Retirement Matters With Michael Stewart
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 47:11:40
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Sinopsis
Financial and retirement planning guidance from Michael Stewart of Crystal Lake Tax & Financial.
Episodios
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Top Social Security Myths, Part 2
27/04/2023 Duración: 20minUnfortunately, there are a lot of myths about Social Security out there. In this episode, we'll debunk these common myths and answer the Social Security questions you've been curious about. This is part 2 of our Social Security conversation, where we will break down the remaining 5 Social Security myths. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092
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Top Social Security Myths, Part 1
13/04/2023 Duración: 20minHave you ever wondered if the Social Security system will run out of money before you retire? Or if claiming benefits as soon as you're eligible is the best decision for your financial future? In this episode, we'll be debunking common myths about Social Security and answering the questions you've been curious about. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092
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Should An Advisor Tailor A Plan To Fit Your Personality? Part 2
23/03/2023 Duración: 20minWe will continue our discussion from last episode on if an advisor should tailor a plan to fit your personality and exploring the different aspects of this subject. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092
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Should An Advisor Tailor A Plan To Fit Your Personality? Part 1
09/03/2023 Duración: 21minAre you tired of one-size-fits-all financial advice that doesn't quite fit your unique needs and goals? In this episode, we'll tackle the question of whether an advisor should tailor a plan to fit your personality. We'll discuss the pros and cons of different approaches and explore how understanding your financial personality can help you make more informed decisions. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092
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Top Ten Tax Questions For Retirees In 2023
16/02/2023 Duración: 21minRetirement can come with a lot of tax questions and concerns. From understanding the tax implications of withdrawing from your retirement accounts to minimizing taxes on investment income, it can be overwhelming. On today’s episode, we’ll break down the top ten tax questions retirees are asking in 2023. Before you file your 2022 taxes and plan ahead for the rest of the year, make sure to listen to this episode as we’ll discuss some important tax questions that retirees should ask themselves to ensure they're making the most of their retirement savings and minimizing their tax burden. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092
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What’s Your Biggest Financial Fear?
02/02/2023 Duración: 15minWe took an informal poll of listeners to find out what their biggest financial fears are. On this episode, we’ll explore the most common fears and talk about how they should be addressed in a retirement plan. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092
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Back To Basics: Understanding Income Planning
19/01/2023 Duración: 17minIt’s been said that if you don’t have an income plan, you don’t really have a retirement plan. We’ll tackle that mentality on this episode to see if it’s true and further explore why so many retirees and pre-retirees don’t understand the importance of an income plan, nor how to properly construct one. This is a foundational topic for anyone preparing for retirement, so make sure you hear this one. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092
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2023 Top 10 Checklist For New Year Planning
05/01/2023 Duración: 17minWith the new year here, we thought it would be a good idea to cover our top 10 checklist for New Year planning. Break out the notepad, you won't want to miss out on any of these tips. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092
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Market Volatility in 2023
21/12/2022 Duración: 22minMarket 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
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Are You Thankful For The Financial Advice You Receive?
22/11/2022 Duración: 18minAs 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
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Is There Greener Grass On The Other Side?
10/11/2022 Duración: 22minSometimes 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
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Most Common Retirement Planning Questions About Taxes
27/10/2022 Duración: 23minIn 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
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How Bonds Work: What Retirees Need To Know
13/10/2022 Duración: 21minToo 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
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How Money Ads Catch Your Attention
29/09/2022 Duración: 20minWe’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
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Retirement Planning From A Psychologist’s Point Of View
15/09/2022 Duración: 19minWe 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
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Going Against The Grain
25/08/2022 Duración: 23minBeing 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
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Should You Follow These Popular Retirement Rules of Thumb?
11/08/2022 Duración: 24minYou’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
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What They’re Saying: Analyzing Advice On Surviving A Bear Market
28/07/2022 Duración: 25minIt’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
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Can You Get An A+ On Our Retirement Planning Quiz?
14/07/2022 Duración: 18minDon’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
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Are You A Risk Taker? How To See If Your Tolerance For Risk Matches Your Plan
23/06/2022 Duración: 24minLet’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