financial planning Archives - Page 2 of 2

Mastering Retirement Cash Flow (Part 2): Understanding Income

Get ready for part two of our Retirement Cash Flow series! This time, we're diving into the income side of the equation. In part one, we tackled the ins and outs of your expenses in retirement. Now, it's all about understanding the crucial role of income analysis. We'll uncover the secrets of guaranteed income versus the uncertain stuff and shed light on the consequences of retiring without a clear income plan. Don't worry if you're feeling lost - we've got your back with practical solutions and expert guidance. Tune in and take charge of your retirement cash flow!

By Walter Storholt|2023-08-02T16:30:46-04:00August 3rd, 2023|Podcasts|Comments Off

Trust The Experts? Breaking Down Commentary Surrounding The String Of 2023 Bank Collapses

Silicon Valley, Credit Suisse, and First Republic are just a few banks that have experienced either incredible turmoil or complete collapse in the past few months. How should the average American respond with their money? Do you pull it all out in cash and store it under your bed? Should you throw all your money into depressed bank stocks in hopes of riding a wave back up in case a recovery occurs? In today’s episode, we’ll shed light on those questions and more by analyzing what some experts across the world are saying about the crisis.

By Walter Storholt|2023-05-31T10:42:54-04:00June 1st, 2023|Podcasts|Comments Off

Crash Course: The Psychology of Investing in the Wake of Historic Market Crashes

Have you ever wondered why you handle money the way you do? It turns out your financial behaviors can be traced back to your formative memories. In this episode, we explore how historic market crashes have left a lasting impact on our relationship with money. We’ll also contrast them with the way more recent crises have shaped our financial views and decisions in the short term.

By Walter Storholt|2023-05-12T19:04:04-04:00May 18th, 2023|Podcasts|Comments Off

A Comprehensive Dismantling Of 2023’s Top Social Security Myths

Have you ever wondered if the Social Security system will run out of money before you retire? Or if claiming benefits as soon as you're eligible is the best decision for your financial future? In this episode, we'll be debunking common myths about Social Security and answering the questions you've been curious about.

By Walter Storholt|2023-05-02T17:02:29-04:00May 4th, 2023|Podcasts|Comments Off

Retirement Expenses For Which You Forgot To Plan

Are you preparing for retirement but feeling confident that you have covered all the expenses? Well, think again… It turns out that many retirees overlook some crucial expenses that can leave them financially vulnerable. In this episode, we explore the retirement expenses that most people tend to forget, including skyrocketing medical bills, unexpected travel costs, taxes, and much more. We'll discuss practical tips and strategies to help you plan for these expenses and ensure a secure and comfortable retirement.

By Walter Storholt|2023-04-05T10:56:55-04:00April 6th, 2023|Podcasts|Comments Off

Getting It Right: Irreversible Financial Decisions

There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. In this episode, we’ll explain why these decisions are so important and can’t be undone.

By Walter Storholt|2022-09-23T16:53:47-04:00October 20th, 2022|Podcasts|Comments Off

Quit Cutting Corners In Your Financial Plan

Let’s look at the ways that some people try to cut corners in their retirement planning…

By Scott Searles|2021-12-03T17:54:34-05:00December 2nd, 2021|Podcasts|Comments Off

Revealing The Financial World’s Dirty Little Secrets

If you understand some of the dirty little secrets of the financial world, it’ll help you cut through the clutter and allow you to focus on what’s most important.

By Scott Searles|2021-12-03T17:54:35-05:00April 15th, 2021|Podcasts|Comments Off

This Is Why You Never Assume

We often see people making certain assumptions about retirement that just aren’t correct.

By Scott Searles|2021-12-03T17:54:35-05:00April 1st, 2021|Podcasts|Comments Off