Why The Final Decade Of Work Is So Important
The last decade of your working life is a very important one from a retirement planning perspective. Let’s talk about some of the things you want to be sure you address during that 10-year period. […]
About:walterstorholt
Posts by walterstorholt :
What Will The Next Market Crash Look Like?
Some people think we’re on the cusp of the next stock market crash. Others predict that we’re just due for a minor correction. But let’s talk about what the next market crash might look like, even if we don’t know when it will come. […]
Busting The Biggest Financial Myths
Today’s episode is simple. We’ll look at some of the most widely believed financial myths and try to bust them wide open. The scary thing is that a lot of people base their financial plans on some of these myths. Don’t be like that […]
3rd & 4th Quarter Planning To-Do List
As we get into the 2nd half of 2019, there are several planning items you might want to run a quick checkup on, especially if you’re a retiree or pre-retiree, to make sure you’re still on the right financial track. Are you focusing on the right things? Listen to today’s podcast to find out. […]
Why You Should Plan For Retirement With A Sense Of Urgency
Some people (in fact, probably most people) find it easy to procrastinate when it comes to financial planning issues. But let’s talk about some scenarios that might cause people to have a bit more sense of urgency… […]
Mailbag – Nervous Spending, Forced Retirement & Professional Help
Are you too nervous to spend your money in retirement? Are you assuming you’ll be in a lower tax bracket in retirement? Is 57 too early to retire? We’ll answer all of those listener questions on today’s show and explore why it’s a good idea to get professional help with your financial plan. […]
Mailbag – Dipping Into Retirement Savings, Switching Annuities, Company Stock
Buying a new car with retirement savings, switching one annuity for another, and overloading your portfolio in your company’s stock. We’ll cover all of those intriguing questions and more on today’s mailbag edition of the podcast. […]
Storytime: Making Rare Recommendations
On today’s show, Barbara and Phil will share with us stories about a time they recommended something to a client that they almost never recommend to anyone else. Why did it make sense in these particular cases? We’ll learn a lot from these stories on today’s episode. […]
5 Simple Retirement Questions (That Are Hard To Answer)
Some of retirement planning’s most important questions seem so simple at first. They can be asked in just 4-5 words and give the impression the answers are a simple “yes” or “no”. But it’s tricky because many of these questions can become overwhelming to answer. Let’s cover some of the important retirement questions that are harder to answer than you might think. […]
Mailbag – Retiring Early, Inherited Rental Property, Stretch IRA, Down Markets
You asked some great questions this week. We’re going to talk about the complications of retiring early, what to do with an inherited rental property, the possible elimination of the Stretch IRA strategy, and how to position yourself for a potential down market in the future. […]