Episodes
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
Thursday Mar 12, 2020
5 Things To Do Before You Retire As A Federal Employee
Thursday Mar 12, 2020
Thursday Mar 12, 2020
The final 5-10 years of a federal employee's service is a critical time for retirement planning. Let's talk about the five things you need to have on your checklist before you retire.
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402
Thursday Feb 27, 2020
Proposed 2021 Income & Benefit Changes For Federal Employees
Thursday Feb 27, 2020
Thursday Feb 27, 2020
The White House recently proposed a number of budget changes in 2021 that could impact federal employees significantly if passed. We'll run through these income and retirement changes and what they could mean for your plan.
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402
Thursday Feb 20, 2020
Lies You Learn In Broker School
Thursday Feb 20, 2020
Thursday Feb 20, 2020
A lot of financial professionals say things that just aren’t true. And it’s not that they’re intentionally trying to mislead, it’s just that they’ve been trained to use certain talking points, which they might even believe to be true themselves. Let’s talk about the statements you should be cautious of if you hear them from a financial advisor.
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402
Thursday Jan 30, 2020
The Unholy Alliance Between Financial Media & Wall Street
Thursday Jan 30, 2020
Thursday Jan 30, 2020
It’s always good to keep yourself up to date with what’s going on in the financial world. But it’s also important to understand that the information you get from the media isn’t completely unbiased. Let’s talk about some of the problems with the financial media.
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402