Retirement Success Blueprint With Michael Stewart

Back To Basics: Understanding Income Planning

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

2023 Top 10 Checklist For New Year Planning

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

Market Volatility in 2023

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

Are You Thankful For The Financial Advice You Receive?

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

Is There Greener Grass On The Other Side?

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

Most Common Retirement Planning Questions About Taxes

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

How Bonds Work: What Retirees Need To Know

Too many folks misunderstand bonds, how they work, and what role they play in a proper financial plan. We’ll address some of those bond related issues on today’s show.
 
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

How Money Ads Catch Your Attention

We’re bombarded with ads each day in all forms of media. But have you ever taken a closer look at these messages? If we unpack some of these headlines and ads a little bit more, we’re able to clearly understand what emotions they’re trying to elicit. More importantly, we can figure out what companies are trying to sell us. For this episode, we just perused the internet for a couple of hours and kept track of various financial planning, investing and retirement ads we came across. Let’s pick apart these messages that popped up and see if it helps us become savvier savers.
 
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Retirement Planning From A Psychologist’s Point Of View

We always talk about the money side of financial and retirement planning. But what about the mental aspect of that big life change? Today we’ll break down an article written by a Licensed Professional Counselor (Kate Schroeder) for Psychology Today, titled The Psychological Investment In Retirement.
 
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Going Against The Grain

Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the grain with mainstream ideas in the industry.
 
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092