by walter | Mar 24, 2022 | Podcast
We are opening up the mailbag today to answer some of your questions. Mary has $1.4 million saved, how much can she spend yearly without running out? Rule of thumb says 4% a year, but a more detailed analysis of your plan can give you a more exact number and strategy....
by walter | Mar 10, 2022 | Podcast
There are some things in life you can guess at. However, when it comes to retirement planning there are some things you really shouldn’t guess at. Most of us not working with an advisor may rely on guessing as a planning strategy. But what could go wrong if we do so?...
by walter | Feb 24, 2022 | Podcast
Today we are exploring what financial experts are claiming to be the most important part of retirement planning and whether Shari agrees or disagrees. A lot of people view retirement as a destination, but have you thought about what you’ll do with your time once you...
by walter | Feb 10, 2022 | Podcast
Do you have any money biases and what could they be costing you? A recent Morning Star study revealed that most of us hold at least some financial biases. Everyone has different views on money but it’s important to reflect on those views. Do you go for immediate...
by walter | Jan 27, 2022 | Podcast
There are a lot of terms and terminology surrounding the financial industry that can be confusing. So, on today’s episode, we are going to break down some of these terms and what they mean to you and your financial plan. Depending on where you are in the country there...
by walter | Jan 13, 2022 | Podcast
We are all going to get to retirement eventually, but our journeys may look very different getting there. There are a lot of risks women face when it comes to saving for retirement. In a male-dominated field like the financial industry, it can feel like their risks...
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