The Get Ready For The Future Show

We're answering these questions from you in this episode: Taxes in retirement Employer plans for small businesses The right way to claim Social Security Employer plan or IRA? And if you would like YOUR questions answered in the show, give us a call at 501.381.5228! Originally aired 4/19/2023

In this episode, we're tackling your questions about: • Are REITs (real estate investment trusts) good for your portfolio? • Inflation and volatility when nearing retirement • Rising interest rates And if you would like YOUR questions answered in the show, give us a call at 501.381.5228! Originally aired 4/12/2023

We're starting a new format where we're answering questions directly from you, the listener! In this episode, you'll hear questions about: Retiring into a down market What to do with inheritance money Investing when you have inconsistent income And if you would like YOUR questions answered in the show, give us a call at 501.381.5228! Originally aired 4/5/2023

If you're a Star Trek fan, you know Mr. Spock's famous phrase, "Live Long and Prosper." We all hope for a long life and financial independence for a comfortable lifestyle. However, without proper planning, this hope may remain an unfulfilled fantasy. Today's Get Ready for the Future show discusses how a long life can create retirement problems. Lauren Mitchell, VP of Annuity Solutions at LPL Finan...

We're kicking off this episode with an update on the recent bank fiasco with Silicon Valley Bank (SVB). From there, we're looking at your odds of a successful retirement. And how to stack those odds in YOUR favor. Originally aired 3/15/2023

The ability to live off your investments is a milestone on the path to financial independence. But, without the right focus, you could end up missing the mark. This week on the Get Ready For The Future Show, we're tackling some common retirement and investing misconceptions.

Everybody wants to go to Heaven, but nobody wants to go now. And nobody wants to discuss their death. But an estate plan is an essential part of your plan if you intend to pass along what you've worked so hard to achieve! In this episode, we're joined by estate planning attorney Chris Rippy who shares his insights on what estate planning can do for you! You can find more information on Chris and h...

You've probably experienced at some point - or right now - the pit in your stomach as the market takes a downward turn. There's the urge to move to cash until the market is more "stable." In this episode, we're discussing the dangers of making those kinds of emotional decisions and the importance of having a plan. And sticking to it! Originally aired 3/1/2023

What’s your greatest fear? A survey by Zety found that 40% of Americans cite retirement as a fear worse than death. We fear what we don't know! But the antidote to fear is education. In this episode, we’re leaning on our experience and helping you address these very real fears! We’ll break down 3 scary concepts of financial planning and how you can work to overcome them. Originally aired 2/22/2023

According to Ally Invest, about 61% of adults say they find #investing in the #stockmarket to be “scary or intimidating"... and this trend is getting worse with younger generations  Millennials feel significantly more intimidated than Baby Boomers or Generation X. In this show, we’ve got 5 Bombshell truths about the market!

Long-term care (LTC) planning is an important part of #financialindependence and security in #retirement . LTC includes creating a plan to provide care for yourself or a loved one in the event of a medical disability or terminal illness. While a well-crafted plan can help you and your family cope with unexpected complications, there are several potential pitfalls to avoid when planning for long-te...

It’s probably fair to assume that most of us want to live a long life! Many believe they will die sooner rather than later, whether due to family history, work history, or other factors. In this episode of the #getreadyforthefutureshow , we're talking all about how to plan for your golden years without worrying they’ll go dull.

DIY could spell disaster for your financial independence.  Do-it-yourself projects have long been thought of as something commendable. And really, they very much can be! But there are some things you just shouldn’t DIY… and your financial plan is one of them.  Why? We’ll tell you all about it on today’s Get Ready For the Future Show!

Pre-retirees looking to improve their financial plans should understand that there are three main factors that have the biggest impact on financial independence in retirement. So what are they?  Find out in this week's episode of the Get Ready For The Future Show!

Talk of a recession on the horizon is swirling, and it's got many people feeling uncertain about their future! But on today's show, we want to talk about how to make your retirement recession-proof. We also have a special guest, LPL Financial's Chief Economist Jeffrey Roach, to help talk us through the buzz around a recession. Originally aired 1/11/2023

With "New Years' Resolutions" having over a 90% failure rate, you don't want another resolution. You want a REVOLUTION for your finances! We're kicking off 2023 with three steps to make this year YOUR year for financial independence! Originally aired 1/4/2023

We've got an encore presentation of our most listened-to episode of 2022! As one of life's certainties, taxes can be one of the most complex aspects of your retirement journey. What taxes you pay, and how much, after you retire depends on your income. We're going to cut through some of the confusion on today's show to help you account for taxes in retirement! Originally aired 2/16/2022

Part of our mission statement is "leaving a legacy for generations to come." That sounds great! But what does it take to get there? We've got the straight talk you need to know about generational wealth in this episode! Originally aired 12/21/2022

What income streams do you have that will never run out in retirement? Once you know how much guaranteed income you will have in retirement, will that cover your basic expenses? That’s our topic in this episode! And joining us again from our partners at LPL Financial is Chief Economist Jeffrey Roach! Originally aired 12/14/2022

From not contributing enough to their account, to letting their investments sit idle, many people fall into habits that can be detrimental to their long-term financial well-being. We've got tips in this episode on how to avoid these pitfalls and make the most of your 401(k) on your journey to financial independence! Originally aired 12/7/2022

Identity theft is not a joke. Your personal information is a valuable commodity. And knowing how to protect your financial and online identity is extremely important! Luckily, we've got everything you need to know to protect yourself in this episode!  Originally aired 11/30/2022

Whatever retirement looks like for you, it can be a scary concept! But in this episode, we're talking about three risks that could put your financial independence at risk and how we recommend you cover your assets that you're worked so hard to build. Originally aired 11/16/2022

Estimates say that about 50% of older adults will need long-term care at some point in their lives; for adults over 65, the odds shoot up to 70%. That means it’s highly likely that at least one person per couple will need this type of help! Today’s show discusses the importance of long-term care and how it can help you purchase dignity and independence in retirement.   Originally aired 11/9/2...

Social Security is foundational to retirement planning, But with around 2,600 rules that govern it, it can be confusing! How can you be sure you're maximizing your benefit? We're giving you everything you need to know about Social Security in today's show! Social Security Administration website Originally aired 11/2/2022

It's a spooky edition of the Get Ready for the Future Show! Whether your retirement is over a decade away or getting close, planning is a necessity. And we're using the acronym TRICK to lay out five crucial elements to consider in your retirement plan. Originally aired 10/26/2022