Episodios

  • Roth or Traditional at 55: Which 401(k) Makes Sense?
    Jan 22 2026

    One of the most important retirement decisions doesn’t show up on your paycheck. It shows up in how your contributions are taxed. That’s exactly what prompted a question we recently received…

    Contact:

    Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

    Call: 989-401-2949

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    16 m
  • An Economist Is Optimistic About 2026 — Should You Be?
    Jan 8 2026

    After a year marked by volatility, uncertainty, and more than a few economic curveballs, it’s understandable if optimism doesn’t come easily. But at least one economist is arguing that the outlook for 2026 may be brighter than many people expect.

    Allison Schrager's Article: https://www.fa-mag.com/news/five-reasons-to-be-optimistic-about-the-2026-economy-85324.html?section=68

    Contact:

    Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

    Call: 989-401-2949

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    17 m
  • I’m 62: Should I File For Social Security Or Wait?
    Dec 23 2025

    Turning 62 might not feel like a milestone birthday… until you realize the Social Security clock just started ticking. Filing now could put money in your pocket sooner or cost you tens of thousands over a lifetime. How do you pick the right strategy? Let’s break down how to think through one of the biggest retirement decisions you’ll ever make.

    Contact:

    Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

    Call: 989-401-2949

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    16 m
  • Your First Christmas in Retirement
    Dec 11 2025

    You’ve heard of Baby’s First Christmas, but what about Retiree’s First Christmas? Your first holiday season after leaving the workforce is a milestone all its own. The schedule, the spending, the traditions… everything feels a little different. On this episode, we’ll talk about what to expect and how to navigate the differences this year and beyond.

    Contact:

    Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

    Call: 989-401-2949

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    13 m
  • The 5 Retirement Questions Smart People Ask
    Nov 26 2025

    You’ve heard the saying, “There’s no such thing as a bad question.” But in retirement planning… some questions are definitely better than others. The way you frame your question often determines the quality of your answer and, in some cases, the quality of your retirement.

    Contact:

    Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

    Call: 989-401-2949

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    23 m
  • Do Your Feelings Belong in Your Financial Plan?
    Nov 13 2025

    Most people think financial planning is about calculators, spreadsheets, and strategies. But that’s only half the story. The truth is, your feelings about money can have just as much impact on your retirement as the numbers do. Today, we’re exploring the emotional side of planning.

    Contact:

    Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

    Call: 989-401-2949

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    16 m
  • Two Advisors, Twice the Confusion?
    Oct 30 2025

    Some people believe having two financial advisors means double the wisdom. But does it really equal double the problems? Today, we’ll tackle a person’s question about this very dilemma.

    Contact:

    Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

    Call: 989-401-2949

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    19 m
  • October is Financial Planning Month: Here’s Your Checklist
    Oct 16 2025

    October is known for cooler weather, pumpkins, and Halloween. But did you know it’s also Financial Planning Month? While it might not come with costumes or candy, it’s a perfect reminder to pause, take stock, and be intentional with your money.

    Contact:

    Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

    Call: 989-401-2949

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    14 m