Episodes
Thursday Feb 25, 2021
3 Federal Employee Retirement Mistakes
Thursday Feb 25, 2021
Thursday Feb 25, 2021
Planning for retirement is no easy task. There are many instances where a small decision you make can leave a lasting impact for your whole retirement. This can be even more difficult for federal employees who have a lot of special nuances to their planning. We take a look at 3 of the most common mistakes Brie sees in her practice and some proactive steps you may be able to take to avoid these for your retirement.
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402
Thursday Jan 28, 2021
Politics & Your Investments
Thursday Jan 28, 2021
Thursday Jan 28, 2021
The presidential inauguration has finally passed us and we have a new president in the White House. This has caused some people to panic and feel like the stock market is going to crash any day now. But if we take a step back and look at the market from a macro perspective, this is just another blip on the radar that will pass. Today Brie looks at some historical data with how the markets reacted to previous elections and why there is no need to panic.
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402
Wednesday Dec 30, 2020
3 Strategies for Federal Employees Planning to Retire Soon
Wednesday Dec 30, 2020
Wednesday Dec 30, 2020
For many people, their retirement date comes sooner than they expected and before they truly get a chance to prepare. But with proper planning, federal employees can enjoy a comfortable retirement. Let's look at three key planning strategies you need to address within five years of your retirement.
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402
Tuesday Nov 24, 2020
A 5 Question Retirement Preparedness Quiz
Tuesday Nov 24, 2020
Tuesday Nov 24, 2020
Want to grade your preparedness for retirement? Here are five key questions you need to ask yourself. Your answers will help determine how ready you are for retirement.
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402
Thursday Oct 29, 2020
What Specific Retirement Challenges Face Baby Boomers?
Thursday Oct 29, 2020
Thursday Oct 29, 2020
We’re talking specifically to Baby Boomers on this episode. What are the most common challenges, fears and objectives of this generation? What are some of the mistakes Boomers often make and how can they be avoided? We’ll ask and attempt to answer those questions on today’s show.
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402
Thursday Sep 24, 2020
This One's On the House
Thursday Sep 24, 2020
Thursday Sep 24, 2020
We get a lot of questions about how the house (or houses) fit into retirement plans. From downsizing to rental properties to interest rates, let’s explore some of the top retirement questions as it relates to all things housing.
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402
Thursday Aug 27, 2020
5 Financial Issues Particularly Challenging For Women
Thursday Aug 27, 2020
Thursday Aug 27, 2020
Many financial issues impact us all the same. But, of course, other challenges have varying impacts from person to person because our situations are all unique. Let’s take a look at some of the financial and retirement challenges that are unique to women.
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402
Thursday Jul 30, 2020
3 Hidden Expenses In Retirement
Thursday Jul 30, 2020
Thursday Jul 30, 2020
There are many misconceptions that revolve around retirement and there are many factors that people can fail to plan for. Brie helps us break down some of the hidden expenses that can blindside you in retirement if you're not ready for them.
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402
Thursday Apr 16, 2020
How to Avoid Becoming a Victim of the Current Social Security Scam
Thursday Apr 16, 2020
Thursday Apr 16, 2020
If you've received an email, phone call or text message about Social Security, you should probably think twice before taking any action. Brie is here to get you up to speed on the most common Social Security scams to look out for and how to identify them, so that you don't be come the next victim.
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402
Thursday Mar 26, 2020
3 Things To Know About Your TSPs & Volatile Markets
Thursday Mar 26, 2020
Thursday Mar 26, 2020
With widespread panic over the coronavirus, we've seen the stock market fall fast in recent weeks. Many Thrift Savings Plan (TSP) investors have lost a lot of value in their accounts and might be feeling concerned. Here are three things your need to know about TSPs and volatility.
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402