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My Smart Retirement

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Whether you are planning to retire someday, or find yourself already there, you know there’s lots of advice swirling around - some dangerous, some making outrageous claims. Where do you go? Who can you trust? How do you avoid the danger zone? Nancy Fleming with Fleming Financial Services features a weekly show that offers sound, practical solutions to these concerns and more. New episodes offered every Saturday.

Whether you are planning to retire someday, or find yourself already there, you know there’s lots of advice swirling around - some dangerous, some making outrageous claims. Where do you go? Who can you trust? How do you avoid the danger zone? Nancy Fleming with Fleming Financial Services features a weekly show that offers sound, practical solutions to these concerns and more. New episodes offered every Saturday.

Location:

Mesa, AZ

Description:

Whether you are planning to retire someday, or find yourself already there, you know there’s lots of advice swirling around - some dangerous, some making outrageous claims. Where do you go? Who can you trust? How do you avoid the danger zone? Nancy Fleming with Fleming Financial Services features a weekly show that offers sound, practical solutions to these concerns and more. New episodes offered every Saturday.

Language:

English

Contact:

3651 E. Baseline Road, #E111 Gilbert, Arizona 85234 480-632-8770


Episodes

Ep 287: What are the Three Qualities of Money?

1/15/2021
You’ve heard the old expression about putting your money to work for you, but what job are you going to give it? There are many different ways to invest and save your money but you have to know what results you’re trying to achieve. When you think about your finances, ask yourself what does money represent and what do you want to get out of your money? There are many things you may look to accomplish, but the three primary things you hope to obtain are growth, safety, and liquidity. The...

Duration:00:15:10

Ep 286: What Type of Retirement Lifestyle Will You Choose?

12/30/2020
In order for us to determine the direction we want to go with retirement planning, we’ve learned that it’s important to first get an idea of what we want our retirement lifestyle to look like. Everyone pictures something different and knowing that helps us build a plan that you can have confidence in. On this episode of My Smart Retirement, Nancy Fleming will take you through six different retirement lifestyles that we commonly see clients choose. There are a few things to be thinking about...

Duration:00:18:46

Ep 285: Clearing Up 3 Investing Misunderstandings

12/21/2020
We’ve been spending a lot of time on the podcast discussing financial literacy and where the majority of people are falling short as it relates to planning and investing. As we move forward this week, let’s start by talking about retirement concerns we continue to see. One of the biggest we’ve found is voluntary unemployment. The idea of giving up the career we’ve built and voluntarily give it all up to transition to a new chapter. Many times you might even be at the top of your game, and...

Duration:00:20:17

Ep 284: How Confident Are You About Your Income in Retirement?

12/11/2020
The biggest fear that anyone has for retirement is running out of money. No one wants to be forced to work if they’d prefer not to, and that’s where income planning comes in. You might be surprised to know that less than half of all people are financially literate when it comes to retirement. Most people aren’t clued in on all the different aspects of planning and it can cause a lack of confidence in your financial future. But it’s not the individual’s fault. It just means more education is...

Duration:00:17:57

Ep 283: 3 Tax Changes That Impact Charitable Donations

12/3/2020
As we approach the end of the year, people start thinking more about taxes and want to find ways to lessen their tax burden. One area where you might already be lessening your tax burden and not fully realize it is through charitable donations. The holiday season brings that out even more so we want to make sure your contributions are being incorporated into your financial planning as we close out 2020. On this episode of My Smart Retirement, Sean and Nancy will tell you about the three...

Duration:00:16:25

Ep 282: Are Annuities a Good Investment?

11/25/2020
Regardless of what you know about annuities, you’ve probably heard an opinion about them. This investment tool, like any other, can be good or bad for your personal retirement plan, but is it? Well, we’ve gotten a lot of questions about annuities recently because of all the market volatility. People are looking for ways to create reliable income and the annuity will always be a product that comes up in the conversation. So we want to use this episode of My Smart Retirement to educate you...

Duration:00:20:14

Ep 281: The Importance of Health in Retirement

11/19/2020
If we’ve learned anything over the course of 2020, it’s that health needs to be a priority for all of us. The focus goes beyond the pandemic, which is obviously at the forefront right now. But mental health issues have risen through the year and the usual causes of death are still as prevalent as they always are. It’s great to see that more and more people are paying attention to their health because it plays a huge part in your finances and retirement. On this episode of My Smart...

Duration:00:21:39

Ep 280: 5 Question Retirement Preparedness Quiz + Market Update

11/14/2020
“Am I ready to retire?” If it’s not the most common question asked during retirement planning, then it’s definitely near the top. Everyone wants to what kind of shape they’re in financially and if they are in a position to transition to that next chapter. Everyone’s answer is going to be different and it depends on a variety of factors, but there are some questions you can ask yourself to get a better sense of where you stand. That’s what we’ll do on this episode of My Smart Retirement....

Duration:00:18:52

Ep 279: What Now? A Financial Update With An Election In Limbo

11/6/2020
As if 2020 hasn’t been volatile enough, now we’re left sorting through election results days after voting has ended. Although it appears Joe Biden is set to become the 46th President of the United States, plenty of questions remain about policy and the financial impact it could have on investors. So as we wait for the dust to settle, let’s try to answer the questions, what now? Nancy is flying solo on today’s episode of My Smart Retirement and she wants to provide updates for those that...

Duration:00:16:00

Ep 278: Where The Financial Markets Currently Stand

10/23/2020
On today's show, Sean and Nancy give their take on where the major financial markets currently stand. They address some common concerns they have heard from their clients and give advice on how to navigate those challenges. Contact: Website: https://bit.ly/31DO9OW Phone Number: 480-632-8770

Duration:00:18:48

Episode 276: IRAs

10/13/2020

Duration:00:21:11

08/01/20

8/1/2020

Duration:00:50:05

07/25/20

7/28/2020

Duration:00:50:15

07/18/20

7/18/2020

Duration:00:50:15