Mailbag: Should You Contribute To A Roth?
We have another mailbag edition of the show! This time around we discuss where to get money to start a business, RMD rules, and considerations for contributing to a Roth IRA. […]
About:walterstorholt
Posts by walterstorholt :
Estate Planning With Special Guests Alex & Adam Agnew
Estate planning can be a commonly overlooked component of retirement planning. It can be an uncomfortable conversation to have with your family, but it can make a huge difference. Alex & Adam Agnew join us on today’s show. We will discuss some of the rules that have changed regarding the stretch IRA, efficient trust strategies, and why it’s important to avoid probate court. […]
Just What the Financial Doctor Ordered
So, you’re experiencing some concerning symptoms? Let’s have a visit with the money “doctor” to see what financial prescriptions you might need. […]
What Makes Your Financial Advisor Tick
It’s time to peel back the curtain a little bit to learn about your financial advisor. […]
The Things That Don’t Matter… Until They Do
Fire extinguishers, airbags in your car, and smoke alarms in your house are all examples of things in life that don’t really seem to matter until they’re the only thing that matters. On that rare occasion when you need one of those items, you’ll either be very glad that you have one, or really regretting the fact that you don’t. Let’s talk about some of the things in the financial world that don’t matter until they do. […]
4 Things You Must Know About Decumulation To Retire Successfully
So much focus in the financial world revolves around accumulating money. There’s all sorts of advice, how- to guides and guardrails in place when it comes to saving and investing, but a lot less resources out there to help retirees navigate the period of time after retirement. This is known as decumulation, the spending down and managing of the assets you’ve accumulated through your life. And on this episode, we’ll point at (at least) 4 things you must know about decumulation to retire successfully. […]
Mailbag: Is A Tax-Free Retirement Too Good To Be True?
We open up the mailbag on today’s show to answer some of your questions. Some topics we cover today will be combining old 401(k) accounts, leaving an inheritance to children, and more. […]
Learning Through Uncommon Sense
At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon. […]
Financial Fact or Fiction
Sometimes the easiest way to learn about something is make it really simple. Like some of the first true/false tests you might have taken in school, let’s play a round of fact or fiction to test your financial planning acuity. […]
Mailbag: Having A Mortgage In Retirement
We are back with another mailbag show. This time around, we discuss a popular rule of thumb, rolling over your 401(k) after you retire, and much more. […]