Common Housing Questions From Retirees
Housing is a really important topic for a lot of retirees because, for many of us, it’s the biggest asset we’ll ever own or manage. We want to get that part of our financial equation correct, so it’s no surprise it takes up a nice slice of the retirement planning conversation. On this episode, we’ll cover some common housing questions from retirees and hopefully hit on an issue that might also be on your mind.
The Most Important Birthdays In Retirement Planning
There are certain age milestones where you should really pay attention to your retirement planning progress. On this episode, we’ll look at the most important birthdays as you approach retirement and cover the exact things you should be checking off your to-do list at each age.
How To Recognize Your Own Voice of Greed & Fight Against It
When it comes to your money, you might have several different voices in your head—maybe the voice of greed, or the voice of fear, and sometimes the voice of wisdom. Let’s look at some things we might hear from the voice of greed so you know how to recognize it when you hear it
Home Run Retirement Planning: How Baseball Principles Also Score Financial Runs
After listening to today’s episode, you’ll never attend another baseball game with the family and look at it the same way. We’re going to show you how taking some of baseball’s most basic principles can also lead to financial success in your retirement portfolio. So, grab your peanuts and crackerjacks and let’s take the financial field.
Why Values Based Planning Is Essential
Putting together a solid retirement plan isn’t just about dollars and cents. We need to determine what really matters to you. Values-based planning incorporated important factors in your life like family, career, charity, and more.
Planning For Things We Can’t Predict
There are certain things in life we just can’t predict. If we knew the answers to some of these questions, planning for retirement would sure be a lot easier. So let’s see how you go about constructing a plan that addresses the kinds of questions to which you can’t possibly know the answers.
Retirement Potpourri: Fill In The Blank
Time for a little fun on this episode. We’ll use some fill in the blank prompts to spark good discussion about relationships between advisors and their clients, the stock market, common planning mistakes, and much more!
Don’t Fumble Your Retirement In The Financial Red Zone
In football, teams are extra careful not to make a mistake when they get within about 20 yards of scoring points (known as the Red Zone). They’ve typically worked hard to get to that point and don’t want to cost themselves by throwing an interception or fumbling the ball and giving it to the other team. On this episode, we’ll explore the financial equivalent of the Red Zone and discuss how you can really mess things up if you’re not careful during this phase of your life. If you’re approaching retirement, this is a fundamental conversation you won’t want to miss.
Retirement Is As Easy As A Jigsaw Puzzle
To successfully complete a jigsaw puzzle, there are some strategies that you’ll want to keep in mind. And many of those same strategies apply to retirement planning.
3rd Quarter 2021 Market Update
We talk about the performance of the market for the 3rd quarter of 2021. You might be surprised about how the numbers compare to the headlines. Staying the course is the challenge but having a plan can help.