• The Magic 8 Ball’s Guide to Retirement Planning
    Sep 12 2024

    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 retirement questions if it had the wisdom of a financial advisor?

    Contact Info:

    Website: https://crystallaketax.com/

    Phone Number: 815-526-3092

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    16 mins
  • Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning (Part 2)
    Aug 29 2024

    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 Number: 815-526-3092

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    20 mins
  • Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning (Part 1)
    Aug 22 2024

    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 Number: 815-526-3092

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    17 mins
  • Beware of Retirement Half-Truths
    Jun 27 2024

    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

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    20 mins
  • Take the Fork: Yogi’s Wisdom on Making Financial Choices
    Jun 13 2024

    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/

    Phone Number: 815-526-3092

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    16 mins
  • Combatting Popular Excuses For Poor Financial Decision-Making
    May 16 2024

    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

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    18 mins
  • The Beauty of Simplicity When Planning For Retirement
    May 2 2024

    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 Number: 815-526-3092

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    14 mins
  • Steering Clear of Retirement Stress
    Apr 18 2024

    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

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    17 mins