Common Curiosities: Retirement

Custer Financial Advisors
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We’re here trying to help you feel confident about your retirement journey. We share practical insights on today's tax strategies, investment ideas, and financial planning topics. Our goal is to aid you in making more informed decisions so finances don't hold you back from the future you dreamed of. Common Curiosities: Retirement is an educational channel and is not affiliated with Harborfront Financial, Custer Financial Advisors or LPL Financial. The views expressed are for general informational purposes only and do not represent the views of any of them.

  1. 4D AGO

    From $250k Income to $100k Retirement Spending Goal -- What the Tax Plan May Look Like

    What do your taxes actually look like right now and what might they look like in retirement? In this episode, Michael CFP®, EA walks through a listener question from a couple earning $250,000 who wanted to understand their tax picture today, if their 401k contributions are actually helping them much, and what retirement might look like if they plan to spend $100,000/year. This is a step by step walkthrough of how the tax system works for high earners approaching retirement and why the gap between your working years and retirement years may be one of the most important planning windows you'll ever have. Topics include: 💭 How pre-tax 401k contributions may be a useful strategy instead of using Roth for this couple. 💭 Why your taxes in retirement could drop dramatically from your working years 💭 What the new senior deduction is and why income level determines if you qualify for it 💭 How Medicare surcharges (IRMAA) can quietly hit you two years after the income 💭 Why Roth conversions in early retirement may help your long term taxes more than you realize 💭 How RMDs decades from now could push you into higher brackets than you're in today 🎙️ Common Curiosities: Retirement explores often overlooked mechanics of money aimed at helping you make more thoughtful financial decisions. Chapters: 00:00 Tax Example of $250k Working to $100k Retirement 01:11 $250k Base Example 03:03 Pre-Tax 401k Contribution Example 05:40 Medicare Surcharge Without Their Deductions? 06:39 Retiring on $100k Example 08:24 More Deductions During Working Years for This Couple? 10:18 Long-term Tax Planning and RMD Considerations 10:41 Utilizing Your Final Working Years to Your Advantage 12:40 Withdrawal Strategy for Retirement 13:27 Youtube Disc. TN & Words.mp4 𝐖𝐡𝐲 𝐰𝐞'𝐫𝐞 𝐡𝐞𝐫𝐞? We’re here to make retirement planning feel less intimidating by helping people think through their strategies and plans through clear relatable financial topics! 💬 Questions or Want to Connect? 🌐 𝐖𝐞𝐛𝐬𝐢𝐭𝐞: www.custerfinancialadvisors.com 📧 𝐄𝐦𝐚𝐢𝐥: custerfinancialadvisors@lpl.com Disclosures: Harborfront Financial Group is a Registered Investment Advisor registered with the Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. The information contained in this material is intended to provide general information about Harborfront Financial Group and its services. It is not intended to offer investment advice. Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement. Information regarding investment products and services are provided solely to read about our investment philosophy and our strategies. You should not rely on any information provided on our web site in making investment decisions. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Harborfront Financial Group, a Registered Investment Advisor. Harborfront Financial Group and Custer Financial Advisors are separate entities from LPL Financial. This is a hypothetical example and is not representative of any specific situation. Your results will vary. The hypothetical rates of return used do not reflect the deduction of fees and charges inherent to investing. All investing involves risk including loss of principal. No strategy assures success or protects against loss.

    15 min

  2. APR 8

    Trying to Pick What Retirement Accounts to Use? You’re not alone!

    There are so many types of retirement accounts out there… and let’s be honest, most people have no idea what any of them really mean. Whether you’re self‑employed and choosing a plan for your business or trying to learn about the one your employer offers, this episode should help. Jac brings a list of retirement accounts she recently came across and puts Michael CFP®, EA on the spot with a rapid fire pop quiz. Together, they walk through explanations of the most common retirement accounts people see on forms, at work, or in planning conversations and break down what they actually do, who they are for, and the basic pros and cons of each. Topics include: 💭 What a 401k is and how employer plans work 💭 Solo 401k vs traditional employer plans 💭 403b and who typically uses them 💭 457 deferred compensation plans and early retirement access 💭 Traditional IRA vs Roth IRA 💭 Contribution limits and control differences 💭 What a backdoor Roth IRA actually means 💭 SIMPLE IRAs and when employers use them 💭 Simplified Employee Pension plans for self employed business owners 💭 Why different accounts exist in the first place Stay curious. 𝐖𝐡𝐲 𝐰𝐞'𝐫𝐞 𝐡𝐞𝐫𝐞? We’re here to make retirement planning feel less intimidating by helping people think through their strategies and plans through clear relatable financial topics! 💬 Questions or Want to Connect? 🌐 𝐖𝐞𝐛𝐬𝐢𝐭𝐞: www.custerfinancialadvisors.com 📧 𝐄𝐦𝐚𝐢𝐥: custerfinancialadvisors@lpl.com 00:00 Different Type of Retirement Accounts Explained 00:55 What's a 401(k)? 02:49 Solo 401ks 03:57 Understanding 403bs 04:26 What are IRAs? 05:50 What Are Roth IRAs 07:37 Diving into Backdoor Roth IRAs 10:08 What's a Simple IRA? 12:35 What is a Simplified Employee Pension (SEP IRA)? 13:32 Understanding 457 Plans and Their Benefits 14:15 What Are 457s? 16:50 Med School Loan Repayment Meeting Disclosures: Harborfront Financial Group is a Registered Investment Advisor registered with the Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. The information contained in this material is intended to provide general information about Harborfront Financial Group and its services. It is not intended to offer investment advice. Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement. Information regarding investment products and services are provided solely to read about our investment philosophy and our strategies. You should not rely on any information provided on our web site in making investment decisions. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Harborfront Financial Group, a Registered Investment Advisor. Harborfront Financial Group and Custer Financial Advisors are separate entities from LPL Financial. This is a hypothetical example and is not representative of any specific situation. Your results will vary. The hypothetical rates of return used do not reflect the deduction of fees and charges inherent to investing. All investing involves risk including loss of principal. No strategy assures success or protects against loss.

    18 min

  3. APR 1

    Does Investing Really Get Easier After $100,000? | Ep. 41

    Is there really something magical about having $100,000 invested? Or is it just a shiny milestone that gets a little too much hype? In this episode Jacqueline and Michael unpack the idea of the “$100K magic number” and why it feels so powerful emotionally even though nothing actually flips a switch in your investments overnight. They talk through why the first $100,000 often feels like the hardest part, how compounding really works behind the scenes, and why starting small still matters more than trying to find the perfect scenario. The conversation also dives into the emotional side of money. The pressure to be perfect, the fear of starting, and the quiet discipline it takes to keep going when progress feels slow. If you are early in your investing journey or feel stuck staring at a number that feels impossibly far away, this episode is meant to meet you where you are. Topics include: 💭 Why $100,000 is a milestone but not a magic switch 💭 How compounding actually works and why the first phase feels slow 💭 Why the first $100K often takes the longest to build 💭 The danger of waiting for perfection before you start 💭 Why small, consistent contributions still matter 💭 Learning about market ups and downs with lower stakes at risk. 💭 Focusing on income growth instead of chasing the perfect investment As always, the goal is not perfection. It is progress, curiosity, and building habits that can support your future self over time. 𝐖𝐡𝐲 𝐰𝐞'𝐫𝐞 𝐡𝐞𝐫𝐞? We’re here to make retirement planning feel less intimidating by helping people think through their strategies and plans through clear relatable financial topics! Chapters: 00:00 Why $100k Invested Matters? 02:05 Compounding Factor of Money 03:20 $100k Work Harder for You Than $10k? 05:11 Hard Work & Promotions? 07:47 Don't Need to Be Perfect! 09:42 Why Small Amounts Can Make Sense for New Investors 10:12 Learning Your Lesson the Hard Way 11:00 Learning Through Experience: Embracing Mistakes 11:20 $100k is HARD! 11:47 Sporting Teams to Root For? 💬 Questions or Want to Connect? 🌐 𝐖𝐞𝐛𝐬𝐢𝐭𝐞: www.custerfinancialadvisors.com 📧 𝐄𝐦𝐚𝐢𝐥: custerfinancialadvisors@lpl.com Disclosures: Harborfront Financial Group is a Registered Investment Advisor registered with the Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. The information contained in this material is intended to provide general information about Harborfront Financial Group and its services. It is not intended to offer investment advice. Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement. Information regarding investment products and services are provided solely to read about our investment philosophy and our strategies. You should not rely on any information provided on our web site in making investment decisions. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Harborfront Financial Group, a Registered Investment Advisor. Harborfront Financial Group and Custer Financial Advisors are separate entities from LPL Financial. This is a hypothetical example and is not representative of any specific situation. Your results will vary. The hypothetical rates of return used do not reflect the deduction of fees and charges inherent to investing. All investing involves risk including loss of principal. No strategy assures success or protects against loss.

    15 min

  4. MAR 28

    Ever Heard of a Reverse Budget? It Might Fit You Better

    Budgeting has a reputation for being boring… but does it really have to be? Are there simpler, more flexible ways to manage your money than the old-school method? Instead of pushing a one size fits all spreadsheet, we walk through two very different approaches to budgeting. 1.) The traditional line by line method and 2.) A reverse budgeting system Michael likes to use. Topics include: 💭 Traditional budgeting vs reverse budgeting 💭 How spending levels impact retirement numbers 💭 Why tracking expenses feels emotionally hard 💭 Saver vs spender personalities 💭 Budgeting for housing, cars, and future goals 💭 Renting vs buying and the equity debate 💭 High yield savings vs investing for short term goals 💭 How to stay hopeful when affordability feels out of reach As always, the goal is not perfection. It is progress, curiosity, and building a plan that fits real life. 𝐖𝐡𝐲 𝐰𝐞'𝐫𝐞 𝐡𝐞𝐫𝐞? We’re here to make retirement planning feel less intimidating by helping people think through their strategies and plans through clear relatable financial topics! 💬 Questions or Want to Connect? 🌐 𝐖𝐞𝐛𝐬𝐢𝐭𝐞: www.custerfinancialadvisors.com 📧 𝐄𝐦𝐚𝐢𝐥: custerfinancialadvisors@lpl.com Chapters: 00:00 Does Budgeting Even Matter? 01:29 Two Different Budgeting Approaches 01:56 Jac as a Kid Corrects the Bank 04:48 Wedding Spreadsheet System 05:38 Envelope Style Budgeting 08:23 Difficulty of Tracking Expenses 11:01 Budget May Help You Spend More 12:44 Reverse Budgeting Explained 14:13 Is This Budgeting Strategy Crazy!? 15:40 Needing to Save How Much for Each Goal? 17:24 Investment Strategies for Short and Long Term Goals 18:40 Navigating Housing Affordability Challenges 21:01 Setting Financial Goals and Saving Strategies 23:05 Two Home Buying Strategies 25:43 Waste of Money Renting? 28:04 How Home Equity Works 29:20 Budgeting for Your Future Goals Disclosures: Harborfront Financial Group is a Registered Investment Advisor registered with the Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. The information contained in this material is intended to provide general information about Harborfront Financial Group and its services. It is not intended to offer investment advice. Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement. Information regarding investment products and services are provided solely to read about our investment philosophy and our strategies. You should not rely on any information provided on our web site in making investment decisions. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Harborfront Financial Group, a Registered Investment Advisor. Harborfront Financial Group and Custer Financial Advisors are separate entities from LPL Financial. This is a hypothetical example and is not representative of any specific situation. Your results will vary. The hypothetical rates of return used do not reflect the deduction of fees and charges inherent to investing. All investing involves risk including loss of principal. No strategy assures success or protects against loss.

    33 min

  5. MAR 25

    Tax Traps Few Talk About for Retirement (and What Could Help)

    How do you actually spend more in retirement? It's not typically by letting the IRS quietly become your biggest business partner via taxes without a plan. In this episode of Common Curiosities: Retirement, we unpack a few of the most overlooked ideas aimed at helping you spend more in retirement. The quiet, low tax years right after retirement feel great… until RMDs, Medicare surcharges, Social Security, and “shadow taxes” potentially start stacking on top of one another. This conversation is about trying to use your retirement tax planning window wisely so you can keep more of what you worked hard to save and then actually enjoy it. This is real world planning built around what we see over and over again with retirees in their 60s, 70s, and 80s. Chapters: 00:00 The Retirement Tax Planning Window 02:17 Challenges for Good Savers 03:02 Everyone's Business Partner & Shadow Taxes 04:06 Required Minimum Distributions Impact Planning 05:21 The Gap Years Opportunity Zone 06:55 Spending More in Early Retirement 07:44 3 Planning Strategies to Consider 08:12 Paying Your Business Partner Off 09:50 Not Paying Too Much Now 11:12 Convert When Investments Are Down? 12:01 Harvesting Your Gains for Taxes? 14:53 Investment Location for Taxes 15:26 Planning Your Withdrawal Strategy 19:20 Long Term Flow of Planning Early 19:42 Widow(er) Tax Trap 21:32 Case Study Example 26:56 Restart the Planning if Inheritance Goals? 27:20 Why Even Do All This Planning? 28:46 Connect All The Pieces Together for Your Plan 29:34 Use Money the Way You Want! 30:11 Youtube Disc. TN & Words.mp4 𝐖𝐡𝐲 𝐰𝐞'𝐫𝐞 𝐡𝐞𝐫𝐞? We’re here to make retirement planning feel less intimidating by helping people think through their strategies and plans through clear relatable financial topics! 💬 Questions or Want to Connect? 🌐 𝐖𝐞𝐛𝐬𝐢𝐭𝐞: www.custerfinancialadvisors.com 📧 𝐄𝐦𝐚𝐢𝐥: custerfinancialadvisors@lpl.com Disclosures: Harborfront Financial Group is a Registered Investment Advisor registered with the Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. The information contained in this material is intended to provide general information about Harborfront Financial Group and its services. It is not intended to offer investment advice. Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement. Information regarding investment products and services are provided solely to read about our investment philosophy and our strategies. You should not rely on any information provided on our web site in making investment decisions. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Harborfront Financial Group, a Registered Investment Advisor. Harborfront Financial Group and Custer Financial Advisors are separate entities from LPL Financial. This is a hypothetical example and is not representative of any specific situation. Your results will vary. The hypothetical rates of return used do not reflect the deduction of fees and charges inherent to investing. All investing involves risk including loss of principal. No strategy assures success or protects against loss.

    32 min

  6. MAR 21

    Getting Restricted Stock Units (RSUs) and Not Sure How They Work?

    Most people don’t lie awake thinking about Restricted Stock Units (RSUs). Until they have some and then tax time hits. Then suddenly… curiosity shows up quickly. RSUs aren't the most complex form of equity compensation but they can be tricky. RSUs often sneakily behave like a cash bonus for people and if you don’t plan for them properly, they can quietly create tax surprises, risk concentration, and build planning blind spots. In this episode of Common Curiosities: Retirement, Michael CFP®, EA helps explain RSUs. We explore: 💭 What RSUs actually are and how vesting works 💭 Why grant dates usually matter less than people think 💭 How RSUs are taxed and why surprises often happen 💭 Why default withholding often misses the mark 💭 RSUs as income, not just stock 💭 Keep vs sell decisions through a planning lens 💭 Risk concentration and diversification 💭 How RSUs fit into your retirement planning 💭 Using RSUs to support real life goals, not just portfolios Financial decisions don’t live in silos. And RSUs shouldn’t either. Stay curious. 𝐖𝐡𝐲 𝐰𝐞'𝐫𝐞 𝐡𝐞𝐫𝐞? We’re here to make retirement planning feel less intimidating by helping people think through their strategies and plans through clear relatable financial topics! 💬 Questions or Want to Connect? 🌐 𝐖𝐞𝐛𝐬𝐢𝐭𝐞: www.custerfinancialadvisors.com 📧 𝐄𝐦𝐚𝐢𝐥: custerfinancialadvisors@lpl.com Chapters: 00:00 Restricted Stock Units Explained 01:06 What We're Covering 01:34 Real Life Example for RSUs 02:05 Does My Grant Date Matter? 03:14 Importance of Vesting Dates 04:29 How RSUs Get Taxed 05:40 Year 2 Example 06:23 Are RSUs a Higher Tax Rate? 07:41 How Would We Treat RSUs? 09:13 How to Pay the Taxes on RSUs? 10:05 What Else to Know About RSUs 10:53 Level of Risk Your Willing to Take? 11:48 Michael Needs Dog Potty Help Disclosures: Harborfront Financial Group is a Registered Investment Advisor registered with the Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. The information contained in this material is intended to provide general information about Harborfront Financial Group and its services. It is not intended to offer investment advice. Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement. Information regarding investment products and services are provided solely to read about our investment philosophy and our strategies. You should not rely on any information provided on our web site in making investment decisions. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Harborfront Financial Group, a Registered Investment Advisor. Harborfront Financial Group and Custer Financial Advisors are separate entities from LPL Financial. This is a hypothetical example and is not representative of any specific situation. Your results will vary. The hypothetical rates of return used do not reflect the deduction of fees and charges inherent to investing. All investing involves risk including loss of principal. No strategy assures success or protects against loss.

    14 min

  7. MAR 17

    Leveraged ETFs, Negative Yields & Market Crashes: What Investors May Want to Know

    Are leveraged ETFs a smart move or a hidden risk? What does “negative yield on cash” actually mean? And how should you think about investing when markets fall? In this episode Michael CFP®, EA breaks down leveraged ETFs, market downturn strategy, and negative yields in plain language so you can understand what may make sense for you and your plan! Topics covered in this episode: 💭 Ideas you may consider during a market downturn 💭 Leveraged ETFs explained 💭 Why 3x leverage could magnify losses faster than gains 💭 Volatility drag and recovery math 💭 What negative yield on cash actually means 💭 How taxes and inflation reduce your real returns 💭 How to think about market downturns 💭 Behavioral investing mistakes Chapters: 00:00 Leveraged ETFs, Negative Yields, What if Market Downturn 01:15 Gameplan for Market Downturn? 01:15 Plan for a Market Downturn? 03:07 Generate Cash for Downturn? 03:34 Portfolio Changes During Down Period? 04:14 Know the Plan 05:18 Negative Yields on Cash Assets? 06:51 Understanding Leveraged ETFs 11:45 Youtube Disc. TN & Words.mp4 𝐖𝐡𝐲 𝐰𝐞'𝐫𝐞 𝐡𝐞𝐫𝐞? We’re here to make retirement planning feel less intimidating by helping people think through their strategies and plans through clear relatable financial topics! 💬 Questions or Want to Connect? 🌐 𝐖𝐞𝐛𝐬𝐢𝐭𝐞: www.custerfinancialadvisors.com 📧 𝐄𝐦𝐚𝐢𝐥: custerfinancialadvisors@lpl.com Disclosures: Harborfront Financial Group is a Registered Investment Advisor registered with the Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. The information contained in this material is intended to provide general information about Harborfront Financial Group and its services. It is not intended to offer investment advice. Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement. Information regarding investment products and services are provided solely to read about our investment philosophy and our strategies. You should not rely on any information provided on our web site in making investment decisions. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Harborfront Financial Group, a Registered Investment Advisor. Harborfront Financial Group and Custer Financial Advisors are separate entities from LPL Financial. This is a hypothetical example and is not representative of any specific situation. Your results will vary. The hypothetical rates of return used do not reflect the deduction of fees and charges inherent to investing. All investing involves risk including loss of principal. No strategy assures success or protects against loss.

    13 min

  8. MAR 14

    Retirement Tax Planning Sweet Spot Strategies People Miss!

    If you want your retirement to feel more comfortable and able to spend more, then smart tax planning may make a big difference for you! If you can pay less in taxes, you should be able to spend more on things you enjoy in retirement, right?! In this episode, Michael CFP®, EA breaks down key retirement tax strategies worth considering. It’s designed specifically for the crucial retirement tax planning window: the 5–7 years before retirement and the period between retiring and when Required Minimum Distributions (RMDs) begin. Thoughtful planning in this stage can make a real difference. Instead of looking only at withdrawal rates, we explore how, where, and when you might take money out, because the strategy behind your withdrawals may matter just as much as the amount you have saved. 𝐖𝐡𝐲 𝐰𝐞'𝐫𝐞 𝐡𝐞𝐫𝐞? We’re here to make retirement planning feel less intimidating by helping people think through their strategies and plans through clear relatable financial topics! 💬 Questions or Want to Connect? 🌐 𝐖𝐞𝐛𝐬𝐢𝐭𝐞: www.custerfinancialadvisors.com 📧 𝐄𝐦𝐚𝐢𝐥: custerfinancialadvisors@lpl.com 00:00 Intro Disclosure 00:13 Retirement Tax Planning Window 01:37 What's the Goal of Tax Planning? 02:29 Advisors Scare You of Spending Too Much? 03:04 Same Income But Less Taxes? 03:48 What Accounts to Spend First? 04:57 Use Multiple Accounts Together? 06:12 Problem: Only Focusing on Withdraw Rate 06:29 Investment Tax Overlay! 07:55 Income of $120k & Low Tax Bracket. That Possible? 08:51 Tax Gain (Not Loss) Harvesting?! 10:26 Increasing Your Tax Basis Example 11:27 Roth or Pre-Tax? 12:42 How the Employer Match Works? 13:28 Charitble Giving Strategy 15:15 Gifting Goals Effects Roth Decision? 15:33 QCD Can Count to Required Distributions? 16:09 Using an HSA to It's Full Power? 17:05 Rules for HSA Accounts 17:29 Receipt Strategy with Your HSA 19:29 Using HSA After 65 20:53 Using HSA Before for Early Retirement 21:20 A Downside of HSA 21:58 Using Step Up Basis to Your Advantage 24:21 Inherited a House Step Up Basis 25:14 Inherited IRA Accounts Rules & Strategies 28:13 Offseting Inherited Income for Taxes? 29:28 Will Social Security Be Taxed? 30:49 What is Provisional Income? 32:03 Help Sheet for Tax Control 34:16 People Focus on Savings but Not Reducing Taxes Enough! Disclosures: Harborfront Financial Group is a Registered Investment Advisor registered with the Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. The information contained in this material is intended to provide general information about Harborfront Financial Group and its services. It is not intended to offer investment advice. Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement. Information regarding investment products and services are provided solely to read about our investment philosophy and our strategies. You should not rely on any information provided on our web site in making investment decisions. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Harborfront Financial Group, a Registered Investment Advisor. Harborfront Financial Group and Custer Financial Advisors are separate entities from LPL Financial. This is a hypothetical example and is not representative of any specific situation. Your results will vary. The hypothetical rates of return used do not reflect the deduction of fees and charges inherent to investing. All investing involves risk including loss of principal. No strategy assures success or protects against loss.

    36 min
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About

We’re here trying to help you feel confident about your retirement journey. We share practical insights on today's tax strategies, investment ideas, and financial planning topics. Our goal is to aid you in making more informed decisions so finances don't hold you back from the future you dreamed of. Common Curiosities: Retirement is an educational channel and is not affiliated with Harborfront Financial, Custer Financial Advisors or LPL Financial. The views expressed are for general informational purposes only and do not represent the views of any of them.

Information

  • Creator
    Custer Financial Advisors
  • Years Active
    2025 - 2026
  • Episodes
    53
  • Rating
    Clean
  • Copyright
    © Custer Financial Advisors
  • Show Website
    Common Curiosities: Retirement