• What Does "Safe Money" Actually Mean?
    Aug 20 2026

    Everyone says they want their money to be "safe." Almost nobody defines it the same way. Today we're breaking down what safe money really means and whether your version of safe holds up to reality.

    Contact Info:

    Website: https://crystallaketax.com/

    Phone Number: 815-526-3092

    Mostra di più Mostra meno
    17 min
  • Retiring Early Isn't Always a Choice — Here's What the Data Shows
    Aug 6 2026

    Most people plan to retire around 65. New research shows most people actually retire around 62, and it's often not by choice. Today we're digging into why that gap exists and what it means for your plan.

    Contact Info:

    Website: https://crystallaketax.com/

    Phone Number: 815-526-3092

    Mostra di più Mostra meno
    15 min
  • An Oscar-Nominated Film About Retirement That's Worth 7 Minutes of Your Time
    Jul 16 2026

    There's a 7-minute animated short that got nominated for an Oscar this year called Retirement Plan. It's free on YouTube, narrated by Irish actor Domhnall Gleeson, and it follows a middle-aged man named Ray who spends his days listing everything he plans to do once he finally retires. It's funny, it's surprisingly moving, and it hits a little close to home.

    Contact Info:

    Website: https://crystallaketax.com/

    Phone Number: 815-526-3092

    Mostra di più Mostra meno
    17 min
  • 30 Years of Toy Story - What It Has To Say About Your Financial Life
    Jul 2 2026

    The original Toy Story came out 30 years ago, which means some of you took your kids to see it in theaters. Now you can bring your grandkids to see the latest one. Before you do, we thought it would be fun to revisit some of the iconic moments from the franchise and see what they say about your retirement.

    Contact Info:

    Website: https://crystallaketax.com/

    Phone Number: 815-526-3092

    Mostra di più Mostra meno
    14 min
  • Beach, Budgets, and Balance: What Vacation Planning Really Looks Like in Retirement
    Jun 25 2026

    Summer's here. And somewhere between the excitement of planning a big trip and the anxiety of what it costs, a lot of retirees end up doing something that surprises us… they feel guilty about it. They worked hard, they saved, they planned for decades, and then they second-guess a beach vacation. Today, let's talk about how travel fits into a real retirement plan and how to enjoy it without guilt.

    Contact Info:

    Website: https://crystallaketax.com/

    Phone Number: 815-526-3092

    Mostra di più Mostra meno
    16 min
  • Maverick, Goose, and the Financial Danger Zone
    Jun 11 2026

    It's summer- and nothing says summer quite like Tom Cruise as Maverick soaring across the sky in Top Gun. This year marks the 40th anniversary of the original film, and with Tom Cruise's birthday on July 3rd, we figured it was the perfect excuse to revisit some of the most iconic quotes from the franchise and see what they have to say about your financial life.

    Contact Info:

    Website: https://crystallaketax.com/

    Phone Number: 815-526-3092

    Mostra di più Mostra meno
    16 min
  • Three Questions From People Thinking About Retiring In 2026
    May 28 2026

    We're doing something a little different today. Three listeners wrote in with variations of the same question — am I ready to retire in 2026? Same question, three very different situations, three very different answers.

    Contact Info:

    Website: https://crystallaketax.com/

    Phone Number: 815-526-3092

    Mostra di più Mostra meno
    14 min
  • From First Conversation to Long-Term Plan — Here's How We Work
    May 14 2026

    A lot of people think working with a financial advisor is just about picking investments. But a great planning experience is much more than that. Today, we’re walking through what it actually feels like to work with a firm- from the first conversation to ongoing guidance- so you know what to expect.

    Contact Info:

    Website: https://crystallaketax.com/

    Phone Number: 815-526-3092

    Mostra di più Mostra meno
    15 min