Retirement Success Blueprint With Michael Stewart

Understanding RMDs: A Guide For Retirees & The Soon-to-Retire

Are you over 55 and pondering retirement? Dive into the world of Required Minimum Distributions (RMDs) with us. In this episode, we demystify the reasons behind mandatory withdrawals from your retirement savings. Discover strategies to potentially avoid them and understand the risks of not preparing in advance. And for those fortunate to not rely on RMDs for income, we'll explore impactful ways to utilize those funds.
 
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
 

Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid

Losing a spouse is an unimaginably tough life event, but the financial implications can add another layer of stress to the grieving process. In this episode, we delve deep into the most common financial issues faced by widows and widowers, from dealing with income gaps to navigating tax changes as a single filer.
We explore actionable strategies to address these problems, such as the importance of life insurance and the ins and outs of spousal pension continuation. This is the episode for you if you’re concerned with ensuring the financial well-being of your remaining family members and safeguarding your financial future and legacy in the face of loss.
 
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
 

Breaking Up is Hard to Do: Navigating the Transition to a New Financial Advisor

In today's episode, we'll explore the sensitive and significant process of transitioning from one financial advisor to another. We'll cover how to recognize when your current advisor may no longer be serving your financial needs effectively, the right questions to ask, and crucial factors to consider when searching for a new financial partner.
 
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
 

How To Clean Up Your Portfolio

Get ready to roll up your sleeves and dive into the gritty side of personal finance. In this episode, we reveal how everyday household tasks can serve as reminders of the principles that lead to financial success. From taking out the trash in your investment portfolio to cleaning out the fridge of outdated financial strategies, we'll explore how to declutter your financial life.
 
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Mastering Retirement Cash Flow (Part 1): Understanding Changing Expenses

In this episode, we’ll explore many of the expenses in your life that might drastically change (one way or another) in retirement. We’ll break those expenses down further to see which ones are the top priorities and analyze some of the other factors that impact your cash flow in retirement.
 
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Bad Money Habits Could Spoil Your Retirement Party

Picture this: You're at your retirement party, finally ready to enjoy your golden years, but worries caused by some bad money habits have robbed you of fully enjoying the sweetness of the day. It happens to more people than you think, which is unfortunate because with just a little bit of modification, you can rid some of the worst money habits from your life and set yourself up for retirement success. Tune in to this episode and develop healthy financial habits that pave the way for a secure future!
 
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Top Social Security Myths, Part 2

Unfortunately, there are a lot of myths about Social Security out there. In this episode, we'll debunk these common myths and answer the Social Security questions you've been curious about. This is part 2 of our Social Security conversation, where we will break down the remaining 5 Social Security myths.
 
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Top Social Security Myths, Part 1

Have you ever wondered if the Social Security system will run out of money before you retire? Or if claiming benefits as soon as you're eligible is the best decision for your financial future? In this episode, we'll be debunking common myths about Social Security and answering the questions you've been curious about.
 
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Should An Advisor Tailor A Plan To Fit Your Personality? Part 2

We will continue our discussion from last episode on if an advisor should tailor a plan to fit your personality and exploring the different aspects of this subject.
 
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Should An Advisor Tailor A Plan To Fit Your Personality? Part 1

Are you tired of one-size-fits-all financial advice that doesn't quite fit your unique needs and goals? In this episode, we'll tackle the question of whether an advisor should tailor a plan to fit your personality. We'll discuss the pros and cons of different approaches and explore how understanding your financial personality can help you make more informed decisions.
 
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092