Blog

What Flying Teaches Us About Retirement

There are some important lessons that flying can teach us about retirement planning. So check your luggage, strap in to your seat, and let's take a trip with Matt.
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Even Responsible Savers Make Mistakes

Even for people who have been very responsible with their money over the years, entering retirement can still be a challenge because it's such a different stage of life. Let's talk about some of the missteps that even responsible savers can make...
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Busting The Biggest Financial Myths

Today’s episode is simple. We’ll look at some of the most widely believed financial myths and try to bust them wide open. The scary thing is that a lot of people base their financial plans on some of these myths. Don’t be like that.
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Is Playing The Blame Game Holding You Back Financially?

Have you ever had financial trouble? We're not just talking about atrocious situations like going bankrupt. There are also situations that can arise as life goes on such as a divorce, a bad broker, and more. Today we will talk about how to get out of some of these tricky positions and how to regain traction on the right path.
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Exposing 401(k) Weaknesses

Your 401k can be your most powerful retirement savings tool. But it's not perfect. Let's talk about some of the weaknesses that you should be aware of in your 401k (or 403b...or TSP...or 457 plan)...
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The Future Of Automation In The Financial World

With the technological strides that are being made in various industries, many jobs are being replaced in favor of automation. Similarly in the financial realm, you might have encountered robo-advisors as an alternative to working with a financial advisor. So this week, we'll take a broad look at how the financial industry may be altered by automation, as well as the benefits of human interaction.
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How to Turn Investments into Income

A big question for a lot of pre-retirees is: How do we take the money we have saved and turn that into income in retirement to replace our paychecks? We will discuss some basic concepts to help on this week's episode.
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Fish Or Cut Bait – Stuck On Financial Decisions

For some people, the biggest problem with their financial planning isn't that they make the wrong decisions. It's that they often fail to make decisions at all. But sometimes you just have to fish or cut bait.
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Plan Your Summer Vacation & Your Retirement

If you're heading out on a road trip this summer, there's a long checklist of items that you want to be sure you haven't forgotten. And in retirement planning, some of those exact same items need to be addressed. Let's look at some of the items that should appear on both your road trip checklist and your retirement planning checklist...
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Defining The Buzzword “Safe Money”

It seems that people have different definitions of "safe money" as it relates to their savings. Let's discuss some of those varying explanations of the term and why it's an important conversation for any retiree or pre-retiree to have.
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The 6 Things Wasting Away In Your Financial Junk Drawer

Most people have a junk drawer at home. It usually contains things like rubber bands, clothespins, highlighters, glue sticks, a tape measure, a label maker, and a pair of scissors. But most people have a financial junk drawer too. Let’s talk about some of the things that end up there and how they might be put to better use.
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Possible Tax Changes?

This week we discuss the new proposed gas tax hike in Michigan as well as political conversations around larger taxes for larger estates.
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Retirement Planning: When DIY Works (And When It Doesn’t)

In many areas of our culture, the do-it-yourself mentality is really popular. There's even a DIY Network where you can watch shows about home renovation, landscaping, or interior design, and how to do those things without professional help. Let's talk about what the DIY mentality looks like in retirement planning.
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The Upsides And Downsides Of An Informed Consumer

You want to feel informed about your options when it comes to making financial decisions. So, you probably turn to a lot of different sources to gather that information. Let’s look at some of the most popular areas from which you’re getting your financial education and evaluate whether these are wise areas from which to grow your financial knowledge.
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Episode #4: How To Spot A Bad Advisor

How do you know if your financial advisor is a bad fit for you? What about an advisor that you’re thinking about working with? How can you tell the good ones from the bad ones?
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Episode #3: Understanding Risk Tolerance

Any advisor worth his or her salt is going to have a conversation with you about risk. But what in the world is “risk tolerance”? It’s a buzzword that gets used a lot in meetings with financial advisors, but we’ve found that a lot of people don’t have a great understanding of how their risk tolerance truly impacts their financial and retirement plans. Let’s fix that and give you the 411 on risk tolerance.
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Episode #2: 5 Hidden Expenses You Need To Know About

Just because you can’t plainly see all the expenses you’ll incur during the retirement planning process doesn’t mean they aren’t there. Let’s cover 5 important areas where you’ll want to watch for hidden expenses.
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Episode #1: Retirement Planning - More Than Investments

There’s a lot more to retirement planning than just picking investments. Is your advisor helping you navigate all the other essential areas?
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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck