Episodes
Thursday Sep 26, 2024
For Couples, Retirement Planning is a Team Sport
Thursday Sep 26, 2024
Thursday Sep 26, 2024
Are you and your spouse on the same page when it comes to what retirement is going to look like? If not, it’s time to talk. Listen to this episode where we'll explore why it’s so important for couples to have detailed conversations about their finances and retirement futures. We’ll cover exactly what you need to discuss, and how to handle any disagreements.
This episode was recorded on 9/11, a day that holds deep meaning for many. Brie also shares her personal story as the daughter of a pilot flying that day and remembers those who lost their lives or loved ones.
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402
Thursday Aug 29, 2024
Your Guide to Medicare's Open Enrollment Plan
Thursday Aug 29, 2024
Thursday Aug 29, 2024
The Medicare Open Enrollment Period will be here before we know it! But what does this mean for you? How does the process work, and who should be paying close attention? In this episode, we’ll break down everything you need to know about navigating this crucial period.
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402
Thursday Jul 25, 2024
Is This 'Retire on $42/month' Article Clickbait?
Thursday Jul 25, 2024
Thursday Jul 25, 2024
Imagine retiring comfortably on just $42 per month—sounds too good to be true, right? Well, it’s exactly the assertion you might have seen in the headline of a recent article online. So today, we’ll dive into the sensational claim and uncover what it really takes to build your retirement nest egg.
Article:
https://www.fool.com/the-ascent/buying-stocks/articles/you-can-retire-on-4167-a-month-if-you-do-these-2-things/
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402
Wednesday Jun 26, 2024
Adventure Awaits! Retirement Travel Planning
Wednesday Jun 26, 2024
Wednesday Jun 26, 2024
One of the more exciting parts of the retirement planning process is dreaming about the lifestyle you want to enjoy. For many retirees, travel is a big part of that vision. However, budgeting for trips in retirement isn't quite the same as when you're working and can count on regular paychecks to replenish your bank account. So, how do we factor in your dream vacations when crafting a retirement plan? We’ll “pack” all that great information into this episode and even share a few tips for making the most of your travel budget!
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402
Thursday May 30, 2024
Retiree Insurance: The Basics You Must Know
Thursday May 30, 2024
Thursday May 30, 2024
While you dream about the leisurely days ahead of you in retirement, it’s also important to think about some of the less glamorous items, including insurance. In this new season of life, your old policies may no longer suit your needs or may come to an end. So, what types of coverage should you be considering for your golden years? What do you need to keep in mind as you prep for the transition? We’re going to walk you through the fundamentals in today's episode, covering health insurance, long-term care insurance, life insurance, and more.
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402
Thursday Apr 25, 2024
Steering Clear of Retirement Stress
Thursday Apr 25, 2024
Thursday Apr 25, 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.
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402
Thursday Apr 04, 2024
Finance Fortress: Practical Strategies for Retirees Against Scams & Fraud
Thursday Apr 04, 2024
Thursday Apr 04, 2024
As much as any other threat, recognizing and avoiding scams has become a necessary skill for today’s retirees to develop. Join us as we explore crucial steps you can take to safeguard your financial well-being against the growing tide of scams and identity theft. Learn from real-life stories and gain practical advice to keep your finances secure in this digital era, all from the perspective of a seasoned financial professional.
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402
Thursday Feb 29, 2024
The Best Kept Secret in 401(k)s
Thursday Feb 29, 2024
Thursday Feb 29, 2024
401(k)s have changed a lot since the beginning of the game and many of them have a powerful tool that not many people know about. Join us in today's episode as we shed light on this often-overlooked feature within the 401(k) community and explore its potential benefits. And make sure to stick around until the end, where Brie helps a listener think about his retirement options!
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402
Thursday Jan 25, 2024
Patience Pays: The Power of Delayed Gratification (Part 2)
Thursday Jan 25, 2024
Thursday Jan 25, 2024
Sometimes it’s hard to make financial sacrifices when the reward might not be seen until several years in the future. Today we’re back to talk more about some of the situations where you might be inclined to take the immediate benefit when you should really consider the delayed rewards…
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402
Thursday Dec 28, 2023
Patience Pays: The Power of Delayed Gratification (Part1)
Thursday Dec 28, 2023
Thursday Dec 28, 2023
Sometimes it’s hard to make financial sacrifices when the reward might not be seen until several years in the future. Today we’ll talk about some of the situations where you might be inclined to take the immediate benefit when you should really consider the delayed rewards…
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402