Ep 54: Five Outdated Financial Strategies
The Setup: Just like technologies change and become outdated, so do some retirement planning strategies. Let’s look at five financial strategies that have become obsolete. https://mcdn.podbean.com/mf/web/g3vr6c/054_-_BEN_SCHROCK_-_OBSOLETE_PLANNING_IDEAS9475e.mp3...Ep 53: Common Housing and Retirement Questions
The Setup: Clients often ask us about their house (or houses) and how they fit into retirement plans. From downsizing to rental properties to interest rates, let’s explore some of the top retirement questions as it relates to all things housing....Ep 52: Mailbag: Second Marriages, Life Insurance and the Rule of 100
The Setup: How do I handle finances in a second marriage? Should I cash out my old life insurance policies? Is the Rule of 100 a good thing? Let’s dive into the mailbag and answer these and other questions....Ep 51: Why Living Long Can Be Risky Financially
The Setup: We all want to live a long life, but that can be risky financially. On this week’s episode of Unlocking Your Financial Future, Ben explains the risks and why it’s an awkward conversation to have with clients....
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