HeyJaredThe Crystal Clear Finances Podcast
Finances can be confusing! We provide insight so you can confidently make financial decisions that are right for you!
- Indexed episodes, last 90 days
- 12
- Latest publication
- Sep 19, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 4, 2026
Latest episodes
The 4 Steps to Generational Wealth (opens the original)
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Join us for today's podcast as Crystal shares the importance of preparing the next generation for wealth, focusing on the first of four key lessons: the trappings of wealth. She emphasized the difference between spending for consumption and spending with purpose, using her own birthday plans as an example. Crystal cited statistics from studies showing that many heirs are not prepared to handle inheritances, often spending them quickly on luxury items. She stressed the need for parents to teach t
10 Key Life Insurance Terms (opens the original)
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Join us for today's podcast as Crystal delivers a comprehensive educational presentation on life insurance, explaining 10 key terms to help clients understand and confidently discuss life insurance options. She will cover the underwriting process, the importance of detailed beneficiary designations, and carefully considering both primary and contingent beneficiaries. She will also share what grace periods are for premium payments, paid-up addition riders that increase death benefits, and acceler
Be A CEO (opens the original)
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Join us for today's podcast as Crystal shares insights from her recent talk to CEOs about the importance of having a clear vision, mission, and values, emphasizing that these principles apply to individuals, families, and businesses alike. She explained that everyone is a "CEO" of their own life and should collaboratively define their purpose and values to navigate challenges and achieve their goals. She will share the process of creating mission, vision, and values at Crystal Clear Finances, hi
Maximize Social Security (opens the original)
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Join us for today's podcast as Crystal discusses the current state of Social Security, highlighting research showing that only 40% of income will be replaced by Social Security benefits despite many baby boomers expecting 50% or more. She goes on to explain that the Social Security Administration forecasts insolvency in 6 years (2032) unless legislative changes are made, requiring either a 25% benefit reduction or a 34% increase in payroll tax. Crystal covered the eligibility requirements, inclu
Charles Schwab and Fidelity (opens the original)
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Join us for today's podcast as Crystal discusses the question of whether clients need to diversify between different brokerage firms like Charles Schwab, Vanguard, or Fidelity as part of their investment strategy. She explains that brokerage firms are responsible for executing trades, holding assets, providing account statements, and handling tax reporting, but they are not responsible for providing investment advice or recommending specific investments. Crystal recommends that most people shoul
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