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... by Becca Mack | Oct 1, 2020 | Podcast
The Setup: Clients often ask us about their house (or houses) and how they fit into retirement plans. From downsizing to rental properties to interest rates, let’s explore some of the top retirement questions as it relates to all things housing.... by Becca Mack | May 28, 2020 | Podcast
The Setup: Your nest egg means everything to your retirement and you want to protect it through the difficult times. On this mailbag edition of the show, we address concerns about navigating turbulent times while protecting what you have, how much to be saving, is $1... by Becca Mack | Apr 23, 2020 | Podcast
The Setup: A busy few months has generated a lot of curiosity from listeners so we’ll answer a bunch of financial questions on this show. From investing during the coronavirus to student loan dilemmas to long-term care coverage, we’ll cover a wide range of topics....