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

Retire ASAP with Taylor Fike

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?

We invite a very special guest to this week's episode, Taylor's wife, Torrey Fike! Many people do not know how to bring up the conversation of retirement to their spouse, or the right questions to ask. So in light of this, Taylor and Torrey have an honest conversation about what they want retirement to look like.Important Links:Check Out Our Previous Episode On Debt Management: https://retireasap.podbean.com/e/ep-22-should-i-pay-off-my-mortgage-before-i-retire/For Every Girl Website: https://www.foreverygirl.world/Taylor's Website: https://www.fikeadvisors.com/podcastRetire ASAP Toolkit: https://www.fikeadvisors.com/what-we-do/retire-asap/Call: 330-264-1100

Ep 23 :Talking to Your Spouse About Retirement With Torrey Fike

This episode kicks off a new 3-part series on home ownership. One of the most common concerns that pre-retirees encounter is paying on a mortgage in retirement. Taylor and Brad will give us the pros and cons of this situation and will also talk about a recent client that had this same concern.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 22: Should I Pay Off My Mortgage Before I Retire?

It's no secret that the media has been sensationalizing the recent drops we have witnessed in the market and now many people are worried they will not be able to retire for another 5-10 years. Taylor and Brad will explain the different types of market recoveries and how they are helping their clients figure out if they can still retire this year.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 21: Can You Still Retire This Year?

There's a lot of misleading information floating around about overly simplified strategies for withdrawing income in retirement. So what is the best method for withdrawing your income, and how much money is safe to withdraw in these volatile times? Taylor and Brad will help clear the air and get you back on track with your withdrawal strategy.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 20: The Best Strategy For Withdrawing Income From Your Portfolio

During these uncertain times with the coronavirus pandemic, it's easy to panic and make rash, emotion-based decisions with your finances. So let's talk about what to do, what not to do, and how to keep calm during this volatile market period.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 19: How To DESTROY Your Retirement

Today's episode is going to wrap up our conversation on tax planning. We look at the different types of tax preparers and what situations call for each type. In addition, we look at what differentiates a reactive versus a proactive tax planner.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 18: Tax Planning, Part 3

This is our second installment of our tax planning series. On this episode we will focus on how to leave money to your beneficiaries in a tax efficient manner. We also discuss how recent news has affected the market in a negative manner and why a plan is important in order to sustain drops like this.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 17: Tax Planning, Part 2

Tax season is officially upon us, so we are kick-starting a two part series on taxes. Today we discuss some misconceptions about that refund check many individuals may be receiving and we will also look at different investments and how taxes apply to them.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 16: Tax Planning, Part 1

This is the final part of us breaking down our Retire ASAP Process. We focus on a fictional client couple and talk through how we would guide them through our process and how they can keep their plan flexible.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 15: The Retire ASAP Process, Part 3

On today's show, we discuss step 2 of the Retire ASAP Process. Now that we have evaluated what we want out of retirement, it is important to take inventory on what we already have in order to work towards our goals.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 14: The Retire ASAP Process, Part 2

It is important to know what you want out of retirement and to be able to set some goals for yourself when you are in this phase of life. Brad Fike joins us on today's show to discuss the first step of the retirement planning process when you work with Fike Advisors.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 13: The Retire ASAP Process, Part 1

As the end of the year comes to a close, many people like to set goals for the upcoming year. Today's show focuses on a few steps that might make achieving your goals for the new year a little easier.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 12: Goal Setting For The New Year

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.

hubhopper

Retire ASAP with Taylor Fike

hubhopper