Strategic Planning Podcast

A Comprehensive Dismantling Of 2023’s Top Social Security Myths, Part 2

Social Security is often misunderstood and ill-planned for, costing serious lost opportunity for many Americans. Myths, rumors, and misunderstandings are pervasive in the world of Social Security. In this episode, we will finish up our discussion on 5 common misunderstandings about Social Security.
 
Show Links & Info:
SPC Investing: http://spcinvesting.com/  
Schedule A Visit: https://talkstomike.com/

A Comprehensive Dismantling Of 2023’s Top Social Security Myths, Part 1

Social Security is often misunderstood and ill-planned for, costing serious lost opportunity for many Americans. Myths, rumors, and misunderstandings are pervasive in the world of Social Security. In this show, we’ll look to clear up 5 misunderstandings about Social Security. 
 
Show Links & Info:
SPC Investing: http://spcinvesting.com/  
Schedule A Visit: https://talkstomike.com/

Retirement Expenses For Which You Forgot To Plan

Are you preparing for retirement but feeling confident that you have covered all the expenses? Well, think again... It turns out that many retirees overlook some crucial expenses that can leave them financially vulnerable. In this episode, we explore the retirement expenses that most people tend to forget, including skyrocketing medical bills, unexpected travel costs, taxes, and much more. We'll discuss practical tips and strategies to help you plan for these expenses and ensure a secure and comfortable retirement.
 
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/

Moving Your Retirement Goalposts: Is It Worth The Risk?

Do you ever feel like your retirement planning goals are always moving? You're not alone. We’ve found that people often move the goalposts in their own retirement planning, often to their detriment. In this episode, we're diving deep into the psychology of retirement planning and the dangers of moving the goalposts.
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/

Medicare 101: What You Need To Know About Medicare Before Retirement

Are you confused about the four different parts of Medicare and what they each do? Tune in to today’s podcast episode where we'll be breaking down the ins and outs of Medicare and help you understand the basics of this important healthcare program. But don't be fooled, Medicare isn't free and doesn't cover everything you'll need in retirement. From routine eye exams to long-term care, we'll also discuss the services that Medicare doesn't cover and the importance of having a comprehensive retirement plan in place. Join us as we navigate the crucial world of Medicare.
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/

Top Ten Tax Questions For Retirees In 2023

Retirement can come with a lot of tax questions and concerns. From understanding the tax implications of withdrawing from your retirement accounts to minimizing taxes on investment income, it can be overwhelming. On today’s episode, we’ll break down the top ten tax questions retirees are asking in 2023. Before you file your 2022 taxes and plan ahead for the rest of the year, make sure to listen to this episode as we’ll discuss some important tax questions that retirees should ask themselves to ensure they're making the most of their retirement savings and minimizing their tax burden.
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/

5 Beneficiary Mistakes: Are You Accidentally Spoiling Your Retirement Plan?

Another year is upon us and it’s a great time to ask yourself these questions to assess how ready you are for retirement to kick off 2023. If you’re retiring this year, it’s essential to have some concrete answers to these questions. If you’re still a few years from the milestone, tune in so you can start thinking about these critical conversations.
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/

2023 Edition: Checklist For Retirement Preparedness

Another year is upon us and it’s a great time to ask yourself these questions to assess how ready you are for retirement to kick off 2023. If you’re retiring this year, it’s essential to have some concrete answers to these questions. If you’re still a few years from the milestone, tune in so you can start thinking about these critical conversations.
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/

The Top 5 401(k) Mistakes You Need To Avoid

Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore for long periods of time, which often leads to mistakes. We’ll cover at least the top 5 mistakes people make in their 401(k)s
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/

Preparing For Market Volatility In 2023

Market volatility became the norm in 2022. Are we in for more of the same in 2023? We’ll talk about the market outlook for the next 12 months, plus share tips on how you can best prepare for potential future volatility.
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/