Episodes
Thursday Dec 19, 2019
3 Ways We Sabotage Our Own Retirement
Thursday Dec 19, 2019
Thursday Dec 19, 2019
With all of the things in the financial world that you can’t control, why would you sabotage your own retirement by messing up the things you can control? Let’s discuss some ways that people sabotage their own financial health...
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402
Thursday Dec 05, 2019
Top 5 Social Security Misunderstandings
Thursday Dec 05, 2019
Thursday Dec 05, 2019
Myths, rumors, and misunderstandings are pervasive in the world of Social Security. On this show, we’ll look to clear up the top 5 misunderstandings about Social Security.
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402
Thursday Nov 07, 2019
3 Retirement Constants That Affect Everyone
Thursday Nov 07, 2019
Thursday Nov 07, 2019
While there are some factors that are different for everyone in retirement planning, there are also constants that affect everyone, no matter the specifics of your situation. How do we plan around these constants?
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402
Thursday Oct 17, 2019
Tax Storytime
Thursday Oct 17, 2019
Thursday Oct 17, 2019
Today, Brie discusses a client story where she was able to help a couple reallocate their retirement investments to be tax-free. Brie also answers a question from Kevin who is wondering if he should stop contributing to his 401(k) and save his money somewhere else.
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402
Thursday Oct 03, 2019
Even Responsible Savers Make Mistakes
Thursday Oct 03, 2019
Thursday Oct 03, 2019
Even for people who have been very responsible with their money over the years, entering retirement can still be a challenge because it’s such a different stage of life. Let’s talk about some of the missteps that even responsible savers can make…
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402
Thursday Sep 19, 2019
What Flying Teaches Us About Retirement
Thursday Sep 19, 2019
Thursday Sep 19, 2019
There are some important lessons that flying can teach us about retirement planning. So check your luggage, strap into your seat and let's take a trip with Brie and Tim.
Important Links:
Website: https://www.estesfinancial.net/
Call: 817-444-8402
Thursday Sep 05, 2019
Inside A Business
Thursday Sep 05, 2019
Thursday Sep 05, 2019
We're not just dispensing great financial advice on today's podcast. We'll also talk about Brie's recent accomplishment of starting her own business, Smart Financial Divorce. We'll talk to her about the lessons she's learned as a business owner and also what it's been like to run a financial practice with her dad, Tim Estes, for the past two decades.
Thursday Aug 15, 2019
Busting Financial Myths
Thursday Aug 15, 2019
Thursday Aug 15, 2019
Today’s episode is simple. We’ll look at some of the most widely believed financial myths and try to bust them wide open. The scary thing is that a lot of people base their financial plans on some of these myths. Don’t be like that.
Thursday Aug 01, 2019
You Need To Avoid These Portfolio Disasters
Thursday Aug 01, 2019
Thursday Aug 01, 2019
Between wildfires, hurricanes, tornados and floods, there’s always a natural disaster making news headlines. And while life and limb aren’t at stake when it comes to your portfolio, experiencing a financial disaster can still have a catastrophic effect on your life in retirement. Let’s discuss some portfolio disasters that we’ve seen and how to avoid them...
Thursday Jul 18, 2019
Myths About Federal Pay
Thursday Jul 18, 2019
Thursday Jul 18, 2019
On this episode, we'll discuss COLA's and Diet COLA's (cost of living adjustments) and other myths about federal pay raises for workers and retirees. And later, we'll tackle a listener email question about being forced into an early retirement.