Episodes
Thursday Nov 30, 2023
End of Year Financial Planning for 2023
Thursday Nov 30, 2023
Thursday Nov 30, 2023
Join us for a thoughtful episode where we unpack our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come. Together, we'll navigate through essential topics like managing RMDs, exploring tax-saving opportunities, and even touch on the often-overlooked emotional aspects of this pivotal life transition.
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402
Thursday Oct 26, 2023
Best Practices for Cyber Security
Thursday Oct 26, 2023
Thursday Oct 26, 2023
In a digital world filled with evolving cyber threats, protecting your financial well-being has never been more crucial. In today's episode, we're going to take you through a checklist of some important issues to be aware of when it comes to cyber security. Tune in for some invaluable tips and best practices for protecting yourself against threats to your financial future.
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402
Thursday Sep 28, 2023
Understanding RMDs: A Guide For Retirees & The Soon-to-Retire
Thursday Sep 28, 2023
Thursday Sep 28, 2023
Are you over 55 and pondering retirement? Dive into the world of Required Minimum Distributions (RMDs) with us. In this episode, we demystify the reasons behind mandatory withdrawals from your retirement savings. Discover strategies to potentially avoid them and understand the risks of not preparing in advance. And for those fortunate to not rely on RMDs for income, we'll explore impactful ways to utilize those funds.
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402
Thursday Aug 31, 2023
Building An Estate Plan With No Regrets
Thursday Aug 31, 2023
Thursday Aug 31, 2023
There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes. In this episode, we cover topics ranging from poor expense planning to outdated beneficiary designations and family conflict triggers. We also shed light on some misconceptions about transferring real estate and explain the impact of tax implications on your estate. If you want to leave a legacy without regret or legal turmoil, this episode is a great starting point.
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402
Thursday Jul 27, 2023
Mastering Retirement Cash Flow (Part 2): Understanding Income
Thursday Jul 27, 2023
Thursday Jul 27, 2023
Get ready for part two of our Retirement Cash Flow series! This time, we're diving into the income side of the equation. In part one, we tackled the ins and outs of your expenses in retirement. Now, it's all about understanding the crucial role of income analysis. We'll uncover the secrets of guaranteed income versus the uncertain stuff and shed light on the consequences of retiring without a clear income plan.
Don't worry if you're feeling lost - we've got your back with practical solutions and expert guidance. Tune in and take charge of your retirement cash flow!
Episode Resources:
www.brokercheck.comwww.advisorinfo.sec.gov
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402
Thursday Jun 29, 2023
Mastering Retirement Cash Flow (Part 1): Understanding Changing Expenses
Thursday Jun 29, 2023
Thursday Jun 29, 2023
In this episode, we’ll explore many of the expenses in your life that might drastically change (one way or another) in retirement. We’ll break those expenses down further to see which ones are the top priorities and analyze some of the other factors that impact your cash flow in retirement.
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402
Friday Jun 02, 2023
The 5 Biggest Money Mistakes In Retirement Planning
Friday Jun 02, 2023
Friday Jun 02, 2023
In the complex world of retirement planning, there are countless pitfalls one could fall into. In this episode, we've distilled it down to what we believe are the top 5 mistakes to watch out for. Avoiding these crucial missteps can have a significant impact on the success of your retirement plan. So, join us as we delve into these key issues and learn how to navigate them effectively when it's your turn to plan for retirement.
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402
Thursday Apr 27, 2023
Dismantling 2023’s Top Social Security Myths
Thursday Apr 27, 2023
Thursday Apr 27, 2023
Have you ever wondered if the Social Security system will run out of money before you retire? Or if claiming benefits as soon as you're eligible is the best decision for your financial future? In this episode, we'll be debunking common myths about Social Security and answering the questions you've been curious about.
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402
Thursday Mar 23, 2023
Retirement Expenses For Which You Forgot To Plan
Thursday Mar 23, 2023
Thursday Mar 23, 2023
Are you preparing for retirement but feeling confident that you have covered all the expenses? Well, think again... It turns out that many retirees overlook some crucial expenses that can leave them financially vulnerable. In this episode, we explore the retirement expenses that most people tend to forget, including skyrocketing medical bills, unexpected travel costs, taxes, and much more. We'll discuss practical tips and strategies to help you plan for these expenses and ensure a secure and comfortable retirement.
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402
Thursday Feb 23, 2023
How the Government Debt Ceiling Affects Retirement
Thursday Feb 23, 2023
Thursday Feb 23, 2023
The debt ceiling has been a big story in the news lately, so we wanted to discuss this item and how it could potentially impact your retirement.
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402