retirement planning tallahassee

Marylin Stallworth’s husband, Bill, died unexpectedly in October 2014.

The couple, married 50 years, had been enjoying a comfortable and secure retirement thanks to following through on sound financial planning.

But they had left a few key parts out of their plan that made a traumatic time for Marylin even worse.

In this episode, she shares what she would have done differently, what she’s doing to improve her end of life planning to help her son, and what actions she says you should take right now to make your loved ones’ lives easier when you pass away.

Listen to discover…

  • The power of the Living Balance Sheet
  • How to make sure your financial accounts are up-to-date (they might not be)
  • The questions a funeral home will ask that your loved ones should know
  • The 4 elements you must keep in mind for end of life planning
  • And more…

Listen now…

How A Life Coach Can Help You

You’re stuck. Perhaps in your job or business. Or you can’t seem to stay on track with your weight loss goals. Maybe your finances are a mess. Modern life throws a lot at us. But whatever is holding you back… you don’t have to go it alone. Connie Clark, of Striving Forward Coaching, is a […]

Read the full article →

Achieving Your Dream Retirement – And Not Just Financially

What does your dream retirement look like? For Bill and Donna Elliot, it was an once-in-a-lifetime trip in a motorhome… a voyage that had them zigzagging across the U.S. full-time for two years and 24,000 miles. Bill, a retired architect, and Donna, who had worked in the legal field, were ready for a break after […]

Read the full article →

Preparing for Life’s Financial Threats

Most people aren’t looking for an extravagant lifestyle. They want to buy a nice home, own a reliable car, save money for their kids’ – even grandkids’ – educations, and put away enough money for a comfortable retirement. That’s a good life. To ensure that happens you need to prepare now for the biggest financial […]

Read the full article →

Financial Issues Impacting Members of the Florida Retirement System

For members of The Florida Retirement System, the decisions you must make to optimize your retirement income can be complicated and confusing. In this interview, John Curry breaks down the key considerations and decisions that are unique to FRS members. Listen now…           2017-45833 Exp 7/19

Read the full article →

How to stay engaged and excited about life (even in retirement) – Dr. Charles Nam

This is a fascinating interview with WWII veteran, pioneer of population study at Florida State, and now a master his own retired life, Dr. Charlie Nam. Charlie shares his keys to staying engaged and excited about the future, even in retirement.           2018-53819 Exp 2/20

Read the full article →

Planning for FRS Members

In this deep interview, Marjorie Scheolles, one of my clients, grills me and I share… The four big threats to your Secure Retirement The four options under the Florida Retirement System Our approach to structuring a Secure Retirement Plan, which you can use yourself, with your current advisor, or with our team.       […]

Read the full article →

The Living Benefits of Life Insurance – Betty Hodges

Meet Betty Hodges as she tells her story of how her life insurance is delivering value to her right now, while she’s still living. You may not have known life insurance can do this…         2018-53796 Exp 2/20

Read the full article →

Facing Florida Interview on the Future of Retirement Plans with Mike Vasilinda

Want more detailed information to help plan your secure retirement? Attend my next workshop: Click here to register

Read the full article →

The Impact of Taxation

In this minute today together, we’re going to talk about the impact of taxes on our financial planning and retirement planning. Most people are paying too much in taxes, and they don’t really know how much tax is taking away from their wealth. You see, every dollar you lose to taxes is a dollar you […]

Read the full article →
Real Time Web Analytics