It can feel overwhelming to know where to start when you are trying to get your personal finances in order. There are many popular financial talking heads promoting different methods and products, and it can be difficult to tell what is just noise. Taylor and Brad compiled a list of the most helpful advice they found to help you get started when organizing your personal finances.
A third stimulus payment recently went out to a large amount of Americans under the American Rescue Plan that was passed. The show has received a few questions about what to do with the stimulus money, so Taylor and Brad will run through some ways you can spend, save, or invest that money on today’s show.
We’ve discussed many times on the show, the necessity to stay active with your mind in retirement, but it doesn’t hurt to also be physically active as well. We sit down with Clay Ream on today’s show to talk about his journey with physical fitness and how Crossfit exercises can be modified to meet you where you are.
Annuities are a hot topic in the financial industry. Some people talk about how much they love them, while others say to stay away from them at all costs. But which side should you believe? Today Taylor discusses the pros and cons to different annuities and how he has used them in his practice in a retirement plan.
Taylor and Brad discuss the recent stock market madness involving Gamestop, as well as the trend of bitcoin trading.
We have made it to part 3 of our Retire ASAP Quickguide series! In our last 2 parts we discussed the importance of taking an inventory and analyzing our assets. The heavy lifting is done, and now we have to actually set a retirement date. It’s a simple concept, but change is difficult for many people. Especially after working for the majority of your life. Our conversation today focuses on the idea of visualizing what you want to do in retirement, and being able to smoothly transition into this next phase of life.
This is part 2 to our Retire ASAP Quickguide series. Now that we have taken inventory of our assets, we need to analyze them and see if they are still a good fit for our retirement plan. Taylor and Brad talk about how they analyze portfolios in their office, advisor fees, and a few more critical questions you should be asking yourself regarding to your portfolio.
2020 is finally behind us and with a new year comes new goals. We are kicking off a 3 part series called the Retire ASAP Quick Guide that’s aimed to help you jumpstart your retirement. Today we focus on the importance of keeping an inventory of what you have. This is crucial when planning for retirement so you know where you are at currently and what steps you need to take in order to achieve your goals.
As the year winds down, it’s important to set ourselves up for success not only in personal growth, but also with our finances. 2020 has been a rollercoaster of a year with many events no one could have predicted, and having a financial plan helps protect your portfolio when these unforeseeable moments transpire. Taylor and Brad talk today on what you can do starting now to help set you up for a great 2021 no matter what may happen in the new year.
On the last podcast, we talked about the need to have a purpose in retirement in order to get the most enjoyment out of it. It’s no doubt that purpose takes on many different forms in our lives and often we have more than just one purpose. On today’s episode, Taylor asks Brad what he wants his retirement life to look like and the specific goals that he has.