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Tag: inheritance

Mailbag: Going To Cash, Long-Term Care Policies

Posted on October 29, 2020 by Walter Storholt

Today’s podcast is dedicated to answering questions that have come in from our listeners. A few topics we cover are long-term care policies, worries about the market, passing money down, and much more! […]

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Mailbag: Penalty Fees, Inheritance, Travel Budget, & Using A Trust In Your Plan

Posted on June 19, 2020 by Walter Storholt

On today’s show, we answer questions that have come in the mailbag. We discuss if it’s worth paying a penalty fee on a variable annuity, letting your children know about their inheritance, how to budget for travel, and if incorporating a trust in your plan is a good strategy. […]

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Estate Planning Mistakes

Posted on November 20, 2019 by Walter Storholt

There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes. […]

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Episode #15: Mailbag – Cash Settlements, Social Security Taxes, Inheritance

Posted on March 12, 2019 by Walter Storholt

Join us as Barbara and Phil feature your listener questions. They’ll discuss how to handle a cash settlement from an auto accident, how much of your social security is taxable, what to do if you’ve maxed out your Roth IRA contributions, and more. […]

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  • Mailbag: Going To Cash, Long-Term Care Policies

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