Retirement Success Blueprint With Michael Stewart

Michael Stewart
  • 5.0 (5)
  • Investing
  • Updated Semimonthly

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

  1. 3d ago

    Maverick, Goose, and the Financial Danger Zone

    It's summer- and nothing says summer quite like Tom Cruise as Maverick soaring across the sky in Top Gun. This year marks the 40th anniversary of the original film, and with Tom Cruise's birthday on July 3rd, we figured it was the perfect excuse to revisit some of the most iconic quotes from the franchise and see what they have to say about your financial life. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092

    16 min

  2. May 28

    Three Questions From People Thinking About Retiring In 2026

    We're doing something a little different today. Three listeners wrote in with variations of the same question — am I ready to retire in 2026? Same question, three very different situations, three very different answers. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092

    14 min

  3. May 14

    From First Conversation to Long-Term Plan — Here's How We Work

    A lot of people think working with a financial advisor is just about picking investments. But a great planning experience is much more than that. Today, we’re walking through what it actually feels like to work with a firm- from the first conversation to ongoing guidance- so you know what to expect.   Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092

    15 min

  4. Apr 30

    You've Managed Your Own Money Successfully - Why Would You Need an Advisor Now?

    We heard from a listener who has managed their own money for years and done well. So why would they need an advisor now that retirement is around the corner? Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092

    19 min

  5. Apr 16

    A New Proposal Might Cap Your Social Security Payments

    A new proposal out of Washington is adding a fresh angle to the Social Security solvency debate. Today, we're breaking down what's proposed, if it might cost you money in the future, and what questions it raises for anyone planning around Social Security right now. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092

    13 min

  6. Feb 19

    The Gray Areas That Actually Matter in Retirement

    Financial media loves simple answers: always do this or never do that. But real financial planning doesn’t work that way. Most of the biggest decisions people face in retirement live in the gray.   Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092

    19 min

  7. Feb 5

    Reacting To Controversial Financial Takes

    Everyone’s got an opinion about money (especially the people with a book deal or a TV show). Some of that advice is useful. Some of it sounds better on a stage than it works in real life. Let’s break it down.   Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092

    18 min

  8. Jan 22

    10 Retirement Myths Too Many People Still Believe

    There’s no shortage of financial advice out there, and unfortunately, not all of it is good. Some of the most damaging retirement mistakes don’t come from reckless behavior, but from ideas that sound reasonable and get repeated often enough to feel true. Today, we’re busting some of the most common retirement planning myths and explaining why believing them can quietly derail an otherwise solid plan.   Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092

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

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