Can You Get An A+ On Our Retirement Planning Quiz?

Don’t dread this as much as you hated hearing these words as a kid, but it’s time for a pop quiz! We’re putting retirement planning preparedness under the microscope with 5 critical questions to which you need to know the answers. So sharpen those pencils and let’s see how ready you are for retirement.

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401(k) Imperfections

Your 401(k) 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 403(b)…or TSP…or 457)…

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State Of The Markets

On this episode, Steve will discuss some top issues in the current financial landscape. He will go over rising interest rates, inflation, and wages.

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Planning For Things We Can’t Predict

There are certain things in life we just can’t predict. If we knew the answers to some of these questions, planning for retirement would sure be a lot easier. So let’s see how you go about constructing a plan that addresses the kinds of questions to which you can’t possibly know the answers.

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Market Update – Oil & Ukraine

Many investors are concerned about market volatility because of the Russia and Ukraine conflict that is going on. Steve will discuss some of the impacts that this event has had on the stock market and inflation.

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Don’t Fumble Your Retirement In The Financial Red Zone

In football, teams are extra careful not to make a mistake when they get within about 20 yards of scoring points (known as the Red Zone). They’ve typically worked hard to get to that point and don’t want to cost themselves by throwing an interception or fumbling the ball and giving it to the other team. On this episode, we’ll explore the financial equivalent of the Red Zone and discuss how you can really mess things up if you’re not careful during this phase of your life. If you’re approaching retirement, this is a fundamental conversation you won’t want to miss.

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Money Resolutions For 2022

You might not be able to follow through on all of these resolutions, but implement even just a few of these and you’ll be well on your way to a more prosperous financial life in the coming year.

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What To Do When Losing A Loved One

During this time of year when family is around and top of mind, it might be time to talk about what to do when we pass on. This is certainly a difficult conversations to have, but Steve will share some insight from his 25 years in the industry and some ways to navigate this topic. Steve will also be offering a complimentary white paper, or download to help you with these steps in an easy to understand format.

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SPOTLIGHT: TAXES AND YOUR PORTFOLIO

SPOTLIGHT: TAXES AND YOURPORTFOLIO Tax-minimizing strategies are available to everyone, not just billionaires. There are many ways to help reduce your tax bill on investment gains and income — all perfectly legal. It’s a matter of investing in specific types of holdings in specific types of accounts for specific types of goals.

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