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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The Next Market Crash
03/10/2019 Duración: 22minSome people think we’re on the cusp of the next stock market crash. Others predict that we’re just due for a minor correction. And another camp thinks we’ll continue an upward trend. We don’t know who is right or when any of those options will occur. But let’s talk about what the next market crash might look like, even if we don’t know when it will come. Website: https://crystallaketax.com/ Phone Number: 815-526-3092
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The Last Decade Before Retirement
19/09/2019 Duración: 21minThe last decade of your working life is a very important one from a retirement planning perspective. Let’s talk about some of the things you want to be sure you address during that 10-year period... Website: https://crystallaketax.com/ Phone Number: 815-526-3092
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Busting The Biggest Financial Myths
05/09/2019 Duración: 21minToday’s episode is simple. We’ll look at some of the most widely believed financial myths and try to bust them wide open. The scary thing is that a lot of people base their financial plans on some of these myths. Don’t be like that.
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Market Mayhem
15/08/2019 Duración: 18minIt's been a volatile start to the month of August 2019, so let's take a few moments to consider how to best adapt your investment strategies to handle the ups and downs of the market. When approaching retirement or in retirement, there's no room for heavy losses. Michael will let us know how we can conserve our hard-earned money so we're protected from - and we can make the most of - market mayhem.
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You Need To Avoid These Portfolio Disasters
01/08/2019 Duración: 22minBetween wildfires, hurricanes, tornados and floods, there’s always a natural disaster making news headlines. And while life and limb aren’t at stake when it comes to your portfolio, experiencing a financial disaster can still have a catastrophic effect on your life in retirement. Let’s discuss some portfolio disasters that we’ve seen and how to avoid them...
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Exposing 401(k) Weaknesses
18/07/2019 Duración: 19minYour 401k can be your most powerful retirement savings tool. But it’s not perfect. Let’s talk about some of the weaknesses that you should be aware of in your 401k (or 403b, or TSP, or 457 plan).
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“Fake News” Impacting Your Finances
03/07/2019 Duración: 18minThe term “fake news” has become synonymous with the political climate of the past few years. But the phenomenon has spread to other parts of our culture as well. What about fake news in the financial space? We’ll look at some recent news headlines to see if they qualify to be labeled as “fake news”.
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What Popular Proverbs Teach Us About Money
20/06/2019 Duración: 19minThere are plenty of proverbs and axioms that aren’t meant to be about money, but we can easily learn a financial lesson from them anyway. We’ll show you the hidden money meanings behind some of these popular sayings...
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5 Simple Retirement Questions (That Are Hard To Answer)
06/06/2019 Duración: 20minSome of retirement planning’s most important questions seem so simple at first. They can be asked in just a few words and give the impression the answers are a simple “yes” or “no”. But it’s tricky because many of these questions can become overwhelming to answer. Let’s cover some of the important retirement questions that are harder to answer than you might think.'
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Plan Your Summer Vacation & Your Retirement
16/05/2019 Duración: 19minIf you’re heading out on a road trip this summer, there’s a long checklist of items that you want to be sure you haven’t forgotten. And in retirement planning, some of those exact same items need to be addressed. Let’s look at some of the items that should appear on both your road trip checklist and your retirement planning checklist.
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Defining The Buzzword “Safe Money”
02/05/2019 Duración: 20minIt seems that people have different definitions of “safe money” as it relates to their savings. Let’s discuss some of those varying explanations of the term and why it’s an important conversation for any retiree or pre-retiree to have.
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When Is It “Safe” For You To Retire?
18/04/2019 Duración: 17minWe get a lot of questions from listeners wanting to know how they can determine when it will be “safe” for them to retire. Let’s look at some of the key factors that help a person define what “safe” means and when they can indeed pull that retirement lever.
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The 5 Most Common “Pain Points” In Your Financial Life
04/04/2019 Duración: 23minWhen it comes to financial planning, everybody has some kind of pain point. Those pain points are different for each person, but everyone has something that bothers them. Michael tells us about some times where he's helped clients through these frustrating areas.
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The 6 Things Wasting Away In Your Financial Junk Drawer
21/03/2019 Duración: 21minMost people have a junk drawer at home. It usually contains things like rubber bands, clothespins, highlighters, glue sticks, a tape measure, a label maker, and a pair of scissors. But most people have a financial junk drawer too. Let’s talk about some of the things that end up there and how they might be put to better use…
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Episode #27: Retirement Planning: When DIY Works (And When It Doesn’t)
07/03/2019 Duración: 18minIn many areas of our culture, the do-it-yourself mentality is really popular. There’s even a DIY Network where you can watch shows about home renovation, landscaping, or interior design, and how to do those things without professional help. Let’s talk about what the DIY mentality looks like in retirement planning.
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Episode #26: The Pros And Cons Of Being An Informed Consumer
21/02/2019 Duración: 19minYou want to feel informed about your options when it comes to making financial decisions. So, you probably turn to a lot of different sources to gather that information. Let’s look at some of the most popular areas from which you’re getting your financial education and evaluate whether these are wise areas from which to grow your financial knowledge.
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Episode #25: Little Missed Details
07/02/2019 Duración: 20minLet’s talk about some of the details that people often fail to consider when they’re planning their retirement.
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Episode #24: 50 Shades Of Gray Area
17/01/2019 Duración: 27minNot everything in financial planning is black and white. In fact, most things aren’t black and white—there’s usually a lot of gray area. Let’s identify some of the issues that usually require a nuanced discussion…
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