walter

Ep 21: Opportunities for Retirement’s Late Bloomers

November 23, 2021

Are you a later bloomer when it comes to saving for retirement? Don’t worry, we’ll share some opportunities that can help you make up some lost ground.

Ep 20: Quit Cutting Corners in Your Financial Plan

November 18, 2021

We all cut corners occasionally, but how can this hurt our financial plans? While we may think we can get away with cutting some corners, we will end up hurting our financial future if we do so.

Ep 19: Tax Consequences for Different Account Types

November 4, 2021

Different types of accounts have different tax consequences. Let’s talk about those advantages and disadvantages in different types of accounts and how you use them (or don’t) in your retirement planning.

Ep 18: Retirement Planning for Business Owners

October 27, 2021

This year has been pretty rough for business owners. The pandemic has not only affected profits, but also owners’ retirement plans. Find out what advice we have for business owners who are struggling with how to handle retirement.

Ep 17: Is Your Your Financial Plan Out of Tune?

September 30, 2021

Even if you have a solid financial plan in place, things can quickly get out of tune if you don’t make adjustments from time to time. Let’s talk about some of the areas where we often see people get out of tune in their financial plan

Ep 16: How Football Relates to Your Finances

September 16, 2021

What do NFL quarterback battles have to do with your finances? We are going to explain how the similarities can be quite revealing. Plus, we’ll answer some of your mailbag questions about business loans and more.

Ep 15: What Makes Me Tick

September 2, 2021

Today is all about me, Michael Schulte, and what makes me tick. What is my background? Who influenced me? What frustrates me? Let’s have some fun pulling back the curtain on my thoughts, dreams and influences.

Ep 14: Retirement Plan Customization Is King

August 26, 2021

Most people understand that a customized retirement plan is much better than a one-size-fits-all approach. And yet, most people don’t have a plan that’s truly customized. We’ll share some of the things that need to be considered if you’re going to build a truly customized plan.

Ep 13: What’s Your Spending Personality?

July 29, 2021

Are you an emotional spender or someone who loves to do research before making a purchase? No matter how you spend money, it’s helpful to know your personality type so you can best plan for retirement.

Ep 12: Learning Through Uncommon Sense

July 15, 2021

Common sense is actually quite uncommon, especially when it comes to financial planning. Here are some common sense money approaches you need to know.