Episodes
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
Thursday Jan 26, 2023
SECURE Act 2.0 - Retirement Changes to Know About
Thursday Jan 26, 2023
Thursday Jan 26, 2023
After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 has been passed. Let’s see what we need to know.
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402
Wednesday Dec 21, 2022
The Top 5 401(k) Mistakes You Need To Avoid
Wednesday Dec 21, 2022
Wednesday Dec 21, 2022
Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore for long periods of time, which often leads to mistakes. We’ll cover at least the top 5 mistakes people make in their 401(k)s.
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402
Tuesday Nov 22, 2022
Making Smart Decisions During Major Life Events
Tuesday Nov 22, 2022
Tuesday Nov 22, 2022
Let’s explore some of the things you should be thinking about to make smart financial decisions when you encounter some of the most significant events in your life.
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402
Thursday Oct 27, 2022
Warning Signs: How to Spot Problems in Your Financial Life
Thursday Oct 27, 2022
Thursday Oct 27, 2022
Just like the lights on your dashboard can indicate if something is wrong with your car (like low tire pressure or leaking oil), there are indicators in your financial life that might point out that you have a problem that needs to be addressed...
Important Links:
Article: https://www.psychologytoday.com/us/blog/next-change-is-inevitable-growth-is-optional/202208/the-psychological-investment-in-retirement
Website: https://www.estesfinancial.net/
Call: 817-444-8402
Thursday Sep 29, 2022
Retirement Planning From A Psychologist’s Point Of View
Thursday Sep 29, 2022
Thursday Sep 29, 2022
We always talk about the money side of financial and retirement planning. But what about the mental aspect of that big life change? Today we’ll break down an article written by a Licensed Professional Counselor (Kate Schroeder) for Psychology Today, titled The Psychological Investment In Retirement.
Important Links:
Article: https://www.psychologytoday.com/us/blog/next-change-is-inevitable-growth-is-optional/202208/the-psychological-investment-in-retirement
Website: https://www.estesfinancial.net/
Call: 817-444-8402