
Northern Alliance Financial - Financial Safari
By Northern Alliance Financial

Northern Alliance Financial - Financial SafariJun 15, 2023

Episode 239 "They say we learn from mistakes, so that's why they mistakes me." - Lil Wayne
There are plenty of decisions that have to be made regarding retirement and retirement planning. If you're near retirement we've got four do's, four don'ts, and one never for you, Plus how you can overcome six common financial fears, And it all starts right now.

Episode 238 Just wait till version 13 is released.
As the year winds down we're looking ahead to 2024 and what changes are in store for many in the financial red zone, that's five to ten years from retirement. SECURE 2.0 has rolled out some changes that are shaking up how employer-sponsored retirement plans work. On today's show, we check some highlights

Episode 237 The Bottom-line of Hollywood is Money.
Celebrities often face financial challenges that require the assistance of a financial advisor for celebrities. By avoiding these common financial mistakes, folks can learn how to better manage their wealth and ensure long-term financial stability. Coming up, we cover a few cautionary tales from Hollywood to learn what NOT to do with your money and offer tips to help you save more for retirement.

Episode 236 Survey Says...
A new report graded the retirement systems of countries across the world and America earned a C+... Coming up on today's show, how you can build an A+ retirement plan...you don't want to miss this one

Episode 235 " I'll reason with him....." -Vito Corleone, The Godfather
There are many reasons why folks forego working with financial professionals. Today, we are going to break down 10 of the most common reasons folks resist professional help while building their financial plans and explain exactly How a financial advisor would be able to help.

Episode 234 " They say we learn from mistakes, so that's why they mistake me." Lil Wayne
There are plenty of decisions that have to be made regarding retirement and retirement planning. If you're near retirement we've got four do's, four don'ts, and one never for you, plus how you can overcome six common financial fears. And it all starts right now.

Episode 233 HOORAY for Hollywood!
On today's show, we're sharing a few financial planning do's and don'ts featured in the most iconic sitcoms ever and offering tips to help you maximize your savings along the road to retirement.

Episode 232 I put the BOOM in Baby Boomer!
Coming up, we explore the retirement planning landscape and how one generation in particular is facing significant risks to their retirement. And, we'll find out much you know, or don't know, about planning for retirement. That and more on today's show.

Episode 231 " All I want is to have my peace of mind". -Boston
As you embark on your retirement planning journey, it's crucial to foresee potential expenses that may nibble away at your hard-earned savings. Join us as we explore six financial demands that can impact your retirement nest egg, and discover effective strategies to prepare for them. That and more coming up.

Episode 230 Don't quote me on that.
Saving for retirement takes discipline and sacrifice. On today's show, we'll share three quotes that could inspire you to keep the discipline and embrace the sacrifice. The quotes are not from the usual suspects either

Episode 229 Is that your final answer
Coming up on today's show, the most common questions folks have about retirement, the seven sins of financial planning and Who Wants To Be A Retirement Millionaire. You don't want to miss this one.

Episode 228 Hooray for Hollywood!
On today's show, we're sharing a few financial planning do's and don't featured in the most iconic sitcoms ever and offering tips to help you maximize your savings along the road to retirement.

Episode 227 If I have any spare stress I just sell it on eBay.
A recent Quinnipiac University poll highlighted some of the biggest personal financial concerns folks have been experiencing- we dive into the particulars and share strategies that can help spare you the stress. Stay tuned.

Episode 226 O'DOYLE RULES!
High interest rates, volatile markets and recession talks could be standing between you and the retirement you planned for. Some easy adjustments could make a;; the difference. Coming up on today's show.

Episode 225 Just wait till version 13 is released.
The passage of Secure Act 2.0 made some significant changes to retirement saving in America. On today's show what changed and how it will affect you.

Episode 224 Bread, capital, chips, jack, exchequer it's all money and I want a bunch
We've all heard of 'cash is king'. In retirement it's 'cash flow' that leads the charge. Today we'll dig into cash flow in retirement and offer some suggestions that could help you maintain you current lifestyle.

Episode 223 " If there was a problem, yo, I'll solve it. Check out the hook while my DJ revolves it.'' - Vanilla Ice
Coming up today, the biggest retirement planning concerns and how to worry less about your plan.

Episode 222 Just wait till version 13 is released.
The passage of Secure Act 2.0 made some significant changes to retirement savings in America. On today's show what changed and how will it affect you?

Episode 221 Please join me in celebrating National Procrastination week March6-12 2023.
There are a variety of reasons folk hesitate to speak with a professional financial advisor about their financial situation. Today, we're going to dive into some of the common concerns, misconceptions, and myths preventing folks from creating that lifetime income plan with a retirement coach. All that and more coming up right now on Financial Safari

Episode 220 I'm in the zone.
On today's show - we have a retirement preparedness checklist outlining what to do what to do it-so, if you're within the financial red zone and preparing to retire, stay tuned.

Episode 219 If I have any spare stress I just sell it on eBay.
A recent Quinnipiac University poll highlighted some of the biggest personal financial concerns folks have been experiencing - we dive into the particulars and share strategies that can help spare you the stress. Stay tuned.

Episode 218 It's the old game of he said she said.
You know the saying " happy wife happy life?" Well, retirement planning is certainly no exception to the rule. When we come back, we have some tips for you and your spouse so that you both walk away happy.

Episode 217 How many hosts has Family Feud had: Survey says.....
Financial literacy month has come and gone. Coming up, _______ takes the hot seat for a pop quiz from the advisor about what they have learned. Stay tuned.

Episode 216 Bread, capital, chips, jack, exchequer it's all money and I want a bunch.
We've all heard 'cash is king'. In retirement, it's 'cash flow' that leads the charge. Today we'll dig into cash flow in retirement and offer some suggestions that could help you maintain your current lifestyle.

Episode 215 I was an EMT, I'm the record holder for largest crappie caught in MN, A broadcaster in the US Army.
Remember the game "Two Truths and a Lie"? Well, we have created our own version of it called Two Retirement Truths and a Lie. We'll find out how much you know or don't know about planning for retirement. That and More on today's show

Episode 214 Running out of Money doesn't worry me. It's Knowing when I'm going to run out of money that's scary.
If running out of money in retirement is a concern of yours, you're not alone. According to a recent GoBanking Rates survey 66% of Americans are feeling that way. Let's calm the fear and offer you some strategies to help make sure that doesn't happen.

Episode 213 According to my other brother there is nothing to worry about.
From the talking heads on TV, to that one coworker who knows everything, to your second cousin who's uncle is a bank teller. Everybody has retirement advice. What do you think? We took to the streets and asked regular folks about retirement and how they are preparing. That and more coming up.

Episode 212 It's always scary to search your name on google
There are many questions on the web about financial planning and saving for retirement- many of these questions financial advisors encounter on a daily basis.
Coming up next, we'll cover the most searched financial planning questions and answers every one of them in ___ minutes less. Stick around

Episode 211 What? The government is touting ESP? Oh wait that's ESG.
The Biden administration vetoed a bill that directly impacts pre retirees, retirees and frankly, anyone saving for retirement right now. The veto preserves the Labor Department's ESG rule. We'll dig into the particulars and how you could be affected on today's show.

Episode 210 Just do the math.
The recent bank failure, along with wild swings in the market and rising interest rates have many pre-retirees running for the hills. Come on back down. Today we'll cut through the noise and calm the fears.

Episode 209 Running out of money doesn't worry me. It's knowing when I'm going to run out of money that's scary.
If running out of money in retirement is a concern of yours, you're not alone. According to a recent GoBanking rates survey 66% of Americans are feeling that way. Let's calm the fear and offer you some strategies to help make sure that doesn't happen.

Episode 208 Looking for the goose that laid the golden egg.
In planning for retirement there are many strategies that can help shape your income. If maintaining you current lifestyle is a goal of yours, stick around. On today's show we'll outline several ways to find the best retirement income that help you achieve your goals.

Episode 207 Just put it under the mattress, that's safe.
You're saving for retirement and that's good. As the big day gets closer the question becomes where do I stash my retirement savings. On today's show we'll cover some ways to save that can make a positive difference in your retirement.

Episode 206 Just spread it around, there's enough for everybody.
Saving for retirement is critical. Creating a distribution plan for those hard-earned dollars is equally important. On today's show, designing a strategy for maximizing your income for retirement.

Episode 205 No need to panic.
Retirement distribution strategies can be daunting for many retirees to navigate. However, with professional guidance, these strategiescan help eliminate worrying about your retirement savings and help make sure you don't run out of money.

Episode 204 It's okay if I run out money, I'll just write a check.
Income for life . It can be accomplished. On today's show, tips to help you make sure you don't run out of money before you run out of life. That and more coming up.

Episode 203 Out with the old and in with something else.
Most people would agree that 2022 was a rough road. The good new is there are five new savings and tax rules that could help boost your retirement savings. We've got details next.

Episode 202 Survey says.....
Coming up today we take a deep dive into the top ten mistakes people make planning for retirement. Natixix (Nuh-tik'-suhs) has just released a survey of advisors to find out what they see as the most common mistakes people make and we'll offer some tips to avoid them.

Episode 201 Just remember the six P's
It's called retirement income replacement rate. On today's show we'll take a look at just what that is and how, with proper planning, you can achieve it in your retirement and income plan,

Episode 200 Taxes and retirement
As you continue to plan for retirement you should also be planning on taxes in retirement- be proactive on tax planning can save you not only money, but the headache & stress that comes along with it !

Episode 199 It's fourth down and goal. As quarterback, what do you do?
If you're in the 'financial red zone', that's five to ten years from retirement, it's more important than ever to make sure your plan is in place. On today's show we've got some tips to help shore up that plan to get you over the 'goal line'.

Episode 198 70 is the new 50
On today's show there's growing number of people that are all still working in their 70's. If that's you or if you plan to keep working we've got three important things to know about working over 70.

Episode 197 Survey Says....
From inflation to rising interest rates it's getting harder and harder to save for retirement. On today's show we'll outline six major obstacles that could be preventing you from a comfortable retirement and offer some tips to help get you there.

Episode 196 Taxes, we don't need no stinking taxes.
On today's show we've got several strategies that could help you reduce your taxes in retirement. That and more just ahead.

Episode 195 Question everything.
On today's show, we outline five important questions to ask your advisor about inflation and its impact you your retirement plan.

Episode 194 The best-laid plans of mice and men often go awry
You've been a good saver. Amassed a nice portfolio that should take you all the way through retirement. Today we're going to talk about that first year in retirement. Stuff is going to happen that you didn't expect. We've got five things you might not expect but really need to prepare for.

Episode 193 Do this, not that.
If you're working with an advisor or you're a do it yourselfer it's important to have a good understanding of the strategies being used to help get you to retirement. On today's show some investing strategies for retirement.

Episode 192 COLA C-O-L-A COLA.
Coming up on today's show. The Cost of Living Adjustment for Social Security has been announced. Good news, it hasn't been this much in 40 years. We'll break it all down for you.

Episode 191 Just remember, 65 is the new 45. Live it up!
For many 65 was the 'magic number' for retirement. Today that's not even full retirement age. On today's show we'll highlight why it's hard to retire at 65 and offer some tips to help get you to retirement on your terms.

Episode 190 Inflation is the senility of democracies - Sylvia Townsend Warne
Losing spending power due to inflation is never a good thing. When you're on a fixed income it can be devastating. On today's show we'll offer seven ways to handle inflation in retirement.