Retirement Success Blueprint With Michael Stewart

One of the most important questions you can ask is, “How do you know _____?” The blank is where we fill in the most crucial elements, the building blocks, of financial planning. On this podcast, we’ll cover what items you need to put in that blank and provide the guidance to help answer the different questions that arise. Michael will also give his opinion on the minimum wage debate. Would raising...

It’s one of the things we’re all afraid of in many aspects of life. Nobody wants to get ripped off. Michael has seen it happen to people. Let’s hear about a time that happened with someone and if they were able to fix the problem. We'll also answer Lynne's question about working with big financial companies vs. smaller offices. And what should we learn from the recent market hiccups? Michael will...

If you’re married, then this will come as no surprise. It takes two to complete a successful retirement plan. On this podcast, we’ll look at how husbands and wives have different financial goals and how that creates conflict. We’ll, of course, also explore how to resolve that conflict to establish a solid financial plan.

We’re not trying to be mean at all, but it’s a good idea to be blunt when it comes to this topic. You see, retirement planning doesn’t have to be overwhelmingly complicated. It certainly doesn’t have to be as complicated as some people make it. On this podcast, let’s explore why people make things harder than they need to be and what we can all do to keep the process simpler and easier to understa...

You probably have a specific routine for how you like to go grocery shopping. Some of us are list-makers, others kind of wing it. Some put everything neatly in the cart while you might be one of those folks who just tosses it all into a big pile. Let’s discuss how retirement is a lot like shopping for groceries. Try not to get too hungry while we do this. We’ll also cover news about big bonuses an...

You’ve probably made some resolutions for 2018. You’ve probably already failed at some of those resolutions. So, maybe take a stab at starting some very attainable financial resolutions. Also, the Fed has been raising interest rates a little bit. We'll discuss what it might mean for you.