Retirement Success Blueprint With Michael Stewart

How far out from retirement are you? 15 years? 10? 5? Is it on the doorstep? No matter which stage you’re in, there are some really important things you should be thinking about as you inch closer to that day you call it quits at work. On this episode, we’ll walk through these different stages to see exactly the kinds of things you should be doing from a planning perspective and how your focus changes as you get closer to the big day.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Most people like to think that they always make decisions based on logic and facts, but the truth is that emotions usually play a role for all of us in the decision-making process.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

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

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

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

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

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

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

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

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