From Our Blog
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.
Ep 46: Handling Finances After the Death of a Spouse
It’s a somber topic that no one likes to think about, but it’s important to have a financial plan in place if your spouse dies. Our team can help you with those sensitive, difficult conversations so money is the least of your worries if your loved one passes away.
Ep 45: Meet Our New Advisor, Dan Oaklief
Meet our team’s newest financial advisor, Dan Oaklief. Find out how he has reenergized and motivated our team and how he’ll be helping our clients.
Ep 44: Should You Tell Children About Inheritance Plans + Other Listener Questions
If your estate plans include leaving behind a money to your children, should you tell them about it ahead of time or make it a surprise? There are arguments for both sides and we’ll share some of our guidance on that topic. Plus, we’ll cover annuities, retirement income, trusts, and investment strategy on this mailbag edition.
Ep 43: Financial Bots are Here
Have you ever plugged your financial info to a website and gotten a retirement projection? As technology improves, how much can you trust these bots? Ben tried it for himself and got surprising results. We’ll share those plus talk about how useful these bots can be for planning.
Ep 42: 4 Milestones for Retirement
Being mentally ready to retire and financially ready are two completely different things. You might be prepared to call it a career but does your financial situation match your readiness? Let’s look at four milestones that might indicate you’re in a position to retire. Have you hit all these yet?
Ep 41: Do You Lack Confidence to Retire?
The turbulence of 2020 might have you questioning just how close you are to retirement. That’s a common feeling for many people but today we’ll share a story about a client that came in without much confidence in retiring and left with the plan to quit working in three months.
Ep 40: Retirement Projections, Diversification & Other Mailbag Questions
It’s time to answer your questions once again on the podcast. Today we’ll cover, retire-ment projections, proper diversification, how much you’ll need for retirement, a surprise inheritance, and working while earning Social Security.