Retirement Matters With Michael Stewart

Informações:

Sinopsis

Financial and retirement planning guidance from Michael Stewart of Crystal Lake Tax & Financial.

Episodios

  • Why Retirement Planning Ain’t What It Used To Be

    09/06/2022 Duración: 18min

    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

  • Secret To Retirement Success: Get Out Of Your Own Way

    26/05/2022 Duración: 23min

    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

  • What To Do As You Count Down The Days To Retirement

    12/05/2022 Duración: 21min

    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

  • Common Housing Questions From Retirees

    21/04/2022 Duración: 22min

    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

  • The Retirement Diet: Fixing Unhealthy Financial Habits

    07/04/2022 Duración: 20min

    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

  • Guessing In Retirement

    24/03/2022 Duración: 23min

    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

  • The Voice Of Greed

    10/03/2022 Duración: 18min

    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

  • Who Even Needs A Financial Advisor?

    24/02/2022 Duración: 18min

    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?

    10/02/2022 Duración: 15min

    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

    20/01/2022 Duración: 17min

    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

    06/01/2022 Duración: 13min

    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

    18/11/2021 Duración: 18min

    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

    04/11/2021 Duración: 16min

    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

    21/10/2021 Duración: 22min

    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

    07/10/2021 Duración: 16min

    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

    16/09/2021 Duración: 19min

    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

    02/09/2021 Duración: 17min

    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

  • What Retirement Are You Living For?

    19/08/2021 Duración: 17min

    Everyone has a different reason, goal or something they want to accomplish in retirement. Let’s explore some of the various motivations people have in retirement and how your financial advisor can help you accomplish what you set out to do. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092

  • 5 Things You Must Know About Decumulation To Retire Successfully

    05/08/2021 Duración: 17min

    So much focus in the financial world revolves around accumulating money. There’s all sorts of advice, how-to guides and guardrails in place when it comes to saving and investing, but a lot less resources out there to help retirees navigate the period of time after retirement. This is known as decumulation, the spending down and managing of the assets you’ve accumulated through your life. And on this episode, we’ll point at (at least) 5 things you must know about decumulation to retire successfully. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092

  • Not Your Father’s Retirement

    17/06/2021 Duración: 20min

    If you’re of the age that your mom and dad retired 20, or 30 years ago, the world was a much different place when they walked away from their paychecks. Let’s talk about how things are different now. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092

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