Ep 107: Financial Planning During Market Loss with Dan Oaklief (Part 1)
The Key Points: Today we are excited to be joined by Dan Oaklief, RICP®, CPFA, one of our experienced advisors at BA Schrock Financial Group. For the past three years, Dan has been hosting informative webinars to educate clients on taxes, retirement, and social...Ep 106: How Retirement Changes Impact Finances (Part 2)
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...Ep 56: Is $8 Million the New Target for Retirement?
The Setup: Is $8 million the new target for retirement? We found an article that points to that idea so we’ll share our thoughts about how this impacts planning on today’s podcast. https://mcdn.podbean.com/mf/web/ytfgyx/056_-_BEN_SCHROCK_-_8_MILLIONasqg3.mp3 Click the...Ep 55: Hindsight 20/20 – Five Common Financial Mistakes
The Setup: Financial decisions are a lot easier with the benefit of hindsight. Here are some common mistakes people have made this year and how hindsight could have helped them in 2020. https://mcdn.podbean.com/mf/web/kpwwy2/055_-_BEN_SCHROCK_-_HINDSIGHT_202073q4p.mp3...
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