141 episodes

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

Retirement Success Blueprint With Michael Stewart Michael Stewart

    • Business

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

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

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

    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

    • 16 min
    Combatting Popular Excuses For Poor Financial Decision-Making

    Combatting Popular Excuses For Poor Financial Decision-Making

    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

    • 17 min
    The Beauty of Simplicity When Planning For Retirement

    The Beauty of Simplicity When Planning For Retirement

    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

    • 14 min
    Steering Clear of Retirement Stress

    Steering Clear of Retirement Stress

    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

    • 17 min
    Expectation vs. Reality: The Truth About Retirement Planning

    Expectation vs. Reality: The Truth About Retirement Planning

    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

    • 15 min
    Money Lessons While Filling Out Your March Madness Bracket

    Money Lessons While Filling Out Your March Madness Bracket

    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

    • 15 min

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