Category Archives for Podcasts

3 Reasons To Retire Now (Or As Soon As Possible)

Podcasts Retirement Planning

Today we’re going to give you three compelling reasons why you should consider retiring now or as soon as possible.

5 Things You Need to Know About Required Minimum Distributions (RMDs) When Planning for Retirement

Podcasts Retirement Planning

Most people don’t start thinking about Required Minimum Distributions (RMDs) until they start nearing those milestone ages, but you should start incorporating strategies into your planning further out to give yourself the best chance to maximize those withdrawals.

Why Delay Social Security Benefits?

Podcasts Retirement Planning

Join us as we explore five compelling reasons why you might want to consider postponing your Social Security claims, from maximizing survivor benefits to enhancing long-term financial stability.

How Much Can I Spend in Retirement?

Podcasts Retirement Planning

As you approach retirement, one of the most pressing questions is how much you can withdraw from your savings without running out of money.

How Much Do I Need to Retire?

Podcasts Retirement Planning

Today we’ll look at the data and break down the numbers to help you get an idea of how much you’re going to need to re-tire.

Beware of Retirement Half-Truths

Podcasts

From the 4% rule to diversification myths, Ryan breaks down why these statements aren’t always black and white and how to navigate them for a successful retirement.

Retiree Health Insurance: The Basics You Must Know

Podcasts

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 health insurance.

Don’t Make These Income Planning Mistakes

Podcasts

In today’s episode, we’ll unveil the crucial income planning mistakes that could jeopardize your retirement and show you how to craft a financial plan that’s built to last decades, not just years. Tune in to ensure your retirement strategy is fool-proof against common pitfalls and ready to secure your financial future.

Practical Strategies for Protecting Retirees Against Scams & Fraud

Podcasts

As much as any other threat, recognizing and avoiding scams has become a necessary skill for today’s retirees to develop. In today’s episode, we’ll share a story of how a scam destroyed a woman’s entire retirement savings. Then, we’ll explore some crucial steps you can take to safeguard your financial well-being against the growing tide of scams and identity theft.

Financial Questions That We’ve Been Asked Recently

Podcasts

We work through all types of scenarios with clients each day and find tools that will help them reach their financial goals. To help you get a better idea of how we work through these different scenarios, we are going to run through a list of questions that we’ve been asked recently.

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CONTACT

500 N. State College Ste 1100
Orange, CA. 92868
1-714-462-9155
Ryan@CravitzFinancial.com

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Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Cravitz Financial & Insurance Solutions are independent of each other. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interest, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. CA Insurance License #0C86000.

Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company and are not offered by Brookstone Capital Management. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Ryan Cravitz and/or Cravitz Financial and Insurance Solutions are not affiliated with or endorsed by the Social Administration or any other government agency.