Retirement Success Blueprint With Michael Stewart

Bear Markets

This week we provide a positive spin on bear markets. We discuss the differences in a V and a W recovery type and how the three little bears story can correlate to the various bear markets.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Email Questions

We take a break from the coronavirus conversation to catch up on some email questions sent into the podcast. We also have a brand new name but still with the same great content.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Special Announcement - New Show Name

Just a quick note to let you know we're changing the name of the show. We are now the "Retirement Success Blueprint Podcast". You can still expect the same great information and financial guidance as before, just with a fresh coat of paint in the form of a new name.
A new episode is in the works and coming to you later this week!

7 Things To Consider During COVID-19

This week, we'll discuss 7 items to think about during these economic times no matter if you are still working or if you've already retired. Since you've got some down time at home while we wait things out, consider re-evaluating these crucial pieces of your financial plan.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

April Coronavirus Update

It's time for an update on where we stand with the markets, the economy, and retirement planning as it relates to the Coronavirus pandemic.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Getting Lost In The Financial World

Have you ever gotten lost? Not that much fun is it? Well, getting lost in the car or in the woods is a lot like getting lost in retirement planning. Let’s look at the reasons that people get lost, and then how to get back on track...
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

The Important Stages Of Retirement Planning

How far out from retirement are you? 15 years? 10? 5? Is it on the doorstep? No matter which stage you’re in, there are some really important things you should be thinking about as you inch closer to that day you call it quits at work. On this episode, we’ll walk through these different stages to see exactly the kinds of things you should be doing from a planning perspective and how your focus changes as you get closer to the big day.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

How To Account For Emotions In Your Financial Plan

Most people like to think that they always make decisions based on logic and facts, but the truth is that emotions usually play a role for all of us in the decision-making process.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Everything You Need To Know About Roth Conversions

The idea of a Roth conversion is intriguing to a lot of people, and for some people it can be a great strategy to enact. Let’s explore the concept.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Lessons From The Retirement Farm

Let’s pretend like building a retirement plan is like running a farm. There are actually some very cool similarities between farming and building a good retirement plan. Let’s explore them on today’s show.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092