Ep 21: Our In-House Tax Expert Shares Top Tips
Clients often come to us with tax questions, so we decided to hire a tax advisor last year that is available to our clients year round. Today he’s sharing his top tax tips with you.
Ep 18: How an IRA Trust Trilogy Can Benefit Your Family
If you want more of your hard-earned money to go into your family’s pockets instead of to the IRS, today’s show is for you. We’ll explain why you should try an IRA Trust Trilogy.
Ep 17: Is a Charitable Remainder Trust Right for You?
Today we’re talking about a topic that clients ask us about a lot – what is a charitable remainder trust? How does it work? How can it benefit you? We’ll share the answers in today’s show.
Ep 12: Are You Ready to Retire?
The goal for all of us is to be able to retire at some point, but how do you know when you’re ready? Let’s take away some of that worry and concern by sharing the different types of people we work with and what it takes to get them to retirement.
Ep 11: Annuities – What You Really Need to Know
There’s a lot of confusion out there about annuities, probably because there are different types of annuities that do different things. So we’ll give you each of these types of annuities, you explain how they work and how they might be used in someone’s financial plan…
Ep 10: Busting the Biggest Social Security Myths
Social Security isn’t a topic that clients are well-versed in when we first meet them, but it’s a critical component to the income planning portion of your retirement. Many factors weigh into the claiming strategy and we want to clear up many of the common misbeliefs that are out there.
Ep 8: Understanding the 3 Worlds of Money
When it comes to investing, there are three primary places to contribute your money based on your goals and your risk tolerance. We call these the three worlds of money and today we’ll break down each of them for you.
Ep 9: The Importance of the Financial Red Zone
Retirement planning is much like football. The closer you get to the endzone, the more important the strategy becomes. Let’s take a look at these crucial planning years and talk about what you need to be doing to avoid a critical turnover.
Ep 7: How to Find the Right Financial Advisor
The relationship with a financial advisor is one that you need to feel comfortable with and have trust in. How do you find the right person? A lot of people can do a good job for you but we’ll explain the qualities and characteristics you absolutely need from an advisor.
Ep 6: The Five Pillars – Legacy Planning
Our Cornerstone Retirement Blueprint Process is focused around 5 key pillars of retirement planning designed to help our clients achieve the retirement they have always dreamed of. On this episode, we’ll explain the fifth and final pillar in our process: legacy planning.
