Financial Flight Plan Podcast

There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes. In this episode, we cover topics ranging from poor expense planning to outdated beneficiary designations and family conflict triggers. We also shed light on some misconceptions about transferring real estate and explain the impact of tax implications on your estate. If you want to leave a legacy without regret or legal turmoil, this episode is a great starting point.

Important Links:

Website: https://www.estesfinancial.net/

Call: 817-444-8402

Get ready for part two of our Retirement Cash Flow series! This time, we're diving into the income side of the equation. In part one, we tackled the ins and outs of your expenses in retirement. Now, it's all about understanding the crucial role of income analysis. We'll uncover the secrets of guaranteed income versus the uncertain stuff and shed light on the consequences of retiring without a clear income plan.

Don't worry if you're feeling lost - we've got your back with practical solutions and expert guidance. Tune in and take charge of your retirement cash flow!

Episode Resources: 

www.brokercheck.com

Important Links:

Website: https://www.estesfinancial.net/

Call: 817-444-8402

In this episode, we’ll explore many of the expenses in your life that might drastically change (one way or another) in retirement. We’ll break those expenses down further to see which ones are the top priorities and analyze some of the other factors that impact your cash flow in retirement.

Important Links:

Website: https://www.estesfinancial.net/

Call: 817-444-8402

In the complex world of retirement planning, there are countless pitfalls one could fall into. In this episode, we've distilled it down to what we believe are the top 5 mistakes to watch out for. Avoiding these crucial missteps can have a significant impact on the success of your retirement plan. So, join us as we delve into these key issues and learn how to navigate them effectively when it's your turn to plan for retirement.

Important Links:

Website: https://www.estesfinancial.net/

Call: 817-444-8402

Have you ever wondered if the Social Security system will run out of money before you retire? Or if claiming benefits as soon as you're eligible is the best decision for your financial future? In this episode, we'll be debunking common myths about Social Security and answering the questions you've been curious about.

Important Links:

Website: https://www.estesfinancial.net/

Call: 817-444-8402

Are you preparing for retirement but feeling confident that you have covered all the expenses? Well, think again... It turns out that many retirees overlook some crucial expenses that can leave them financially vulnerable. In this episode, we explore the retirement expenses that most people tend to forget, including skyrocketing medical bills, unexpected travel costs, taxes, and much more. We'll discuss practical tips and strategies to help you plan for these expenses and ensure a secure and comfortable retirement.

Important Links:

Website: https://www.estesfinancial.net/

Call: 817-444-8402

The debt ceiling has been a big story in the news lately, so we wanted to discuss this item and how it could potentially impact your retirement.

Important Links:

Website: https://www.estesfinancial.net/

Call: 817-444-8402

After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 has been passed. Let’s see what we need to know.

Important Links:

Website: https://www.estesfinancial.net/

Call: 817-444-8402

Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore for long periods of time, which often leads to mistakes. We’ll cover at least the top 5 mistakes people make in their 401(k)s.

Important Links:

Website: https://www.estesfinancial.net/

Call: 817-444-8402

Let’s explore some of the things you should be thinking about to make smart financial decisions when you encounter some of the most significant events in your life.

Important Links:

Website: https://www.estesfinancial.net/

Call: 817-444-8402