by Walter Storholt | Jan 19, 2023 | Podcast
The Key Points: Anyone that’s looking for a financial advisor has probably seen all the different designations people might have, but it’s tough for anyone outside of the industry to know what everything means. If there’s one you want to pay attention to when it...
by Walter Storholt | Jan 12, 2023 | Podcast
The Key Points: Another round of retirement changes are on the way after President Biden signed a spending bill in December 2022 that included the SECURE Act 2.0. Retirees and pre-retirees need to understand what this legislation means, how it might impact you, and...
by Walter Storholt | Dec 15, 2022 | Podcast
The Key Points: Today’s guest is Colleen LeMasters, CFP®, ChFC®, BFA™. Colleen is an Investment Advisor Representative and Insurance Professional at FIG. In this episode, we will discuss market risk. There has been extreme volatility in 2022, and there is a lot we...
by Walter Storholt | Dec 1, 2022 | Podcast
The Key Points: Welcome to part 2 of our ‘End of the Year Planning’ mini-series. I’m back with Dan Oaklief, RICP®, CPFA. In this episode, we will be focusing on year-end planning from a retirement standpoint. Some pre-retirees hope to retire early but haven’t...
by Walter Storholt | Nov 22, 2022 | Podcast
The Key Points: On today’s show, we will be discussing end-of-the-year planning with one of our Financial Advisors, Dan Oaklief, RICP®, CPFA. Our last episode touched on the current and future markets, and today we want to look at what you should consider as a...