by Walter Storholt | Aug 17, 2023 | Business Owners, Estate Planning, Financial Planning, Podcast
The Key Points: In today’s episode, we’re diving into the impending transition from TD Ameritrade to Charles Schwab and what it means for our clients. As the big announcement of the acquisition/merger can feel overwhelming, we are here to provide clarity, answer your... by Walter Storholt | Jul 20, 2023 | Business Owners, Estate Planning, Financial Planning, Podcast
The Key Points: Today, we have Amanda Ondrey from M.C. Real Estate joining us once again. In our previous segment, we delved into Amanda’s real estate career and her journey as a business owner. In this episode, Amanda talks with us about the current real... by Walter Storholt | Jul 13, 2023 | Business Owners, Estate Planning, Financial Planning, Podcast
The Key Points: Today we have the pleasure of sitting down with Amanda Ondrey of M.C. Real Estate. In part one of this two-part episode, Amanda, renowned for her all-female team, shares her real estate journey with us- from being mentored herself and surviving the... by Walter Storholt | Jun 16, 2022 | Podcast
The Setup: Most people are likely to pass at least some money on to their family, children, or charity through an inheritance. On today’s episode, we’ll explore the role legacy planning plays in your overall retirement plan and some of the most common routes people... by Walter Storholt | Mar 17, 2022 | Podcast
The Setup: Today we are continuing our conversation with NFL offensive guard Brian Winters on entrepreneurship and preparing financially for the future. We’ll explore Brian’s plans for when he retires from the NFL and his goal of building a real estate business. The...