Retirement Success Blueprint With Michael Stewart

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.
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Phone Number: 815-526-3092

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.
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Website: https://crystallaketax.com/
Phone Number: 815-526-3092

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.
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Website: https://crystallaketax.com/
Phone Number: 815-526-3092

If we take a look at the world of medicine, we can learn some valuable lessons that can be applied to your financial life.
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Website: https://crystallaketax.com/
Phone Number: 815-526-3092

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.
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Website: https://crystallaketax.com/
Phone Number: 815-526-3092

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

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

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

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

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