Retirement Success Blueprint With Michael Stewart

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

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

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

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

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

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

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

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

You’ve most likely heard plenty of “rules” you’re supposed to follow to retire successfully. Some of these rules are stated so confidently, you’d be crazy not to immediately accept them as fact. But we don’t mind the threat of being called crazy, so let’s dive into some of the most popular retirement “rules of thumb” to see if they truly lead us down the path of good financial guidance or run a chance of leading us astray.
 
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

It’s no secret the stock market is in turmoil. We’re in a bear market and the R-word (recession) is getting thrown around daily. So, what can you do to survive bear markets like the one we’re in now? We’ve collected advice from various commentators and “experts” from across the country. You might have even heard some of this advice yourself. But should you follow it or proceed with caution? We’ll breakdown the guidance to provide some important context and perspective.
 
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092