Retirement Success Blueprint With Michael Stewart
Financial and retirement planning guidance from Michael Stewart of Crystal Lake Tax & Financial.
Financial and retirement planning guidance from Michael Stewart of Crystal Lake Tax & Financial.
Episodes
Aug 29, 2024
Aug 29, 2024
20 min
Remember when you were a kid, always asking 'How do you know?' about everything, like why the sky is blue or where the sun goes at night? That curiosity doesn't go away as we get older; it just turns into different questions, like the ones we face when planning for retirement. In this two-part episode, we’re digging into the 'How Do You Knows' of retirement planning.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Aug 22, 2024
Aug 22, 2024
17 min
Remember when you were a kid, always asking 'How do you know?' about everything, like why the sky is blue or where the sun goes at night? That curiosity doesn't go away as we get older; it just turns into different questions, like the ones we face when planning for retirement. In this two-part episode, we’re digging into the 'How Do You Knows' of retirement planning.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Jun 27, 2024
Beware of Retirement Half-Truths
Jun 27, 2024
Jun 27, 2024
19 min
We hear a lot of half-truths in the financial world, not necessarily because people try to make misleading statements, but because sometimes a simple statement just doesn’t quite tell the whole story. On this episode, we’ll discuss a few examples...
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Jun 13, 2024
Jun 13, 2024
16 min
In this episode, we’re diving into some famous words by the one and only Yogi Berra. You might know him for his legendary baseball career, but Yogi was also a goldmine of wisdom. We'll spin some of his classic quotes into financial advice. It's all about viewing things through the right lens—so let's see what financial insights we can uncover from Yogi’s memorable sayings!
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
May 16, 2024
May 16, 2024
17 min
Very often, we see people who know that the financial decisions that they’re making aren’t the best decisions, but they try to create excuses or explanations for why they’re doing what they’re doing. Let’s talk about why these excuses usually don’t hold water.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
May 2, 2024
May 2, 2024
14 min
Retirement planning doesn’t have to be overwhelmingly complicated. It certainly doesn’t have to be as complicated as some people make it. In our next episode, we unravel the unnecessary complexities often woven into the fabric of retirement advice. We’ll debunk some myths, simplify strategies, and uncover the beauty of simplicity and straightforward retirement planning.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Apr 18, 2024
Steering Clear of Retirement Stress
Apr 18, 2024
Apr 18, 2024
17 min
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.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Apr 4, 2024
Apr 4, 2024
15 min
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
Feb 22, 2024
Feb 22, 2024
15 min
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
Feb 8, 2024
Feb 8, 2024
17 min
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








