We hear a lot of half-truths in the financial world, not necessarily because people try to make misleading statements, but because sometimes a simple statement just doesn’t quite tell the whole story. On this episode, we’ll discuss a few examples...

Contact Info:

Website: https://crystallaketax.com/

Phone Number: 815-526-3092

In this episode, we’re diving into some famous words by the one and only Yogi Berra. You might know him for his legendary baseball career, but Yogi was also a goldmine of wisdom. We'll spin some of his classic quotes into financial advice. It's all about viewing things through the right lens—so let's see what financial insights we can uncover from Yogi’s memorable sayings!

Contact Info:

Website: https://crystallaketax.com/

Phone Number: 815-526-3092

Very often, we see people who know that the financial decisions that they’re making aren’t the best decisions, but they try to create excuses or explanations for why they’re doing what they’re doing. Let’s talk about why these excuses usually don’t hold water.

Contact Info:

Website: https://crystallaketax.com/

Phone Number: 815-526-3092

Retirement planning doesn’t have to be overwhelmingly complicated. It certainly doesn’t have to be as complicated as some people make it. In our next episode, we unravel the unnecessary complexities often woven into the fabric of retirement advice. We’ll debunk some myths, simplify strategies, and uncover the beauty of simplicity and straightforward retirement planning.

Contact Info:

Website: https://crystallaketax.com/

Phone Number: 815-526-3092

Psychologists have determined that retirement is one of the most stressful events that some people will experience in life. In this episode, we’ll look at the ways to proactively deal with the stress surrounding the retirement process.

Contact Info:

Website: https://crystallaketax.com/

Phone Number: 815-526-3092

Some people just need a reality check when it comes to understanding their retirement. Today, we'll explore why a realistic approach to retirement, inclusive of financial planning and the potential for unexpected challenges, is crucial.

Contact Info:

Website: https://crystallaketax.com/

Phone Number: 815-526-3092

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 Info:

Website: https://crystallaketax.com/

Phone Number: 815-526-3092

Imagine your retirement plan as a ship sailing toward a horizon of rest and relaxation. But what if one leak could sink it all? In today’s episode, we spotlight some of the single oversights that could send your dreams to the bottom. We'll share key strategies to plug the gaps, ensuring your financial ship stays buoyant and on course. Tune in to protect your future from the one mistake that could derail everything.

Contact Info:

Website: https://crystallaketax.com/

Phone Number: 815-526-3092