Putting together a solid retirement plan isn’t just about dollars and cents. We need to determine what really matters to you. We need to also consider important factors like your family, charity, career, education, and more.

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480-897-1067

https://www.dekkerfinancial.com/

On this episode, we’ll breakdown a recent CNBC article that analyzes a recent Morningstar study. The study found that most of us have at least one money bias, some of us more than one, and that those biases are very possibly costing us money in our checking, savings, investing and retirement accounts. Are you impacted by a money bias and how can you control it?

CNBC Article: https://www.cnbc.com/2022/01/14/98-percent-of-americans-have-at-least-1-money-bias-study.html

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480-897-1067

https://www.dekkerfinancial.com/

Time for a little fun on this episode. We’ll use some fill-in-the-blank prompts to spark a good discussion about relationships between advisors and their clients, the stock market, common planning mistakes, and much more.

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480-897-1067

https://www.dekkerfinancial.com/

Droves of workers are retiring early or taking a break from work as they change career paths. It’s become known as The Great Resignation. On this episode, we’ll highlight some of the key takeaways of a recent Forbes article and explore a lot of the impacts on retirement planning from across different age groups in the wake of this massive workplace shift that’s underway.

Forbes Article: https://bit.ly/3gtQu65

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480-897-1067

https://www.dekkerfinancial.com/

If retirement is on your mind, then listen up to today’s show for a 5-part checklist that’ll help measure if you’re in good financial health and setting yourself up for retirement success.

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480-897-1067

https://www.dekkerfinancial.com/

You might not be able to follow through on all 22 of these resolutions, but implement even just a few of these and you’ll be well on your way to a more prosperous financial life in the coming year.

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480-897-1067

https://www.dekkerfinancial.com/

Let’s look at the ways that some people try to cut corners in their retirement planning.

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480-897-1067

https://www.dekkerfinancial.com/

Certainly, none of our podcast listeners would be guilty of making unreasonable requests, but let’s talk about some of the unreasonable requests we hear from others in the financial world. We’ll explore what makes them unreasonable and what proper expectations look like instead.

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480-897-1067

https://www.dekkerfinancial.com/

Different types of accounts have different tax consequences. Let’s talk about those advantages and disadvantages in different types of accounts and how you can use them (or not) in retirement planning.

Contact Info:

480-897-1067

https://www.dekkerfinancial.com/

As you might know, Meredith carries the designation of Certified Divorce Financial Analyst and helps clients navigate the financial side of divorce. Today we want to look at that role a little deeper by answering some of the common questions she receives and helping you better understand why working with a CDFA can be a huge benefit.

Contact Info:

480-897-1067

https://www.dekkerfinancial.com/