This is part 2 to our Retire ASAP Quickguide series. Now that we have taken inventory of our assets, we need to analyze them and see if they are still a good fit for our retirement plan. Taylor and Brad talk about how they analyze portfolios in their office, advisor fees, and a few more critical questions you should be asking yourself regarding to your portfolio.Important Links:Taylor's Website: https://www.fikeadvisors.com/podcastRetire ASAP Toolkit: https://www.fikeadvisors.com/what-we-do/retire-asap/Get Taylor's Book: https://amzn.to/3p60DIpYour Early Retirement Map: https://66elrgll.pages.infusionsoft.net/Call: 330-264-1100

Retire ASAP with Taylor Fike

Ep 38: Retiring ASAP With A Portfolio Analysis

2020 is finally behind us and with a new year comes new goals. We are kicking off a 3 part series called the Retire ASAP Quick Guide that's aimed to help you jumpstart your retirement. Today we focus on the importance of keeping an inventory of what you have. This is crucial when planning for retirement so you know where you are at currently and what steps you need to take in order to achieve your goals.Important Links:Taylor's Website: https://www.fikeadvisors.com/podcastRetire ASAP Toolkit: https://www.fikeadvisors.com/what-we-do/retire-asap/Get Taylor's Book: https://amzn.to/3p60DIpYour Early Retirement Map: https://66elrgll.pages.infusionsoft.net/Call: 330-264-1100

Ep 37: How Taking An Inventory Can Jumpstart Your Retirement

As the year winds down, it's important to set ourselves up for success not only in personal growth, but also with our finances. 2020 has been a rollercoaster of a year with many events no one could have predicted, and having a financial plan helps protect your portfolio when these unforeseeable moments transpire. Taylor and Brad talk today on what you can do starting now to help set you up for a great 2021 no matter what may happen in the new year.Important Links:Taylor's Website: https://www.fikeadvisors.com/podcastRetire ASAP Toolkit: https://www.fikeadvisors.com/what-we-do/retire-asap/Get Taylor's Book: https://amzn.to/3p60DIpYour Early Retirement Map: https://66elrgll.pages.infusionsoft.net/Call: 330-264-1100

Ep 36: 4 Things To Set You Up For Financial Success In 2021

On the last podcast, we talked about the need to have a purpose in retirement in order to get the most enjoyment out of it. It's no doubt that purpose takes on many different forms in our lives and often we have more than just one purpose. On today's episode, Taylor asks Brad what he wants his retirement life to look like and the specific goals that he hopes to achieve.Important Links:Taylor's Website: https://www.fikeadvisors.com/podcastRetire ASAP Toolkit: https://www.fikeadvisors.com/what-we-do/retire-asap/Get Taylor's Book: https://www.amazon.com/Health-Care-Before-Medicare-Strategies/dp/1095762923/ref=sr_1_1?dchild=1&keywords=healthcare+before+medicare&qid=1595945910&sr=8-1Your Early Retirement Map: https://66elrgll.pages.infusionsoft.net/Call: 330-264-1100

Ep 35: A Purpose In Retirement - A Case Study With Brad Fike

It's not uncommon to see people work hard for many years in order to reach for the ultimate goal of retirement. But what will your purpose shift to once you reach that goal? Taylor and Brad sit down to talk about why you need to have a purpose in retirement and not just live to complete the mundane aspects of life.Important Links:Taylor's Website: https://www.fikeadvisors.com/podcastRetire ASAP Toolkit: https://www.fikeadvisors.com/what-we-do/retire-asap/Get Taylor's Book: https://www.amazon.com/Health-Care-Before-Medicare-Strategies/dp/1095762923/ref=sr_1_1?dchild=1&keywords=healthcare+before+medicare&qid=1595945910&sr=8-1Your Early Retirement Map: yourretirementmap.fikeadvisors.comCall: 330-264-1100

Ep 34: Getting To A Meaningful Retirement, Part 1

Long-term care is a subject that most people don't like to discuss. Many don't think that they will be put in that situation, but that couldn't be further from the truth. Taylor and Brad break down what potential options are out there for long-term care and the situational circumstances to each choice.Important Links:Taylor's Website: https://www.fikeadvisors.com/podcastRetire ASAP Toolkit: https://www.fikeadvisors.com/what-we-do/retire-asap/Get Taylor's Book: https://www.amazon.com/Health-Care-Before-Medicare-Strategies/dp/1095762923/ref=sr_1_1?dchild=1&keywords=healthcare+before+medicare&qid=1595945910&sr=8-1Your Early Retirement Map: yourretirementmap.fikeadvisors.comCall: 330-264-1100

Ep 33: How To Afford A Nursing Home Without Going Broke

This year's election is on the horizon and many people have strong emotions and opinions going into it. Emotions can take over during this time and cause people to make unwise financial decisions. Taylor and Brad discuss the behavioral side of finances and why you shouldn't pull your money out of the stock market during volatile times.Important Links:Article On How Markets React To Elections: https://www.capitalgroup.com/ria/insights/articles/how-elections-move-markets-5-charts.htmlTaylor's Website: https://www.fikeadvisors.com/podcastRetire ASAP Toolkit: https://www.fikeadvisors.com/what-we-do/retire-asap/Get Taylor's Book: https://www.amazon.com/Health-Care-Before-Medicare-Strategies/dp/1095762923/ref=sr_1_1?dchild=1&keywords=healthcare+before+medicare&qid=1595945910&sr=8-1Your Early Retirement Map: yourretirementmap.fikeadvisors.comCall: 330-264-1100

Ep 32: The Presidential Election and Your Retirement

In order to retire comfortably and confidently, you need an income plan to carry you through retirement. Often times, people have a certain number they would like to reach before they can retire, but other considerations need to be included such as risk and your goals. Taylor and Brad talk about the variables that make up a great income plan that will help get you through retirement.Important Links:Taylor's Website: https://www.fikeadvisors.com/podcastRetire ASAP Toolkit: https://www.fikeadvisors.com/what-we-do/retire-asap/Get Taylor's Book: https://www.amazon.com/Health-Care-Before-Medicare-Strategies/dp/1095762923/ref=sr_1_1?dchild=1&keywords=healthcare+before+medicare&qid=1595945910&sr=8-1Your Early Retirement Map: yourretirementmap.fikeadvisors.comCall: 330-264-1100

Ep 31: Designing An Income Plan To Last

The media loves to spread the idea that it's possible to get rich quickly by investing in a couple of companies. But the truth is that becoming a successful investor is a longer term process and very few people feel that instant gratification. Taylor and Brad discuss some of the ways the media tries to get you to invest emotionally and why having a professional guide you through the noise is imperative.Important Links:Taylor's Website: https://www.fikeadvisors.com/podcastRetire ASAP Toolkit: https://www.fikeadvisors.com/what-we-do/retire-asap/Get Taylor's Book: https://www.amazon.com/Health-Care-Before-Medicare-Strategies/dp/1095762923/ref=sr_1_1?dchild=1&keywords=healthcare+before+medicare&qid=1595945910&sr=8-1Your Early Retirement Map: yourearlyretirementmap.fikeadvisors.comCall: 330-264-1100

Ep 30: How To Be A Successful Investor

One of the most overlooked parts of retirement planning is taxes. Do you know how taxes will affect your retirement savings, or your Social Security benefits? Tune in to find out what strategies can reduce your taxes in retirement, or even allow you to retire tax-free.Important Links:Taylor's Website: https://www.fikeadvisors.com/podcastRetire ASAP Toolkit: https://www.fikeadvisors.com/what-we-do/retire-asap/Get Taylor's Book: https://www.amazon.com/Health-Care-Before-Medicare-Strategies/dp/1095762923/ref=sr_1_1?dchild=1&keywords=healthcare+before+medicare&qid=1595945910&sr=8-1Call: 330-264-1100

Ep 29: Can You Retire Tax-Free?

On this episode we invite John Russell to the podcast. John is a Farmers Insurance agent who specializes in home and auto insurance. Taylor and John talk about his philosophy and the importance of working a professional who has your best interest in mind.Important Links:Taylor's Website: https://www.fikeadvisors.com/podcastRetire ASAP Toolkit: https://www.fikeadvisors.com/what-we-do/retire-asap/Get Taylor's Book: https://www.amazon.com/Health-Care-Before-Medicare-Strategies/dp/1095762923/ref=sr_1_1?dchild=1&keywords=healthcare+before+medicare&qid=1595945910&sr=8-1Call: 330-264-1100

Ep 28: John Russell Home and Auto Insurance

Some people have an ambitious goal to retire early, but there are considerations we need to take into account. What if they retire before they are able to qualify for Medicare? Taylor and Brad will talk about different plans that are available for people in this exact situation.Important Links:Taylor's Website: https://www.fikeadvisors.com/podcastRetire ASAP Toolkit: https://www.fikeadvisors.com/what-we-do/retire-asap/Get Taylor's Book: https://www.amazon.com/Health-Care-Before-Medicare-Strategies/dp/1095762923/ref=sr_1_1?dchild=1&keywords=healthcare+before+medicare&qid=1595945910&sr=8-1Call: 330-264-1100

Ep 27: Affordable Healthcare Before Medicare

As the years have gone by, Social Security has become more complex and complicated. Knowing when it's appropriate to start taking Social Security is a crucial part of any retirement plan. Taylor and Brad talk about many considerations that you need to work out with your advisor before you make that important decision.Important Links:Taylor's Website: https://www.fikeadvisors.com/podcastRetire ASAP Toolkit: https://www.fikeadvisors.com/what-we-do/retire-asap/Call: 330-264-1100

Ep 26: When Should I Take My Social Security?

For many people, a house is one of the biggest purchases they will make in their lifetime. So it's important to know what is expected in the buying process. Taylor and Brad have recently gone through the home buying process and they discuss what that looked like for them on today's show.Important Links:Taylor's Website: https://www.fikeadvisors.com/podcastRetire ASAP Toolkit: https://www.fikeadvisors.com/what-we-do/retire-asap/Call: 330-264-1100

Ep 25: Things To Consider When Buying A House

Many pre-retirees wonder if part of building a successful and diverse portfolio includes real estate. Taylor and Brad will dive into the pros and cons of owning real estate and investing in real estate to help you determine what's right for your particular portfolio.Important Links:Taylor's Website: https://www.fikeadvisors.com/podcastRetire ASAP Toolkit: https://www.fikeadvisors.com/what-we-do/retire-asap/Call: 330-264-1100

Ep 24: Should I Own Real Estate In My Retirement Plan?

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.

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Retire ASAP with Taylor Fike

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