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Ep 41: Does An Annuity Fit Your Retirement Plan?
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.
Ep 40: GameStop, Bitcoin, & Vegas
Taylor and Brad discuss the recent stock market madness involving Gamestop, as well as the trend of bitcoin trading. They acknowledge the short-term success that these new movements have presented, but also warn against the great risk that they bring as well with their lack of long-term stability in the market.
Ep 39: Making Your Destination Postcard
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.
Ep 38: Retiring ASAP With A Portfolio Analysis
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.
Ep 37: How Taking An Inventory Can Jumpstart Your Retirement
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.
Ep 36: 4 Things To Set You Up For Financial Success In 2021
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.
Ep 35: A Purpose In Retirement – A Case Study With Brad Fike
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.
Ep 34: Getting To A Meaningful Retirement, Part 1
It’s not uncommon to see people work hard for many years in order to reach for the ultimate goal of retirement. But what will your purpose shift to once you reach that goal? Taylor and Brad sit down to talk about why you need to have a purpose in retirement and not just live to complete the mundane aspects of life.
Ep 33: How To Afford A Nursing Home Without Going Broke
Long-term care is a subject that most people don’t like to discuss. Many don’t think that they will be put in that situation, but that couldn’t be further from the truth. Taylor and Brad break down what potential options are out there for long-term care and the situational circumstances to each choice.
Your Early Retirement Map: https://66elrgll.pages.infusionsoft.net/
Ep 32: The Presidential Election and Your Retirement
This year’s election is on the horizon and many people have strong emotions and opinions going into it. Emotions can take over during this time and cause people to make unwise financial decisions. Taylor and Brad discuss the behavioral side of finances and why you shouldn’t pull your money out of the stock market during volatile times.
Your Early Retirement Map: https://66elrgll.pages.infusionsoft.net/
Article On How Markets React To Elections
Ep 31: Designing An Income Plan To Last
In order to retire comfortably and confidently, you need an income plan to carry you through retirement. Often times, people have a certain number they would like to reach before they can retire, but other considerations need to be included such as risk and your goals. Taylor and Brad talk about the variables that make up a great income plan that will help get you through retirement.
Ep 30: How To Be A Successful Investor
The media loves to spread the idea that it’s possible to get rich quickly by investing in a couple of companies. But the truth is that becoming a successful investor is a longer term process and very few people feel that instant gratification. Taylor and Brad discuss some of the ways the media tries to get you to invest emotionally and why having a professional guide you through the noise is imperative.
Ep 29: Can You Retire Tax-Free?
One of the most overlooked parts of retirement planning is taxes. Do you know how taxes will affect your retirement savings, or your Social Security benefits? Tune in to find out what strategies can reduce your taxes in retirement, or even allow you to retire tax-free.
Ep 28: John Russell Home and Auto Insurance
On this episode we invite John Russell to the podcast. John is a Farmers Insurance agent who specializes in home and auto insurance. Taylor and John talk about his philosophy and the importance of working a professional who has your best interest in mind.
Ep 27: Affordable Healthcare Before Medicare
Some people have an ambitious goal to retire early, but there are considerations we need to take into account. What if they retire before they are able to qualify for Medicare? Taylor and Brad will talk about different plans that are available for people in this exact situation.
Ep 26: When Should I Take My Social Security?
As the years have gone by, Social Security has become more complex and complicated. Knowing when it’s appropriate to start taking Social Security is a crucial part of any retirement plan. Taylor and Brad talk about many considerations that you need to work out with your advisor before you make that important decision.For many people, a house is one of the biggest purchases they will make in their lifetime. So it’s important to know what is expected in the buying process. Taylor and Brad have recently gone through the home buying process and they discuss what that looked like for them on today’s show.
Ep 25: Things To Consider When Buying A House
For many people, a house is one of the biggest purchases they will make in their lifetime. So it’s important to know what is expected in the buying process. Taylor and Brad have recently gone through the home buying process and they discuss what that looked like for them on today’s show.
Ep 24: Should I Own Real Estate In My Retirement Plan?
Many pre-retirees wonder if part of building a successful and diverse portfolio includes real estate. Taylor and Brad will dive into the pros and cons of owning real estate and investing in real estate to help you determine what’s right for your particular portfolio.
Ep 23 :Talking to Your Spouse About Retirement With Torrey Fike
We invite a very special guest to this week’s episode, Taylor’s wife, Torrey Fike! Many people do not know how to bring up the conversation of retirement to their spouse, or the right questions to ask. So in light of this, Taylor and Torrey have an honest conversation about what they want retirement to look like.
Ep 22: Should I Pay Off My Mortgage Before I Retire?
This episode kicks off a new 3-part series on home ownership. One of the most common concerns that pre-retirees encounter is paying on a mortgage in retirement. Taylor and Brad will give us the pros and cons of this situation and will also talk about a recent client that had this same concern.