Episodes
183
Latest episode
Aug 2026
Language
EN
Financial and retirement planning guidance from Michael Stewart of Crystal Lake Tax & Financial.
Most people plan to retire around 65. New research shows most people actually retire around 62, and it's often not by choice. Today we're digging into why that gap exists and what it means for your plan. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092
There's a 7-minute animated short that got nominated for an Oscar this year called Retirement Plan. It's free on YouTube, narrated by Irish actor Domhnall Gleeson, and it follows a middle-aged man named Ray who spends his days listing everything he plans to do once he finally retires. It's funny, it's surprisingly moving, and it hits a little close to home. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092
The original Toy Story came out 30 years ago, which means some of you took your kids to see it in theaters. Now you can bring your grandkids to see the latest one. Before you do, we thought it would be fun to revisit some of the iconic moments from the franchise and see what they say about your retirement. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092
Summer's here. And somewhere between the excitement of planning a big trip and the anxiety of what it costs, a lot of retirees end up doing something that surprises us… they feel guilty about it. They worked hard, they saved, they planned for decades, and then they second-guess a beach vacation. Today, let's talk about how travel fits into a real retirement plan and how to enjoy it without guilt. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092
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 Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092
We're doing something a little different today. Three listeners wrote in with variations of the same question — am I ready to retire in 2026? Same question, three very different situations, three very different answers. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092
A lot of people think working with a financial advisor is just about picking investments. But a great planning experience is much more than that. Today, we’re walking through what it actually feels like to work with a firm- from the first conversation to ongoing guidance- so you know what to expect. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092
We heard from a listener who has managed their own money for years and done well. So why would they need an advisor now that retirement is around the corner? Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092
A new proposal out of Washington is adding a fresh angle to the Social Security solvency debate. Today, we're breaking down what's proposed, if it might cost you money in the future, and what questions it raises for anyone planning around Social Security right now. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092
Financial media loves simple answers: always do this or never do that. But real financial planning doesn’t work that way. Most of the biggest decisions people face in retirement live in the gray. Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092
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