111 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.

    Are You Thankful For The Financial Advice You Receive?

    Are You Thankful For The Financial Advice You Receive?

    As we celebrate Thanksgiving and the holiday season, have you found yourself expressing thanks for those who provide financial leadership in your life? If not, perhaps it’s time to explore why and whether you’re getting enough value from your relationship with your financial advisor or other advice-givers. On this episode, we’ll explore some of the top reasons you should be thanking your financial advisor.
     
    Contact Info:
    Website: https://crystallaketax.com/
    Phone Number: 815-526-3092

    • 18 min
    Is There Greener Grass On The Other Side?

    Is There Greener Grass On The Other Side?

    Sometimes you need to find a new financial advisor. Other times, you might think you need a new advisor, but really, you’re just guilty of thinking that the grass is greener on the other side. Let’s discuss some common scenarios and whether they’re legitimate reasons for leaving your advisor.
     
    Contact Info:
    Website: https://crystallaketax.com/
    Phone Number: 815-526-3092

    • 22 min
    Most Common Retirement Planning Questions About Taxes

    Most Common Retirement Planning Questions About Taxes

    In this episode, we will discuss some of the more common questions about taxes during retirement planning.
     
    Contact Info:
    Website: https://crystallaketax.com/
    Phone Number: 815-526-3092

    • 23 min
    How Bonds Work: What Retirees Need To Know

    How Bonds Work: What Retirees Need To Know

    Too many folks misunderstand bonds, how they work, and what role they play in a proper financial plan. We’ll address some of those bond related issues on today’s show.
     
    Contact Info:
    Website: https://crystallaketax.com/
    Phone Number: 815-526-3092

    • 21 min
    How Money Ads Catch Your Attention

    How Money Ads Catch Your Attention

    We’re bombarded with ads each day in all forms of media. But have you ever taken a closer look at these messages? If we unpack some of these headlines and ads a little bit more, we’re able to clearly understand what emotions they’re trying to elicit. More importantly, we can figure out what companies are trying to sell us. For this episode, we just perused the internet for a couple of hours and kept track of various financial planning, investing and retirement ads we came across. Let’s pick apart these messages that popped up and see if it helps us become savvier savers.
     
    Contact Info:
    Website: https://crystallaketax.com/
    Phone Number: 815-526-3092

    • 20 min
    Retirement Planning From A Psychologist’s Point Of View

    Retirement Planning From A Psychologist’s Point Of View

    We always talk about the money side of financial and retirement planning. But what about the mental aspect of that big life change? Today we’ll break down an article written by a Licensed Professional Counselor (Kate Schroeder) for Psychology Today, titled The Psychological Investment In Retirement.
     
    Contact Info:
    Website: https://crystallaketax.com/
    Phone Number: 815-526-3092

    • 19 min

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