Episode Synopsis "The Retirement Toolkit - Confidence & Clarity"

Christy Smith, founder of Presley Wealth Management, and Matt Kennedy, investment adviser representative, discuss issues that affect your retirement planning and how you can build a plan to help reduce risk and implement wealth accumulation strategies. Learn more at thepresleygroup.net. Your Money Matters airs Saturdays and Sundays at 9 a.m. on WJBO Newsradio 1150 AM and 98.7 FM in Baton Rouge!

Listen "The Retirement Toolkit - Confidence & Clarity"

More episodes of the podcast Your Money Matters

• What Are The Steps Everyone Will Go Through In Retirement?
• Clarity In Your Retirement Picture
• Let's Talk Life Insurance
• Having A Legacy Plan
• Behavioral Finance: How We Look At Our Money
• Today's Decisions Can Impact Your Retirement
• Start Planning Now For Your Retirement!
• Life Insurance Questions
• Talking About The Big Questions
• Wait & See Isn't A Good Retirement Strategy
• Ease The Impact of Inflation
• IRA Is An IOU To The IRS
• There Are Challenges In Retirement
• Questions You May Need Answering In Retirement
• Go-Go, Slo-Go & No-Go - The Three Stages Of Retirement
• Planning For Your Retirement Lifestyle
• Take The Next Step In Your Retirement Journey
• The Next 20 To 30 Years Of Your Life
• Make Your Money Work For You!
• Risks For Today's Retirees
• The Stages Everyone Goes Through In Retirement
• Your Lifestyle In Retirement
• Preparing Now For The Unknowns of Retirement
• What You Might Not Know About Your Retirement
• Can I Retire, And When? Questions You Need To Answer
• Let's Talk About Annuities
• Talking About Generation X & Retirement
• Retirement Unknowns
• Retirement Unknowns
• The Go-Go Years, Slow-Go Years and No-Go Years
• Challenges In Retirement: Preparing For The Unknown
• Your Retirement Needs To Diversify
• If You're Going Through Retirement, You're Going To Go Through These Stages
• Diversification In Retirement
• Everyone Will Go Through These 3 Stages Of Retirement
• Special Guest Marty Ruby Joins Christy & Matt
• What The SMART Plan Stands For
• How To Make Your Money Work For You
• The Big Questions Everyone Has In Retirement
• Generation X & Retirement
• What is the SMART Plan from Presley Wealth Manangement?
• Challenges In Retirement & The Big Unknowns
• Gen X & Retirement
• Challenges In Retirement
• Giving You Clarity On The Road To Retirement
• Four Questions You Need Answered For Your Retirement
• Outlining The SMART Plan At Presley Wealth
• Four Big Questions For Your Retirement
• Reviewing The 3 Stages Of Retirement Everyone Will Go Through
• A Lot Of Financial Uncertainty Here & Abroad
• All-Weather Strategies For Any Unexpected Storms In Your Retirement
• How Do You Make Your Money Work For You?
• SMART Plan: Know Where You Are On The Road To Retirement
• The SMART Plan at Presley Wealth Management
• Retirement Toolkit: Three Worlds Of Money
• The Challenges Of Retirement
• 401Ks, IRAs & Your Retirement Plans
• Making Your Money Work For You In Retirement
• The 3 Stages Of Retirement Everyone Goes Through
• Challenges In Retirement
• 401Ks, IRAs & Deferring Taxes
• No Set Time For The Stages Of Retirement
• The Three Worlds Of Money
• The Answers May Change, But The Questions Are Always The Same
• The 3 Worlds Of Money & The Retirement Toolkit
• Big Questions That Everyone Has
• 401Ks, IRAs and Taxes
• Do The Old Rules Of Retirement Make Sense Today?
• What Does Retiring Today Look Like?
• Downsizing In Retirement
• Three Worlds Of Money - Banking, Insurance & Wall St.
• The 60/40 Rule - Does It Still Make Sense?
• The Retirement Toolkit - Confidence & Clarity
• Three Stages Of Retirement Everyone Goes Through
• Financial Planning With 401Ks & IRAs
• Downsizing In Retirement
• An Overview Of The Presley Wealth Management Client Experience
• Reviewing 401Ks and IRAs
• Keys To Comfortable, Confident Retirement
• What You Can Expect Working With Presley Wealth Management
• The Three Worlds Of Money
• 401(K)s and IRAs
• Unique Challenges Women Face In Planning For Retirement
• Retirement: It's Not How Much You Have, It's How Much You'll Need
• The Three Worlds Of Money
• Four Keys To Comfortable, Confident Retirement
• The Five Financial Stages Of Life
• What To Expect When You Make That Call To Presley Wealth Management
• Biggest Retirement Concerns: Inflation, Healthcare, Running Out Of Money
• Looking For Ways To Reduce Your Risk
• Aging & Retirement - When Studies Become Reality
• Breaking Down Tax Impacts From 401Ks and IRAs
• The Exclusive Presley Wealth Retirement Money Map
• Unique Challenges Women Face In Retirement
• Talking The Psychology Of Money
• Going Over The Five Financial Stages Of Life
• The Reality Of Aging & Retirement
• Explaining The Client Experience At Presley Wealth Management
• Examining The Tools In Your Retirement Toolbox
• 401Ks and IRAs
• Retirement On The Horizon For Generation X
• Study Outlines Four Keys To A Comfortable, Confident Retirement
• When You Exit The Rat Race
• The Five Financial Stages Of Life
• Solidify Your Retirement Income, Talking The Psychology Of Money
• Don't Try To Time The Market
• Taking A Look Inside The Retirement Tool Kit
• 401Ks and IRAs
• For Some Gen Xers, Retirement Is On The Horizon
• The Five Financial Stages Of Life
• Study: The 4 Keys To A Comfortable, Confident Retirement
• Let's Talk "The Psychology Of Money"
• Working With Presley Wealth Management
• What You Need To Do Before The End Of The Year
• Let's Talk About Inflation
• The Keys For A Comfortable Retirement
• The 5 Financial Stages Of Life
• Working With Presley Wealth Management - What's It Like?
• Four Keys To A Comfortable Retirement
• Sometimes, Relieving Stress Means Having A Plan
• Coming Up With A Plan & Strategy For Your Retirement
• Building A Sound, Sturdy Financial House
• Let's Talk About Generation X
• The Five Financial Stages Of Life
• How Marginal Gains Can Help Your Overall Plan
• Will Your Money Last As Long As You Do?
• Do You Have A Plan For Retirement - Or Do You Just Have Investments?
• Unfolding The Presley Wealth Retirement Money Map
• Financial Independence In Retirement
• Achieving Your Financial Independence
• You Need To Plan For Retirement Just Like Anything Else
• Helping You Know You'll Be OK In Retirement
• Things Are Always Changing - Can Your Retirement Plan Do The Same?
• The 4 Pillars Every Retirement Plan Needs
• Going Deeper Into What The Future May Hold
• Knowing How To Be Financially Healthy
• Find Out What It's Like To Work With Presley Wealth Management
• Building Your Retirement "Home"
• You Have The Power To Make Changes Now!
• Marginal Gains & Committing To Long-Term Goals
• Make Your Retirement More Than Just Sitting In The Rocking Chair
• The Latest Round Of Stimulus Checks & Child Tax Credits
• The Presley Wealth Retirement Money Map Can Help Answer Your Questions
• Being Ready For Unexpected "Potholes" Of Retirement
• Our Retirement GPS Can Give You The Map You Need
• Big Concerns For Retirees
• All You Need To Know About The Four Pillars
• Lots Of Questions About Lots Of Moving Parts
• The Similarities In Reaching Physical Health & Financial Health
• Paying Tax Now On Your Retirement Future - A Good Idea For You? Get An Analysis
• Start 2021 By Building Your Fiscal Financial House
• 2021 Resolutions - Personal and Financial
• Being Physically Healthy & Financially Healthy
• Talking About The Four Pillars
• Dealing With The Aftermath Of 2020
• Has The Pandemic Changed Your View On Retirement?
• Answering Your Questions With Presley Wealth Management's Money Map
• Building Your Fiscal Financial House
• Election Thoughts With Matt Plus Big Concerns Retirees Have
• Is Your Retirement Plan Properly Diversified Before An Uncertain Election?
• Big Questions You Need To Answer For Your Retirement
• Answering Questions About Your Retirement & The World We Live In
• The Big Unknowns
• The Four Pillars All Retirement Plans Need
• Low Interest Rates: Will They Impact Your Retirement Plan?
• Building Your Fiscal Financial House
• The New Normal Is Nothing New
• Avoid The Potholes Of Retirement
• In Retirement, Slow & Steady Wins The Race
• Retirement: What Are Some Outdated Rules & What Are Some Myths?
• Stress Test Your Retirement With The Presley Wealth Management Money Map
• How The Presley Money Map Can Help You Navigate The Big Unknowns
• A New Normal? Every Decade Is A New Normal! What's Your Money Map Look Like?
• Building Your Fiscal Financial House
• Do "Proven Winners" Exist For Retirement Plans?
• Talking About The Pillars Of Retirement
• Learn About Retirement Myths & Outdated Ideas
• Talking About Our "New Normal"
• When It Comes To Retirement, You Don't Know What You Don't Know
• "New" Normal? Normals Are Always Changing! Are You Prepared?
• Avoid Doubt For Success - Make Sure You Have A Plan!
• Spring Cleaning For Your Financial Home
• Forced Into Retirement Earlier Than Expected
• What Ifs In The World Today
• There's A Lot Of Uncertainty Right Now - How Does That Affect Your Retirement Plans?
• Are You Prepared If You're Forced Into Retirement Early?
• When You're Looking For Advice About Your Financial Future, How Important Is Transparency?
• We're In Uncharted Waters - So What Now?
• Are You Feeling Anxious About Retirement? Also A Special Segment For Small Business Owners
• Do You Have An Investment Plan - Or A Retirement Plan? Get A Financial Checkup!
• It's Easy To Panic In A Crisis, But Don't Put Your Head In The Sand!
• How Does The SECURE Act Impact Your Plans For Retirement?
• How Do Current World Events Affect Your Retirement Plans?
• Preparing For What's Happens To Your Wealth After You're Gone
• Major Risks To Your Retirement
• Hear An Overview Of The Client Experience With Presley Wealth Management
• Do You Have A Backup Plan For Retirement?
• It's Time For A Checkup - A Financial Checkup
• Importance Of Having A Plan Due To The SECURE Act
• Talking About The Future - As A Family
• Learn What It's Like To Be A Client Of Presley Wealth Management
• Women, Money & Retirement
• Financial Moves To Make Before 2020 & Setting A Budget During Retirement
• Planning For The Future As A Family
• Financial Moves You Need To Make Before The End Of The Year
• The Client Experience At Presley Wealth Management
• You Enjoy 5-Star Hotels, Restaurants - Does Your Retirement Plan Reach The Same Level?
• Learn The Financial Moves To Consider Before Years-End
• What's It Like To Work With Presley Wealth Management? Listen To Find Out!
• Questions You Need To Ask About Your Retirement Prep
• 4 Retirement Pillars: Growth, Safety/Protection, Income & Liquidity
• Do You Know The Building Blocks of Retirement?
• Make Sure You Have The Best: A Five-Star Retirement Plan
• Do You Have A Retirement Plan?
• The Importance Of Having A Written Retirement Plan
• How The Presley Wealth Management Money Map Can Help You Prepare For Retirement
• The Most Valuable Assets For Retirement
• Learn About The Four Retirement Pillars And How Much Your Retirement Will Need From Each
• Prepare For The 3 Stages Of Retirement
• Explaining The 5-Star Retirement Plan
• You May Have The Tools, But Do You Have A Retirement Plan?
• The 4 Retirement Pillars
• Building Your Own Retirement Income Plan
• Retirement Is Like Starting Over
• 5-Star Retirement Plan
• Key Components To Wealth Management In Retirement
• 4 Questions You Need To Ask About How Prepared You Are For Retirement
• Breaking Down The Decades of Retirement
• What You Should Focus On When You're Getting Ready For Retirement
• What Happens When The Breadwinner Is Gone? Do You Have A Plan?
• Building Your Own Retirement Income Plan
• Is Your Retirement Plan On Track?
• Why You Need A True Financial Ally For Retirement
• Let's Talk Financial Rollovers
• Retirement Is Not An End - It's Starting Over
• Some Of The Biggest Retirement Myths & Misconceptions
• Creating Your Vision For Retirement
• Helping You Make The Right Decisions At The Right Time
• Retirement Could Last A Long Time - Are You Ready?
• Your Money Matters
• Your Money Matters
• Your Money Matters
• Your Money Matters
• Your Money Matters
• Your Money Matters