Retirement Success Blueprint With Michael Stewart
Financial and retirement planning guidance from Michael Stewart of Crystal Lake Tax & Financial.
Episodes
It's been a volatile month. And if you’re feeling the pressure, you’re not alone. But how we respond in moments like this often has roots in the crashes we’ve lived through before. In this episode, we look at how past market meltdowns shaped investor psychology, how today’s chaos might be leaving its own mark, and what lessons we can take with us to navigate what’s next.
Contact Info:
Website: https://crystallaketax.com/
Phone ...
The headlines are loud, the markets are messy, and your gut might be telling you to do something — anything — right now. But what should you actually do when your portfolio takes a hit?
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Valentine’s season is all about love, but let’s be honest, money plays a huge role in any relationship. Whether you’ve been together for decades or are just starting out, financial stress can put a strain on even the strongest partnerships. So, how do you talk about money without killing the romance? In today’s episode, we're looking at the questions every couple should ask about finances and retirement.
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Website: h...
For years, $1 million was considered the gold standard for retirement savings. But is it really enough? A new analysis shows that depending on where you live, that million could last a lifetime… or barely 15 years. In this episode, we break down the shocking cost-of-living differences across states and see if $1 million saved is enough or too little for your retirement plan.
Contact Info:
Website: https://crystallaketax.com/
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Dolly Parton isn’t just a music icon—she’s a source of timeless wisdom. In this episode, we explore her most inspiring quotes and how they can guide your financial decisions, from saving to dreaming big. Let Dolly’s advice help you build a life, and wallet, worth singing about!
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Inflation has been a hot topic in recent years, and its impact on retirement planning is arguably bigger than ever. In this episode, we’ll explore how to adjust your strategy for 2025.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
It’s almost the beginning of a new year – a time when many of us make resolutions to improve our lives. But how often do we resolve to improve the way we feel about our finances? Today, we’re talking about spending with confidence, a surprising challenge for many retirees.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Did you know most Americans retire earlier than planned, often due to unexpected health issues, job changes, or financial surprises? These challenges can force people out of work early, leaving them unprepared for decades of retirement. In this episode, we’ll explore recent research highlighting the importance of planning for early retirement, even if it’s not in your current plans.
Contact Info:
Website: https://crystallaketax....
You wouldn’t necessarily expect Mike Tyson, Kim Kardashian, and Lindsay Lohan to dispense valuable insights about financial planning matters. In fact, you’d probably expect the opposite. But with a little bit of creativity, we can get some financial planning pearls of wisdom from even the most unlikely of sources.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
The financial landscape is changing rapidly, and if you’re focused on retirement, these shifts can’t be ignored. In today’s episode, we break down the trends that will define the rest of 2024 and what they mean for your retirement plan.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
A random, retired YouTuber did a simple video exploring the top 5 regrets from other retirees he interviewed (all in their 70s). It blew up to almost half a million views (and counting). Let’s see what regrets made the list and, more importantly, explore what proactive steps you can take to avoid having the same regrets when you retire.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Remember the thrill of shaking a Magic 8 Ball to get answers to your childhood questions? Would we ace that math test? Would we be famous someday? Well, today, we're bringing a bit of that magic back. But instead of asking about pop quizzes and playground crushes, we’re turning to the Magic 8 Ball for advice on something much more important: your retirement planning! What would the Magic 8 Ball have to say about these common retire...
Remember when you were a kid, always asking 'How do you know?' about everything, like why the sky is blue or where the sun goes at night? That curiosity doesn't go away as we get older; it just turns into different questions, like the ones we face when planning for retirement. In this two-part episode, we’re digging into the 'How Do You Knows' of retirement planning.
Contact Info:
Website: https://crystallaketax.com/
Phone Numb...
Remember when you were a kid, always asking 'How do you know?' about everything, like why the sky is blue or where the sun goes at night? That curiosity doesn't go away as we get older; it just turns into different questions, like the ones we face when planning for retirement. In this two-part episode, we’re digging into the 'How Do You Knows' of retirement planning.
Contact Info:
Website: https://crystallaketax.com/
Phone Numb...
We hear a lot of half-truths in the financial world, not necessarily because people try to make misleading statements, but because sometimes a simple statement just doesn’t quite tell the whole story. On this episode, we’ll discuss a few examples...
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
In this episode, we’re diving into some famous words by the one and only Yogi Berra. You might know him for his legendary baseball career, but Yogi was also a goldmine of wisdom. We'll spin some of his classic quotes into financial advice. It's all about viewing things through the right lens—so let's see what financial insights we can uncover from Yogi’s memorable sayings!
Contact Info:
Website: https://crystallaketax.com/
Phon...
Very often, we see people who know that the financial decisions that they’re making aren’t the best decisions, but they try to create excuses or explanations for why they’re doing what they’re doing. Let’s talk about why these excuses usually don’t hold water.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Retirement planning doesn’t have to be overwhelmingly complicated. It certainly doesn’t have to be as complicated as some people make it. In our next episode, we unravel the unnecessary complexities often woven into the fabric of retirement advice. We’ll debunk some myths, simplify strategies, and uncover the beauty of simplicity and straightforward retirement planning.
Contact Info:
Website: https://crystallaketax.com/
Phone N...
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.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
Some people just need a reality check when it comes to understanding their retirement. Today, we'll explore why a realistic approach to retirement, inclusive of financial planning and the potential for unexpected challenges, is crucial.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
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