Everyone’s got an opinion about money (especially the people with a book deal or a TV show). Some of that advice is useful. Some of it sounds better on a stage than it works in real life. Let’s break it down.

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Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

Call: 989-401-2949

One of the most important retirement decisions doesn’t show up on your paycheck. It shows up in how your contributions are taxed. That’s exactly what prompted a question we recently received…

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Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

Call: 989-401-2949

After a year marked by volatility, uncertainty, and more than a few economic curveballs, it’s understandable if optimism doesn’t come easily. But at least one economist is arguing that the outlook for 2026 may be brighter than many people expect.

Allison Schrager's Article: https://www.fa-mag.com/news/five-reasons-to-be-optimistic-about-the-2026-economy-85324.html?section=68

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Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

Call: 989-401-2949

Turning 62 might not feel like a milestone birthday… until you realize the Social Security clock just started ticking. Filing now could put money in your pocket sooner or cost you tens of thousands over a lifetime. How do you pick the right strategy? Let’s break down how to think through one of the biggest retirement decisions you’ll ever make.

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Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

Call: 989-401-2949

You’ve heard of Baby’s First Christmas, but what about Retiree’s First Christmas? Your first holiday season after leaving the workforce is a milestone all its own. The schedule, the spending, the traditions… everything feels a little different. On this episode, we’ll talk about what to expect and how to navigate the differences this year and beyond.

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Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

Call: 989-401-2949

You’ve heard the saying, “There’s no such thing as a bad question.” But in retirement planning… some questions are definitely better than others. The way you frame your question often determines the quality of your answer and, in some cases, the quality of your retirement.

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Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

Call: 989-401-2949

Most people think financial planning is about calculators, spreadsheets, and strategies. But that’s only half the story. The truth is, your feelings about money can have just as much impact on your retirement as the numbers do. Today, we’re exploring the emotional side of planning.

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Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

Call: 989-401-2949

Some people believe having two financial advisors means double the wisdom. But does it really equal double the problems? Today, we’ll tackle a person’s question about this very dilemma.

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Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

Call: 989-401-2949

October is known for cooler weather, pumpkins, and Halloween. But did you know it’s also Financial Planning Month? While it might not come with costumes or candy, it’s a perfect reminder to pause, take stock, and be intentional with your money.

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Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

Call: 989-401-2949

Today’s listener question gets right to the heart of retirement planning: how much is enough? They’ve saved a lot, but not quite what they hoped. So can they still retire comfortably, or is that magic number just out of reach?

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Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

Call: 989-401-2949