Walter Storholt

How Age & Wisdom Impact Financial Planning

Posted on April 30, 2023 by Walter Storholt

Today, we’re diving into a topic that affects everyone, regardless of age or financial status: How Age & Wisdom Impact Financial Planning. No matter where you are in life, your financial goals and priorities will change over time, and it’s important to have a plan that reflects your unique needs. In this episode, we’ll explore the ways in which age and wisdom impact financial planning strategies and provide practical tips and insights to help you make informed decisions about your finances. […]

Mailbag: Should I Push My Retirement Date Back?

Posted on April 5, 2023 by Walter Storholt

We will be answering some mailbag questions on today’s show. This time around we be discussing if you should cancel your life insurance policy, if it’s wise to push back the date you want to retire, and how conservative your retirement portfolio should be. […]

Retirement Savings Basics & What to Know About Silicon Valley Bank

Posted on March 20, 2023 by Walter Storholt

Are you aware that not all retirement accounts are created equal? It’s crucial to understand the purpose and advantages of each type of account to make the best choice for your future. In this episode, we’ll delve into the different types of retirement accounts, including 401(k)s, IRAs, Roths, and several other examples. We’ll help you weigh the pros and cons of each and give you insights into the purposes they serve so that you can make an informed decision. Join us and discover why understanding the purpose of these accounts is essential for securing a comfortable retirement. Plus, Barbara and Phil will update you on the Silicon Valley Bank collapse and what actually happened. […]

Mailbag: What To Know About Inheriting An IRA

Posted on February 17, 2023 by Walter Storholt

We will be answering mailbag questions that came in on today’s show. We will be discussing if it’s wise to do Roth conversions, what to know about inheriting an IRA, and how your tax picture changes in retirement. […]

What’s Your Biggest Financial Fear?

Posted on February 16, 2023 by Walter Storholt

We took an informal poll of listeners to find out what their biggest financial fears are. On this episode, we’ll explore the most common fears and talk about how they should be addressed in a retirement plan. […]

Mailbag: Should I Use Two Advisors To Plan My Retirement?

Posted on January 18, 2023 by Walter Storholt

It’s another mailbag edition of the show. This time around we will discuss investing an inheritance, if it’s wise to have two financial advisors, and what strategies you might be able to put in place for your family to make sure their income needs are met once you pass away. […]

2023 Edition: 10 Point Checklist For Retirement Preparedness

Posted on January 18, 2023 by Walter Storholt

Another year is upon us and it’s a great time to ask yourself 10 questions to assess how ready you are for retirement to kick off 2023. If you’re retiring this year, it’s essential to have some concrete answers to these questions. If you’re still a few years from the milestone, tune in so you can start thinking about these critical conversations. […]

Mailbag: Do I Need Life Insurance?

Posted on January 4, 2023 by Walter Storholt

We will be answering some listener questions on this episode. We will talk about some annuity considerations, how to know if life insurance is a good fit for your plan, and why social security planning is crucial for your retirement. […]

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

Posted on December 14, 2022 by Walter Storholt

Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore for long periods of time, which often leads to mistakes. We’ll cover at least the top 5 mistakes people make in their 401(k)s. […]

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