Episodes
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
Thursday Nov 02, 2023
End of Year Financial Planning For 2023
Thursday Nov 02, 2023
Thursday Nov 02, 2023
Join us for a thoughtful episode where we unpack our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come. Together, we'll navigate through essential topics like managing RMDs, exploring tax-saving opportunities, and even touching on the often-overlooked emotional aspects of this pivotal life transition.
Contact:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
Thursday Oct 19, 2023
Are There Universal Retirement Truths? Part 2
Thursday Oct 19, 2023
Thursday Oct 19, 2023
Retirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree? Dive deep in this episode, where we juxtapose the individuality of retirement plans with the foundational principles that remain consistent across the board. Join us for part 2 of this episode series!
Contact:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
Thursday Oct 05, 2023
Are There Universal Retirement Truths? Part 1
Thursday Oct 05, 2023
Thursday Oct 05, 2023
Retirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree? Dive deep in this episode, where we juxtapose the individuality of retirement plans with the foundational principles that remain consistent across the board.
Contact:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
Thursday Sep 21, 2023
Understanding RMDs: A Guide For Retirees & The Soon-to-Retire
Thursday Sep 21, 2023
Thursday Sep 21, 2023
Are you over 55 and pondering retirement? Dive into the world of Required Minimum Distributions (RMDs) with us. In this episode, we demystify the reasons behind mandatory withdrawals from your retirement savings. Discover strategies to potentially avoid them and understand the risks of not preparing in advance. And for those fortunate to not rely on RMDs for income, we'll explore impactful ways to utilize those funds.
Contact:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
Thursday Sep 07, 2023
Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid
Thursday Sep 07, 2023
Thursday Sep 07, 2023
Losing a spouse is an unimaginably tough life event, but the financial implications can add another layer of stress to the grieving process. In this episode, we delve deep into the most common financial issues faced by widows and widowers, from dealing with income gaps to navigating tax changes as a single filer.
We explore actionable strategies to address these problems, such as the importance of life insurance and the ins and outs of spousal pension continuation. This is the episode for you if you’re concerned with ensuring the financial well-being of your remaining family members and safeguarding your financial future and legacy in the face of loss.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
Thursday Aug 17, 2023
Till Debt Do Us Part: Resolving Financial Sources of Tension Between Couples, Part 2
Thursday Aug 17, 2023
Thursday Aug 17, 2023
Welcome back to part two of our discussion on resolving financial tension between couples. In this episode, we'll explore five more common areas of financial tensions: emergency fund size, charitable contributions, handling inheritances, insurance needs, and financial management style. Stay tuned to learn how advisors like Matt work to resolve conflicts in these areas as they arise.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
Thursday Aug 03, 2023
Thursday Aug 03, 2023
Money can't buy love, but it can certainly start some spicy debates between you and your better half. In this episode, we're digging into the financial face-offs that make Monopoly fights look like child's play and exploring some money minefields that can test even the most solid relationships. Listen in as we explore how to resolve some of the most common financial sources of tension between couples.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
Thursday Jul 20, 2023
Specific Strategies for Single Women
Thursday Jul 20, 2023
Thursday Jul 20, 2023
In this episode, we discuss seven essential financial planning strategies for women, with a particular focus on those who are single, divorced, or widowed. We're taking a look at a recent article that covers topics like saving for emergencies, paying off debt, planning for retirement, budgeting, diversifying investments, and creating an estate plan as a woman. If you're looking to build confidence and take control of your financial future, this episode is a must-listen!
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
Thursday Jul 06, 2023
Retirement Rebels: Winning Your Financial Independence
Thursday Jul 06, 2023
Thursday Jul 06, 2023
Celebrate the spirit of July 4th with our latest episode as we tackle the concept of Financial Independence. While the American colonists fought for freedom from British rule, we’re here to discuss what you’re striving to be independent from in your retirement. We’ll unveil the common foes you’ll face on the journey. And good news, no muskets required for these battles…
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949