Retirement Success Blueprint With Michael Stewart

5 Simple Retirement Questions (That Are Hard To Answer)

Some of retirement planning’s most important questions seem so simple at first. They can be asked in just a few words and give the impression the answers are a simple “yes” or “no”. But it’s tricky because many of these questions can become overwhelming to answer. Let’s cover some of the important retirement questions that are harder to answer than you might think.'

Plan Your Summer Vacation & Your Retirement

If you’re heading out on a road trip this summer, there’s a long checklist of items that you want to be sure you haven’t forgotten. And in retirement planning, some of those exact same items need to be addressed. Let’s look at some of the items that should appear on both your road trip checklist and your retirement planning checklist.

Defining The Buzzword “Safe Money”

It seems that people have different definitions of “safe money” as it relates to their savings. Let’s discuss some of those varying explanations of the term and why it’s an important conversation for any retiree or pre-retiree to have.

When Is It “Safe” For You To Retire?

We get a lot of questions from listeners wanting to know how they can determine when it will be “safe” for them to retire. Let’s look at some of the key factors that help a person define what “safe” means and when they can indeed pull that retirement lever.

The 5 Most Common “Pain Points” In Your Financial Life

When it comes to financial planning, everybody has some kind of pain point. Those pain points are different for each person, but everyone has something that bothers them. Michael tells us about some times where he's helped clients through these frustrating areas.

The 6 Things Wasting Away In Your Financial Junk Drawer

Most people have a junk drawer at home. It usually contains things like rubber bands, clothespins, highlighters, glue sticks, a tape measure, a label maker, and a pair of scissors. But most people have a financial junk drawer too. Let’s talk about some of the things that end up there and how they might be put to better use…

Episode #27: Retirement Planning: When DIY Works (And When It Doesn’t)

In many areas of our culture, the do-it-yourself mentality is really popular. There’s even a DIY Network where you can watch shows about home renovation, landscaping, or interior design, and how to do those things without professional help. Let’s talk about what the DIY mentality looks like in retirement planning.

Episode #26: The Pros And Cons Of Being An Informed Consumer

You want to feel informed about your options when it comes to making financial decisions. So, you probably turn to a lot of different sources to gather that information. Let’s look at some of the most popular areas from which you’re getting your financial education and evaluate whether these are wise areas from which to grow your financial knowledge.

Episode #25: Little Missed Details

Let’s talk about some of the details that people often fail to consider when they’re planning their retirement.

Episode #24: 50 Shades Of Gray Area

Not everything in financial planning is black and white. In fact, most things aren’t black and white—there’s usually a lot of gray area. Let’s identify some of the issues that usually require a nuanced discussion…