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 Dec 05, 2019
Thursday Dec 05, 2019
Today's show revolves around required minimum distributions. Taylor will break down what this term means, how it works, and possible problems people may run into when dealing with this facet of the financial world.
Important Links:
Taylor's Website: https://www.fikeadvisors.com/podcast
Retire ASAP Toolkit: https://www.fikeadvisors.com/what-we-do/retire-asap/
Call: 330-264-1100
Thursday Nov 21, 2019
Thursday Nov 21, 2019
As we get into the holiday season, you may hear more people talking about the importance of gratitude. It is important to keep this same idea when it comes to your finances. Perspective matters when it comes to investing and Taylor will help explain how a change in attitude can positively affect your financial life.
Important Links:
Taylor's Website: https://www.fikeadvisors.com/podcast
Retire ASAP Toolkit: https://www.fikeadvisors.com/what-we-do/retire-asap/
Call: 330-264-1100
Thursday Nov 07, 2019
Thursday Nov 07, 2019
There is no doubt that life can take many unexpected turns. Getting laid off from your job, a family emergency, so many different scenarios can happen throughout the course of your life. Today's episode focuses on the importance of making sure that your financial plan is flexible enough to accommodate for these unexpected life events.
Important Links:
Taylor's Website: https://www.fikeadvisors.com/podcast
Retire ASAP Toolkit: https://www.fikeadvisors.com/what-we-do/retire-asap/
Call: 330-264-1100
Thursday Oct 24, 2019
Thursday Oct 24, 2019
We are in an uncertain time period with all of the political tension and negative news coverage surrounding the markets. It is important to understand the reality of declines that happen when you are investing. Taylor will discuss historic trends surrounding market declines and give advice on how to stay calm when these declines arise.
Important Links:
Taylor's Website: https://www.fikeadvisors.com/podcast
Retire ASAP Toolkit: https://www.fikeadvisors.com/what-we-do/retire-asap/
Call: 330-264-1100
Thursday Oct 03, 2019
Thursday Oct 03, 2019
Budgeting can seem to be such an important part of life. People usually need to budget for items such as houses, cars, and children. It can be overwhelming to think about being able to afford these costly expenses. Let's break down a few budgeting techniques that might help you save for your next big purchase.
Important Links:
Taylor's Website: https://www.fikeadvisors.com/podcast
Retire ASAP Toolkit: https://www.fikeadvisors.com/what-we-do/retire-asap/
Call: 330-264-1100
Thursday Sep 19, 2019
Thursday Sep 19, 2019
This episode is the third installment of the Portfolio Design series. Risk is a huge factor to consider when designing any portfolio, but how do you know if you're taking on too much, or too little risk? Taylor explains a few factors to consider and some ways to even calculate the risk in your portfolio.
Important Links:
Taylor's Website: https://www.fikeadvisors.com/podcast
Retire ASAP Toolkit: https://www.fikeadvisors.com/what-we-do/retire-asap/
Call: 330-264-1100
Thursday Sep 05, 2019
Thursday Sep 05, 2019
We continue our discussion last week on how to design a portfolio. This time we key in on international investing. There are a plethora of articles that explain why you should not invest in international companies. Do these articles have a point? Taylor will discuss what exactly comes with international investing and how it might affect your portfolio.
Thursday Aug 15, 2019
Thursday Aug 15, 2019
Do you wonder what investments you should or shouldn't be in? We'll talk about some of the details behind that conversation as we analyze how to design a portfolio. And a market correction might sound like the kind of thing that would impact your financial plan poorly. However, we'll talk about some of the benefits that come along with a market correction on today's podcast.
https://www.fikeadvisors.com/podcast
Thursday Aug 01, 2019
Thursday Aug 01, 2019
Hopefully after our last two episodes, you're really starting to see the benefits of tax-free income. So now, we'll take a look at some of the most common questions Taylor receives about tax-free investments. What's the best way to convert your IRA into a Roth? How long should that process take? When you start withdrawing from your investments, which should you dip into first: taxable or tax-free? Taylor will tackle these questions and much more.
Thursday Jul 18, 2019
Thursday Jul 18, 2019
On our previous episode, we discussed the importance of having tax-free income in retirement. But now, let's dive a little deeper. Taylor will show us how both your Social Security benefits and your health insurance premiums can be affected by the amount of tax-free income you have -- or don't have -- in retirement.