by walter | Jun 23, 2022 | Podcast
Many people have been DIYing their retirement plans over the past decade and have done fairly well. But with new market volatility, a lot of people are looking for an advisor to help them through this turbulent time. What red flags do you need to be aware of? And what...
by walter | Apr 21, 2022 | Podcast
How many of your financial habits may be a bit unhealthy? We all know some of the basics of health – losing weight, eating healthier, and exercising. But how can we spot some similar unhealthy habits in the financial world? Empty calories in the financial...
by walter | Apr 7, 2022 | Podcast
When it comes to the financial industry, there can be a lot of different terms and definitions that may confuse you. On today’s episode, we’re going to explore some of these definitions and explain their relevance to you when planning for retirement. A fiduciary is...
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 | Nov 11, 2021 | Podcast
We are opening up the mailbag today and answering some listener questions! Are you thinking of retiring early? Make sure you have a plan. You won’t be able to access your 401(k) or IRA until you are 59 1/2 and Medicare eligibility isn’t until 65. As you...
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