A phone call or website can seem so impersonal. Or worse, it could be a financial scam. At least, those are possible thoughts one may have before they visit someone to handle their finances in retirement. It can be a scary thought to go out there and do something new. So, to help provide more confidence to face the unknown, this show will focus on what the process is like for a potential new client first meeting with a financial professional and what this meeting and process may entail.

Need Financial Advice? We Can Help. | SF Financial Services

Welcome to Retire Financially Fit with Barbara Swiatek, founder of SF Financial in Colorado Springs. Tune in to learn how to customize your plan, make informed decisions, and avoid common pitfalls—whether you’re years away from retirement or reviewing your options right now. We emphasize the importance of written strategies, professional guidance, and ongoing review to stay financially fit throughout your retirement journey. Each week, Barb discusses topics ranging from budgeting and managing withdrawals to dealing with market volatility, understanding annuities, protecting loved ones, and making the most of Medicare or Social Security benefits. Wherever you are in your planning process, our goal is to empower you to retire financially fit.

Concerns about appearing greedy … feeling inadequate … privacy concerns … and paranoia about your own lack of financial knowledge. Those are just some of the reasons why many people absolutely dread talking about their finances. But it’s important for you buckle down and have some of those crucial conversations with your spouse, your family, and your financial planner.

Need Financial Advice? We Can Help. | SF Financial Services

Welcome to Retire Financially Fit with Barbara Swiatek, founder of SF Financial in Colorado Springs. Tune in to learn how to customize your plan, make informed decisions, and avoid common pitfalls—whether you’re years away from retirement or reviewing your options right now. We emphasize the importance of written strategies, professional guidance, and ongoing review to stay financially fit throughout your retirement journey. Each week, Barb discusses topics ranging from budgeting and managing withdrawals to dealing with market volatility, understanding annuities, protecting loved ones, and making the most of Medicare or Social Security benefits. Wherever you are in your planning process, our goal is to empower you to retire financially fit.

Should your retirement date be tied to a savings goal? Or are there other factors you might want to consider? And how do you know if you’re on track to retire on your planned timeline? Barb has some insights to share with you. Plus, we’ll share the results of the Federal Reserve’s annual “stress test” for banks and what it could mean for consumers

Need Financial Advice? We Can Help. | SF Financial Services

Welcome to Retire Financially Fit with Barbara Swiatek, founder of SF Financial in Colorado Springs. Tune in to learn how to customize your plan, make informed decisions, and avoid common pitfalls—whether you’re years away from retirement or reviewing your options right now. We emphasize the importance of written strategies, professional guidance, and ongoing review to stay financially fit throughout your retirement journey. Each week, Barb discusses topics ranging from budgeting and managing withdrawals to dealing with market volatility, understanding annuities, protecting loved ones, and making the most of Medicare or Social Security benefits. Wherever you are in your planning process, our goal is to empower you to retire financially fit.

You’ve spent your entire career saving for retirement. How can you make sure you’ve done enough? The last thing you need at this stage of the game is to make a misstep, so you end up spending down your savings too quickly. So today we have four ways to help you maximize your retirement income. You can make the most out of your retirement by taking these strategic but simple steps.

Need Financial Advice? We Can Help. | SF Financial Services

Welcome to Retire Financially Fit with Barbara Swiatek, founder of SF Financial in Colorado Springs. Tune in to learn how to customize your plan, make informed decisions, and avoid common pitfalls—whether you’re years away from retirement or reviewing your options right now. We emphasize the importance of written strategies, professional guidance, and ongoing review to stay financially fit throughout your retirement journey. Each week, Barb discusses topics ranging from budgeting and managing withdrawals to dealing with market volatility, understanding annuities, protecting loved ones, and making the most of Medicare or Social Security benefits. Wherever you are in your planning process, our goal is to empower you to retire financially fit.

Best Of Retire Financially Fit - Episode 16 by Barbara Swiatek

Need Financial Advice? We Can Help. | SF Financial Services

Welcome to Retire Financially Fit with Barbara Swiatek, founder of SF Financial in Colorado Springs. Tune in to learn how to customize your plan, make informed decisions, and avoid common pitfalls—whether you’re years away from retirement or reviewing your options right now. We emphasize the importance of written strategies, professional guidance, and ongoing review to stay financially fit throughout your retirement journey. Each week, Barb discusses topics ranging from budgeting and managing withdrawals to dealing with market volatility, understanding annuities, protecting loved ones, and making the most of Medicare or Social Security benefits. Wherever you are in your planning process, our goal is to empower you to retire financially fit.

Any time is a good time to break a bad habit. Whether you want to make improvements in your routine at home, your job performance at work, with your physical health or your financial health, the time to make a positive change for your future … is right now.

Need Financial Advice? We Can Help. | SF Financial Services

Welcome to Retire Financially Fit with Barbara Swiatek, founder of SF Financial in Colorado Springs. Tune in to learn how to customize your plan, make informed decisions, and avoid common pitfalls—whether you’re years away from retirement or reviewing your options right now. We emphasize the importance of written strategies, professional guidance, and ongoing review to stay financially fit throughout your retirement journey. Each week, Barb discusses topics ranging from budgeting and managing withdrawals to dealing with market volatility, understanding annuities, protecting loved ones, and making the most of Medicare or Social Security benefits. Wherever you are in your planning process, our goal is to empower you to retire financially fit.

Forty-four percent of Americans are worried they’ll never be able to retire, which is an all-time high. That’s from the latest SimplyWise Retirement Confidence Index. There are some simple steps you can take to gauge your preparedness for retirement … it’s as easy as checking off the boxes on our retirement checklist.

Need Financial Advice? We Can Help. | SF Financial Services

Welcome to Retire Financially Fit with Barbara Swiatek, founder of SF Financial in Colorado Springs. Tune in to learn how to customize your plan, make informed decisions, and avoid common pitfalls—whether you’re years away from retirement or reviewing your options right now. We emphasize the importance of written strategies, professional guidance, and ongoing review to stay financially fit throughout your retirement journey. Each week, Barb discusses topics ranging from budgeting and managing withdrawals to dealing with market volatility, understanding annuities, protecting loved ones, and making the most of Medicare or Social Security benefits. Wherever you are in your planning process, our goal is to empower you to retire financially fit.

It’s a tale as old as time. Governments have debt, and leaders who have different ideas about how to address it. Nothing new there. But you might be surprised to learn just how fast our nation’s debt grew right from the start of the Revolutionary War. Not only do we have a history lesson for you today, but Barb will also cover what you should be ready for in the future in terms of government spending, and how it can impact your retirement.

Need Financial Advice? We Can Help. | SF Financial Services

Welcome to Retire Financially Fit with Barbara Swiatek, founder of SF Financial in Colorado Springs. Tune in to learn how to customize your plan, make informed decisions, and avoid common pitfalls—whether you’re years away from retirement or reviewing your options right now. We emphasize the importance of written strategies, professional guidance, and ongoing review to stay financially fit throughout your retirement journey. Each week, Barb discusses topics ranging from budgeting and managing withdrawals to dealing with market volatility, understanding annuities, protecting loved ones, and making the most of Medicare or Social Security benefits. Wherever you are in your planning process, our goal is to empower you to retire financially fit.

Our national debt is on a non-stop upward trajectory. And as the debt keeps piling up, government leaders and members of Congress continue their debate on what to do about spending and the debt ceiling. What does it all mean for you? Barbara Swiatek has some thoughts on that.

Need Financial Advice? We Can Help. | SF Financial Services

Welcome to Retire Financially Fit with Barbara Swiatek, founder of SF Financial in Colorado Springs. Tune in to learn how to customize your plan, make informed decisions, and avoid common pitfalls—whether you’re years away from retirement or reviewing your options right now. We emphasize the importance of written strategies, professional guidance, and ongoing review to stay financially fit throughout your retirement journey. Each week, Barb discusses topics ranging from budgeting and managing withdrawals to dealing with market volatility, understanding annuities, protecting loved ones, and making the most of Medicare or Social Security benefits. Wherever you are in your planning process, our goal is to empower you to retire financially fit.

What are some of the main things anyone approaching retirement should know? We have a solid list to walk you through.

Need Financial Advice? We Can Help. | SF Financial Services

Welcome to Retire Financially Fit with Barbara Swiatek, founder of SF Financial in Colorado Springs. Tune in to learn how to customize your plan, make informed decisions, and avoid common pitfalls—whether you’re years away from retirement or reviewing your options right now. We emphasize the importance of written strategies, professional guidance, and ongoing review to stay financially fit throughout your retirement journey. Each week, Barb discusses topics ranging from budgeting and managing withdrawals to dealing with market volatility, understanding annuities, protecting loved ones, and making the most of Medicare or Social Security benefits. Wherever you are in your planning process, our goal is to empower you to retire financially fit.