2023 Wrap Up: The Financial Outlook For 2024 (Part 2)
In case you missed it, we recently released a podcast episode with Keith Lockwood (CIO), where we reflected on this year’s financial landscape. Coming off a pretty good year in the market, what can we expect to see in 2024? Listen in as we discuss the anticipated trends and challenges that the new year might […]
2023 Wrap Up: End of Year Market Update (Part 1)
As we wrap up the year, we are joined by Keith Lockwood (CIO) for a two-part discussion, exploring the financial dynamics of 2023 and providing insights into what lies ahead in 2024. Listen in as we chat about this rollercoaster of a year, focusing on the unprecedented market gains in November and December, the dominance […]
Financial Planning for 2024: Retiring in the New Year (Part 2)
If you’re hoping to start your retirement journey in 2024, there are some key things you need to start thinking about in order to properly prepare. In today’s episode, Dan Oaklief, RICP®, CPFA® is back to share some advice for those who plan on retiring in the new year. After discussing key year-end planning strategies […]
Exploring Retirement Income Sources: Beyond Social Security and Pensions
When you consider your future retirement, are you simultaneously excited and terrified? If so, know that it’s normal! Retirement is a chapter of life that presents exciting opportunities, of course, but many retirees worry about running out of money in their golden years, too. Careful financial planning is essential and, while Social Security and pensions […]
Retirement Income Planning: Generating and Sustaining Income Throughout Your Retirement
Retirement is a milestone that brings new opportunities and challenges, particularly when it comes to managing your finances. As you transition from accumulating wealth to relying on your savings, retirement income planning becomes a crucial component of your financial strategy. In this article, we’ll explore the importance of retirement income planning and share strategies to […]
Retirement Contributions and Tax Planning: Strategies to Reduce Your Tax Burden
When it comes to managing your finances, it’s easy to get caught up in the day-to-day money management of your household. However, it’s important to keep an eye on the future because few things are as important as planning for your retirement. Not only does diligent retirement planning ensure a more comfortable future, but it […]
Retirement Roadmap: Planning and Executing Your New Year’s Retirement Goals
As the New Year dawns, it brings with it the promise of fresh beginnings and new opportunities. For those approaching retirement, this is an ideal time to take steps that lead to a more fulfilling and secure retirement. Your retirement years should be a time of joy, relaxation, and exploration, but achieving this requires careful […]
Ep 108: Financial Planning During Market Loss with Dan Oaklief (Part 2)
Today we are excited to be back with Dan Oaklief, RICP®, CPFA, one of our experienced advisors at BA Schrock Financial Group. For the past three years, Dan has been hosting informative webinars to educate clients on taxes, retirement, and social security planning. In part two of this two-part episode, we’ll talk about the impact of the current market on retirement planning and touch on some financial spring-cleaning tips.
Ep 107: Financial Planning During Market Loss with Dan Oaklief (Part 1)
Today we are excited to be joined by Dan Oaklief, one of our experienced advisors at BA Schrock Financial Group. For the past three years, Dan has been hosting informative webinars to educate clients on taxes, retirement, and social security planning. In part one of this two-part episode, we’ll unpack some of the common questions Dan receives from clients about financial planning.
Ep 106: How Retirement Changes Impact Finances (Part 2)
In this episode, we’re spending some time with BA Schrock’s Colleen LeMasters, CFP® to share our process for helping and assisting clients when the face these significant changes that disrupt life and retirement. This is a conversation that we can approach from multiple angles so we’ve broken it out into two parts. Now we’re going to turn our attention to the retirement aspect of this conversation and the changes that often happen to people around this time.
