Retirement Success Blueprint With Michael Stewart

Don’t dread this as much as you hated hearing these words as a kid, but it’s time for a pop quiz! We’re putting retirement planning preparedness under the microscope with 5 critical questions to which you need to know the answers. So sharpen those pencils and let’s see how ready you are for retirement.
 
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Let’s see if your tolerance for risk matches your financial plan. What should you do if that balance is out of whack? What if you’re a natural risk taker, but you really shouldn’t be when it comes to your finances? We’ll explore all of these angles as we break down the role of risk in your financial and retirement plan.
 
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

In some ways, retirement planning was easier for past generations. Let’s explore how a good financial advisor helps people overcome the additional challenges of today. Our parents and grandparents may not have had to face these things, so just relying on the experiences of family members might not be enough to help us achieve our own financial success.
 
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

There are plenty of external factors that often negatively influence our chances of having a successful retirement. But often, failure comes from within. On this episode, we’ll talk about some of the common ways people get in their own way when it comes to financial planning.
 
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

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

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

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

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

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

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