Episodes
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
Thursday Nov 02, 2023
Money Mistakes You’ll Regret and How to Avoid Them
Thursday Nov 02, 2023
Thursday Nov 02, 2023
“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? In 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.
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
Thursday Oct 19, 2023
Retirement Planning’s “Hidden” Questions
Thursday Oct 19, 2023
Thursday Oct 19, 2023
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.
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
Thursday Oct 05, 2023
Dissecting Dave Ramsey’s Tik Tok Advice
Thursday Oct 05, 2023
Thursday Oct 05, 2023
Dave Ramsey is well known for his no-nonsense approach to personal finance, particularly in the areas of budgeting, debt management, and wealth-building. He has gained a significant following through various media platforms, including books, radio shows, podcasts, live events, and more recently, Tik Tok. Tune in as we peel back the layers of Dave’s bite sized Tik Tok advice and share our thoughts beyond the clips.
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
Thursday Sep 21, 2023
The Future of Retirement In America: Is The Glass Half Full or Half Empty?
Thursday Sep 21, 2023
Thursday Sep 21, 2023
Are we on the brink of a retirement renaissance or stormy seas ahead? On this episode, we jump into the pressing issues of Social Security, healthcare, taxes, stock market trends, and long-term care. Whether you're an eternal optimist or cautious pessimist, this episode will equip you with perspectives to plan your retirement years with confidence as we ask the longstanding question, “is the glass half full or half empty”.
Important Links:
Website: http://www.yourplanningpros.com
Call: 844-707-7381
Thursday Sep 07, 2023
Thursday Sep 07, 2023
In this episode, we construct a helpful conversation about the role of real estate in a retirement strategy, exploring everything from rental income to reverse mortgages. Whether you're a pre-retiree with a portfolio of properties or just curious about leveraging your home equity, this discussion offers thoughtful insights for anyone navigating the crossroads of real estate and retirement.
Important Links:
Website: http://www.yourplanningpros.com
Call: 844-707-7381
Thursday Aug 17, 2023
Exposing Retirement Planning Complaints
Thursday Aug 17, 2023
Thursday Aug 17, 2023
In this episode, we’re tackling some common complaints and fears that can arise during the retirement planning process. We'll discuss which concerns are well-founded, which are based on misconceptions, and offer insight on how retirees can best navigate their financial future.
Important Links:
Website: http://www.yourplanningpros.com
Call: 844-707-7381
Thursday Aug 03, 2023
Bouncing Back: Overcoming Investment Setbacks
Thursday Aug 03, 2023
Thursday Aug 03, 2023
Almost everyone has made investment mistakes at some point. In this episode, we’ll talk about how to bounce back from mistakes and avoid making them again in the future.
Important Links:
Website: http://www.yourplanningpros.com
Call: 844-707-7381
Thursday Jul 20, 2023
Mastering Retirement Cash Flow: Understanding Income
Thursday Jul 20, 2023
Thursday Jul 20, 2023
Today's episode is all about understanding the crucial role of income analysis in retirement planning. We'll uncover the secrets of guaranteed income versus the uncertain stuff and shed light on the consequences of retiring without a clear income plan. Don't worry if you're feeling lost - we've got your back with practical solutions and expert guidance. Tune in and take charge of your retirement cash flow!
Important Links:
Website: http://www.yourplanningpros.com
Call: 844-707-7381
Thursday Jul 06, 2023
Mailbag: Should I Pay Off My House?
Thursday Jul 06, 2023
Thursday Jul 06, 2023
On this week's show, we'll answer some mailbag questions that have come in. We'll discuss if you should pay off your house, financially support adult children, and how often you should communicate with your advisor.
Important Links:
Website: http://www.yourplanningpros.com
Call: 844-707-7381