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So far Walter has created 62 blog entries.

Ep 52: Do You Have A Money Bias? And How Much Is It Costing You?

On this episode, we’ll break down a recent CNBC article that analyzes a recent Morningstar study. The study found that most of us have at least one money bias, some of us more than one, and that those biases are very possibly costing us money in our checking, savings, investing, and retirement accounts. Listen to see if you might be impacted by a specific money bias and for strategies to get it back under control.

2022-03-03T07:35:03-06:00March 3rd, 2022|Podcast|Comments Off on Ep 52: Do You Have A Money Bias? And How Much Is It Costing You?

Ep 51: How Children Become Part of the Retirement Discussion

If you have kids, often they come up in the discussion when you’re talking about your retirement plans. Let’s talk about some of the ways those discussions play out, the role your advisor should play in navigating these conversations, and the overall impact on you and your family’s financial goals.

2022-02-14T13:32:14-06:00February 17th, 2022|Podcast|Comments Off on Ep 51: How Children Become Part of the Retirement Discussion

Ep 50: Don’t Fumble Your Retirement in the Financial Red Zone

The financial red zone is a crucial time leading up to retirement. Big mistakes are going to be harder to recover from, so you have to keep your plan protected. Let's discuss exactly what the financial red zone is and how you should navigate this important time period.

2022-02-03T09:39:52-06:00February 3rd, 2022|Podcast|Comments Off on Ep 50: Don’t Fumble Your Retirement in the Financial Red Zone

Ep 46: Unreasonable Requests

Certainly, none of our podcast listeners would be guilty of making unreasonable requests, but let’s talk about some of the unreasonable requests we hear from others in the financial world. We’ll explore what makes them unreasonable and what proper expectations look like instead.

2021-11-29T08:51:47-06:00December 2nd, 2021|Podcast|Comments Off on Ep 46: Unreasonable Requests

Ep 45: Tax Consequences – Pros & Cons of Various Account Types

There's a variety of different tax accounts to choose from, and while some seem good in the short term, they also carry long-term consequences. Let's further examine the different types and what pros and cons that accompany them.

2021-10-14T18:16:54-05:00November 18th, 2021|Podcast|Comments Off on Ep 45: Tax Consequences – Pros & Cons of Various Account Types
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