Episodes
Thursday Apr 15, 2021
Financial Fact Or Fiction
Thursday Apr 15, 2021
Thursday Apr 15, 2021
Sometimes the easiest way to learn about something is make it really simple. Like some of the first true/false tests you might have taken in school. Let’s play a round of fact or fiction to test your financial planning acuity.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday Apr 01, 2021
Are You Flirtin’ With Disaster?
Thursday Apr 01, 2021
Thursday Apr 01, 2021
Let’s talk about some of the areas of your financial life where you might be flirtin’ with disaster and don’t even know it.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday Mar 18, 2021
Money Lessons From The Richest Musicians
Thursday Mar 18, 2021
Thursday Mar 18, 2021
Let’s look at some of the richest people in the music industry and see what lessons we can learn from them that we can apply to our own retirement planning…
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday Mar 04, 2021
This Is Why You Never Assume
Thursday Mar 04, 2021
Thursday Mar 04, 2021
We often see people making certain assumptions about retirement that just aren’t correct. Let’s explore some of those on today's show.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday Jan 21, 2021
Financial Literacy: What Are The Three Qualities Of Money?
Thursday Jan 21, 2021
Thursday Jan 21, 2021
If you don’t know the answer to the question, then this episode is for you. On this episode, we’ll explore the three qualities of money, discuss whether you can achieve them in a single investment, and how to put the right emphasis on the different qualities. It’s really quite basic, but understanding these fundamentals can make an enormous difference in your financial life.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday Jan 07, 2021
Important Retirement Statistics Worth Understanding
Thursday Jan 07, 2021
Thursday Jan 07, 2021
Sometimes numbers, figures and stats can go in one ear and out the other. But on this episode, we’ll break down 5 important statistics that are worth taking a moment to understand. They’ll underscore some very real problems people face when prepping for retirement. We’ll explore those problems and talk about possible solutions.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday Dec 17, 2020
What Drives Your Financial Advisor Crazy?
Thursday Dec 17, 2020
Thursday Dec 17, 2020
No industry is without its flaws, and the financial industry is no exception. Let’s explore some times where we’ve encountered annoying or frustrating elements of the financial world.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday Dec 03, 2020
Understanding The Different Types Of Risk
Thursday Dec 03, 2020
Thursday Dec 03, 2020
There are many more risks to guard against in retirement planning than most people realize. Let’s explore some of the planning risks we all face and how to prepare for them.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday Nov 19, 2020
A 5 Question Retirement Preparedness Quiz
Thursday Nov 19, 2020
Thursday Nov 19, 2020
Want to grade your preparedness for retirement? Here are five key questions you need to ask yourself. Your answers will help determine how ready you are for retirement.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Thursday Nov 05, 2020
How To Pick The Right Advisor
Thursday Nov 05, 2020
Thursday Nov 05, 2020
A lot of concern goes into trying to pick the proper investments, build a balanced portfolio, and getting the highest return. But how much time have you really put into finding the right advisor to work together with on all these tasks and more? So, we want to clear some of that up on this episode and clarify some of the ways you can evaluate your current advisor relationship and how to shop for, and find, the right advisor for you.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092