by Walter Storholt | Apr 6, 2023 | Financial Planning, Podcast, Retirement Planning
The Key Points: Today we are excited to be back with 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... by Walter Storholt | Mar 30, 2023 | Financial Planning, Podcast, Retirement Planning
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... 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 Becca Mack | Oct 22, 2020 | Podcast
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... by Becca Mack | Oct 15, 2020 | Podcast
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...