Retirement Success Blueprint With Michael Stewart

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

The Last Decade Before Retirement

The last decade of your working life is a very important one from a retirement planning perspective. Let’s talk about some of the things you want to be sure you address during that 10-year period...
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Busting The Biggest Financial Myths

Today’s episode is simple. We’ll look at some of the most widely believed financial myths and try to bust them wide open. The scary thing is that a lot of people base their financial plans on some of these myths. Don’t be like that.

Market Mayhem

It's been a volatile start to the month of August 2019, so let's take a few moments to consider how to best adapt your investment strategies to handle the ups and downs of the market. When approaching retirement or in retirement, there's no room for heavy losses. Michael will let us know how we can conserve our hard-earned money so we're protected from - and we can make the most of - market mayhem.

You Need To Avoid These Portfolio Disasters

Between wildfires, hurricanes, tornados and floods, there’s always a natural disaster making news headlines. And while life and limb aren’t at stake when it comes to your portfolio, experiencing a financial disaster can still have a catastrophic effect on your life in retirement. Let’s discuss some portfolio disasters that we’ve seen and how to avoid them...

Exposing 401(k) Weaknesses

Your 401k can be your most powerful retirement savings tool. But it’s not perfect. Let’s talk about some of the weaknesses that you should be aware of in your 401k (or 403b, or TSP, or 457 plan).

“Fake News” Impacting Your Finances

The term “fake news” has become synonymous with the political climate of the past few years. But the phenomenon has spread to other parts of our culture as well. What about fake news in the financial space? We’ll look at some recent news headlines to see if they qualify to be labeled as “fake news”.

What Popular Proverbs Teach Us About Money

There are plenty of proverbs and axioms that aren’t meant to be about money, but we can easily learn a financial lesson from them anyway. We’ll show you the hidden money meanings behind some of these popular sayings...