Retirement
Create Your Vision For Retirement In 3 Steps
How do we turn our retirement dreams into reality? It’s a big question that many of us are unsure how to answer. This show provides three key steps to take now that can help listeners make that bucket list come to life in retirement. We’ll explore financial strategies that cover the cost-of-living basics — and…
Read MoreKey Components to Wealth Management in Retirement
You’ve likely heard of the concept “wealth management” before. Just stringing together a definition when thinking about those two words is simple… if you have wealth, you are managing that wealth. And to manage that wealth, it involves making decisions on where it goes, how it’s invested, and how it should change over time. More…
Read MoreThe Eight Pillars of a Sound Retirement Strategy
In construction, the key to a sturdy, long-lasting house is the foundation. The same goes for people seeking to build a solid financial house for retirement: It all starts with a sturdy foundation. This show details the eight pillars — assets, income, protective features and more — that go into building a financial house for…
Read MoreDiversification & Your Retirement Portfolio
One key to making your financial ride through retirement smoother, more predictable and less stressful can be summed up in one word: Diversification. With retirement approaching or already here, there are four diversification levels to visit — four boxes to check to help reduce market risk AND position your assets for growth. We’ll walk you through…
Read MoreCorrecting the Ship When There’s a Market Correction
After experiencing an extraordinary run for the market, February 2018 proved to be a stark reminder of market volatility with the Dow dropping by more than 2,000 points in a 4-day period. Such an event reminds us that when planning for retirement, market volatility is still a force we absolutely need to consider, because such…
Read MoreStretch Those Assets!
Will your retirement nest egg last as long as you need it to? That question keeps pre-retirees and retirees awake at night. This show is designed to help them put the question to rest by offering a range of suggestions for how to extend the life of one’s retirement assets so they’re positioned to last…
Read MoreWill Your Family Be OK If Something Happens To Their Breadwinner
Thinking about, let alone planning for the death of a loved one is something many of us choose to set aside for later — or maybe never. But what if that person is the household’s breadwinner? How would you replace that paycheck, even in the short term? How will the bills get paid? To the…
Read MoreWills Are For Everyone
When legendary singer Aretha Franklin died of advanced pancreatic cancer at age 76, she did not have a will or trust, according to documents filed in Oakland County Probate Court. And now that $80 million estate of the intensely private Queen of Soul is about to become very public and possibly very taxing for her…
Read MoreAre You Really Ready to Retire?
Deciding to retire is one of the biggest steps a person will take in their lifetime. When one part of you is saying, “It’s time,” it’s important to pause and ask, “Am I in a good financial place to retire?” This show can help listeners answer that question for themselves by providing them with eight…
Read MoreIs Your Balance Sheet Healthy Enough For Retirement?
Every other day it seems like there are new ways to help us stay healthy: practicing yoga, taking fish oil or turmeric supplements, solving Sudoku puzzles, the list goes on. And as we get older – and perhaps face a couple more wrinkles or aches and pains – many of us tend to pay more…
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