Retirement Success Blueprint With Michael Stewart

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

Lies You Learn In Broker School

A lot of financial professionals say things that just aren’t true. And it’s not that they’re intentionally trying to mislead, it’s just that they’ve been trained to use certain talking points, which they might even believe to be true themselves. Let’s talk about the statements you should be cautious of if you hear them from a financial advisor...
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Managing Debt & Retirement Planning

Do you believe you need to be completely debt free to retire successfully? Or are you okay carrying some balances beyond your working years? There are many opinions about the best way to handle debt and retirement planning, so we’ll tackle them all on today’s show.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Which Excuses Keep You From Retiring?

Sometimes people say they don’t want to retire...and sometimes they really mean it. Other times it’s just a defense mechanism to compensate for the fact that they feel like they can’t retire. So let’s explore some of the possible meanings behind the statement, “I don’t want to retire.”
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Finding Silver Linings In Unfortunate Financial Situations

Not everything goes smoothly in your financial life. We’ll look at some negative circumstances that many retirees and pre-retirees face and help you find the silver lining in the midst of tough situations.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Sabotaging Your Own Retirement

With all of the things in the financial world that you can’t control, why would you sabotage your own retirement by messing up the things you can control? Let’s discuss some ways that people sabotage their own financial health...
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

It’s Good To Have Awkward Conversations

Sometimes being a good financial advisor means having uncomfortable conversations. We’ll take a look at how advisors should help clients navigate various tricky situations. If you’re going to be working with a financial advisor, make sure they’re pushing you to address these kinds of topics.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

The Variables That Shape Your Retirement Plan

If the variables were the same for everybody, retirement planning would be much simpler. But the fact that everybody is different is what makes it fun. On today’s show, we’ll explain why answers to some of retirement’s critical questions vary from person to person.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

The Next Market Crash

Some people think we’re on the cusp of the next stock market crash. Others predict that we’re just due for a minor correction. And another camp thinks we’ll continue an upward trend. We don’t know who is right or when any of those options will occur. But let’s talk about what the next market crash might look like, even if we don’t know when it will come.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092