Financial Flight Plan Podcast

The Most Important Birthdays in Retirement Planning

There are certain age milestones where you should really pay attention to your retirement planning
progress. On this episode, we’ll look at the most important birthdays as you approach retirement and cover
the exact things you should be checking off your to-do list at each age.

Important Links:

Website: https://www.estesfinancial.net/

Call: 817-444-8402

When Guessing at Retirement’s 3 Most Important Factors Goes Wrong

Most people, when trying to plan their retirement, have to guess about the answers to some important questions. Let’s talk about some of those questions and why you need to have a better answer than just a guess.

Important Links:

Website: https://www.estesfinancial.net/

Call: 817-444-8402

Who Even Needs A Financial Advisor?

Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still others just don’t know who to trust so they end up not working with anyone. Let’s talk about some reasons that you might need an advisor.

Important Links:

Website: https://www.estesfinancial.net/

Call: 817-444-8402

How ’The Great Resignation’ Could Impact You or a Loved One’s Retirement

Droves of workers are retiring early or taking a break from work as they change career paths. It’s become known as The Great Resignation. On this episode, we’ll highlight some of the key takeaways of a recent Forbes article and explore a lot of the impacts on retirement planning from across different age groups in the wake of this massive workplace shift that’s underway.

Important Links:

Forbes Article: https://bit.ly/3rnoupG

Website: https://www.estesfinancial.net/

Call: 817-444-8402

Opportunities for Retirement‘s Late Bloomers

Maybe you’re close to retirement and think you don’t have nearly enough money saved. But let’s talk about some reasons that the news might not be as bad as you think.

Important Links:

Website: https://www.estesfinancial.net/

Call: 817-444-8402

Everything You Need to Know About the Federal Vaccine Mandate

With the vaccine mandate set to take effect for Federal employees in November, we wanted to help you understand what this could mean for your employment and how it might impact your retirement plans.

Important Links:

Website: https://www.estesfinancial.net/

Call: 817-444-8402

Mind The Gaps In Your Retirement Planning

If you’ve ever ridden the subway in London, you’ve probably seen the “Mind the Gap” signs warning you to be aware of the gap between the train door and the station platform. Let’s talk today about minding the gaps in retirement planning.

Important Links:

Website: https://www.estesfinancial.net/

Call: 817-444-8402

What Makes Your Advisor Tick

It’s time to peel back the curtain a little bit to learn about your financial advisor.

Important Links:

Website: https://www.estesfinancial.net/

Call: 817-444-8402

Understanding The SECURE Act 2.0

The SECURE Act became law at the beginning of 2020 and created some significant differences in how people should plan for retirement. And while it’s not law yet, there’s a SECURE Act 2.0 on the horizon that could very likely become law before the end of the year. Let’s talk about some of the provisions and why they could be important.

Important Links:

Website: https://www.estesfinancial.net/

Call: 817-444-8402

3 Challenges Today’s Retirees Face

If you’re of the age that your mom and dad retired 20 or 30 years ago, the world was a much different place when they walked away from their paychecks. Let’s talk about how things are different now.

Important Links:

Website: https://www.estesfinancial.net/

Call: 817-444-8402

Podbean App

Play this podcast on Podbean App