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 | 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 Becca Mack | Nov 27, 2020 | Podcast
The Setup: On this episode of Unlocking Your Financial Future, we answer your questions about inheritance, investing, income and much more. https://mcdn.podbean.com/mf/web/hfbdg3/060_-_BEN_SCHROCK_-_MAILBAGbmux1.mp3 Click the timestamps below to skip to a specific... by Becca Mack | Nov 19, 2020 | Podcast
The Setup: On this episode of Unlocking Your Financial Future, we answer some frequently asked questions about 401Ks. https://mcdn.podbean.com/mf/web/pf7ikp/059_-_BEN_SCHROCK_-_401K_FAQaknj1.mp3 Click the timestamps below to skip to a specific topic in the episode....