by Walter Storholt | Jan 6, 2022 | Podcast
The Setup: As we ring in the new year, it’s a great time to organize your finances and set some financial resolutions and goals for 2022. On today’s episode, we’ll be discussing retirement contributions, paying off debt, student loans, and more. The Combination and...
by Becca Mack | Nov 12, 2020 | Podcast
The Setup: We’re talking specifically to Baby Boomers on this episode. What are the most common challenges, fears and goals of this generation? What are some of the mistakes Boomers often make and how can they be avoided?...
by Becca Mack | Nov 5, 2020 | Podcast
The Setup: On this episode, we share five commandments that should be written on stone tablets in your retirement plan. https://mcdn.podbean.com/mf/web/ctn6yx/057_-_BEN_SCHROCK_-_FINANCIAL_COMMANDMENTS7bcpk.mp3 Click the timestamps below to skip to a specific topic in...
by Becca Mack | Aug 27, 2020 | Podcast
The Setup: If you visit a financial advisor, how complex should your plan be? Is a one-page plan too simple? Is a 50- to 100-page plan too much? We’ll explain how much detail you should expect in your financial plan. Click the timestamps below to skip to a specific...
by Becca Mack | Aug 20, 2020 | Podcast
The Setup: When the market crashes, it’s normal to feel panicked. But we’re here to help you build confidence and get through these tough times with a five-step market crash survival guide. [spp-player url...