From Our Blog
Ep 58: Baby Boomer Common Retirement Mistakes and Concerns
We’re talking specifically to Baby Boomers on this episode. What are the most common challenges, fears and goals of this generation? What are some of the mistakes Boomers often make and how can they be avoided?
Ep 57: Five Financial Commandments to Follow
On this episode, we share five commandments that should be written on stone tablets in your retirement plan.
Ep 56: Is $8 Million the New Target for Retirement?
Is $8 million the new target for retirement? We found an article that points to that idea so we’ll share our thoughts about how this impacts planning on today’s podcast.
Ep 55: Hindsight 20/20 – Five Common Financial Mistakes
Financial decisions are a lot easier with the benefit of hindsight. Here are some common mistakes people have made this year and how hindsight could have helped them in 2020.
Ep 54: Five Outdated Financial Strategies
Just like technologies change and become outdated, so do some retirement planning strategies. Let’s look at five financial strategies that have become obsolete.
Ep 53: Common Housing and Retirement Questions
Clients often ask us about their house (or houses) and how they fit into retirement plans. From downsizing to rental properties to interest rates, let’s explore some of the top retirement questions as it relates to all things housing.
Ep 52: Mailbag: Second Marriages, Life Insurance and the Rule of 100
How do I handle finances in a second marriage? Should I cash out my old life insurance policies? Is the Rule of 100 a good thing? Let’s dive into the mailbag and answer these and other questions.
Ep 51: Why Living Long Can Be Risky Financially
We all want to live a long life, but that can be risky financially. On this week’s episode of Unlocking Your Financial Future, Ben explains the risks and why it’s an awkward conversation to have with clients.
Ep 50: 5 Ways to Ruin Retirement
You’ve heard advice about how to improve your finances and prepare for retirement, but what about mistakes? On this week’s episode of Unlocking Your Financial Future, Ben shares five ways you could be ruining your retirement.
Ep 49: Ben & Kaitlin Schrock on Marriage, Business and Family Traditions
What’s it like to work with your spouse? That’s the number one question Ben and Kaitlin get. On this week’s episode of Unlocking Your Financial Future, get to know more about Kaitlin and how she keeps the family business organized and running smoothly.
Ep 48: How Complex Should Your Financial Plan Be?
If you visit a financial advisor, how complex should your plan be? Is a one-page plan too simple? Is a 50- to 100-page plan too much? We’ll explain how much detail you should expect in your financial plan.
Ep 47: Market Crash Survival Guide
When the market crashes, it’s normal to feel panicked. But we’re here to help you build confidence and get through these tough times with a five-step market crash survival guide.