How To Clean Up Your Portfolio

Retirement Success Blueprint With Michael Stewart

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

32:38

Matt Deseno is the founder of multiple award winning marketing businesses ranging from a attraction marketing to AI appointment setting to customer user experience. When he’s not working on the businesses he teaches marketing at Pepperdine University and he also teaches other marketing agency owners how they created a software company to triple the profitability for the agency. Our Sponsors: * Check out Kinsta: https://kinsta.com * Check out Mint Mobile: https://mintmobile.com/tmf * Check out Moorings: https://moorings.com * Check out Trust & Will: https://trustandwill.com/TRAVIS * Check out Warby Parker: https://warbyparker.com/travis Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy…

acum 2 ani 12:34

MP3•Pagina episodului

Get ready to roll up your sleeves and dive into the gritty side of personal finance. In this episode, we reveal how everyday household tasks can serve as reminders of the principles that lead to financial success. From taking out the trash in your investment portfolio to cleaning out the fridge of outdated financial strategies, we'll explore how to declutter your financial life.

Contact Info:

Website: https://crystallaketax.com/

Phone Number: 815-526-3092

154 episoade

How To Clean Up Your Portfolio

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