Financial Flight Plan Podcast

A lot of financial professionals say things that just aren’t true. And it’s not that they’re intentionally trying to mislead, it’s just that they’ve been trained to use certain talking points, which they might even believe to be true themselves. Let’s talk about the statements you should be cautious of if you hear them from a financial advisor.

Important Links:

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

Call: 817-444-8402

It’s always good to keep yourself up to date with what’s going on in the financial world. But it’s also important to understand that the information you get from the media isn’t completely unbiased. Let’s talk about some of the problems with the financial media.

Important Links:

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

Call: 817-444-8402

Your 401k can be your most powerful retirement savings tool. But it’s not perfect. Let’s talk about some of the weaknesses that you should be aware of in your 401k (or 403b…or TSP…or 457 plan)…

Important Links:

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

Call: 817-444-8402

It’s great that people are living longer and longer, but how can you be sure that your retirement plan is built to last as long as you do? Let’s discuss the financial impact of a longer life expectancy…

Important Links:

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

Call: 817-444-8402

With all of the things in the financial world that you can’t control, why would you sabotage your own retirement by messing up the things you can control? Let’s discuss some ways that people sabotage their own financial health...

Important Links:

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

Call: 817-444-8402

Myths, rumors, and misunderstandings are pervasive in the world of Social Security. On this show, we’ll look to clear up the top 5 misunderstandings about Social Security.

Important Links:

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

Call: 817-444-8402

While there are some factors that are different for everyone in retirement planning, there are also constants that affect everyone, no matter the specifics of your situation. How do we plan around these constants?

Important Links:

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

Call: 817-444-8402

Today, Brie discusses a client story where she was able to help a couple reallocate their retirement investments to be tax-free. Brie also answers a question from Kevin who is wondering if he should stop contributing to his 401(k) and save his money somewhere else.

Important Links:

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

Call: 817-444-8402

Even for people who have been very responsible with their money over the years, entering retirement can still be a challenge because it’s such a different stage of life. Let’s talk about some of the missteps that even responsible savers can make…

Important Links:

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

Call: 817-444-8402

There are some important lessons that flying can teach us about retirement planning. So check your luggage, strap into your seat and let's take a trip with Brie and Tim.

Important Links:

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

Call: 817-444-8402