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.
Welcome to part 2 of our ‘End of the Year Planning’ mini-series. I’m back with Dan Oaklief, RICP®, CPFA. In this episode, we will be focusing on year-end planning from a retirement standpoint.
Some pre-retirees hope to retire early but haven’t considered one of the more costly factors: health care. We connect our clients with a professional that helps guide them to the best option for their circumstances so they know they will be covered. Listen to hear some of the other important factors to approaching retirement.
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Here are some of the things you’ll learn in this episode:
- How we can help you navigate through applying for Social Security. (2:07)
- You should know how much money you want to spend in retirement long before your retirement date so we can be sure your goals are aligned with your savings and investments. (4:31)
- What you should consider about health care in retirement to make sure you are okay from a financial standpoint. (6:14)
For more, visit us online: https://baschrock-fg.com/
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Episode Show Notes
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.
Ep 86: Running an Insurance Business with Erin Carbone – Part 2
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.
Ep 85: How Medicare Works with Erin Carbone – 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.
Ep 84: Preparing Financially for the Future with Offensive Guard Brian Winters – Part 2
Today we are continuing our conversation with NFL offensive guard Brian Winters on entre-preneurship and preparing financially for the future. We’ll explore Brian’s plans for when he retires from the NFL and his goal of building a real estate business.
Ep 83: Saving Habits with Offensive Guard, Brian Winters – Part 1
NFL offensive guard, Brian Winters, joins us to discuss saving habits, investment management, and football! What kind of financial mindset does Brian have and how can it help you save for retirement?
Ep 82: Protecting Yourself Against Fraud
How do you protect yourself and your finances against the various different forms of fraud out there? On today’s show, we’ll discuss different types of scams and what you should be doing to keep yourself safe.
How do you want to retire?
Not feeling confident about your retirement?