89 episodes

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

Retirement Success Blueprint With Michael Stewart Michael Stewart

    • Business
    • 5.0 • 3 Ratings

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

    Where Financial Advisors Drop The Ball

    Where Financial Advisors Drop The Ball

    We see a lot of people who aren’t getting the kind of advice and service from their financial advisor that they should be. In a lot of cases, the advisor is only “managing the investments,” but not providing guidance in other areas. Let’s talk about some of the things that your advisor should be doing.


    Contact Info:


    Website: https://crystallaketax.com/


    Phone Number: 815-526-3092

    • 18 min
    Handling Unreasonable Requests

    Handling Unreasonable Requests

    Certainly, none of our podcast listeners would be guilty of making unreasonable requests, but let’s talk about some of the unreasonable requests we hear from others in the financial world. We’ll explore what makes them unreasonable and what proper expectations look like instead.


    Contact Info:


    Website: https://crystallaketax.com/


    Phone Number: 815-526-3092

    • 16 min
    Pride Before A Fall: How Overconfidence Can Lead To Financial Ruin

    Pride Before A Fall: How Overconfidence Can Lead To Financial Ruin

    Proverbs 16:18 says “Pride goes before destruction, a haughty spirit before a fall.” Let’s talk about some of the ways that pride might manifest itself in your financial planning in the form of overconfidence.


    Contact Info:


    Website: https://crystallaketax.com/


    Phone Number: 815-526-3092

    • 22 min
    Risk Averse: Explaining The Buzzword

    Risk Averse: Explaining The Buzzword

    Have you heard someone say they’re risk averse? Do you know what it really means in the context of the financial world? We’ll explore this important buzzword on today’s show and explain why it’s so important to have a good grip on just how risk averse you are.


    Contact Info:


    Website: https://crystallaketax.com/


    Phone Number: 815-526-3092

    • 16 min
    How Age & Wisdom Play Into Financial Planning

    How Age & Wisdom Play Into Financial Planning

    There’s an old quote that says, “Age is the price of wisdom.” Let’s talk about how that applies to the financial world.


    Contact Info:


    Website: https://crystallaketax.com/


    Phone Number: 815-526-3092

    • 19 min
    Retirement Plan Customization Is King

    Retirement Plan Customization Is King

    Most people understand that a customized retirement plan is much better than a one-size-fits-all approach. And yet, most people don’t have a plan that’s truly customized. Let’s talk about some of the things that need to be considered if you’re going to build a truly customized plan.


    Contact Info:


    Website: https://crystallaketax.com/


    Phone Number: 815-526-3092

    • 17 min

Customer Reviews

5.0 out of 5
3 Ratings

3 Ratings

Top Podcasts In Business