Your Retirement Blueprint: A 210 Financial Podcast
Welcome to Your Retirement Blueprint, a podcast by 210 Financial where we help you invest in your financial future by identifying where you stand now, evaluating how well you're positioned, and discovering where you need to go. Join Phil Cooper, Founder and Financial Advisor of 210 Financial, and Kendall Stahl, Advisor & Partner at 210 Financial, for biweekly conversations to help you navigate finances in today's world. // Insurance products are offered through the insurance business 210 Financial. 210 Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by 210 Financial are not subject to Investment Advisor requirements. 1657137-4/23
Episodes
37 episodes
Making Large Purchases in Retirement - Season 2, Episode 11
We all imagine hitting retirement and buying our dream boat, dream car, or dream [you fill in the blank]. But how big of a purchase can you make in retirement? Can you make big purchases at all?In this episode, Phil and Kendall are help...
•
21:29
Good Debt, Bad Debt, & Retirement - Season 2, Episode 10
Is there such a thing as “good” debt and “bad” debt when it comes to retirement? Should you even have any debt when you retire? Should cutting out debt always take priority over saving for retirement?In this episode, Phil and Kendall co...
•
19:05
Don't Be a Forced Seller in a Down Market - Season 2, Episode 9
Few things in life are as frustrating as feeling forced to take an action that you know isn’t smart, strategic, or beneficial to you in the long run.But for a variety of reasons, certain circumstances can make you feel like selling your...
•
20:43
Challenging the Financial Concerns & Uncertainty of an Election Year - Season 2, Episode 8
It’s 2024—and that means we’re already back in another election year. It’s no secret that election years bring all sorts of changes, but what does this transitional time mean when it comes to the topic of your finances?...
•
19:52
Getting Real About Real Estate (w/ Kendall's Realtor, Josh Graham) - Season 2, Episode 7
Real estate can be a key factor when it comes to financial and retirement planning. Whether you’re selling your home so you can finally move to that sunny retirement spot you’ve always dreamed about, or investing in properties to e...
•
34:21
Navigating Work, Life, and Wealth as a Woman (w/ Carrie Stahl) - Season 2, Ep. 6
Women in finance—it’s a crucial topic that doesn’t get talked about enough. What are the unique challenges that face women in the financial world? How can a woman best balance the responsibilities of her career, her marriage, and her mo...
•
33:57
An In-Depth Look at Estate Taxes (w/ Jim Benckendorf) - Season 2, Ep. 5
Estate taxes and planning is a complex topic. How do you minimize taxes after you’re gone? Is there such a thing as “too much” to pass down? What are the exceptions? We are tackling these questions and more in this conversation.Today, w...
•
31:29
Practical Advice for Estate & Legacy Planning (w/ Jim Benckendorf) - Season 2, Ep. 4
Good intentions with no actions can lead to a lot of difficult times.No one enjoys discussing end-of-life issues, but the reality is that every one of us is going to die someday. That means that the topic of this episode...
•
32:12
An IT Professional on How to Stay Safe Online, Avoid Scams, & Keep Information Secure - Season 2, Ep. 3
Have you ever received a confusing text letting you know that a USPS package couldn’t be delivered? Or maybe you got an email plea requesting you send money to a stranded friend? Scams to access your computer, bank information, or credit cards ...
•
42:06
The Current and Future States of the American Economy (w/ David Walker) - Season 2, Ep. 2
We have the honor of being joined by David Walker, former Comptroller General of the United States and someone who was the CEO of the U.S. Government Accountability Office (GAO) from 1998 to 2008.Needless to say, he has a lot of insight...
•
38:47
Year-End Financial Planning: Giving, Taxes, & Long-Term Planning - Season 2, Ep. 1
Your Retirement Blueprint Podcast is back for Season 2! We have so many exciting things planned for this season of the podcast, including some incredible guests that we’re eager to introduce you to.As we approach the end of the year, th...
•
30:52
How Can Real Estate Fit Into Your Investment Portfolio? (& How to Get Started) - Episode 25
It’s time for another solo episode with Kendall! In this episode, he is talking about some of his favorite things—diversifying your investment portfolio and the role real estate can play.There’s a lot of talk about whether or not you sh...
•
30:14
How to Manage Your Expenses in Retirement - Episode 24
For the majority of your life, you will work hard and pinch those pennies so that you can fund retirement. But once you actually retire, it’s time to enjoy all your hard work!Kendall has another solo episode to help you understand how t...
•
21:33
New Legislation: What is the Secure Act 2.0 & What Does it Mean for You? - Episode 23
We’ve got you covered as new legislation has been passed which will take effect in 2024. This includes the Secure Act 2.0, which has over 90 provisions that could affect your taxes and financial plan.In this solo episode, Kendall will l...
•
32:38
The Top 10 Retirement Planning Tips in 2023 - Episode 22
Welcome back to Your Retirement Blueprint! We hope you’ve had a great start to the year.In today’s video, we’ve put together the top 10 tips for retirement planning in 2023. There is a lot of great insight packed into this one. We’ve in...
•
26:00
Why You Need to Get Serious About Life Insurance - Episode 21
Many people don’t often think about life insurance as a major part of their financial plan. Or perhaps they only consider it as a valuable investment only when they’re younger. We believe that should change.Yes, it can be a bit depressi...
•
19:54
Off the Script! Phil & Kendall's Financial Pet Peeves - Episode 20
We ripped the script for this episode. Literally! We had a plan of what we were going to talk about, but decided to go off-book. After sharing our Question of the Day, we discuss our pet peeves when it comes to investing and financial planning ...
•
16:15
Planning for Retirement Taxes & Income - Episode 19
We’ve been telling everyone we know that there is a “tax sale” happening right now. Taxes are the lowest they have ever been, and that’s a major thing to consider when it comes to your retirement planning.In this episode, we are talking...
•
21:53
Wisely Responding to the Current Economy - Episode 18
“Recession.” It’s like a dark cloud looming over the economy and around every corner. But what should we be doing during an economy like this? If you are worried about the future or retiring in a recession, we’re breaking down what you need to ...
•
17:19
Medicare Open Enrollment: Everything You Need to Know - Episode 17
Every year from October 15th-December 7th, open enrollment for Medicare is taking place. So today we are welcoming a special guest to dive deep into everything you need to know about Medicare. Je...
•
30:05
Approaching Retirement During “The Perfect Storm” - Episode 16
The market is down. Inflation is up. Rising interest rates. Potential tax increases.Many people are calling this “the perfect storm.” And in many ways, they’re right. We haven’t seen a lot of these circumstances for over a decade, and i...
•
26:49
Waiting to Save for Retirement Until the Kids Leave Home? (& How Much Money You Need to Retire) - Episode 15
It’s not uncommon for us to meet people who will save rather passively, with the intention to start saving aggressively once their kids move out and graduate from college. Today, Kendall and Phil are talking through whether this strategy works!...
•
16:53
How to Ensure You Don’t Run Out of Money in Retirement - Episode 14
Welcome back to Your Retirement Blueprint! In today’s episode, after answering a question about whether or not to move a 401(k) after leaving a job, we dive into how to ensure you don’t run out of money in retirement.Looking through a r...
•
20:50
Recessions & Bear Markets: Developing a Plan - Episode 13
Welcome back to Your Retirement Blueprint! In today’s episode, after learning some interesting facts about Kendall’s life (any other newfound tea lovers out there!?), we’re talking about recessions, the difference between bear and bull markets,...
•
17:48
Income, RMDs, Beneficiaries, & Portfolio Risk: A Grabbag Episode - Episode 12
We’ve got a fun episode for you today! Most times we go in with a clear outline of a takeaway we want to leave with you. But today, after we answer a question about portfolio risk, Kendall brought some recent articles he read about retirement a...
•
18:53