The Get Ready For The Future Show

Biggest Retirement Mistakes

If you were going on a road trip but didn't know the destination, could you determine how close you are? Or if you're even moving in the right direction? That might seem absurd, but that's how many approach retirement - moving in a particular direction, unsure as to whether or not it will even get them to where they need to go. Today we're looking at how to avoid four of the biggest mistakes on the road to retirement.Originally aired 6/1/2022

REIT: Find Out What it Means

Many potential investors talk about stocks and bonds. Bonds and stocks. But there are more than two asset classes! And the REITs is one we're going to break down for you in today's episode.Originally aired 5/25/2020

How to Take Advantage of a Down Market

We can't make a lot of guarantees in our industry, but the one guarantee we can make is that market volatility will happen. It's normal. And while it can seem like the end of the world, it's not! And today we're talking about ways to benefit from these downturns.Originally aired 5/18/2022

Spring Cleaning Your Finances

Spring is here! Full of storms and pollen. But also cleaning! We're starting the show today with a look into what's going on with the markets and then pulling out the broom and dustpan to help you tidy up your financial house.Originally aired 5/11/2022

Retirement Options for Small Business Owners

Small businesses of 500 employees or fewer make up 99.9% of all U.S. businesses and 99.7% of firms with paid employees. That's a BIG deal! If you're a small business owner, you’ve put in a lot of blood, sweat, and tears to build your business, and we’re all better off for it! This week we're discussing unique challenges (and solutions!) for business owners trying to secure the future retirement they deserve!Originally aired 5/4/2020

4 Important Pieces of Your Financial Plan

If you've tried putting together a puzzle only to find that it was missing a piece, it can be the most frustrating thing! What if you get to retirement and realize there are pieces missing? Today we're going over four pieces that you don't want to miss on the road to retirement.Originally aired 4/27/2022

6 Ways to Challenge Yourself to be Better with Money

Many Americans live paycheck to paycheck, worrying if there's going to be more month left than money. If you're one who is living with no financial margin, we want to give you some ways to break out of that cycle so you can build toward financial independence!Originally aired 4/20/2022

What to Do With Your Tax Refund

While there's no such thing as free money, getting a refund check that’s worth a couple of thousand dollars can sure feel like it! We know this show is called what to do with your tax return, but we'll also be covering some of the worst things to do with your refund! Catch the straight talk on finance, investing, and how to make the most of your return this year.Originally aired 4/13/2022

Don’t be a Fool with Your Money

April Fool's Day has come and gone and today we want to give you three things to avoid so that your money doesn't make a fool out of you!  We're also joined once again by Ryan Detrick, Chief Market Strategist with LPL Financial, for an update on the markets, what's coming down the pike, and his best April Fool's prank.Originally aired 4/6/2022

QCD

In the world of finances and investments, there is a lot of industry jargon that gets bandied about. But what does it all mean? Today we're talking about QCDs (Qualified Charitable Distributions). What are they? And how can they benefit YOU at the same time as benefitting others?Originally aired 3/30/2022