Retirement Success Blueprint With Michael Stewart

What To Do As You Count Down The Days To Retirement

We’ve assembled a list of priorities to keep in mind as you count down the days to retirement.
 
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Common Housing Questions From Retirees

Housing is a really important topic for a lot of retirees because, for many of us, it’s the biggest asset we’ll ever own or manage. On this episode, we’ll cover some common housing questions from retirees and hopefully hit on an issue that might also be on your mind.
 
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

The Retirement Diet: Fixing Unhealthy Financial Habits

We all know some of the basic secrets of eating healthier to lose weight, limit disease, and live longer. Avoid empty calories, try to limit your added sugar, and lower those pesky trans fats are just some examples. But how can we spot similar unhealthy habits in the financial world? We’ll talk about it on this episode and help you fix some of your unhealthy financial habits. We will also discuss some important birthdays you should pay attention to in your retirement planning.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Guessing In Retirement

Most people, when trying to plan their retirement, have to guess about the answers to some important questions. Let’s talk about some of those questions and why you need to have a better answer than just a guess.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

The Voice Of Greed

When it comes to your money, you might have several different voices in your head— maybe the voice of greed, or the voice of fear, and sometimes the voice of wisdom. Let’s look at some things we might hear from the voice of greed so you know how to recognize it when you hear it…
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Who Even Needs A Financial Advisor?

Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still others just don’t know who to trust so they end up not working with anyone. Let’s talk about some reasons that you might need an advisor.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

What They’re Saying: What Is The Most Important Part Of Retirement Planning?

We all should realize that planning for retirement is relatively complex. There are a lot of different moving parts and factors to consider. Adjusting any of these variables can impact the end result. But is there one part of the retirement planning process that’s most important? We’ve assembled several opinions on the topic from across the internet. Let’s see if the advice hits the mark or needs further exploration.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Retirement Potpourri: Fill In The Blank

Time for a little fun on this episode. We’ll use some fill in the blank prompts to spark good discussion about relationships between advisors and their clients, the stock market, common planning mistakes, and much more!
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Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Don’t Fumble Your Retirement In The Financial Red Zone

In football, teams are extra careful not to make a mistake when they get within about 20 yards of scoring points (known as the Red Zone). They’ve typically worked hard to get to that point and don’t want to cost themselves by throwing an interception or fumbling the ball and giving it to the other team. On this episode, we’ll explore the financial equivalent of the Red Zone and discuss how you can really mess things up if you’re not careful during this phase of your life.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Where Financial Advisors Drop The Ball

We see a lot of people who aren’t getting the kind of advice and service from their financial advisor that they should be. In a lot of cases, the advisor is only “managing the investments,” but not providing guidance in other areas. Let’s talk about some of the things that your advisor should be doing.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092