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So far Walter has created 134 blog entries.

Ep 22: Is Diversification for Suckers?

If you look up quotes about diversification from famous investors, you might come across one from renowned investor Warren Buffet that will certainly raise your eyebrows. It goes, “Diversification is protection against ignorance. It makes little sense if you know what you are doing.” Yet, we’ve always heard about diversification being one of the keys to success for retirement planning. How can these seemingly different ideas both be right?

2020-12-03T05:00:18+00:00December 3rd, 2020|Podcast|Comments Off on Ep 22: Is Diversification for Suckers?

Ep 19: Eye Opening Stats Showing How Americans Save

Vanguard’s “How America Saves 2020” report is packed with lots of intriguing stats and findings about Americans and how they save for retirement in the crazy year that is 2020 (most of the recent data is technically from 2019 although some figures are current through the Spring of 2020). Let’s look at some of the top takeaways from the study and how you might compare to the “normal” savings behaviors of Americans.

2020-10-15T05:00:48+00:00October 15th, 2020|Podcast|Comments Off on Ep 19: Eye Opening Stats Showing How Americans Save

Ep 18: Obsolete Retirement Planning Ideas

Just like your iPhone or your computer can become obsolete and need to be replaced, the way that some people think about retirement is obsolete and needs to be replaced. Let’s talk about some outdated ideas that people still cling to.

2020-10-01T05:00:27+00:00October 1st, 2020|Podcast|Comments Off on Ep 18: Obsolete Retirement Planning Ideas

Ep 17: Financial Issues Particularly Challenging For Women

Many financial issues impact us all the same. But, of course, other challenges have varying impacts from person to person because our situations are all unique. Let’s take a look at some of the financial and retirement challenges that are unique to women.

2020-09-17T05:00:42+00:00September 17th, 2020|Podcast|Comments Off on Ep 17: Financial Issues Particularly Challenging For Women

Ep 16: How To Build Your Financial House

For some people, the idea of putting together a financial plan doesn’t sound like much fun. But the idea of building a home sounds like a lot of fun. So let’s find the similarities in building a strong financial plan and a dream home.

2020-09-03T05:00:49+00:00September 3rd, 2020|Podcast|Comments Off on Ep 16: How To Build Your Financial House

Ep 15: The Difficulty Of Financial Planning After The Death Of A Spouse

It is a life event that can be one of the most difficult things to go through both emotionally and financially. When one spouse dies, the remaining spouse is left to wrestle with a mountain of questions and choices. And although it’s difficult to discuss, proper planning can help make it easier to transition through this major life event. Let’s explore what someone should do in the event of a spouse’s passing, but also some of the pre-planning that can take place.

2020-08-20T05:00:45+00:00August 20th, 2020|Podcast|Comments Off on Ep 15: The Difficulty Of Financial Planning After The Death Of A Spouse
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