Retirement Success Blueprint With Michael Stewart

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