Retirement Success Blueprint With Michael Stewart
Financial and retirement planning guidance from Michael Stewart of Crystal Lake Tax & Financial.
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Episodes
Thursday Mar 23, 2023
Thursday Mar 23, 2023
We will continue our discussion from last episode on if an advisor should tailor a plan to fit your personality and exploring the different aspects of this subject.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday Mar 09, 2023
Thursday Mar 09, 2023
Are you tired of one-size-fits-all financial advice that doesn't quite fit your unique needs and goals? In this episode, we'll tackle the question of whether an advisor should tailor a plan to fit your personality. We'll discuss the pros and cons of different approaches and explore how understanding your financial personality can help you make more informed decisions.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday Feb 16, 2023
Thursday Feb 16, 2023
Retirement can come with a lot of tax questions and concerns. From understanding the tax implications of withdrawing from your retirement accounts to minimizing taxes on investment income, it can be overwhelming. On today’s episode, we’ll break down the top ten tax questions retirees are asking in 2023. Before you file your 2022 taxes and plan ahead for the rest of the year, make sure to listen to this episode as we’ll discuss some important tax questions that retirees should ask themselves to ensure they're making the most of their retirement savings and minimizing their tax burden.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday Feb 02, 2023
Thursday Feb 02, 2023
We took an informal poll of listeners to find out what their biggest financial fears are. On this episode, we’ll explore the most common fears and talk about how they should be addressed in a retirement plan.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday Jan 19, 2023
Thursday Jan 19, 2023
It’s been said that if you don’t have an income plan, you don’t really have a retirement plan. We’ll tackle that mentality on this episode to see if it’s true and further explore why so many retirees and pre-retirees don’t understand the importance of an income plan, nor how to properly construct one. This is a foundational topic for anyone preparing for retirement, so make sure you hear this one.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday Jan 05, 2023
Thursday Jan 05, 2023
With the new year here, we thought it would be a good idea to cover our top 10 checklist for New Year planning. Break out the notepad, you won't want to miss out on any of these tips.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Wednesday Dec 21, 2022
Wednesday Dec 21, 2022
Market volatility became the norm in 2022. Are we in for more of the same in 2023? We’ll talk about the market outlook for the next 12 months, plus share tips on how you can best prepare for potential future volatility.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Tuesday Nov 22, 2022
Tuesday Nov 22, 2022
As we celebrate Thanksgiving and the holiday season, have you found yourself expressing thanks for those who provide financial leadership in your life? If not, perhaps it’s time to explore why and whether you’re getting enough value from your relationship with your financial advisor or other advice-givers. On this episode, we’ll explore some of the top reasons you should be thanking your financial advisor.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday Nov 10, 2022
Thursday Nov 10, 2022
Sometimes you need to find a new financial advisor. Other times, you might think you need a new advisor, but really, you’re just guilty of thinking that the grass is greener on the other side. Let’s discuss some common scenarios and whether they’re legitimate reasons for leaving your advisor.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday Oct 27, 2022
Thursday Oct 27, 2022
In this episode, we will discuss some of the more common questions about taxes during retirement planning.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092