Image that you wake up from a dream where you accidentally disinherited some of the most important people in your life. It's a terrible thought, isn't it? Let's face it, you've worked hard and saved your entire life. You want to leave a legacy to your family and those that mean the most to you. Unfortunately, this tragic mistake happens more than you might think. This week we talk about some of the most common estate planning mistakes and how to take steps to avoid them. Listen in and let us help you along the Retirement and Estate Planning Roadmap – you might just gain a few valuable insights.
Is it possible to unknowingly sabotage your retirement? It's been said that the road to sabotage is paved with good intentions. It's important to understand that strategies for living in retirement can be VERY DIFFERENT than saving for retirement strategies. Listen in on our conversation as we discuss this important topic and as always . . . feel free to reach out to us and schedule some time to discuss how we can be a resource as you travel the Retirement Roadmap.
Let's face it, when discussing finances there are certain topics that can create “Awkward Conversations”. We also know that it's very easy to make big mistakes when important topics are avoided or are not addressed. Tune in this week as we discuss a number of challenging yet important subjects that are often put off or totally avoided by many. Let us know how we can help you address the difficult topics and “Awkward Conversations” that you know in your heart of hearts are critical to your financial future. We're here to help!
It's easy to agree that after a lifetime of hard work, a “No Regrets Retirement” would be a nice reward. Sadly, not everyone achieves this goal. On this week's podcast we explore strategies that can potentially reduce the pitfalls and provide pathways to a bright sunny retirement. Take a few minutes to listen in on our conversation. Remember to share the podcast with your friends and let us know how we can help you develop a Retirement Roadmap with No Regrets.
Last week we took a little time to explore some of the “constants” in retirement planning so this week we continue our conversation on retirement variables and constants with an emphasis on retirement “variables”. Sit back relax and listen in as we share additional insights that can potentially make a difference for your journey along the Retirement Roadmap. Remember to subscribe to our newsletter as well as the podcast and if you enjoy them remember to share with your friends and colleagues.
As you know, when planning your retirement you need to be careful about adopting one size fits all solutions, however there some elements of retirement planning that tend to remain constant. So over the next two weeks we will be discussing a variety of variable and constant considerations when it comes to retirement planning. Listen in as we share insights that can potentially make a difference for you as you travel along the Retirement Roadmap and remember to share the podcast with friends and colleagues.
Will you be ready? What will retirement look like for you? Let's face it, getting ready for the retirement years is important and making sure you take the time to design your retirement plan is critical. Listen in on this week's podcast as we discuss some of the essential steps to take when preparing for retirement. Helping folks design a personalized Retirement Roadmap is what we do, so reach out and schedule a complimentary consultation to discover how we can help!
This is a question that is on the mind of quite a few investors these days. This week we address this question and what it might mean to different people in different phases of life. Tune in as we discuss how different strategies and different market conditions could affect your retirement plans. We're here to help. So reach out and schedule some time or let us know how we can help you navigate your retirement journey and remember to share the Retirement Roadmap podcast with your friends and colleagues.
It goes without saying that saving for retirement is quite a bit different than living in retirement. So one of the questions to ask yourself is . . . “Does my advisor specialize in accumulation strategies (saving for retirement) or does my advisor specialize in preservation and distribution strategies (living in retirement)? Listen in on this week's podcast as we discuss potentially important distinctions to understand and to evaluate in your retirement planning. Let us know how we can help you on your travels along the Retirement Roadmap.
What does flying have to do with retirement? Well, both of these subjects can create excitement and anxiety. So on this week's podcast we discuss a few lessons that you can learn from flying and how these lessons can relate to planning for and living in retirement. As you listen in on our conversation you may discover a few insights that can help you on your journey along the Retirement Roadmap. Always remember we're just a phone call away – so let us know how we can help. If you enjoy our podcast . . . share it with your friends and colleagues. It's nice to share!