Ep 101: End of the Year Planning Pt. 2
The Key Points: 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...Ep 60: Mailbag – Answering Your Questions About Inheritance, Investing and Income
The Setup: On this episode of Unlocking Your Financial Future, we answer your questions about inheritance, investing, income and much more. https://mcdn.podbean.com/mf/web/hfbdg3/060_-_BEN_SCHROCK_-_MAILBAGbmux1.mp3 Click the timestamps below to skip to a specific...Ep 46: Handling Finances After the Death of a Spouse
The Setup: It’s a somber topic that no one likes to think about, but it’s important to have a financial plan in place if your spouse dies. Our team can help you with those sensitive, difficult conversations so money is the least of your worries if your loved one...Ep 40: Retirement Projections, Diversification & Other Mailbag Questions
The Setup: It’s time to answer your questions once again on the podcast. Today we’ll cover, retirement projections, proper diversification, how much you’ll need for retirement, a surprise inheritance, and working while earning Social Security. [spp-player url...
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