Retirement Matters With Michael Stewart

  • Autor: Vários
  • Narrador: Vários
  • Editora: Podcast
  • Duração: 49:38:51
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Informações:

Sinopse

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

Episódios

  • Kim Kardashian’s Advice Could Save Your Retirement: Unlikely Financial Wisdom

    31/10/2024 Duração: 18min

    You wouldn’t necessarily expect Mike Tyson, Kim Kardashian, and Lindsay Lohan to dispense valuable insights about financial planning matters. In fact, you’d probably expect the opposite. But with a little bit of creativity, we can get some financial planning pearls of wisdom from even the most unlikely of sources.   Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092

  • Happening Now: How Current Economic Shifts Could Affect Your Retirement

    17/10/2024 Duração: 19min

    The financial landscape is changing rapidly, and if you’re focused on retirement, these shifts can’t be ignored. In today’s episode, we break down the trends that will define the rest of 2024 and what they mean for your retirement plan.   Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092

  • Retirees In Their 70s Regret These 5 Things

    26/09/2024 Duração: 19min

    A random, retired YouTuber did a simple video exploring the top 5 regrets from other retirees he interviewed (all in their 70s). It blew up to almost half a million views (and counting). Let’s see what regrets made the list and, more importantly, explore what proactive steps you can take to avoid having the same regrets when you retire.   Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092

  • The Magic 8 Ball’s Guide to Retirement Planning

    12/09/2024 Duração: 16min

    Remember the thrill of shaking a Magic 8 Ball to get answers to your childhood questions? Would we ace that math test? Would we be famous someday? Well, today, we're bringing a bit of that magic back. But instead of asking about pop quizzes and playground crushes, we’re turning to the Magic 8 Ball for advice on something much more important: your retirement planning! What would the Magic 8 Ball have to say about these common retirement questions if it had the wisdom of a financial advisor?   Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092

  • Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning (Part 2)

    29/08/2024 Duração: 20min

    Remember when you were a kid, always asking 'How do you know?' about everything, like why the sky is blue or where the sun goes at night? That curiosity doesn't go away as we get older; it just turns into different questions, like the ones we face when planning for retirement. In this two-part episode, we’re digging into the 'How Do You Knows' of retirement planning.   Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092

  • Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning (Part 1)

    22/08/2024 Duração: 17min

    Remember when you were a kid, always asking 'How do you know?' about everything, like why the sky is blue or where the sun goes at night? That curiosity doesn't go away as we get older; it just turns into different questions, like the ones we face when planning for retirement. In this two-part episode, we’re digging into the 'How Do You Knows' of retirement planning.   Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092

  • Beware of Retirement Half-Truths

    27/06/2024 Duração: 19min

    We hear a lot of half-truths in the financial world, not necessarily because people try to make misleading statements, but because sometimes a simple statement just doesn’t quite tell the whole story. On this episode, we’ll discuss a few examples...   Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092

  • Take the Fork: Yogi’s Wisdom on Making Financial Choices

    13/06/2024 Duração: 16min

    In this episode, we’re diving into some famous words by the one and only Yogi Berra. You might know him for his legendary baseball career, but Yogi was also a goldmine of wisdom. We'll spin some of his classic quotes into financial advice. It's all about viewing things through the right lens—so let's see what financial insights we can uncover from Yogi’s memorable sayings!   Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092

  • Combatting Popular Excuses For Poor Financial Decision-Making

    16/05/2024 Duração: 17min

    Very often, we see people who know that the financial decisions that they’re making aren’t the best decisions, but they try to create excuses or explanations for why they’re doing what they’re doing. Let’s talk about why these excuses usually don’t hold water.   Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092

  • The Beauty of Simplicity When Planning For Retirement

    02/05/2024 Duração: 14min

    Retirement planning doesn’t have to be overwhelmingly complicated. It certainly doesn’t have to be as complicated as some people make it. In our next episode, we unravel the unnecessary complexities often woven into the fabric of retirement advice. We’ll debunk some myths, simplify strategies, and uncover the beauty of simplicity and straightforward retirement planning.   Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092

  • Steering Clear of Retirement Stress

    18/04/2024 Duração: 17min

    Psychologists have determined that retirement is one of the most stressful events that some people will experience in life. In this episode, we’ll look at the ways to proactively deal with the stress surrounding the retirement process.   Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092

  • Expectation vs. Reality: The Truth About Retirement Planning

    04/04/2024 Duração: 15min

    Some people just need a reality check when it comes to understanding their retirement. Today, we'll explore why a realistic approach to retirement, inclusive of financial planning and the potential for unexpected challenges, is crucial.   Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092

  • Money Lessons While Filling Out Your March Madness Bracket

    22/02/2024 Duração: 15min

    March Madness is upon us, and as you fill out your bracket and watch the NCAA Tournament this year, there are a few retirement planning lessons that you can learn along the way. Join us as we talk about them in today's episode!   Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092

  • How One Overlooked Issue Can Sink Your Retirement

    08/02/2024 Duração: 17min

    Imagine your retirement plan as a ship sailing toward a horizon of rest and relaxation. But what if one leak could sink it all? In today’s episode, we spotlight some of the single oversights that could send your dreams to the bottom. We'll share key strategies to plug the gaps, ensuring your financial ship stays buoyant and on course. Tune in to protect your future from the one mistake that could derail everything.   Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092

  • Will These Apocalyptic Predictions Ever Come True?

    25/01/2024 Duração: 21min

    We’ve all heard the apocalyptic predictions about Social Security, the national debt and other major issues that are supposed to sink the economy. Do any of these predictions have merit in the years ahead? On this episode, we’ll try to separate sensationalism from reality.   Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092

  • Will The Economy Boom Or Bust In 2024?

    11/01/2024 Duração: 18min

    Everyone wants to know. Will the economy boom or bust in 2024? Join us as we explore a range of expert predictions, from the shifting trends in housing prices to the looming question of a potential recession or stock market crash. We'll balance our discussion with both optimistic and pessimistic perspectives from an array of sources to give you a comprehensive view. Tune in to navigate the uncertainties and opportunities of 2024's economic landscape and equip yourself with knowledge for the year ahead.   Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092

  • The Questions You Must Ask Your Financial Advisor

    28/12/2023 Duração: 23min

    Have you ever wondered what questions to ask your financial advisor, or why those questions are crucial? In today’s episode, we’re tackling exactly that. We're discussing the vital questions that bring transparency and depth to your financial advisory relationship. It's about getting clarity on how advisors work, what they specialize in, and how they align with your financial goals. These are the questions you MUST ask your financial advisor.   Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092

  • Frosty’s Retirement Playbook: Crafting A Successful Financial Snowman

    14/12/2023 Duração: 15min

    Just like building a snowman in the crisp winter air, creating a structurally sound retirement strategy requires careful consideration and planning. From establishing a solid base to adding protective layers, we’re here to ensure your financial landscape remains cool and collected. Tune in and learn how to build a financial snowman that stands the test of time. So, bundle up and let’s get rolling!   Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092

  • The Ultimate Retirement Planning Mixtape

    21/11/2023 Duração: 19min

    Get ready to rock to the rhythms of retirement wisdom in this week’s episode! We've put together the ultimate retirement planning playlist, featuring timeless lyrics that reflect various stages of the planning journey. From setting financial goals to finding purpose in your golden years, this playlist sets the stage for important discussions about crafting your dream retirement.   Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092

  • End of Year Financial Planning For 2023

    09/11/2023 Duração: 20min

    Join us for a thoughtful episode where we unpack our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come. Together, we'll navigate through essential topics like managing RMDs, exploring tax-saving opportunities, and even touching on the often-overlooked emotional aspects of this pivotal life transition.   Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092

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