About Walter

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So far Walter has created 98 blog entries.

Mailbag: Social Security, Caring For Aging Parents, Company Stock & More

In this episode, we'll be answering some mailbag questions from listeners like you. One listener asks whether they should start receiving their Social Security benefits now, despite not planning to retire soon, or if they should wait. Another asks whether it's acceptable to have the majority of their 401(k) invested in their current company's stock. These conversations are a great way for you to learn from real-life financial planning questions and scenarios, so tune in to see what you can learn!

2024-02-14T12:36:50+00:00February 15th, 2024|Podcast|0 Comments

Are Your Good Money Habits Holding You Back?

This episode might be a bit counterintuitive. We’re going to question the real impact of common financial habits. Are the strategies you consider beneficial actually working in your favor? We explore the pros and cons of practices like ignoring account statements and strict budgeting. Join us for a practical discussion, as we uncover the unexpected effects of everyday money decisions. Are your good money habits holding you back?

2024-01-29T14:22:23+00:00February 1st, 2024|Podcast|Comments Off on Are Your Good Money Habits Holding You Back?

The Questions You Must Ask Your Financial Advisor

Have you ever wondered what questions to ask your financial advisor, or why those questions are crucial? In today’s episode, we’re tackling exactly that. We're discussing the vital questions that bring transparency and depth to your financial advisory relationship. It's about getting clarity on how advisors work, what they specialize in, and how they align with your financial goals. These are the questions you MUST ask your financial advisor.

2024-01-18T14:02:08+00:00January 18th, 2024|Podcast|Comments Off on The Questions You Must Ask Your Financial Advisor

Patience Pays: The Power of Delayed Gratification

Sometimes it’s hard to make financial sacrifices when the reward might not be seen until several years in the future. Today we’ll talk about some of the situations where you might be inclined to take the immediate benefit when you should really consider the delayed rewards…

2024-01-04T01:17:47+00:00January 4th, 2024|Podcast|Comments Off on Patience Pays: The Power of Delayed Gratification

End of Year Financial Planning For 2023

Together, we'll navigate through essential topics like managing RMDs, exploring tax-saving opportunities, and even touching on the often-overlooked emotional aspects of this pivotal life transition.

2023-11-28T15:15:05+00:00December 7th, 2023|Podcast|Comments Off on End of Year Financial Planning For 2023

Money Mistakes You’ll Regret and How to Avoid Them

Ever wish you could foresee financial missteps before they happen? On today’s episode explore some real-life stories of regret and arm yourself with the essential dos and don'ts to ensure your money works for you, not against you.

2023-11-16T13:42:54+00:00November 16th, 2023|Podcast|Comments Off on Money Mistakes You’ll Regret and How to Avoid Them

Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid

Losing a spouse is an unimaginably tough life event, but the financial implications can add another layer of stress to the grieving process. In this episode, we delve deep into the most common financial issues faced by widows and widowers, from dealing with income gaps to navigating tax changes as a single filer.

2023-10-11T13:09:47+00:00October 19th, 2023|Podcast|Comments Off on Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid

Are There Universal Retirement Truths?

Retirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree?

2023-10-05T13:47:17+00:00October 5th, 2023|Podcast|Comments Off on Are There Universal Retirement Truths?

Navigating the Transition to a New Financial Advisor

In this episode, we delve into the complex and often emotionally charged process of changing financial advisors. We'll discuss the telltale signs that it's time to consider a switch, the questions to ask your current advisor, and what to look for in a new one.

2023-09-20T00:43:21+00:00September 21st, 2023|Podcast|Comments Off on Navigating the Transition to a New Financial Advisor
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