End of Year Planning Tasks
Let’s explore some of the things you should be thinking about and checking on as we wrap up 2020 and begin 2021. […]
About:walterstorholt
Posts by walterstorholt :
The Customer Isn’t Always Right
In the retail world, the old saying is that “the customer is always right.” But when it comes to financial planning, it’s probably not wise to subscribe to that idea. What’s the point of having a financial coach if your advice is better than your coach’s advice? Let’s talk about some statements you might hear from clients that might require you to push back because the customer isn’t always right. […]
Is Right Now The Ideal Time For A Roth Conversion?
Happy Thanksgiving to all of our listeners! We are so thankful to each of you who tune into the podcasts regularly. Your feedback and input is invaluable. On this episode, Barbara and Phil will assess the country’s debt and tax situation as we wrap up 2020 and discuss why right now, before the end of the calendar year, might be the best time to do a Roth conversion. Make sure to listen to this episode right away in case you need to take action before Dec 31st. […]
Mailbag: Going To Cash, Long-Term Care Policies
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! […]
Following The Financial Commandments
On this episode, we present you with five commandments that are worth of being written on stone tablets in your retirement plan. […]
Is It Too Good to Be True?
The S&P 500 has risen on strong growth from large cap stocks but is it too good to be true? You might be feeling like you’re missing out on these investments but maybe you aren’t. Let’s talk about whether it’s a good investment moving forward and what we’ve learned from previous market data. […]
Is The Illinois Fair Tax Really Fair?
Illinois voters will soon be deciding on an issue impacting the state’s financial future as well as their own bank accounts. This fair tax proposal has been a hot topic of conversation across the state but also with our clients. Today we’ll break down the proposal to help you better understand exactly what this means for you. […]
Here Are Some Easy Ways To Ruin Your Retirement
Everyone has read blogs, watched shows, and listened to people talk about all the key ways to improve or succeed in retirement. But what about how you can mess it all up? Let’s tackle five easy ways to ruin your retirement (then just do the opposite of these things and you’ll be fine). […]
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. […]
Mailbag: Bonds, REITs, & Paying Off The Mortgage
On this mailbag edition of the podcast, we’ll talk about whether it’s a good idea to invest in bonds or REITs, what services you should expect from your financial advisor, and whether or not you should pay off your mortgage. We’ll also get Phil’s take on the current state of student loan debt and whether or not colleges should be held accountable. […]