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

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Website: https://centrusfs.com/podcast/  

Call: 800-779-4592

This USA Today article points out 3 murky issues that increase retirement planning’s degree of difficulty, especially in today’s economic climate. On this episode, we’ll break down the article to see if it’s worthwhile advice if the murky issues are actually that threatening, and what you can do about all of it if you’re concerned.

USA Today Article: https://www.usatoday.com/story/money/personalfinance/retirement/2022/02/28/retirement-3-issues-making-planning-harder/49859935/

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Website: https://centrusfs.com/podcast/  

Call: 800-779-4592

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.

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Website: https://centrusfs.com/podcast/  

Call: 800-779-4592

If you have kids, often they come up in the discussion when you’re talking about your retirement plans. Let’s talk about some of the ways those discussions play out, the role your advisor should play in navigating these conversations, and the overall impact on you and your family’s financial goals.

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Website: https://centrusfs.com/podcast/  

Call: 800-779-4592

Time for a little fun on this episode. We’ll use some fill in the blank prompts to spark good discussion about relationships between advisors and their clients, the stock market, common planning mistakes, and much more.

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Website: https://centrusfs.com/podcast/  

Call: 800-779-4592

In football, teams are extra careful not to make a mistake when they get within about 20 yards of scoring points (known as the Red Zone). They’ve typically worked hard to get to that point and don’t want to cost themselves by throwing an interception or fumbling the ball and giving it to the other team. On this episode, we’ll explore the financial equivalent of the Red Zone and discuss how you can really mess things up if you’re not careful during this phase of your life. If you’re approaching retirement, this is a fundamental conversation you won’t want to miss.

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Website: https://centrusfs.com/podcast/  

Call: 800-779-4592

We answer emails and some getting to know questions with Jude as this year winds down.

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Website: https://centrusfs.com/podcast/  

Call: 800-779-4592

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

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Website: https://centrusfs.com/podcast/  

Call: 800-779-4592

We see a lot of people who aren’t getting the kind of advice and service from their financial advisor that they should be. In a lot of cases, the advisor is only “managing the investments,” but not providing guidance in other areas. Let’s talk about some of the things that your advisor should be doing.

Contact:

Website: https://centrusfs.com/podcast/  

Call: 800-779-4592

Different types of accounts have different tax consequences. Let’s talk about those advantages and disadvantages in different types of accounts and how you can use them (or not) in retirement planning.

Contact:

Website: https://centrusfs.com/podcast/  

Call: 800-779-4592