Podcast

Ep 14: Retirement Plan Customization Is King

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.

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Ep 13: What’s Your Spending Personality?

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.

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Ep 12: Learning Through Uncommon Sense

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

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Ep 11: From Travel to Campaign Donations: Financial Topics in the News

Today, we’re talking about financial topics in the news, including the travel sector and campaign donations. Find out how these things can affect you and your planning process.

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Ep 9: Mailbag – 401ks, Mutual Funds and Inflation

Today, we’re answering your most pressing financial questions about 401ks, mutual funds and inflation. Let’s jump into the mailbag.

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Ep 3: Mailbag Questions – Bonds, Retirement Savings and More

Is this a good time to buy bonds? Should I hire a younger financial advisor? How much should I save for retirement? Let’s dive into the mailbag and answer these and other questions.

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Ep 2: Keyboard Warriors, Saying One Thing But Doing Another, & Mark Twain Quotes

If you’ve been around the internet long enough, you know to avoid the comment section. We slipped up and scrolled through a recent active on retirement and COVID-19. We’ll share the wide range of comments we came across and have a little fun evaluating them. Plus we’ll talk about times you say one thing and do another with your money before pulling Mark Twain quotes that provide a little financial wisdom.

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Ep 1: Welcome to the Podcast

Welcome to the debut episode of Saving the American Dream, where Michael Shulte of WestPac Wealth Partners will introduce you to the show and share his vision for what this will become.

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