retirement – Fortune Financial Group

Ep 20: The Different Stages of Retirement Planning

By Chris Scalese | March 19, 2020

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.

Ep 19: How Much Cash Should You Keep in Your Portfolio?

By Chris Scalese | March 5, 2020

We all like to check our bank account and see a healthy number staring back at us, but at what point do you have too much cash on hand? Today we want to focus on the benefits of having cold, hard cash but also why it’s important to understand that too much cash will bring your portfolio down over time.

Ep 18: Understanding the Ins and Outs of Mutual Funds

By Chris Scalese | February 20, 2020

Mutual funds have long been a popular investment choice for people everywhere for a number of reasons, but is the landscape changing? We’ll explore the basics of mutual funds by explaining the key terminology associated with the investment and talk about the future of funds as a part of retirement strategy.

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

By Chris Scalese | February 6, 2020

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.

Ep 16: Are You Sabotaging Your Own Retirement?

By Chris Scalese | January 16, 2020

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.

Ep 15: 5 Variables that Shape Your Retirement Plan

By Chris Scalese | January 2, 2020

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.

Ep 13: A Message to the Good Savers

By Chris Scalese | December 5, 2019

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.

Ep 10: Should We Follow Conventional Wisdom for Retirement Planning?

By Chris Scalese | October 17, 2019

When it comes to investing, conventional wisdom guides a lot of our decisions and strategies. While it usually benefits it, conventional wisdom isn’t always black and white. Following this advice on real estate, debt, and retirement lifestyle might not be in your best interest. We’ll explain on this episode.

Ep #1: Managing Your Retirement Expectations

By Chris Scalese | June 25, 2019

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”.