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Posts by Chris Scalese

Ep 20: The Different Stages of Retirement Planning

Building a retirement plan takes time, but your focus should start to narrow as you move closer to that big day. On this episode, we’re going to look at the different stages of planning from 15 years out all the way until that transition into retirement. Find out what you should be doing at each stage along the way.

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Ep 17: Do These Current Events Matter for Retirement Planning?

Depending on who you ask, 2020 could be quite eventful. The year has already gotten off to busy start both nationally and globally, and we’ve gotten questions from people wondering how their retirement portfolios will be affected by the events around us. Let’s look at the top headlines for this year and whether they matter for your finances.

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Ep 16: Are You Sabotaging Your Own Retirement?

When it comes to money, there are so many things that we have no control over. So why would we not take care of the things that are within our control? Today we talk about the ways people sabotage their own retirement and what you can do to avoid making the same mistakes.

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Ep 15: 5 Variables that Shape Your Retirement Plan

Retirement will look and feel different for everyone because each of us have different variables to consider. These variables make it a little more difficult to plan but that what makes the process more fun. On today’s show, we’ll explain why answers to these critical retirement questions vary from person to person.

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Ep 14: Financial Fortune Cookies

Think about those fortune cookies you crack open at the end of a Chinese dinner as you await that small bit of wisdom inside. We always apply those fortunes to our life, but what if we took those and used them for financial guidance?

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Ep 13: A Message to the Good Savers

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 discuss some of the areas where savers might make a few missteps so you’ll be better prepared in retirement.

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Ep 12: Financial Lessons Learned from Classic Fables

Some of our earliest life lessons came from stories passed down from generation to generation. These classic fables have stood the test of time because the moral of each story can be applied to nearly every aspect of our lives to teach us what’s most important. We’re going to take four classic fables and find out how they apply to financial planning on this episode.

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Ep 11: The Retirement Road Trip

Retirement planning is a lot like a road trip. It takes careful planning, strategy, research, and execution. We’ll explore the similarities between the two and explain what you need to do to reach your final retirement destination on time and as planned.

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Ep #7: Strategy in Chess is Much Like Retirement

Much like chess, retirement planning utilizes multiple strategies to reach an end goal. Think about the way you use each piece and consider how that would compare to your different investments. On today’s episode, we’ll tell you what we think each piece represents in your portfolio.

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Ep #4: How Your Financial Feelings Factor Into Retirement

Have you ever been told to put your emotions aside when it comes to money? Well, that’s not always the case for retirement. Your opinions – or financial feelings – can play a big part into your plan. By factoring those feelings into your future, you can set yourself up for a retirement that fits you best.

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Ep #2: Fuzzy Math In Retirement

A lot of investors (and advisors) fall victim to fuzzy math in retirement planning. We’ll make sure you aren’t one of them on today’s show. Plus, we’ll answer two questions from local listeners about how to retire when you’ve done no previous planning and trying to understand the spousal Social Security benefit.

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Ep #1: Managing Your Retirement Expectations

It’s not uncommon for your expectations about retirement to be out of whack from reality. Some people have unreasonable expectations while others set the bar way too low. On today’s podcast, Chris describes what reasonable expectations look like for most people in retirement. We’ll also answer some great listener questions about rental properties, estimated tax payments in retirement and what to do about being trapped in “golden handcuffs”.

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