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Archives for July 14, 2015

Secured Retirement Radio: What's Your Financial " Squeaky Wheel"?

Blog post written by Dale Decker

Greece is in the news this week, and anytime there’s an event the magnitude of national insolvency, it makes us think about personal finances.

Greece had been accumulating debt over many years, which is akin to being the squeaky wheel on the wagon of the European economy. Surrounding countries didn’t like the noise but ignored it, hoping it would go away. It didn’t go away. It got louder, and now Greece is in line for support from the European community.

When it comes to personal finances, it’s important to stop and consider what unaddressed “squeaky wheels” you may have.

On Saturday’s Secured Retirement Radio show, host Joe Lucey with Kari Donnelly and Derek Fautsch discussed the importance of taking a financial stress test. Addressing your own financial “squeaky wheel” with a Three Step Review is a great way to  see if you are in a strong position to weather current and future financial storms. Taking a moment for preemptive retirement review can be rewarding, and it can help increase your chances for financial success in any climate.

Secured Retirement Radio is hosted by Joe Lucey. Joe is a nationally recognized financial expert – named a retirement mentor by Dow Jones news service and featured weekly in Market Watch online.
Listen to the latest podcast.

three step review

Danielle Christensen

Paraplanner

Danielle is dedicated to serving clients to achieve their retirement goals. As a Paraplanner, Danielle helps the advisors with the administrative side of preparing and documenting meetings. She is a graduate of the College of St. Benedict, with a degree in Business Administration and began working with Secured Retirement in May of 2023.

Danielle is a lifelong Minnesotan and currently resides in Farmington with her boyfriend and their senior rescue pittie/American Bulldog mix, Tukka.  In her free time, Danielle enjoys attending concerts and traveling. She is also an avid fan of the Minnesota Wild and loves to be at as many games as possible during the season!