Financial Flight Plan Podcast

Just like the lights on your dashboard can indicate if something is wrong with your car (like low tire pressure or leaking oil), there are indicators in your financial life that might point out that you have a problem that needs to be addressed...

Important Links:

Article: https://www.psychologytoday.com/us/blog/next-change-is-inevitable-growth-is-optional/202208/the-psychological-investment-in-retirement

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

Call: 817-444-8402

We always talk about the money side of financial and retirement planning. But what about the mental aspect of that big life change? Today we’ll break down an article written by a Licensed Professional Counselor (Kate Schroeder) for Psychology Today, titled The Psychological Investment In Retirement.

Important Links:

Article: https://www.psychologytoday.com/us/blog/next-change-is-inevitable-growth-is-optional/202208/the-psychological-investment-in-retirement

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

Call: 817-444-8402

A recent article in The Hill paints the EARN Act (Enhancing American Retirement Now), the Senate’s version of the House’s Secure Act 2.0 bill, in a negative light as primarily a tool to give a tax break to rich Americans in a way that ultimately adds to the national deficit and only circumvents problems instead of solving them. We’ll breakdown the article on today’s episode and share our opinion on what it gets right, and wrong.

Important Links:

Article: https://thehill.com/policy/finance/3534883-senate-retirement-bill-benefits-wealthy-americans/

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

Call: 817-444-8402

Do you know what red flags, but also some good signs, to be on the lookout for when you’re searching for an advisor to work with as you prepare for retirement? On this episode, we’ll give you some red flags to be aware of, teach you how to spot them, and illustrate the difference between an advisor who does the bare minimum versus one who goes above and beyond to work in your best interests.

Important Links:

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

Call: 817-444-8402

On this episode, we will be discussing some new changes coming to TSPs and what this can mean for you.

Important Links:

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

Call: 817-444-8402

There are certain age milestones where you should really pay attention to your retirement planning

Important Links:

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

Call: 817-444-8402

Most people, when trying to plan their retirement, have to guess about the answers to some important questions. Let’s talk about some of those questions and why you need to have a better answer than just a guess.

Important Links:

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

Call: 817-444-8402

Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still others just don’t know who to trust so they end up not working with anyone. Let’s talk about some reasons that you might need an advisor.

Important Links:

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

Call: 817-444-8402

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.

Important Links:

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

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

Call: 817-444-8402

Maybe you’re close to retirement and think you don’t have nearly enough money saved. But let’s talk about some reasons that the news might not be as bad as you think.

Important Links:

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

Call: 817-444-8402