100 episodes

Cornerstone Retirement Partners has operated as an independent financial advisory and Medicare firm for over 20 years. On our staff, we have professional financial advisors and Medicare specialists who cross train in a variety of retirement planning specialties. We assist working people with the process of retiring - helping them sign up for Medicare, Social Security, creating income plans from the wealth they have accumulated. We also coordinate with elder law attorneys to help retirees transition their wealth to their spouse or children while qualifying for Medicaid. We recognize that as investment fiduciaries, we are required to act in the best interest of our clients. That's why we take care of all aspects of retirement - not just your 401k.

Cornerstone Retirement Partners Ron Courser

    • Education

Cornerstone Retirement Partners has operated as an independent financial advisory and Medicare firm for over 20 years. On our staff, we have professional financial advisors and Medicare specialists who cross train in a variety of retirement planning specialties. We assist working people with the process of retiring - helping them sign up for Medicare, Social Security, creating income plans from the wealth they have accumulated. We also coordinate with elder law attorneys to help retirees transition their wealth to their spouse or children while qualifying for Medicaid. We recognize that as investment fiduciaries, we are required to act in the best interest of our clients. That's why we take care of all aspects of retirement - not just your 401k.

    Discover the 3 Biggest Expenses that are Killing Your Finances!

    Discover the 3 Biggest Expenses that are Killing Your Finances!

    Have you identified and addressed the biggest expenses that will impact your finances throughout retirement? In this edition of "Your Course To Retirement", Ron Courser, CFP® identifies the three largest expenses that can drain your wallet and derail your financial goals. He shares insights on how to minimize these expenses and take control of your finances. To connect with Ron and learn more about his financial planning services, you can contact him directly at (616) 301-2581 or visit his website at Cornerstone-rp.com. With Ron's guidance, you can make informed decisions about your finances and build the financial future that you deserve. Don't miss out on this valuable resource!

    • 25 min
    Annuities

    Annuities

    In this episode, we'll dive into the world of annuities, an important financial tool for retirement planning. 📈💰 We'll explore various types of annuities, such as fixed, variable, immediate, and deferred, and provide insights into how they operate. 📝 Whether you seek a stable income source for retirement or simply want to grasp annuities better, this video offers essential information. 📚 By the end, you'll gain a better understanding of how annuities can potentially complement your financial strategy. 🔍💡. For more information contact Ron Courser, CFP® at (616) 301-2581 and visit the website at www.cornerstone-rp.com/.

    • 20 min
    Understanding Social Security: What You Need to Know!

    Understanding Social Security: What You Need to Know!

    This episode covers essential information about Social Security, including eligibility, benefits, and how to apply. Learn practical tips to make the most of your Social Security benefits. For more information contact Ron Courser, CFP® at (616) 301-2581 and visit the website at www.cornerstone-rp.com/.
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    • 14 min
    Happy Mothers Day from Cornerstone Retirement Partners

    Happy Mothers Day from Cornerstone Retirement Partners

    On this program we will be addressing what we can do to protect our family’s financial security. For more information contact Ron Courser, CFP® at (616) 301-2581 and visit the website at www.cornerstone-rp.com/. 

    • 11 min
    Get The Most Out Of Your 401K

    Get The Most Out Of Your 401K

    Unlock the secrets to maximizing your retirement savings with our comprehensive guide to your 401(k)! Discover why employer-sponsored plans like the 401(k) are vital tools for securing your financial future. From the convenience of automatic contributions to the allure of employer matches, we explore every aspect of your retirement plan. Learn how to navigate tax-deferral options, seize control of your investments with in-service distributions, and avoid common pitfalls like leaving old 401(k)s behind. Plus, get expert insights on target date funds, managing risk, and understanding contribution limits and fees. Don't miss out on this opportunity to optimize your retirement strategy! Call now to get your personalized plan and take charge of your financial future in 2024 and beyond! For more information contact Ron Courser, CFP® and his team at Cornerstone Retirement Partners at (616) 301-2581 and visit the website at www.cornerstone-rp.com/.

    • 11 min
    Income Planning

    Income Planning

    📊 Join Ron Courser, CFP® from Cornerstone Retirement Partners for insightful discussions on optimizing income during retirement. From investment insights to budgeting basics, we're here to guide you. Subscribe now for valuable strategies to secure your financial future. 💼 For more information contact Ron Courser, CFP® at (616) 301-2581 and visit our website at www.cornerstone-rp.com.#retirementplanning #financialstability #practicaladvice

    • 17 min

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