Countdown Retirement with Morgan & Michele
Countdown Retirement with Morgan & Michele
Playlist by Countdown Retirement with Morgan & MicheleThe Morgan & Michele Show brings real conversations about retirement, financial planning, and the life decisions that come with building a secure future. Each episode, Morgan and Michele break down im…12 clip(s) in playlist
Retirement Challenges for Women
In this episode, Michele Stewart, a wealth strategist with Capital Financial, shares vital insights on retirement planning tailored for women, addressing longevity risks, market volatility, caregiving impacts, and strategic solutions like guaranteed income. Learn how to craft a personalized, confid…
48:43
Test Your Retirement Income Before You Retire
In this episode, Michele Stewart discusses proactive retirement planning, including testing income streams, understanding Medicare, and the importance of comprehensive planning to ensure a secure and joyful retirement. If you have any questions about your retirement call Michele Stewart, wealth s…
48:57
How to Ask the Right Questions in Retirement Planning
In this episode, Michele Stewart discusses the importance of proactive retirement planning, asking the right questions, and understanding key financial concepts to ensure a secure and joyful retirement. If you have any questions about your retirement call Michele Stewart, wealth strategist at Capi…
50:43
All About The Retirement Income: Planning for Your Future
Join Michele Stewart as she discusses essential retirement planning topics, including income strategies, Medicare decisions, long-term care, and the importance of proactive planning to ensure a secure and fulfilling retirement. If you have any questions about your retirement call Michele Stewart…
50:25
Mastering Retirement: Strategies to Secure What's Next
In this episode, Michelle Stewart, wealth strategist, Capital Financial discusses essential retirement planning strategies, including RMDs, Roth conversions, and the importance of a comprehensive five-pillar approach to secure your financial future. If you have any questions about your retirement…
49:50
Why Guaranteed Income Is the Key to Retirement Peace
In this episode, Michele Stewart discusses the rising popularity of annuities, their role in retirement planning, and how to create a secure financial future. She explores key strategies, common mistakes, and the importance of personalized plans to ensure peace of mind in retirement. If you have a…
45:10
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, es…
45:33
Planning for Retirement in a Sea of Social Media
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 …
44:06
How Flexibility Can Save Your Retirement
In this episode, Michelle Stewart, a wealth strategist at Capital Financial, shares insights on retirement planning, emphasizing the importance of flexibility, the five pillars of a solid retirement plan, and how to navigate market uncertainties. Listeners will learn practical strategies to build a…
44:28
Designing a Purposeful Retirement: The 5 Pillars You Need
Join Michele Stewart and Morgan Patrick as they explore the essential elements of retirement planning, emphasizing purpose, structure, and strategic financial management. Discover how to design a retirement that is not only financially secure but also meaningful and aligned with your life goals. …
42:31