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So far Walter has created 117 blog entries.

Ep 77: What’s Your Biggest Financial Fear?

Sometimes it might seem like talking to your financial advisor feels like talking to a therapist, and that’s ok. Let’s discuss some scenarios where it’s almost inevitable that a talk with your advisor seems like a counseling session.

2023-06-26T14:45:10+00:00March 16th, 2023|Podcast|Comments Off on Ep 77: What’s Your Biggest Financial Fear?

Ep 76: Top Tax Questions For Retirees In 2023

Sometimes it might seem like talking to your financial advisor feels like talking to a therapist, and that’s ok. Let’s discuss some scenarios where it’s almost inevitable that a talk with your advisor seems like a counseling session.

2023-06-26T14:46:37+00:00March 2nd, 2023|Podcast|Comments Off on Ep 76: Top Tax Questions For Retirees In 2023

Ep 75: Back To Basics: Understanding Income Planning

Sometimes it might seem like talking to your financial advisor feels like talking to a therapist, and that’s ok. Let’s discuss some scenarios where it’s almost inevitable that a talk with your advisor seems like a counseling session.

2023-06-26T14:47:11+00:00February 16th, 2023|Podcast|Comments Off on Ep 75: Back To Basics: Understanding Income Planning

Ep 74: 2023 Edition 10 Point Checklist For Retirement Preparedness

Sometimes it might seem like talking to your financial advisor feels like talking to a therapist, and that’s ok. Let’s discuss some scenarios where it’s almost inevitable that a talk with your advisor seems like a counseling session.

2023-06-26T14:48:25+00:00February 2nd, 2023|Podcast|Comments Off on Ep 74: 2023 Edition 10 Point Checklist For Retirement Preparedness

Ep 73: The Top 5 401(k) Mistakes You Need To Avoid

Sometimes it might seem like talking to your financial advisor feels like talking to a therapist, and that’s ok. Let’s discuss some scenarios where it’s almost inevitable that a talk with your advisor seems like a counseling session.

2023-06-26T14:49:01+00:00January 19th, 2023|Podcast|Comments Off on Ep 73: The Top 5 401(k) Mistakes You Need To Avoid

Ep 72: The Financial Therapist: When It’s OK If A Visit To Your Advisor Feels Like Counseling

Sometimes it might seem like talking to your financial advisor feels like talking to a therapist, and that’s ok. Let’s discuss some scenarios where it’s almost inevitable that a talk with your advisor seems like a counseling session.

2023-06-26T14:49:53+00:00January 5th, 2023|Podcast|Comments Off on Ep 72: The Financial Therapist: When It’s OK If A Visit To Your Advisor Feels Like Counseling

Ep 71: Mailbag – Splitting Up Assets During A Divorce

On this episode, we will be answering some mailbag questions that have come in. We will discuss if it's wise to pay off your investment properties, how much you should contribute to your child's college expenses, and how to split up assets during a divorce.

2023-06-26T14:50:33+00:00December 15th, 2022|Podcast|Comments Off on Ep 71: Mailbag – Splitting Up Assets During A Divorce

Ep 69: Most Common Retirement Planning Questions About Taxes

As we approach the end of the year, saving money on taxes becomes a bigger focus for many people. But let’s broaden the scope out for this particular episode and focus on some of the most common retirement planning questions about taxes. We’ll talk about mistakes to avoid and how a proper plan can make a significant difference in someone’s tax savings.

2023-06-26T14:52:14+00:00November 17th, 2022|Podcast|Comments Off on Ep 69: Most Common Retirement Planning Questions About Taxes
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