Financial Flight Plan Podcast

One of the more exciting parts of the retirement planning process is dreaming about the lifestyle you want to enjoy. For many retirees, travel is a big part of that vision. However, budgeting for trips in retirement isn't quite the same as when you're working and can count on regular paychecks to replenish your bank account. So, how do we factor in your dream vacations when crafting a retirement p...

While you dream about the leisurely days ahead of you in retirement, it’s also important to think about some of the less glamorous items, including insurance. In this new season of life, your old policies may no longer suit your needs or may come to an end. So, what types of coverage should you be considering for your golden years? What do you need to keep in mind as you prep for the transition? W...

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:  https://www.estesfinancial.net/ Call: 817-444-8402

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 s...

401(k)s have changed a lot since the beginning of the game and many of them have a powerful tool that not many people know about. Join us in today's episode as we shed light on this often-overlooked feature within the 401(k) community and explore its potential benefits. And make sure to stick around until the end, where Brie helps a listener think about his retirement options!   Important Links: W...