The Questions You Must Ask Your Financial Advisor

Retirement Success Blueprint With Michael Stewart

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S4, E1 - Day One 7:38

6 weeks ago7:38

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7:38

Last summer, something monumental happened. One of Uncuffed's founding producers, Greg Eskridge, came home after more than 30 years in prison. In this episode we’ll bring you back to that emotional day last summer when he walked out of the San Quentin gates, free at last. Our work in prisons is supported by the California Arts Council, the California Department of Corrections and Rehabilitation, independent foundations, and donations from listeners like you. Learn more, sign up for Uncuffed news, and support the program at www.weareuncuffed.org Follow us @WeAreUncuffed on Instagram and Facebook Transcripts are available within a week of the episode coming out at www.kalw.org/podcast/uncuffed…

about a year ago 23:26

MP3•Laman utama episod

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

154 episod

#Trading #Business #Business News #Retirement Planning #Michael Stewart #News

The Questions You Must Ask Your Financial Advisor

Retirement Success Blueprint With Michael Stewart

published about a year ago

Kongsi

MP3•Laman utama episod

Contact Info:

Website: https://crystallaketax.com/

Phone Number: 815-526-3092

154 episod

#Trading #Business #Business News #Retirement Planning #Michael Stewart #News

Toate episoadele

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The Money Questions Every Couple Needs To Discuss This Valentine’s Season 18:45

20 days ago18:45

18:45

Valentine’s season is all about love, but let’s be honest, money plays a huge role in any relationship. Whether you’ve been together for decades or are just starting out, financial stress can put a strain on even the strongest partnerships. So, how do you talk about money without killing the romance? In today’s episode, we're looking at the questions every couple should ask about finances and retirement. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092…

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Breaking: How Long Will $1 Million Last In Illinois? 14:25

5 weeks ago14:25

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For years, $1 million was considered the gold standard for retirement savings. But is it really enough? A new analysis shows that depending on where you live, that million could last a lifetime… or barely 15 years. In this episode, we break down the shocking cost-of-living differences across states and see if $1 million saved is enough or too little for your retirement plan. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092…

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What Dolly Parton Can Teach You About Smart Money Moves 15:45

7 weeks ago15:45

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Inflation-Proof Your Retirement In 2025 13:39

9 weeks ago13:39

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Retirement Spending Strategy That Will Change Your Life 18:31

12 weeks ago18:31

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14 weeks ago14:45

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Kim Kardashian’s Advice Could Save Your Retirement: Unlikely Financial Wisdom 18:25

19 weeks ago18:25

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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…

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Happening Now: How Current Economic Shifts Could Affect Your Retirement 19:46

21 weeks ago19:46

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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…

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Retirees In Their 70s Regret These 5 Things 19:13

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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…

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26 weeks ago16:02

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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…

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Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning (Part 2) 20:18

28 weeks ago20:18

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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…

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29 weeks ago17:14

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37 weeks ago19:46

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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…

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Take the Fork: Yogi’s Wisdom on Making Financial Choices 16:27

39 weeks ago16:27

16:27

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…

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Combatting Popular Excuses For Poor Financial Decision-Making 17:32

43 weeks ago17:32

17:32

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…

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