Retirement Success Blueprint With Michael Stewart

How Age & Wisdom Play Into Financial Planning

There’s an old quote that says, “Age is the price of wisdom.” Let’s talk about how that applies to the financial world.

Contact Info:

Website: https://crystallaketax.com/

Phone Number: 815-526-3092

Retirement Plan Customization Is King

Most people understand that a customized retirement plan is much better than a one-size-fits-all approach. And yet, most people don’t have a plan that’s truly customized. Let’s talk about some of the things that need to be considered if you’re going to build a truly customized plan.

Contact Info:

Website: https://crystallaketax.com/

Phone Number: 815-526-3092

What Retirement Are You Living For?

Everyone has a different reason, goal or something they want to accomplish in retirement. Let’s explore some of the various motivations people have in retirement and how your financial advisor can help you accomplish what you set out to do.

Contact Info:

Website: https://crystallaketax.com/

Phone Number: 815-526-3092

5 Things You Must Know About Decumulation To Retire Successfully

So much focus in the financial world revolves around accumulating money. There’s all sorts of advice, how-to guides and guardrails in place when it comes to saving and investing, but a lot less resources out there to help retirees navigate the period of time after retirement. This is known as decumulation, the spending down and managing of the assets you’ve accumulated through your life. And on this episode, we’ll point at (at least) 5 things you must know about decumulation to retire successfully.

Contact Info:

Website: https://crystallaketax.com/

Phone Number: 815-526-3092

Not Your Father’s Retirement

If you’re of the age that your mom and dad retired 20, or 30 years ago, the world was a much different place when they walked away from their paychecks. Let’s talk about how things are different now.

Contact Info:

Website: https://crystallaketax.com/

Phone Number: 815-526-3092

Learning Through Uncommon Sense

At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon.

Contact Info:

Website: https://crystallaketax.com/

Phone Number: 815-526-3092

Listening To The Money Doctor

If we take a look at the world of medicine, we can learn some valuable lessons that can be applied to your financial life.

Contact Info:

Website: https://crystallaketax.com/

Phone Number: 815-526-3092

So What You Really Meant Was…

Some people in the financial world speak in code. It’s important for you to learn how to crack that code. Let’s look at a few examples of what you’ll hear someone say, but breakdown what they really meant.

Contact Info:

Website: https://crystallaketax.com/

Phone Number: 815-526-3092

Financial Fact Or Fiction

Sometimes the easiest way to learn about something is make it really simple. Like some of the first true/false tests you might have taken in school. Let’s play a round of fact or fiction to test your financial planning acuity.

Website: https://crystallaketax.com/

Phone Number: 815-526-3092

Are You Flirtin’ With Disaster?

Let’s talk about some of the areas of your financial life where you might be flirtin’ with disaster and don’t even know it.

Website: https://crystallaketax.com/

Phone Number: 815-526-3092

Money Lessons From The Richest Musicians

Let’s look at some of the richest people in the music industry and see what lessons we can learn from them that we can apply to our own retirement planning…

Website: https://crystallaketax.com/

Phone Number: 815-526-3092

This Is Why You Never Assume

We often see people making certain assumptions about retirement that just aren’t correct. Let’s explore some of those on today's show.

Website: https://crystallaketax.com/

Phone Number: 815-526-3092

Financial Literacy: What Are The Three Qualities Of Money?

If you don’t know the answer to the question, then this episode is for you. On this episode, we’ll explore the three qualities of money, discuss whether you can achieve them in a single investment, and how to put the right emphasis on the different qualities. It’s really quite basic, but understanding these fundamentals can make an enormous difference in your financial life.

Website: https://crystallaketax.com/

Phone Number: 815-526-3092

Important Retirement Statistics Worth Understanding

Sometimes numbers, figures and stats can go in one ear and out the other. But on this episode, we’ll break down 5 important statistics that are worth taking a moment to understand. They’ll underscore some very real problems people face when prepping for retirement. We’ll explore those problems and talk about possible solutions.

Website: https://crystallaketax.com/

Phone Number: 815-526-3092

What Drives Your Financial Advisor Crazy?

No industry is without its flaws, and the financial industry is no exception. Let’s explore some times where we’ve encountered annoying or frustrating elements of the financial world.

Website: https://crystallaketax.com/

Phone Number: 815-526-3092

Understanding The Different Types Of Risk

There are many more risks to guard against in retirement planning than most people realize. Let’s explore some of the planning risks we all face and how to prepare for them.

Website: https://crystallaketax.com/

Phone Number: 815-526-3092

A 5 Question Retirement Preparedness Quiz

Want to grade your preparedness for retirement? Here are five key questions you need to ask yourself. Your answers will help determine how ready you are for retirement.

Website: https://crystallaketax.com/

Phone Number: 815-526-3092

How To Pick The Right Advisor

A lot of concern goes into trying to pick the proper investments, build a balanced portfolio, and getting the highest return. But how much time have you really put into finding the right advisor to work together with on all these tasks and more? So, we want to clear some of that up on this episode and clarify some of the ways you can evaluate your current advisor relationship and how to shop for, and find, the right advisor for you.

Website: https://crystallaketax.com/

Phone Number: 815-526-3092

 

Following The Financial Commandments

On this episode, we present you with five commandments that are worth of being written on stone tablets in your retirement plan. We will also discuss the Illinois tax debate that is on the docket come this November.

Website: https://crystallaketax.com/

Phone Number: 815-526-3092

Obsolete Retirement Planning Ideas

Just like your iPhone or your computer can become obsolete and need to be replaced, the way that some people think about retirement is obsolete and needs to be replaced. Let’s talk about some outdated ideas that people still cling to.

Website: https://crystallaketax.com/

Phone Number: 815-526-3092

Podbean App

Play this podcast on Podbean App