Weekly financial and retirement guidance with Ben Schrock of BA Schrock Financial Group in Wadsworth, Ohio. Also serving the Cleveland and Akron areas. This podcast will help you learn important financial concepts that allow you to retire with confidence.
In this episode, we’re spending some time with BA Schrock’s Colleen LeMasters, CFP® to share our process for helping and assisting clients when the face these significant changes that disrupt life and retirement. This is a conversation that we can approach from multiple angles so we’ve broken it out into two parts. In part one we talked about these life changes from a non-retirement perspective.
Now we’re going to turn our attention to the retirement aspect of this conversation and the changes that often happen to people around this time.
Here’s some of what you’ll learn on this episode:
- What is the most common change people face when someone goes from working to retirement? (1:26)
- How interest rate changes impact your retirement plan and your ability to retire like you want. (4:18)
- Will you lose your job if you stick around or pass up a buyout? (8:14)
- What happens when you’re forced into an early retirement? (10:19)
- How has income planning changed with the increase in interest rates? (12:33)
For more, visit us online: https://baschrock-fg.com/
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Episode Show Notes
Ep 96: Mortgage Lending Options for Investors (Part 2)
Health and wealth are some of the biggest factors for happiness in our lives. On today’s episode we’re going to focus on the health side of retirement, with our guest Anthony Schrock.
Ep 95: The Benefits to Lending Through a Local Bank (Part 1)
Health and wealth are some of the biggest factors for happiness in our lives. On today’s episode we’re going to focus on the health side of retirement, with our guest Anthony Schrock.
Ep 94: Health & Wealth with Anthony Schrock from Pack Performance Center (Part 2)
Health and wealth are some of the biggest factors for happiness in our lives. On today’s episode we’re going to focus on the health side of retirement, with our guest Anthony Schrock.
Ep 93: Health & Wealth with Anthony Schrock from Pack Performance Center – Part 1
Health and wealth are some of the biggest factors for happiness in our lives. On today’s episode we’re going to focus on the health side of retirement, with our guest Anthony Schrock.
Ep 92: Cyber Security and Protecting Yourself Against Cyber Criminals – Part 2
We’re continuing our conversation on cyber security today with IT expert, Ben Zelei. Last week we explored what phishing scams look like and what cyber criminals want from you. Today, we’ll break down a few ways the average consumer can protect themselves from these scams.
Ep 91: Cyber Security and Protecting Yourself Against Cyber Criminals – Part 1
Is your business data and personal data protected against cyber criminals? On today’s episode, we’ll explore protecting yourself against phishing scams with tech expert, Ben Zelei
Ep 90: How Your Legacy Plan Fits into Your Overall Retirement Plan – Part 2
Once you have a conversation with your family about legacy planning, what are the next steps to ensure your plan is put into place? On today’s episode, we’ll explore everything from trusts and wills, to beneficiary designations and TODs and how all of these fit into your overall retirement plan.
Ep 89: How Your Legacy Plan Fits into Your Overall Retirement Plan – Part 1
Most people are likely to pass at least some money on to their family, children, or charity. On today’s episode, we’ll explore the role legacy planning plays in your overall retirement plan and some of the most common routes people use when passing money on to their beneficiar-ies.
Ep 88: 2022 Market Outlook with Keith Lockwood – Part 2
We continue our conversation with our chief investment officer, Keith Lockwood today. We’ll break down some market predictions for the rest of 2022 and 2023. Should we expect a rebound or a recession?
Ep 87: Withstanding Market Volatility with Keith Lockwood – Part 1
Joining us on today’s show, Medicare expert, Erin Carbone, will discuss the various working parts of Medicare, when you can apply, what kind of add-ons you should expect, and more.
How do you want to retire?
Not feeling confident about your retirement?