Episodes
Thursday Apr 11, 2024
Your Financial Wellness Check-Up
Thursday Apr 11, 2024
Thursday Apr 11, 2024
Just like an annual checkup is important for maintaining good health, performing regular financial checkups is an essential part of planning for a healthy and successful retirement. By regularly assessing your budget, goals, and progress, you can make informed decisions to keep your finances on track. Although financial wellness is going to look different for everyone, we’ll share some areas you should be paying attention to in today’s episode.
Contact:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
Thursday Mar 21, 2024
How Is Technology Redefining Retirement Planning?
Thursday Mar 21, 2024
Thursday Mar 21, 2024
Unpack the toolbox of technology that's promising to redefine retirement planning, but does it deliver? This episode takes a critical look at the wave of innovations, from personal finance management software to online calculators, and questions whether they truly simplify the planning process or introduce new complexities.
Contact:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
Thursday Mar 07, 2024
Finance Fortress: Practical Strategies for Retirees Against Scams & Fraud
Thursday Mar 07, 2024
Thursday Mar 07, 2024
As much as any other threat, recognizing and avoiding scams has become a necessary skill for today’s retirees to develop. Join us as we explore crucial steps you can take to safeguard your financial well-being against the growing tide of scams and identity theft. Learn from real-life stories and gain practical advice to keep your finances secure in this digital era, all from the perspective of a seasoned financial professional.
Contact:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
Thursday Feb 22, 2024
Money Lessons While Filling Out Your March Madness Bracket
Thursday Feb 22, 2024
Thursday Feb 22, 2024
March Madness is upon us, and as you fill out your bracket and watch the NCAA Tournament this year, there are a few retirement planning lessons that you can learn along the way. Join us as we talk about them in today's episode!
Contact:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
Thursday Feb 08, 2024
Retirement Planning Is Different For Women: Here’s Why
Thursday Feb 08, 2024
Thursday Feb 08, 2024
As International Women’s Day approaches (March 8), it’s the perfect time to reflect on the progress women have achieved in the financial realm over the past century. Despite this, the path to retirement is not without its unique challenges for women, and it’s important to recognize the financial hurdles that they continue to face.
In this episode, we’ll share some eye-opening statistics and actionable advice to empower women in their financial journey. From the persistent gender pay gap to the impact of caregiving responsibilities and higher debt burdens, this is why retirement planning is different for women.
Episode Resources:
Gender pay gap- Pew Research Center
https://www.pewresearch.org/social-trends/2023/03/01/the-enduring-grip-of-the-gender-pay-gap/
Women's life expectancy- National Center of Biotechnology Information
https://pubmed.ncbi.nlm.nih.gov/23331196/
Women's debt- T. Rowe Price Insights
https://pubmed.ncbi.nlm.nih.gov/23331196/
Women's retirement confidence- BMO Finance Group
https://pubmed.ncbi.nlm.nih.gov/23331196/
Contact:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
Thursday Jan 25, 2024
Are Your Good Money Habits Holding You Back? (Part 2)
Thursday Jan 25, 2024
Thursday Jan 25, 2024
Welcome back to part 2 of a conversation that might be a bit counterintuitive. We’re going to question the real impact of common financial habits. Are the strategies you consider beneficial actually working in your favor? We explore the pros and cons of practices like paying off debt early, global diversification, and more. Join us for a practical discussion, as we uncover the unexpected effects of everyday money decisions. Are your good money habits holding you back?
Contact:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
Thursday Jan 11, 2024
Are Your Good Money Habits Holding You Back? (Part 1)
Thursday Jan 11, 2024
Thursday Jan 11, 2024
This episode might be a bit counterintuitive. We’re going to question the real impact of common financial habits. Are the strategies you consider beneficial actually working in your favor? We explore the pros and cons of practices like ignoring account statements and strict budgeting. Join us for a practical discussion, as we uncover the unexpected effects of everyday money decisions. Are your good money habits holding you back?
Contact:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
Thursday Dec 21, 2023
Mailbag: I’m a Business Owner- How Much Should I Be Saving For Retirement?
Thursday Dec 21, 2023
Thursday Dec 21, 2023
We're going to answer some recent listener questions in today's episode. And, for a bit of holiday fun, Matt and Marc reflect on some of their favorite memories of Santa Claus!
Ben, a business owner like Matt, seeks advice on balancing business reinvestment and personal retirement savings. Amy asks about her financial strategy, which involves using debt as a tool to save money for retirement. Stick around to see how Matt answers these questions and more!
Contact:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
Thursday Dec 07, 2023
The Questions You Must Ask Your Financial Advisor
Thursday Dec 07, 2023
Thursday Dec 07, 2023
Have you ever wondered what questions to ask your financial advisor, or why those questions are crucial? In today’s episode, we’re tackling exactly that. We're discussing the vital questions that bring transparency and depth to your financial advisory relationship.
Contact:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
Thursday Nov 16, 2023
Easy Wins in Personal Finance
Thursday Nov 16, 2023
Thursday Nov 16, 2023
Ever thought that minor tweaks in your financial plan could lead to major wins? It’s important to eventually get a comprehensive financial plan for yourself, but sometimes even just a few minor adjustments in your portfolio can make a big difference. Let’s discuss a few easy places to start...
Contact:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949