Episodes
186
Latest episode
Nov 2026
Language
EN
Financial and retirement planning guidance from Matt Starke, of Great Lakes Retirement Solutions in Saginaw, Michigan.
Most people don't think about taxes until they're sitting down to file, and by then, most of the best opportunities are gone. The moves that actually lower your tax bill usually have to happen before December 31. Here's what's worth tackling now. Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949
It's spooky season. And while most people are thinking about haunted houses and horror movies, a lot of pre-retirees have scarier things on their minds: running out of money, or a market crash at exactly the wrong time. Today we're shining a flashlight on five of the biggest financial frights and how to prepare for them. Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949
Being named the executor of someone's will can feel like an honor. It can also feel like a lot of pressure. It's more than handing out inheritances. It's paperwork, accounts, taxes, property, creditors, and sometimes family dynamics, stretched out over months or even years. A lot of clients end up in this role without ever planning to, and we're often the first call they make. Let's talk through how we help. Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949
Talking about money can be hard for some people, and sometimes it just takes the right question to get things rolling. Here are a few we think are worth asking. Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949
The 146th US Open tennis tournament gets underway at the end of August, so we figured it was a good excuse to see what tennis can teach us about financial planning. Turns out, more than you'd think. Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949
More people in their 60s and 70s are staying on the job than ever before, and it's not always about the money. For many, work provides purpose, connection, and a sense of routine that retirement simply doesn’t replace. Let's dig into the real reasons retirees keep showing up to work. Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949
Based on a recent article from Kiplinger , there are five keys to a retirement plan that actually holds up over time. They all happen to start with the same letter — which either means it's a great framework or someone really wanted it to work out that way. Either way, the five D's are worth knowing. Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949
Dave Ramsey has built one of the most recognized brands in personal finance. Millions of people have followed his advice out of debt and into savings. But when it comes to how much you should pull from your retirement accounts each year, Ramsey takes a position that some financial professionals find hard to get behind. Today we're breaking it down: what he says, what the research says, and what your advisor actually thinks. Yahoo Finance Article Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949
It's summer — and nothing says summer quite like Tom Cruise as Maverick soaring across the sky in Top Gun. This year marks the 40th anniversary of the original film, and with Tom Cruise's birthday on July 3rd, we figured it was the perfect excuse to revisit some of the most iconic quotes from the franchise and see what they have to say about your financial life. Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949
SpaceX. OpenAI. These and other names have been dominating the headlines. The IPO market is heating up and clients are asking questions. Today we're keeping it simple. What do retirees and pre-retirees need to understand about IPOs before they get caught up in the excitement? Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949
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Ann Carden
Holly Jean Jackson
Dr. Allen Lycka
