Retirement Success Blueprint With Michael Stewart

Episode #20: Are You Asking The Wrong Financial Questions?

A lot of people have questions about their retirement plan, but we find that they’re often asking the wrong questions. We’ll cover some of these common questions and learn about the different questions you should be asking instead.

Episode #19: Settle The Debate - Right Or Wrong?

Depending on who you ask, you could get very different answers to some of retirement planning’s most important questions. Let’s see where our opinions all stand on issues like insurance, mutual funds & annuities. And we’ll try to answer why there are so many different opinions on these concepts.

Episode #18: 5 Hidden Expenses You Need To Know About

Just because you can’t plainly see all the expenses you’ll incur during the retirement planning process doesn’t mean they aren’t there. Let’s cover 5 important areas where you’ll want to watch for hidden expenses.

Episode #17: The Complications Of An Early Retirement

An early retirement sounds fantastic to most people. Who wouldn’t want to kick off the extra travel, less stress and more freedom that retirement can often bring a little earlier than planned? However, a lot of people don’t realize the additional complications presented when you retire early. Let’s tackle what early retirement means for most people and how you can best set yourself up to achieve that goal.

Retirement Planning: More Than Just Investments

There’s a lot more to retirement planning than just picking investments. Is your advisor helping you navigateall the other essential areas?

Are You A Victim of Doing Fuzzy Math?

A lot of investors (and quite frankly a lot of advisors) fall victim to fuzzy math when it comes to their retirement planning. Let’s explore some of the areas where someone might be employing fuzzy math.

Sales Pitches vs. True Planning – How To Tell The Difference

It’s important to be able to recognize the difference between an advisor who actually has a planning process and one who just gives sales pitches all day. Let’s go over how you can identify the difference.

What Demographics Can Tell Us

Statistics can sometimes make your head spin. But sometimes they give us some helpful insight into howothers approach financial and retirement planning. Let’s look at some intriguing demographics and see whatthey tell us about retirement these days.

Unique Planning Challenges

Creating a customized retirement plan for any individual can mean addressing some unique challenges. With each of these scenarios, let’s discuss the challenges presented, as well as the solutions you might come up with…

Your Money Mission Statements

Mission statements give our dollars a purpose. They help us to develop a sound strategy in our portfolio. Let’s find out whether you’re effectively putting your money to work for you.