Financial Flight Plan Podcast

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

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

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

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
 
 

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

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

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.

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.

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...

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.