by Walter Storholt | Oct 20, 2022 | Financial Planning, Podcast
The Combination and Key Points: We have Keith Lockwood back for part 2 of this series. In case you missed the last episode, Keith has over 15 years of experience in investment management, portfolio construction, individual retirement planning, and more. Our last talk... by Walter Storholt | May 26, 2022 | Podcast
The Setup: We continue our conversation with our chief investment officer, Keith Lockwood today. We’ll break down some market predictions for the rest of 2022 and 2023. Should we expect a rebound or a recession? The Combination and Key Points: On today’s episode of... by Walter Storholt | May 12, 2022 | Podcast
The Setup: Chief Investment Officer, Keith Lockwood, joins us to break down the current market volatility we are experiencing and what you need to do (or not do) to protect your financial future. The Combination and Key Points: On today’s episode of Unlocking Your... by Becca Mack | Oct 8, 2020 | Podcast
The Setup: Just like technologies change and become outdated, so do some retirement planning strategies. Let’s look at five financial strategies that have become obsolete. https://mcdn.podbean.com/mf/web/g3vr6c/054_-_BEN_SCHROCK_-_OBSOLETE_PLANNING_IDEAS9475e.mp3... by Becca Mack | Feb 27, 2020 | Podcast
The Setup: A lot of financial professionals aren’t always completely honest. It’s not that they intentionally want to mislead you, but there are talking points many brokers are given that aren’t completely true. Sometimes they might even believe these sentiments, but...