Michael Stewart ציבורי
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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.…
 
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: 815-5…
 
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: 815-526-3092על ידי Michael Stewart
 
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…
 
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: 8…
 
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…
 
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 asse…
 
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: 815-526-3092על ידי Michael Stewart
 
At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092על ידי Michael Stewart
 
Some people in the financial world speak in code. It’s important for you to learn how to crack that code. Let’s look at a few examples of what you’ll hear someone say, but breakdown what they really meant. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092על ידי Michael Stewart
 
Sometimes the easiest way to learn about something is make it really simple. Like some of the first true/false tests you might have taken in school. Let’s play a round of fact or fiction to test your financial planning acuity. Website: https://crystallaketax.com/ Phone Number: 815-526-3092על ידי Michael Stewart
 
Let’s look at some of the richest people in the music industry and see what lessons we can learn from them that we can apply to our own retirement planning… Website: https://crystallaketax.com/ Phone Number: 815-526-3092על ידי Michael Stewart
 
If you don’t know the answer to the question, then this episode is for you. On this episode, we’ll explore the three qualities of money, discuss whether you can achieve them in a single investment, and how to put the right emphasis on the different qualities. It’s really quite basic, but understanding these fundamentals can make an enormous differe…
 
Sometimes numbers, figures and stats can go in one ear and out the other. But on this episode, we’ll break down 5 important statistics that are worth taking a moment to understand. They’ll underscore some very real problems people face when prepping for retirement. We’ll explore those problems and talk about possible solutions. Website: https://cry…
 
No industry is without its flaws, and the financial industry is no exception. Let’s explore some times where we’ve encountered annoying or frustrating elements of the financial world. Website: https://crystallaketax.com/ Phone Number: 815-526-3092על ידי Michael Stewart
 
There are many more risks to guard against in retirement planning than most people realize. Let’s explore some of the planning risks we all face and how to prepare for them. Website: https://crystallaketax.com/ Phone Number: 815-526-3092על ידי Michael Stewart
 
Want to grade your preparedness for retirement? Here are five key questions you need to ask yourself. Your answers will help determine how ready you are for retirement. Website: https://crystallaketax.com/ Phone Number: 815-526-3092על ידי Michael Stewart
 
A lot of concern goes into trying to pick the proper investments, build a balanced portfolio, and getting the highest return. But how much time have you really put into finding the right advisor to work together with on all these tasks and more? So, we want to clear some of that up on this episode and clarify some of the ways you can evaluate your …
 
On this episode, we present you with five commandments that are worth of being written on stone tablets in your retirement plan. We will also discuss the Illinois tax debate that is on the docket come this November. Website: https://crystallaketax.com/ Phone Number: 815-526-3092על ידי Michael Stewart
 
Just like your iPhone or your computer can become obsolete and need to be replaced, the way that some people think about retirement is obsolete and needs to be replaced. Let’s talk about some outdated ideas that people still cling to. Website: https://crystallaketax.com/ Phone Number: 815-526-3092על ידי Michael Stewart
 
Vanguard’s “How America Saves 2020” report is packed with lots of intriguing stats and findings about Americans and how they save for retirement in the crazy year that is 2020 (most of the recent data is technically from 2019 although some figures are current through the Spring of 2020). Let’s look at some of the top takeaways from the study and ho…
 
For some people, the idea of putting together a financial plan doesn’t sound like much fun. But the idea of building a home sounds like a lot of fun. So let’s find the similarities in building a strong financial plan and a dream home. Website: https://crystallaketax.com/ Phone Number: 815-526-3092על ידי Michael Stewart
 
Many financial issues impact us all the same. But, of course, other challenges have varying impacts from person to person because our situations are all unique. Let’s take a look at some of the financial and retirement challenges that are unique to women. Website: https://crystallaketax.com/ Phone Number: 815-526-3092…
 
It is a life event that can be one of the most difficult things to go through both emotionally and financially. When one spouse dies, the remaining spouse is left to wrestle with a mountain of questions and choices. And although it’s difficult to discuss, proper planning can help make it easier to transition through this major life event. Let’s exp…
 
There 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: 815-52…
 
Will 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: 815-526-3092על ידי Michael Stewart
 
We’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…
 
This 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: 815-526-3092על ידי Michael Stewart
 
Just 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!…
 
This 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…
 
Have 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: 815-526-3092על ידי Michael Stewart
 
How 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 …
 
Most 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: 815-526-3092על ידי Michael Stewart
 
Let’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: 815-526-3092על ידי Michael Stewart
 
A 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... W…
 
Do 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…
 
Sometimes 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…
 
Not 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: 815-526-3092על ידי Michael Stewart
 
With 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: 815-526-3092על ידי Michael Stewart
 
Sometimes 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: 815-52…
 
If 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…
 
Some 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…
 
The 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: 815-526-3092על ידי Michael Stewart
 
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