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We are going to test your knowledge on Estate Planning. Do you know the difference between a Will and a Living Will? Should you consider getting a Trust or are there other alternatives worth pursuing? Tune in for the entire show as we test your Estate Planning knowledge and help you decipher this complex, but necessary part of your total wealth management plan.
People are fearful of losing money in the market, a lot of investors that consider themselves pretty conservative are opening their 401(k) and IRA statements and to their surprise they have lost quite a bit of money…sound familiar? The last thing they want is to live through another 2008, which is leading many to rethink their plan and whether they should change their financial advisor. This week, we are going to help point you in the right direction – help you discover if it’s time to shop for a new advisor and find out what questions you should be asking, so it’s the last advisor you ever have to hire! It’s all coming up on today’s show as we help you answer the question, “Should I Find A New Advisor?”
The financial and investing world can be so complex, so confusing…so much so, that people become paralyzed and do nothing. It’s not that people want to make bad decisions with their money and retirement, it’s just that they don’t know what to do or if they can trust the advice they are getting. Ultimately, they are just trying to know, “am I going to be OK?” If that sounds like you, you’ll want to stay glued to your speaker as we help you answer the question Am I Going To Be OK?
We all have been there, we plan for something…AND life happens. Setbacks in life can and do happen – an unexpected job loss, divorce, a change in health, having to care for a family member, and even changes in the market can cause your plans to fly off the rails. The good news is, you’re not alone – we all go through tough times – the key is to bounce back and get your plan back on track! And that’s what we’re going to help you do! Whether you recently experienced one of life’s many interesting “detours” or you want to be prepared for when it does happen this is one episode that you can’t afford to miss as we discuss 5 Scenarios That Could Wreck Your Retirement (& How to Bounce Back from Them!)
If you are retired or hoping to retire sometime soon, you will definitely want to join us as we lay out 2019 Key Retirement Deadlines. Just when you thought you could retire and not worry about any more deadlines, the good news is we will be doing the heavy lifting for you! From the deadline to apply for Medicare to tax deadlines to various retirement deadlines you must meet to avoid penalties and extra taxes. We’ve got you covered so don’t miss out!
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