Did you know most Americans retire earlier than planned, often due to unexpected health issues, job changes, or financial surprises? These challenges can force people out of work early, leaving them unprepared for decades of retirement. In this episode, we’ll explore recent research highlighting the importance of planning for early retirement, even if it’s not in your current plans.

Important Links:

Website: https://www.estesfinancial.net/

Call: 817-444-8402

We're quickly approaching the end of the year, and, as always, there are some items to take care of from a financial planning standpoint. Before we turn the calendar over to the new year, let's talk about 5 to-dos to put on your checklist for the year-end.

Important Links:

Website: https://www.estesfinancial.net/

Call: 817-444-8402

Social Security is the backbone of retirement for millions of Americans, but big changes may be coming. In this episode, we dive into the recently released proposal to raise the full retirement age to 69 and what it means for your benefits, your future, and your financial security.

Important Links:

Website: https://www.estesfinancial.net/

Call: 817-444-8402

Are you and your spouse on the same page when it comes to what retirement is going to look like? If not, it’s time to talk. Listen to this episode where we'll explore why it’s so important for couples to have detailed conversations about their finances and retirement futures. We’ll cover exactly what you need to discuss, and how to handle any disagreements.

This episode was recorded on 9/11, a day that holds deep meaning for many. Brie also shares her personal story as the daughter of a pilot flying that day and remembers those who lost their lives or loved ones.

Important Links:

Website: https://www.estesfinancial.net/

Call: 817-444-8402

The Medicare Open Enrollment Period will be here before we know it! But what does this mean for you? How does the process work, and who should be paying close attention? In this episode, we’ll break down everything you need to know about navigating this crucial period.

Important Links:

Website: https://www.estesfinancial.net/

Call: 817-444-8402

Imagine retiring comfortably on just $42 per month—sounds too good to be true, right? Well, it’s exactly the assertion you might have seen in the headline of a recent article online. So today, we’ll dive into the sensational claim and uncover what it really takes to build your retirement nest egg.

Article:

https://www.fool.com/the-ascent/buying-stocks/articles/you-can-retire-on-4167-a-month-if-you-do-these-2-things/

Important Links:

Website: https://www.estesfinancial.net/

Call: 817-444-8402

One of the more exciting parts of the retirement planning process is dreaming about the lifestyle you want to enjoy. For many retirees, travel is a big part of that vision. However, budgeting for trips in retirement isn't quite the same as when you're working and can count on regular paychecks to replenish your bank account. So, how do we factor in your dream vacations when crafting a retirement plan? We’ll “pack” all that great information into this episode and even share a few tips for making the most of your travel budget!

Important Links:

Website: https://www.estesfinancial.net/

Call: 817-444-8402

While you dream about the leisurely days ahead of you in retirement, it’s also important to think about some of the less glamorous items, including insurance. In this new season of life, your old policies may no longer suit your needs or may come to an end. So, what types of coverage should you be considering for your golden years? What do you need to keep in mind as you prep for the transition? We’re going to walk you through the fundamentals in today's episode, covering health insurance, long-term care insurance, life insurance, and more.

Important Links:

Website: https://www.estesfinancial.net/

Call: 817-444-8402