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So far Walter has created 114 blog entries.

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

Take the Fork: Yogi’s Wisdom on Making Financial Choices

In this episode, we’re diving into some famous words by the one and only Yogi Berra. You might know him for his legendary baseball career, but Yogi was also a goldmine of wisdom. We'll spin some of his classic quotes into financial advice. It's all about viewing things through the right lens—so let's see what financial insights we can uncover from Yogi’s memorable sayings!

2024-07-26T14:07:26+00:00July 2nd, 2024|Podcast|Comments Off on Take the Fork: Yogi’s Wisdom on Making Financial Choices

Mistakes When Choosing A Financial Advisor

Next up: uncover the critical mistakes many make when choosing a financial advisor. We're cutting through the noise to highlight what often goes wrong—from misplaced trust in big names to overlooking the fine print. This episode is your essential guide to avoiding those pitfalls and making informed decisions that align with your financial goals.

2024-07-26T14:07:44+00:00June 20th, 2024|Podcast|Comments Off on Mistakes When Choosing A Financial Advisor

The Beauty of Simplicity When Planning For Retirement

Retirement planning doesn’t have to be overwhelmingly complicated. It certainly doesn’t have to be as complicated as some people make it. In our next episode, we unravel the unnecessary complexities often woven into the fabric of retirement advice. We’ll debunk some myths, simplify strategies, and uncover the beauty of simplicity and straightforward retirement planning.

2024-07-26T14:08:01+00:00June 6th, 2024|Podcast|Comments Off on The Beauty of Simplicity When Planning For Retirement
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