Episodes
Thursday Aug 20, 2020
Financial Issues Particularly Challenging For Women
Thursday Aug 20, 2020
Thursday Aug 20, 2020
Many financial issues impact us all the same. But, of course, other challenges have varying impacts from person to person because our situations are all unique. Let’s take a look at some of the financial and retirement challenges that are unique to women.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday Aug 06, 2020
The Difficulty Of Financial Planning After The Death Of A Spouse
Thursday Aug 06, 2020
Thursday Aug 06, 2020
It is a life event that can be one of the most difficult things to go through both emotionally and financially. When one spouse dies, the remaining spouse is left to wrestle with a mountain of questions and choices. And although it’s difficult to discuss, proper planning can help make it easier to transition through this major life event. Let’s explore what someone should do in the event of a spouse’s passing, but also some of the pre-planning that can take place.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday Jul 16, 2020
Are You Making These Classic Pre-Retiree Mistakes?
Thursday Jul 16, 2020
Thursday Jul 16, 2020
There are some financial planning blunders that are interesting to talk about but are quite rare in reality. On the other hand, there are some financial planning mistakes that happen far too often. Let’s talk about the mistakes so many people have made in the past it has made them “classic”.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday Jul 02, 2020
What Mark Twain Can Teach Us About Money
Thursday Jul 02, 2020
Thursday Jul 02, 2020
Will talk about what is going on in the news, answer an email question and see what can we learn about money by exploring some quotes from the great Mark Twain.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday Jun 18, 2020
You Say One Thing, But You Do Another
Thursday Jun 18, 2020
Thursday Jun 18, 2020
We’ve found that—for a lot of people—what they say and what they do don’t necessarily match. Let’s look at some examples in the financial world where you might be saying one thing, but your behavior indicates something different, and you don’t even realize it.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday May 21, 2020
Bear Markets
Thursday May 21, 2020
Thursday May 21, 2020
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
Thursday May 07, 2020
Email Questions
Thursday May 07, 2020
Thursday May 07, 2020
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
Tuesday May 05, 2020
Special Announcement - New Show Name
Tuesday May 05, 2020
Tuesday May 05, 2020
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!
Thursday Apr 23, 2020
7 Things To Consider During COVID-19
Thursday Apr 23, 2020
Thursday Apr 23, 2020
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
Thursday Apr 09, 2020
April Coronavirus Update
Thursday Apr 09, 2020
Thursday Apr 09, 2020
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









