Episodes
Thursday Jan 20, 2022
How ’The Great Resignation’ Could Impact You or a Loved One’s Retirement
Thursday Jan 20, 2022
Thursday Jan 20, 2022
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
Tuesday Nov 23, 2021
Opportunities for Retirement‘s Late Bloomers
Tuesday Nov 23, 2021
Tuesday Nov 23, 2021
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
Thursday Oct 28, 2021
Everything You Need to Know About the Federal Vaccine Mandate
Thursday Oct 28, 2021
Thursday Oct 28, 2021
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
Thursday Sep 30, 2021
Mind The Gaps In Your Retirement Planning
Thursday Sep 30, 2021
Thursday Sep 30, 2021
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
Thursday Aug 26, 2021
What Makes Your Advisor Tick
Thursday Aug 26, 2021
Thursday Aug 26, 2021
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
Thursday Jul 29, 2021
Understanding The SECURE Act 2.0
Thursday Jul 29, 2021
Thursday Jul 29, 2021
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
Thursday Jun 24, 2021
3 Challenges Today's Retirees Face
Thursday Jun 24, 2021
Thursday Jun 24, 2021
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
Thursday May 27, 2021
Describing Retirement
Thursday May 27, 2021
Thursday May 27, 2021
It makes sense that the way we plan for retirement is largely influenced by what we think retirement is like or all about. So, let’s take a look at how various people across the US describe retirement and see how that might shape the retirement planning process.
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402
Thursday Apr 29, 2021
3 Pros of the TSP in Retirement
Thursday Apr 29, 2021
Thursday Apr 29, 2021
Last week we delivered the bad news first and went over the cons of the TSP. But on this week's show, we bring you the good news and discuss 3 pros of the TSP.
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402
Thursday Mar 25, 2021
3 Cons of the TSP in Retirement
Thursday Mar 25, 2021
Thursday Mar 25, 2021
We spend a lot of time on the podcast talking about federal employees and their retirement plans. They have access to different investment vehicles that other workers are not able to participate in. We talk about the TSP, or Thrift Savings Plan on today's show. It's similar to a 401(k), but there are specific stipulations that are not necessarily efficient. We will address the cons of the TSP today and Brie will give her advice on how to maneuver through some of the rules.
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402