Countdown Retirement with Morgan & Michele

Planning for Retirement in a Sea of Social Media

44 min · 16. Mai 2026
Episode Planning for Retirement in a Sea of Social Media Cover

Beschreibung

This episode explores how social media influences financial decision-making among retirees and pre-retirees, and the importance of personalized retirement planning. Michele Stewart, a wealth strategist, shares insights on navigating online financial advice, the emotional aspects of retirement, and the five pillars of a solid retirement plan. If you have any questions about your retirement call Michele Stewart, wealth strategist at Capital Financial 888-910-1698 or click here [countdownretirement.com] to visit our website. Retirement, Planning, Proactive, Safe, Strategy, Healthcare, Taxes, 401K, Roth, See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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7 Folgen

Episode Do You Have a "What If" Plan when it Comes to Retirement? Cover

Do You Have a "What If" Plan when it Comes to Retirement?

On this edition of Michele & Morgan Radio, we go over the importance of being prepared for the "what ifs" in life. As life progresses, our circumstances change. We marry, have children, experience loss, and sometimes we even face divorce. These life events significantly impact our estate plans, especially our beneficiary designations. We'll explore why conducting regular beneficiary reviews is essential and how they can help you avoid potential pitfalls in your estate planning.  If you have any questions about your retirement call Michele Stewart, wealth strategist at Capital Financial 888-910-1698 or click here [countdownretirement.com] to visit our website. Retirement, Planning, Proactive, Safe, Strategy, Healthcare, Taxes, 401K, Roth, See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

30. Mai 202645 min