Financial and retirement guidance from Taylor Fike, retirement specialist at Fike Advisors in Wooster, OH. Each episode will cover important financial planning topics like taxes, investing, building wealth, distributions, and more. Our goal is to help you get freedom from work as soon as possible.
Episodes
Thursday Jun 15, 2023
Thursday Jun 15, 2023
The Federal Reserve has been talked about a lot since the pandemic first hit. Inflation has been rising and the general public is unsure if they will keep raising rates to try and curb this. Taylor and Brad will be talking about what they think might happen during the Federal Reserve Meeting and some strategies when it comes to investing in fixed interest rate products in our current environment.
Important Links:
Monthly Budget: Financial Foundations Monthly Budget.xlsx
Taylor's Website: https://www.fikeadvisors.com/retireasapshow
Get Taylor's Book: https://amzn.to/3p60DIp
Your Early Retirement Map: https://mailchi.mp/fikeadvisors/your-early-retirement-map
Call: 330-264-1100
Thursday May 25, 2023
Thursday May 25, 2023
The debt ceiling has been an issue that's recently been in the news. Many people are wondering if this will have a major impact on the markets as this gets resolved. Taylor and Brad will be discussing some historic debt ceiling issues and the importance of just sticking to your financial plan when news like this is circulating.
Important Links:
Monthly Budget: Financial Foundations Monthly Budget.xlsx
Taylor's Website: https://www.fikeadvisors.com/retireasapshow
Get Taylor's Book: https://amzn.to/3p60DIp
Your Early Retirement Map: https://mailchi.mp/fikeadvisors/your-early-retirement-map
Call: 330-264-1100
Thursday May 11, 2023
Thursday May 11, 2023
Taylor and Brad are returning to the podcast after a brief hiatus. The guys will be discussing what has happened in the markets over the past 6 months and the current landscape of the economy.
Important Links:
Monthly Budget: Financial Foundations Monthly Budget.xlsx
Taylor's Website: https://www.fikeadvisors.com/retireasapshow
Get Taylor's Book: https://amzn.to/3p60DIp
Your Early Retirement Map: https://mailchi.mp/fikeadvisors/your-early-retirement-map
Call: 330-264-1100
Wednesday Dec 21, 2022
Wednesday Dec 21, 2022
On this episode, Taylor and Brad will discuss the major economic events that happened throughout 2022 and their outlook for 2023.
Important Links:
Monthly Budget: Financial Foundations Monthly Budget.xlsx
Taylor's Website: https://www.fikeadvisors.com/retireasapshow
Get Taylor's Book: https://amzn.to/3p60DIp
Your Early Retirement Map: https://mailchi.mp/fikeadvisors/your-early-retirement-map
Call: 330-264-1100
Thursday Dec 08, 2022
Thursday Dec 08, 2022
This week's episode is short and sweet. Taylor and Brad will be discussing why the podcast was absent recently and what to expect as we come to close out the year.
Important Links:
Monthly Budget: Financial Foundations Monthly Budget.xlsx
Taylor's Website: https://www.fikeadvisors.com/retireasapshow
Get Taylor's Book: https://amzn.to/3p60DIp
Your Early Retirement Map: https://mailchi.mp/fikeadvisors/your-early-retirement-map
Call: 330-264-1100
Thursday Nov 03, 2022
Thursday Nov 03, 2022
Planning out where your money goes when you pass away can be a difficult conversation to have, but it is necessary to optimize your financial plan. On this episode, Taylor and Brad will be discussing ways you can help lower the tax burden on your estate and how this can significantly impact the inheritance your heirs receive.
Important Links:
Monthly Budget: Financial Foundations Monthly Budget.xlsx
Taylor's Website: https://www.fikeadvisors.com/retireasapshow
Get Taylor's Book: https://amzn.to/3p60DIp
Your Early Retirement Map: https://mailchi.mp/fikeadvisors/your-early-retirement-map
Call: 330-264-1100
Thursday Oct 13, 2022
Thursday Oct 13, 2022
Tax planning is a necessary part of any comprehensive retirement plan. There are some ways we can be tax efficient right now that will also impact our long-term plan. Taylor and Brad will discuss some of these strategies you might be able to implement and why they have a big impact on your retirement plan.
Important Links:
Monthly Budget: Financial Foundations Monthly Budget.xlsx
Taylor's Website: https://www.fikeadvisors.com/retireasapshow
Get Taylor's Book: https://amzn.to/3p60DIp
Your Early Retirement Map: https://mailchi.mp/fikeadvisors/your-early-retirement-map
Call: 330-264-1100
Thursday Sep 29, 2022
Thursday Sep 29, 2022
Investing in the market right now can seem scary to a lot of people. The high volatility is usually viewed in a negative way, but there are some opportunities present right now. Taylor and Brad will discuss why you should keep investing during inflationary times and why this is nothing to be overly concerned about.
Important Links:
Monthly Budget: Financial Foundations Monthly Budget.xlsx
Taylor's Website: https://www.fikeadvisors.com/retireasapshow
Get Taylor's Book: https://amzn.to/3p60DIp
Your Early Retirement Map: https://mailchi.mp/fikeadvisors/your-early-retirement-map
Call: 330-264-1100
Thursday Sep 15, 2022
Thursday Sep 15, 2022
The word "budget" can invoke negative feelings for many people because of the thought that it restricts spending. However, we should be looking at this concept with an open mind and understanding the opportunities this strategy can present. Taylor and Brad will be discussing why budgeting works, how to get started, and why this might be a good time to start one with inflation still present.
Important Links:
Monthly Budget: Financial Foundations Monthly Budget.xlsx
Taylor's Website: https://www.fikeadvisors.com/retireasapshow
Get Taylor's Book: https://amzn.to/3p60DIp
Your Early Retirement Map: https://mailchi.mp/fikeadvisors/your-early-retirement-map
Call: 330-264-1100
Thursday Sep 01, 2022
Thursday Sep 01, 2022
Taylor and Brad have joined in on the fantasy football train as the season is quickly approaching. When the guys were thinking about making a good team in this fantasy league, they realized how many financial parallels there are. They will be breaking down some of the parallels on today's episode and what things you should be considering instead.
Important Links:
Taylor's Website: https://www.fikeadvisors.com/retireasapshow
Get Taylor's Book: https://amzn.to/3p60DIp
Your Early Retirement Map: https://mailchi.mp/fikeadvisors/your-early-retirement-map
Call: 330-264-1100