Episodes
Thursday Apr 11, 2024
Steering Clear of Retirement Stress
Thursday Apr 11, 2024
Thursday Apr 11, 2024
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.
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
Friday Apr 05, 2024
How Is Technology Redefining Retirement Planning?
Friday Apr 05, 2024
Friday Apr 05, 2024
Unpack the toolbox of technology that's promising to redefine retirement planning, but does it deliver? This episode takes a critical look at the wave of innovations, from personal finance management software to online calculators, and questions whether they truly simplify the planning process or introduce new complexities
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
Thursday Mar 07, 2024
Finance Fortress: Practical Strategies for Retirees Against Scams & Fraud
Thursday Mar 07, 2024
Thursday Mar 07, 2024
As much as any other threat, recognizing and avoiding scams has become a necessary skill for today’s retirees to develop. Join us as we explore crucial steps you can take to safeguard your financial well-being against the growing tide of scams and identity theft. Learn from real-life stories and gain practical advice to keep your finances secure in this digital era, all from the perspective of a seasoned financial professional.
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
Thursday Feb 22, 2024
Retirement Planning Is Harder Than It Used To Be (Part 2)
Thursday Feb 22, 2024
Thursday Feb 22, 2024
Every generation likes to talk about how much harder things used to be when they were kids. Like all of the people who used to have to walk five miles to school, in the snow, uphill both ways. But they had at leastone thing that was EASIER…and that was retirement planning. Let’s continue our conversation about why on today’s episode.
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
Thursday Feb 08, 2024
Retirement Planning Is Harder Than It Used To Be (Part 1)
Thursday Feb 08, 2024
Thursday Feb 08, 2024
Every generation likes to talk about how much harder things used to be when they were kids. Like all of thepeople who used to have to walk five miles to school, in the snow, uphill both ways. But they had at leastone thing that was EASIER…and that was retirement planning. Let’s talk about why on today’s episode.
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
Thursday Jan 25, 2024
Are Your Good Money Habits Holding You Back? (Part 2)
Thursday Jan 25, 2024
Thursday Jan 25, 2024
We're back to wrap up our conversation which might be a bit counterintuitive. We’re going to question the real impact of common financial habits. Are the strategies you consider beneficial actually working in your favor? We explore the pros and cons of practices like paying off debt early and keeping up with financial news. Join us for a practical discussion, as we uncover the unexpected effects of everyday money decisions. Are your good money habits holding you back?
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
Thursday Jan 11, 2024
Are Your Good Money Habits Holding You Back? (Part 1)
Thursday Jan 11, 2024
Thursday Jan 11, 2024
This episode might be a bit counterintuitive. We’re going to question the real impact of common financial habits. Are the strategies you consider beneficial actually working in your favor? We explore the pros and cons of practices like ignoring account statements and strict budgeting. Join us for a practical discussion, as we uncover the unexpected effects of everyday money decisions. Are your good money habits holding you back?
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
Thursday Dec 21, 2023
Easy Wins in Personal Finance (Part 2)
Thursday Dec 21, 2023
Thursday Dec 21, 2023
Welcome to part 2 of our discussion on easy wins in personal finance! It’s important to eventually get a comprehensive financial plan for yourself, but sometimes even just a few minor adjustments in your portfolio can make a big difference. Let’s discuss a few more easy places to start...
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
Thursday Dec 07, 2023
Easy Wins in Personal Finance (Part 1)
Thursday Dec 07, 2023
Thursday Dec 07, 2023
It’s important to eventually get a comprehensive financial plan for yourself, but sometimes even just a few minor adjustments in your portfolio can make a big difference. Let’s discuss a few easy places to start...
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
Wednesday Nov 22, 2023
End of Year Financial Planning For 2023
Wednesday Nov 22, 2023
Wednesday Nov 22, 2023
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.
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381