Best Of: Technology in Retirement Planning and Estate Planning Mistakes

Best Of: Technology in Retirement Planning and Estate Planning Mistakes

Brian Butler talks all things retirement planning. This week they take a look at technology and the role it plays in financial planning, especially when it comes to retirement. Brian runs through the pros and the cons of using technology to assist in your retirement portfolio. He also mentions Wealth Flow 360 which he uses at Wealth Standard Financial. Brian also dips into estate planning and the nightmares that can arise, especially when one individual forgot to declare beneficiaries. How can you avoid these mistakes as well? Retirement planning doesn't have to be bland! If you are hungry for some spice in your future and are ready to cook up a retirement plan, go to wealthstandardfinancial.com [wealthstandardfinancial.com] or call 713-955-6007.  Follow us on social media: LinkedIn [https://www.linkedin.com/in/brianobutler/] | Facebook [https://www.facebook.com/wealthstandardfinancial] | X [https://x.com/wealthstandard] | YouTube [https://www.youtube.com/@theretirementchef] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Best Of: Side hustles in retirement

Ken Griffey Jr. was spotted at The Masters photographing the big moments on the course. It made Brian Butler think about how it can be beneficial to find a "side hustle" in retirement and how that can help keep a retiree engaged and excited during the longest vacation of their lives. Retirement planning doesn't have to be bland! If you are hungry for some spice in your future and are ready to cook up a retirement plan, go to wealthstandardfinancial.com [wealthstandardfinancial.com] or call 713-955-6007.  Follow us on social media: LinkedIn [https://www.linkedin.com/in/brianobutler/] | Facebook [https://www.facebook.com/wealthstandardfinancial] | X [https://x.com/wealthstandard] | YouTube [https://www.youtube.com/@theretirementchef] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Finding your freedom

A lot of folks plan more for their vacations than they do for the longest vacation they will ever take... retirement! Brian Butler reminds us to put some thought into what you want your retirement to look like. Don't let it sneak up on you and not have a plan when it comes time. And when you are planning, don't forget that there are some cautions and red flags to think about it when it comes to your portfolio. But don't fret, the retirement chef can help! Retirement planning doesn't have to be bland! If you are hungry for some spice in your future and are ready to cook up a retirement plan, go to wealthstandardfinancial.com [wealthstandardfinancial.com] or call 713-955-6007.  Follow us on social media: LinkedIn [https://www.linkedin.com/in/brianobutler/] | Facebook [https://www.facebook.com/wealthstandardfinancial] | X [https://x.com/wealthstandard] | YouTube [https://www.youtube.com/@theretirementchef] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Know what's in your plan, like Shaq

Shaquille O'Neal talked about investing in his favorite cereals early in his career and makes sure to only invest in things he understands. While it might not be cereal, Brian Butler knows that it's a good idea to know what is in your portfolio so you're not surprised when there might be changes in the market. If it works for Shaq, it can certainly work for your retirement plan as well. Plus, Brian touches on Roth conversions and when might be good times to make and take them. Retirement planning doesn't have to be bland! If you are hungry for some spice in your future and are ready to cook up a retirement plan, go to wealthstandardfinancial.com [wealthstandardfinancial.com] or call 713-955-6007.  Follow us on social media: LinkedIn [https://www.linkedin.com/in/brianobutler/] | Facebook [https://www.facebook.com/wealthstandardfinancial] | X [https://x.com/wealthstandard] | YouTube [https://www.youtube.com/@theretirementchef] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Best Of: Technology in Retirement Planning and Estate Planning Mistakes

Brian Butler talks all things retirement planning. This week they take a look at technology and the role it plays in financial planning, especially when it comes to retirement. Brian runs through the pros and the cons of using technology to assist in your retirement portfolio. He also mentions Wealth Flow 360 which he uses at Wealth Standard Financial. Brian also dips into estate planning and the nightmares that can arise, especially when one individual forgot to declare beneficiaries. How can you avoid these mistakes as well? Retirement planning doesn't have to be bland! If you are hungry for some spice in your future and are ready to cook up a retirement plan, go to wealthstandardfinancial.com [wealthstandardfinancial.com] or call 713-955-6007.  See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.