Financial Flight Plan Podcast

Article Breakdown: A Scathing Opinion About The EARN Act

A recent article in The Hill paints the EARN Act (Enhancing American Retirement Now), the Senate’s version of the House’s Secure Act 2.0 bill, in a negative light as primarily a tool to give a tax break to rich Americans in a way that ultimately adds to the national deficit and only circumvents problems instead of solving them. We’ll breakdown the article on today’s episode and share our opinion on what it gets right, and wrong.
Important Links:
Article: https://thehill.com/policy/finance/3534883-senate-retirement-bill-benefits-wealthy-americans/
Website: https://www.estesfinancial.net/
Call: 817-444-8402

Investor Beware: Spotting Red Flags When Picking An Advisor

Do you know what red flags, but also some good signs, to be on the lookout for when you’re searching for an advisor to work with as you prepare for retirement? On this episode, we’ll give you some red flags to be aware of, teach you how to spot them, and illustrate the difference between an advisor who does the bare minimum versus one who goes above and beyond to work in your best interests.
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402

What You Need to Know About the Latest Thrift Savings Plan (TSP) Changes

On this episode, we will be discussing some new changes coming to TSPs and what this can mean for you.
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402

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