Episodes
Thursday Dec 28, 2023
The Questions You Must Ask Your Financial Advisor
Thursday Dec 28, 2023
Thursday Dec 28, 2023
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
Thursday Dec 14, 2023
Frosty’s Retirement Playbook: Crafting A Successful Financial Snowman
Thursday Dec 14, 2023
Thursday Dec 14, 2023
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
Tuesday Nov 21, 2023
The Ultimate Retirement Planning Mixtape
Tuesday Nov 21, 2023
Tuesday Nov 21, 2023
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
Thursday Nov 09, 2023
End of Year Financial Planning For 2023
Thursday Nov 09, 2023
Thursday Nov 09, 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
Thursday Oct 19, 2023
Money Mistakes You’ll Regret and How to Avoid Them
Thursday Oct 19, 2023
Thursday Oct 19, 2023
"Learn from the mistakes of others. You can’t live long enough to make them all yourself.” – Eleanor Roosevelt… Ever wish you could foresee financial missteps before they happen? On today’s episode, explore some real-life stories of regret and arm yourself with the essential dos and don'ts to ensure your money works for you, not against you.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday Oct 05, 2023
Retirement Planning’s “Hidden” Questions
Thursday Oct 05, 2023
Thursday Oct 05, 2023
The retirement planning world is filled with plenty of advice and suggestions, but there are critical questions lurking in the shadows – the unasked, the overlooked. These are the questions that can help define the comfort and security of your retirement future. On this episode, we unearth and tackle these hidden, but essential questions about retirement.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday Sep 21, 2023
Understanding RMDs: A Guide For Retirees & The Soon-to-Retire
Thursday Sep 21, 2023
Thursday Sep 21, 2023
Are you over 55 and pondering retirement? Dive into the world of Required Minimum Distributions (RMDs) with us. In this episode, we demystify the reasons behind mandatory withdrawals from your retirement savings. Discover strategies to potentially avoid them and understand the risks of not preparing in advance. And for those fortunate to not rely on RMDs for income, we'll explore impactful ways to utilize those funds.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday Sep 07, 2023
Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid
Thursday Sep 07, 2023
Thursday Sep 07, 2023
Losing a spouse is an unimaginably tough life event, but the financial implications can add another layer of stress to the grieving process. In this episode, we delve deep into the most common financial issues faced by widows and widowers, from dealing with income gaps to navigating tax changes as a single filer.
We explore actionable strategies to address these problems, such as the importance of life insurance and the ins and outs of spousal pension continuation. This is the episode for you if you’re concerned with ensuring the financial well-being of your remaining family members and safeguarding your financial future and legacy in the face of loss.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday Aug 24, 2023
Breaking Up is Hard to Do: Navigating the Transition to a New Financial Advisor
Thursday Aug 24, 2023
Thursday Aug 24, 2023
In today's episode, we'll explore the sensitive and significant process of transitioning from one financial advisor to another. We'll cover how to recognize when your current advisor may no longer be serving your financial needs effectively, the right questions to ask, and crucial factors to consider when searching for a new financial partner.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday Jul 20, 2023
How To Clean Up Your Portfolio
Thursday Jul 20, 2023
Thursday Jul 20, 2023
Get ready to roll up your sleeves and dive into the gritty side of personal finance. In this episode, we reveal how everyday household tasks can serve as reminders of the principles that lead to financial success. From taking out the trash in your investment portfolio to cleaning out the fridge of outdated financial strategies, we'll explore how to declutter your financial life.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092