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.
Is 'Lazy Money' still a concern in 2024's higher interest rate landscape? In this episode, we explore this question, examining how the recent rise in interest rates affects the money sitting in savings accounts, CDs, and conservative investments. We'll discuss the new dynamics of managing your funds in a world where traditional saving methods are seeing better returns. Are these options now a viable part of a savvy investment strategy, or are there still better ways to make your money work harder for you?
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.
In today's episode, we're focusing on a critical aspect of retirement planning: healthcare costs. How well prepared are you to handle medical expenses after you retire? We'll discuss everything from Medicare complexities to strategies for managing unexpected health-related expenses. Tune in as we break down the essentials of healthcare financial planning for retirees.
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.
Ready for an adventure? Think of retirement planning as climbing a mountain. It's not just about the climb up; it's about preparing wisely, tackling the ups and downs, and even planning your way back down. We're talking about setting milestones, dealing with market surprises, and making sure your hard-earned savings last through your entire retirement journey. Join us as we gear up with some smart strategies and insights, making sure you reach the top and enjoy the view.
As the year comes to a close, we thought it would be a good idea to revisit a previous two-part episode on financial resolutions. This series was recorded a couple of years ago, but the show still has some great tips that can help you start your year off right.
“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.
Losing a spouse is an unimaginably tough life event, but the financial implications can add another layer of stress to the grieving process. In this episode, we delve deep into the most common financial issues faced by widows and widowers, from dealing with income gaps to navigating tax changes as a single filer. We explore actionable strategies to address these problems, such as the importance of life insurance and the ins and outs of spousal pension continuation. This is the episode for you if you’re concerned with ensuring the financial well-being of your remaining family members and safeguarding your financial future and legacy in the face of loss.
We have a special edition of the podcast today! If you've been listening to the show for a while, you know that Scott and Walter talk about food quite often, so we thought it would be a fun idea to compile a few getting to know you questions from past episodes that were food related. We will get back to the financial talk next episode, so sit back and enjoy something a little different this time around.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
We only accept verbal instruction and do not accept orders and/or instructions regarding your account by e-mail, voicemail, fax or any alternate method. Advisory Services Offered through Skybox Financial Group a registered Investment Advisor.