Retirement Success Blueprint With Michael Stewart

Steering Clear of Retirement Stress

Psychologists have determined that retirement is one of the most stressful events that some people will experience in life. In this episode, we’ll look at the ways to proactively deal with the stress surrounding the retirement process.
 
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Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Expectation vs. Reality: The Truth About Retirement Planning

Some people just need a reality check when it comes to understanding their retirement. Today, we'll explore why a realistic approach to retirement, inclusive of financial planning and the potential for unexpected challenges, is crucial.
 
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Money Lessons While Filling Out Your March Madness Bracket

March Madness is upon us, and as you fill out your bracket and watch the NCAA Tournament this year, there are a few retirement planning lessons that you can learn along the way. Join us as we talk about them in today's episode!
 
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

How One Overlooked Issue Can Sink Your Retirement

Imagine your retirement plan as a ship sailing toward a horizon of rest and relaxation. But what if one leak could sink it all? In today’s episode, we spotlight some of the single oversights that could send your dreams to the bottom. We'll share key strategies to plug the gaps, ensuring your financial ship stays buoyant and on course. Tune in to protect your future from the one mistake that could derail everything.
 
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Will These Apocalyptic Predictions Ever Come True?

We’ve all heard the apocalyptic predictions about Social Security, the national debt and other major issues that are supposed to sink the economy. Do any of these predictions have merit in the years ahead? On this episode, we’ll try to separate sensationalism from reality.
 
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Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Will The Economy Boom Or Bust In 2024?

Everyone wants to know. Will the economy boom or bust in 2024? Join us as we explore a range of expert predictions, from the shifting trends in housing prices to the looming question of a potential recession or stock market crash. We'll balance our discussion with both optimistic and pessimistic perspectives from an array of sources to give you a comprehensive view. Tune in to navigate the uncertainties and opportunities of 2024's economic landscape and equip yourself with knowledge for the year ahead.
 
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

The Questions You Must Ask Your Financial Advisor

Have you ever wondered what questions to ask your financial advisor, or why those questions are crucial? In today’s episode, we’re tackling exactly that. We're discussing the vital questions that bring transparency and depth to your financial advisory relationship. It's about getting clarity on how advisors work, what they specialize in, and how they align with your financial goals. These are the questions you MUST ask your financial advisor.
 
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Frosty’s Retirement Playbook: Crafting A Successful Financial Snowman

Just like building a snowman in the crisp winter air, creating a structurally sound retirement strategy requires careful consideration and planning. From establishing a solid base to adding protective layers, we’re here to ensure your financial landscape remains cool and collected. Tune in and learn how to build a financial snowman that stands the test of time. So, bundle up and let’s get rolling!
 
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

The Ultimate Retirement Planning Mixtape

Get ready to rock to the rhythms of retirement wisdom in this week’s episode! We've put together the ultimate retirement planning playlist, featuring timeless lyrics that reflect various stages of the planning journey. From setting financial goals to finding purpose in your golden years, this playlist sets the stage for important discussions about crafting your dream retirement.
 
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

End of Year Financial Planning For 2023

Join us for a thoughtful episode where we unpack our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come. Together, we'll navigate through essential topics like managing RMDs, exploring tax-saving opportunities, and even touching on the often-overlooked emotional aspects of this pivotal life transition.
 
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092