Retirement Success Blueprint With Michael Stewart

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!
Contact Info:
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

Handling Unreasonable Requests

Certainly, none of our podcast listeners would be guilty of making unreasonable requests, but let’s talk about some of the unreasonable requests we hear from others in the financial world. We’ll explore what makes them unreasonable and what proper expectations look like instead.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Pride Before A Fall: How Overconfidence Can Lead To Financial Ruin

Proverbs 16:18 says “Pride goes before destruction, a haughty spirit before a fall.” Let’s talk about some of the ways that pride might manifest itself in your financial planning in the form of overconfidence.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Risk Averse: Explaining The Buzzword

Have you heard someone say they’re risk averse? Do you know what it really means in the context of the financial world? We’ll explore this important buzzword on today’s show and explain why it’s so important to have a good grip on just how risk averse you are.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

How Age & Wisdom Play Into Financial Planning

There’s an old quote that says, “Age is the price of wisdom.” Let’s talk about how that applies to the financial world.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Retirement Plan Customization Is King

Most people understand that a customized retirement plan is much better than a one-size-fits-all approach. And yet, most people don’t have a plan that’s truly customized. Let’s talk about some of the things that need to be considered if you’re going to build a truly customized plan.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092