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So far Walter has created 117 blog entries.

Is Your Financial Judgment ‘Impaired’?

Are you making decisions about your money with a clear mind? Or are you financially ‘impaired’? December is National Impaired Driving Prevention Month, so we’re exploring the surprising parallels between dangerous driving habits and risky financial choices. In this episode, learn how to stay financially ‘sober,’ avoid costly mistakes, and keep your money on the road to success.

2024-12-04T13:57:50+00:00December 5th, 2024|Podcast|0 Comments

Mailbag: Should My Husband Be More Involved In Financial Planning?

We're diving into the mailbag today on the show. Tune in as Ryan answers a variety of financial and retirement planning questions. Ruth asks if her husband should get more involved in managing their household finances as retirement approaches. Rachel wonders what investment options make the most sense for someone in her high-income position. Let's jump in!

2024-11-20T21:52:52+00:00November 21st, 2024|Podcast|Comments Off on Mailbag: Should My Husband Be More Involved In Financial Planning?

Social Security Shake-Up: How Raising the Retirement Age Could Impact You

Social Security is the backbone of retirement for millions of Americans, but big changes may be coming. On this episode, we dive into the recently released proposal to raise the full retirement age to 69 and what it means for your benefits, your future, and your financial security.

2024-11-05T17:34:49+00:00November 7th, 2024|Podcast|Comments Off on Social Security Shake-Up: How Raising the Retirement Age Could Impact You

Unlock Your Potential During National Financial Planning Month

With National Financial Planning Month upon us, we’re sitting down with Ryan to uncover the strategies and steps that go into building a personalized financial plan. From that first phone call to implementing a strategy that aligns with your goals, this discussion will offer valuable insights for anyone looking to understand what it looks like to go through the planning process with a real financial advisor.

2024-10-17T15:09:12+00:00October 17th, 2024|Podcast|Comments Off on Unlock Your Potential During National Financial Planning Month

Unusual Fears & Financial Planning: Lessons from the Strangest Phobias

In this episode, we’re exploring some of the world’s most unique and quirky fears—and believe it or not, they have a lot more in common with your financial life than you might think. From the fear of long words to the fear of peanut butter sticking to the roof of your mouth, we’ll explore how these anxieties mirror some of the biggest concerns in financial and retirement planning.

2024-10-03T10:15:56+00:00October 3rd, 2024|Podcast|Comments Off on Unusual Fears & Financial Planning: Lessons from the Strangest Phobias

Never Stop Asking ‘How Do You Know?’ – Navigating Retirement Planning

Remember when you were a kid, always asking 'How do you know?' about everything, like why the sky is blue or where the sun goes at night? That curiosity doesn't go away as we get older; it just turns into different questions, like the ones we face when planning for retirement. Today, we’re digging into the 'How Do You Knows' of retirement planning.

2024-09-19T12:37:46+00:00September 19th, 2024|Podcast|Comments Off on Never Stop Asking ‘How Do You Know?’ – Navigating Retirement Planning

College Financial Planning: Insights For Parents and Grandparents

Paying for college has become increasingly harder with rising costs. Starting early for your child's or grandchild's education can make a big difference and reduce the need for excessive borrowing later. In this episode, we’ll cover the key aspects of college financial planning from both the parent and grandparent perspective. Join us as we discuss saving strategies, the importance of starting early, and answer your pressing questions.

2024-07-31T15:04:58+00:00August 15th, 2024|Podcast|Comments Off on College Financial Planning: Insights For Parents and Grandparents

The Top 401(k) FAQs In 2024

We get a lot of questions about 401ks, and we know they can be tricky to navigate. That's why we're tackling your top questions in one comprehensive episode.

2024-08-01T12:30:52+00:00August 1st, 2024|Podcast|Comments Off on The Top 401(k) FAQs In 2024

Noah’s Ark & Retirement Planning: Lessons in Preparing Ahead

Ever heard the saying, ‘Always plan ahead. It wasn’t raining when Noah built the ark’? Well, today we're diving into that very concept. How did Noah's forward-thinking approach help him survive the flood, and what can it teach us about preparing for retirement? Tune in as we unpack the ancient wisdom of Noah’s Ark and its modern-day implications for ensuring your retirement is secure, no matter what storms might be on the horizon.

2024-07-26T14:05:48+00:00July 18th, 2024|Podcast|Comments Off on Noah’s Ark & Retirement Planning: Lessons in Preparing Ahead
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