Back To Basics: Understanding Income Planning

Retirement Success Blueprint With Michael Stewart

#Trading #Business #Business News #Retirement Planning #Michael Stewart #News

20:13

On this episode of Advances in Care , host Erin Welsh and Dr. Craig Smith, Chair of the Department of Surgery and Surgeon-in-Chief at NewYork-Presbyterian and Columbia discuss the highlights of Dr. Smith’s 40+ year career as a cardiac surgeon and how the culture of Columbia has been a catalyst for innovation in cardiac care. Dr. Smith describes the excitement of helping to pioneer the institution’s heart transplant program in the 1980s, when it was just one of only three hospitals in the country practicing heart transplantation. Dr. Smith also explains how a unique collaboration with Columbia’s cardiology team led to the first of several groundbreaking trials, called PARTNER (Placement of AoRTic TraNscatheteR Valve), which paved the way for a monumental treatment for aortic stenosis — the most common heart valve disease that is lethal if left untreated. During the trial, Dr. Smith worked closely with Dr. Martin B. Leon, Professor of Medicine at Columbia University Irving Medical Center and Chief Innovation Officer and the Director of the Cardiovascular Data Science Center for the Division of Cardiology. Their findings elevated TAVR, or transcatheter aortic valve replacement, to eventually become the gold-standard for aortic stenosis patients at all levels of illness severity and surgical risk. Today, an experienced team of specialists at Columbia treat TAVR patients with a combination of advancements including advanced replacement valve materials, three-dimensional and ECG imaging, and a personalized approach to cardiac care. Finally, Dr. Smith shares his thoughts on new frontiers of cardiac surgery, like the challenge of repairing the mitral and tricuspid valves, and the promising application of robotic surgery for complex, high-risk operations. He reflects on life after he retires from operating, and shares his observations of how NewYork-Presbyterian and Columbia have evolved in the decades since he began his residency. For more information visit nyp.org/Advances…

acum 2 ani 17:45

MP3•Pagina episodului

It’s been said that if you don’t have an income plan, you don’t really have a retirement plan. We’ll tackle that mentality on this episode to see if it’s true and further explore why so many retirees and pre-retirees don’t understand the importance of an income plan, nor how to properly construct one. This is a foundational topic for anyone preparing for retirement, so make sure you hear this one.

Contact Info:

Website: https://crystallaketax.com/

Phone Number: 815-526-3092

154 episoade

Back To Basics: Understanding Income Planning

Retirement Success Blueprint With Michael Stewart

published acum 2 ani

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MP3•Pagina episodului

Contact Info:

Website: https://crystallaketax.com/

Phone Number: 815-526-3092

154 episoade

#Trading #Business #Business News #Retirement Planning #Michael Stewart #News

Toate episoadele

1
The Money Questions Every Couple Needs To Discuss This Valentine’s Season 18:45

acum 1 day18:45

18:45

Valentine’s season is all about love, but let’s be honest, money plays a huge role in any relationship. Whether you’ve been together for decades or just starting out, financial stress can put a strain on even the strongest partnerships. So, how do you talk about money without killing the romance? In today’s episode, looking at the questions every couple should ask about finances and retirement. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092…

1
Breaking: How Long Will $1 Million Last In Illinois? 14:25

acum 15 zile14:25

14:25

For years, $1 million was considered the gold standard for retirement savings. But is it really enough? A new analysis shows that depending on where you live, that million could last a lifetime… or barely 15 years. In this episode, we break down the shocking cost-of-living differences across states and see if $1 million saved is enough or too little for your retirement plan. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092…

1
What Dolly Parton Can Teach You About Smart Money Moves 15:45

acum 29 zile15:45

15:45

Dolly Parton isn’t just a music icon—she’s a source of timeless wisdom. In this episode, we explore her most inspiring quotes and how they can guide your financial decisions, from saving to dreaming big. Let Dolly’s advice help you build a life, and wallet, worth singing about! Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092…

1
Inflation-Proof Your Retirement In 2025 13:39

acum 6 weeks13:39

13:39

Inflation has been a hot topic in recent years, and its impact on retirement planning is arguably bigger than ever. In this episode, we’ll explore how to adjust your strategy for 2025. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092

1
Retirement Spending Strategy That Will Change Your Life 18:31

acum 9 weeks18:31

18:31

It’s almost the beginning of a new year – a time when many of us make resolutions to improve our lives. But how often do we resolve to improve the way we feel about our finances? Today, we’re talking about spending with confidence, a surprising challenge for many retirees. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092…

1
Most Americans Are Forced to Retire Early - Are You Ready? 14:45

acum 11 weeks14:45

14:45

Did you know most Americans retire earlier than planned, often due to unexpected health issues, job changes, or financial surprises? These challenges can force people out of work early, leaving them unprepared for decades of retirement. In this episode, we’ll explore recent research highlighting the importance of planning for early retirement, even if it’s not in your current plans. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092…

1
Kim Kardashian’s Advice Could Save Your Retirement: Unlikely Financial Wisdom 18:25

acum 16 weeks18:25

18:25

You wouldn’t necessarily expect Mike Tyson, Kim Kardashian, and Lindsay Lohan to dispense valuable insights about financial planning matters. In fact, you’d probably expect the opposite. But with a little bit of creativity, we can get some financial planning pearls of wisdom from even the most unlikely of sources. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092…

1
Happening Now: How Current Economic Shifts Could Affect Your Retirement 19:46

acum 18 weeks19:46

19:46

The financial landscape is changing rapidly, and if you’re focused on retirement, these shifts can’t be ignored. In today’s episode, we break down the trends that will define the rest of 2024 and what they mean for your retirement plan. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092…

1
Retirees In Their 70s Regret These 5 Things 19:13

acum 21 weeks19:13

19:13

A random, retired YouTuber did a simple video exploring the top 5 regrets from other retirees he interviewed (all in their 70s). It blew up to almost half a million views (and counting). Let’s see what regrets made the list and, more importantly, explore what proactive steps you can take to avoid having the same regrets when you retire. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092…

1
The Magic 8 Ball’s Guide to Retirement Planning 16:02

acum 23 weeks16:02

16:02

Remember the thrill of shaking a Magic 8 Ball to get answers to your childhood questions? Would we ace that math test? Would we be famous someday? Well, today, we're bringing a bit of that magic back. But instead of asking about pop quizzes and playground crushes, we’re turning to the Magic 8 Ball for advice on something much more important: your retirement planning! What would the Magic 8 Ball have to say about these common retirement questions if it had the wisdom of a financial advisor? Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092…

1
Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning (Part 2) 20:18

acum 25 weeks20:18

20:18

Remember when you were a kid, always asking 'How do you know?' about everything, like why the sky is blue or where the sun goes at night? That curiosity doesn't go away as we get older; it just turns into different questions, like the ones we face when planning for retirement. In this two-part episode, we’re digging into the 'How Do You Knows' of retirement planning. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092…

1
Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning (Part 1) 17:14

acum 26 weeks17:14

17:14

1
Beware of Retirement Half-Truths 19:46

acum 34 weeks19:46

19:46

We hear a lot of half-truths in the financial world, not necessarily because people try to make misleading statements, but because sometimes a simple statement just doesn’t quite tell the whole story. On this episode, we’ll discuss a few examples... Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092…

1
Take the Fork: Yogi’s Wisdom on Making Financial Choices 16:27

acum 36 weeks16:27

16:27

In this episode, we’re diving into some famous words by the one and only Yogi Berra. You might know him for his legendary baseball career, but Yogi was also a goldmine of wisdom. We'll spin some of his classic quotes into financial advice. It's all about viewing things through the right lens—so let's see what financial insights we can uncover from Yogi’s memorable sayings! Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092…

1
Combatting Popular Excuses For Poor Financial Decision-Making 17:32

acum 40 weeks17:32

17:32

Very often, we see people who know that the financial decisions that they’re making aren’t the best decisions, but they try to create excuses or explanations for why they’re doing what they’re doing. Let’s talk about why these excuses usually don’t hold water. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092…

Retirement Success Blueprint With Michael Stewart

1
The Beauty of Simplicity When Planning For Retirement 14:24

acum 42 weeks14:24

14:24

Retirement planning doesn’t have to be overwhelmingly complicated. It certainly doesn’t have to be as complicated as some people make it. In our next episode, we unravel the unnecessary complexities often woven into the fabric of retirement advice. We’ll debunk some myths, simplify strategies, and uncover the beauty of simplicity and straightforward retirement planning. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092…

Retirement Success Blueprint With Michael Stewart

1
Steering Clear of Retirement Stress 17:08

acum 44 weeks17:08

17:08

Psychologists have determined that retirement is one of the most stressful events that some people will experience in life. In this episode, we’ll look at the ways to proactively deal with the stress surrounding the retirement process. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092…

Retirement Success Blueprint With Michael Stewart

1
Expectation vs. Reality: The Truth About Retirement Planning 15:28

acum 46 weeks15:28

15:28

Some people just need a reality check when it comes to understanding their retirement. Today, we'll explore why a realistic approach to retirement, inclusive of financial planning and the potential for unexpected challenges, is crucial. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092…

Retirement Success Blueprint With Michael Stewart

1
Money Lessons While Filling Out Your March Madness Bracket 15:12

acum 1 year15:12

15:12

March Madness is upon us, and as you fill out your bracket and watch the NCAA Tournament this year, there are a few retirement planning lessons that you can learn along the way. Join us as we talk about them in today's episode! Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092…

Retirement Success Blueprint With Michael Stewart

1
How One Overlooked Issue Can Sink Your Retirement 17:01

acum 1 year17:01

17:01

Imagine your retirement plan as a ship sailing toward a horizon of rest and relaxation. But what if one leak could sink it all? In today’s episode, we spotlight some of the single oversights that could send your dreams to the bottom. We'll share key strategies to plug the gaps, ensuring your financial ship stays buoyant and on course. Tune in to protect your future from the one mistake that could derail everything. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092…

Retirement Success Blueprint With Michael Stewart

1
Will These Apocalyptic Predictions Ever Come True? 21:54

acum 1 year21:54

21:54

We’ve all heard the apocalyptic predictions about Social Security, the national debt and other major issues that are supposed to sink the economy. Do any of these predictions have merit in the years ahead? On this episode, we’ll try to separate sensationalism from reality. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092…

Retirement Success Blueprint With Michael Stewart

1
Will The Economy Boom Or Bust In 2024? 18:03

acum 1 year18:03

18:03

Everyone wants to know. Will the economy boom or bust in 2024? Join us as we explore a range of expert predictions, from the shifting trends in housing prices to the looming question of a potential recession or stock market crash. We'll balance our discussion with both optimistic and pessimistic perspectives from an array of sources to give you a comprehensive view. Tune in to navigate the uncertainties and opportunities of 2024's economic landscape and equip yourself with knowledge for the year ahead. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092…

Retirement Success Blueprint With Michael Stewart

1
The Questions You Must Ask Your Financial Advisor 23:26

acum 1 year23:26

23:26

Have you ever wondered what questions to ask your financial advisor, or why those questions are crucial? In today’s episode, we’re tackling exactly that. We're discussing the vital questions that bring transparency and depth to your financial advisory relationship. It's about getting clarity on how advisors work, what they specialize in, and how they align with your financial goals. These are the questions you MUST ask your financial advisor. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092…

Retirement Success Blueprint With Michael Stewart

1
Frosty’s Retirement Playbook: Crafting A Successful Financial Snowman 15:58

acum 1 year15:58

15:58

Just like building a snowman in the crisp winter air, creating a structurally sound retirement strategy requires careful consideration and planning. From establishing a solid base to adding protective layers, we’re here to ensure your financial landscape remains cool and collected. Tune in and learn how to build a financial snowman that stands the test of time. So, bundle up and let’s get rolling! Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092…

Retirement Success Blueprint With Michael Stewart

1
The Ultimate Retirement Planning Mixtape 19:17

acum 1 year19:17

19:17

Get ready to rock to the rhythms of retirement wisdom in this week’s episode! We've put together the ultimate retirement planning playlist, featuring timeless lyrics that reflect various stages of the planning journey. From setting financial goals to finding purpose in your golden years, this playlist sets the stage for important discussions about crafting your dream retirement. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092…

Retirement Success Blueprint With Michael Stewart

1
End of Year Financial Planning For 2023 20:23

acum 1 year20:23

20:23

Join us for a thoughtful episode where we unpack our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come. Together, we'll navigate through essential topics like managing RMDs, exploring tax-saving opportunities, and even touching on the often-overlooked emotional aspects of this pivotal life transition. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092…

Retirement Success Blueprint With Michael Stewart

1
Money Mistakes You’ll Regret and How to Avoid Them 22:49

acum 1 year22:49

22:49

"Learn from the mistakes of others. You can’t live long enough to make them all yourself.” – Eleanor Roosevelt… Ever wish you could foresee financial missteps before they happen? On today’s episode, explore some real-life stories of regret and arm yourself with the essential dos and don'ts to ensure your money works for you, not against you. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092…

Retirement Success Blueprint With Michael Stewart

1
Retirement Planning’s “Hidden” Questions 20:28

acum 1 year20:28

20:28

The retirement planning world is filled with plenty of advice and suggestions, but there are critical questions lurking in the shadows – the unasked, the overlooked. These are the questions that can help define the comfort and security of your retirement future. On this episode, we unearth and tackle these hidden, but essential questions about retirement. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092…

Retirement Success Blueprint With Michael Stewart

1
Understanding RMDs: A Guide For Retirees & The Soon-to-Retire 21:35

acum 1 year21:35

21:35

Are you over 55 and pondering retirement? Dive into the world of Required Minimum Distributions (RMDs) with us. In this episode, we demystify the reasons behind mandatory withdrawals from your retirement savings. Discover strategies to potentially avoid them and understand the risks of not preparing in advance. And for those fortunate to not rely on RMDs for income, we'll explore impactful ways to utilize those funds. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092…

Retirement Success Blueprint With Michael Stewart

1
Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid 20:54

acum 1 year20:54