Question?

Join the conversation and feel free to submit a question to our experts.

Submit a question

Listen.

Listen in on our hour-long show, from Monday-Friday 12-1pm on KPRC AM 950

Listen to STA Money Hour

Browse the Vault

Subscribe.

Stay up to date and have the STA Weekly Report and 401k Plan Manager emailed to you.

Insights.

Read STA's Featured Articles

Patrick Fleming

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Friday, May 11th, 2018

In 2017 we launched the current version of our Retirement Survival Guide. In the guide, STA Wealth help clients and radio listeners make sure that they plan to survive and thrive in retirement. On this edition of the STA Money Hour, Patrick Fleming and STA Money Hour host Scott Bishop reviewed many of the key retirement decisions from their earlier recorded webinar called “5 Key Retirement Decisions”. During the show, Patrick and Scott discussed both the “right way” and “wrong way” to plan for these important retirement decisions:

How do I know if I have enough to retire?
Should I change my investment strategy if I am retiring (or planning my upcoming retirement)?
What should I do to optimize my 401k Plan or Pension in Retirement?
What do I need to do about Social Security and Medicare?
What are the dates I need to know about during retirement to help me plan?

Contact STA

Thank you for your interest in STA Wealth Management,

and for exploring our website. Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the STA team, we want to hear from you. Please reach out to us using the information below, or by completing the online form, and we’ll be in touch as quickly as possible!

Phone:

281.822.8800 (Houston area)

Email

info@stawealth.com

Houston Headquarters

800 Town & Country Boulevard, Suite 410
Houston, TX 77024

For directions to our offices, click here.