by Walter Storholt | Feb 23, 2023 | Financial Planning, Podcast, Retirement Planning
The Key Points: The only certainty in life is that we have no idea what tomorrow will bring. Even the best laid plans can change in an instant, but a well-constructed financial plan will ease the burden during these life events. In this episode, we’re spending some... by Walter Storholt | Feb 16, 2023 | Financial Planning, Podcast
The Key Points: The only certainty in life is that we have no idea what tomorrow will bring. Even the best-laid plans can change in an instant, but a well-constructed financial plan will ease the burden during these life events. In this episode, we’re spending some... 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...