Retirement Matters With Michael Stewart
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 47:28:07
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Sinopsis
Financial and retirement planning guidance from Michael Stewart of Crystal Lake Tax & Financial.
Episodios
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Are You Making These Classic Pre-Retiree Mistakes?
16/07/2020 Duración: 19minThere are some financial planning blunders that are interesting to talk about but are quite rare in reality. On the other hand, there are some financial planning mistakes that happen far too often. Let’s talk about the mistakes so many people have made in the past it has made them “classic”. Website: https://crystallaketax.com/ Phone Number: 815-526-3092
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What Mark Twain Can Teach Us About Money
02/07/2020 Duración: 20minWill talk about what is going on in the news, answer an email question and see what can we learn about money by exploring some quotes from the great Mark Twain. Website: https://crystallaketax.com/ Phone Number: 815-526-3092
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You Say One Thing, But You Do Another
18/06/2020 Duración: 23minWe’ve found that—for a lot of people—what they say and what they do don’t necessarily match. Let’s look at some examples in the financial world where you might be saying one thing, but your behavior indicates something different, and you don’t even realize it. Website: https://crystallaketax.com/ Phone Number: 815-526-3092
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Bear Markets
21/05/2020 Duración: 21minThis week we provide a positive spin on bear markets. We discuss the differences in a V and a W recovery type and how the three little bears story can correlate to the various bear markets. Website: https://crystallaketax.com/ Phone Number: 815-526-3092
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Email Questions
07/05/2020 Duración: 25minWe take a break from the coronavirus conversation to catch up on some email questions sent into the podcast. We also have a brand new name but still with the same great content. Website: https://crystallaketax.com/ Phone Number: 815-526-3092
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Special Announcement - New Show Name
05/05/2020 Duración: 21sJust a quick note to let you know we're changing the name of the show. We are now the "Retirement Success Blueprint Podcast". You can still expect the same great information and financial guidance as before, just with a fresh coat of paint in the form of a new name. A new episode is in the works and coming to you later this week!
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7 Things To Consider During COVID-19
23/04/2020 Duración: 19minThis week, we'll discuss 7 items to think about during these economic times no matter if you are still working or if you've already retired. Since you've got some down time at home while we wait things out, consider re-evaluating these crucial pieces of your financial plan. Website: https://crystallaketax.com/ Phone Number: 815-526-3092
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April Coronavirus Update
09/04/2020 Duración: 22minIt's time for an update on where we stand with the markets, the economy, and retirement planning as it relates to the Coronavirus pandemic. Website: https://crystallaketax.com/ Phone Number: 815-526-3092
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Getting Lost In The Financial World
19/03/2020 Duración: 17minHave you ever gotten lost? Not that much fun is it? Well, getting lost in the car or in the woods is a lot like getting lost in retirement planning. Let’s look at the reasons that people get lost, and then how to get back on track... Website: https://crystallaketax.com/ Phone Number: 815-526-3092
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The Important Stages Of Retirement Planning
05/03/2020 Duración: 18minHow far out from retirement are you? 15 years? 10? 5? Is it on the doorstep? No matter which stage you’re in, there are some really important things you should be thinking about as you inch closer to that day you call it quits at work. On this episode, we’ll walk through these different stages to see exactly the kinds of things you should be doing from a planning perspective and how your focus changes as you get closer to the big day. Website: https://crystallaketax.com/ Phone Number: 815-526-3092
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How To Account For Emotions In Your Financial Plan
20/02/2020 Duración: 18minMost people like to think that they always make decisions based on logic and facts, but the truth is that emotions usually play a role for all of us in the decision-making process. Website: https://crystallaketax.com/ Phone Number: 815-526-3092
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Everything You Need To Know About Roth Conversions
06/02/2020 Duración: 18minThe idea of a Roth conversion is intriguing to a lot of people, and for some people it can be a great strategy to enact. Let’s explore the concept. Website: https://crystallaketax.com/ Phone Number: 815-526-3092
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Lessons From The Retirement Farm
30/01/2020 Duración: 26minLet’s pretend like building a retirement plan is like running a farm. There are actually some very cool similarities between farming and building a good retirement plan. Let’s explore them on today’s show. Website: https://crystallaketax.com/ Phone Number: 815-526-3092
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Lies You Learn In Broker School
16/01/2020 Duración: 22minA lot of financial professionals say things that just aren’t true. And it’s not that they’re intentionally trying to mislead, it’s just that they’ve been trained to use certain talking points, which they might even believe to be true themselves. Let’s talk about the statements you should be cautious of if you hear them from a financial advisor... Website: https://crystallaketax.com/ Phone Number: 815-526-3092
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Managing Debt & Retirement Planning
02/01/2020 Duración: 19minDo you believe you need to be completely debt free to retire successfully? Or are you okay carrying some balances beyond your working years? There are many opinions about the best way to handle debt and retirement planning, so we’ll tackle them all on today’s show. Website: https://crystallaketax.com/ Phone Number: 815-526-3092
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Which Excuses Keep You From Retiring?
19/12/2019 Duración: 20minSometimes people say they don’t want to retire...and sometimes they really mean it. Other times it’s just a defense mechanism to compensate for the fact that they feel like they can’t retire. So let’s explore some of the possible meanings behind the statement, “I don’t want to retire.” Website: https://crystallaketax.com/ Phone Number: 815-526-3092
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Finding Silver Linings In Unfortunate Financial Situations
05/12/2019 Duración: 22minNot everything goes smoothly in your financial life. We’ll look at some negative circumstances that many retirees and pre-retirees face and help you find the silver lining in the midst of tough situations. Website: https://crystallaketax.com/ Phone Number: 815-526-3092
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Sabotaging Your Own Retirement
21/11/2019 Duración: 24minWith all of the things in the financial world that you can’t control, why would you sabotage your own retirement by messing up the things you can control? Let’s discuss some ways that people sabotage their own financial health... Website: https://crystallaketax.com/ Phone Number: 815-526-3092
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It’s Good To Have Awkward Conversations
07/11/2019 Duración: 27minSometimes being a good financial advisor means having uncomfortable conversations. We’ll take a look at how advisors should help clients navigate various tricky situations. If you’re going to be working with a financial advisor, make sure they’re pushing you to address these kinds of topics. Website: https://crystallaketax.com/ Phone Number: 815-526-3092
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The Variables That Shape Your Retirement Plan
17/10/2019 Duración: 23minIf the variables were the same for everybody, retirement planning would be much simpler. But the fact that everybody is different is what makes it fun. On today’s show, we’ll explain why answers to some of retirement’s critical questions vary from person to person. Website: https://crystallaketax.com/ Phone Number: 815-526-3092