this year, there are a few retirement planning lessons that you can learn along the way. Join us as we talk about them in today's episode!
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday Feb 08, 2024
How One Overlooked Issue Can Sink Your Retirement
Thursday Feb 08, 2024
Thursday Feb 08, 2024
Imagine your retirement plan as a ship sailing toward a horizon of rest and relaxation. But what if one leak could sink it all? In today’s episode, we spotlight some of the single oversights that could send your dreams to the bottom. We'll share key strategies to plug the gaps, ensuring your financial ship stays buoyant and on course. Tune in to protect your future from the one mistake that could derail everything.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday Jan 25, 2024
Will These Apocalyptic Predictions Ever Come True?
Thursday Jan 25, 2024
Thursday Jan 25, 2024
We’ve all heard the apocalyptic predictions about Social Security, the national debt and other major issues that are supposed to sink the economy. Do any of these predictions have merit in the years ahead? On this episode, we’ll try to separate sensationalism from reality.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday Jan 11, 2024
Will The Economy Boom Or Bust In 2024?
Thursday Jan 11, 2024
Thursday Jan 11, 2024
Everyone wants to know. Will the economy boom or bust in 2024? Join us as we explore a range of expert predictions, from the shifting trends in housing prices to the looming question of a potential recession or stock market crash. We'll balance our discussion with both optimistic and pessimistic perspectives from an array of sources to give you a comprehensive view. Tune in to navigate the uncertainties and opportunities of 2024's economic landscape and equip yourself with knowledge for the year ahead.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday Dec 28, 2023
The Questions You Must Ask Your Financial Advisor
Thursday Dec 28, 2023
Thursday Dec 28, 2023
Have you ever wondered what questions to ask your financial advisor, or why those questions are crucial? In today’s episode, we’re tackling exactly that. We're discussing the vital questions that bring transparency and depth to your financial advisory relationship. It's about getting clarity on how advisors work, what they specialize in, and how they align with your financial goals. These are the questions you MUST ask your financial advisor.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday Dec 14, 2023
Frosty’s Retirement Playbook: Crafting A Successful Financial Snowman
Thursday Dec 14, 2023
Thursday Dec 14, 2023
Just like building a snowman in the crisp winter air, creating a structurally sound retirement strategy requires careful consideration and planning. From establishing a solid base to adding protective layers, we’re here to ensure your financial landscape remains cool and collected. Tune in and learn how to build a financial snowman that stands the test of time. So, bundle up and let’s get rolling!
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Tuesday Nov 21, 2023
The Ultimate Retirement Planning Mixtape
Tuesday Nov 21, 2023
Tuesday Nov 21, 2023
Get ready to rock to the rhythms of retirement wisdom in this week’s episode! We've put together the ultimate retirement planning playlist, featuring timeless lyrics that reflect various stages of the planning journey. From setting financial goals to finding purpose in your golden years, this playlist sets the stage for important discussions about crafting your dream retirement.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday Nov 09, 2023
End of Year Financial Planning For 2023
Thursday Nov 09, 2023
Thursday Nov 09, 2023
Join us for a thoughtful episode where we unpack our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come. Together, we'll navigate through essential topics like managing RMDs, exploring tax-saving opportunities, and even touching on the often-overlooked emotional aspects of this pivotal life transition.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday Oct 19, 2023
Money Mistakes You’ll Regret and How to Avoid Them
Thursday Oct 19, 2023
Thursday Oct 19, 2023
"Learn from the mistakes of others. You can’t live long enough to make them all yourself.” – Eleanor Roosevelt… Ever wish you could foresee financial missteps before they happen? On today’s episode, explore some real-life stories of regret and arm yourself with the essential dos and don'ts to ensure your money works for you, not against you.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday Oct 05, 2023
Retirement Planning’s “Hidden” Questions
Thursday Oct 05, 2023
Thursday Oct 05, 2023
The retirement planning world is filled with plenty of advice and suggestions, but there are critical questions lurking in the shadows – the unasked, the overlooked. These are the questions that can help define the comfort and security of your retirement future. On this episode, we unearth and tackle these hidden, but essential questions about retirement.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092