Shows
Plan With The Tax ManWhat It’s Really Like to Be A Client Of A Financial AdvisorHere on the show, we often talk about what it’s like to become a client. But what about what it's like to be a client of a financial advisor? Tune in for a behind-the-scenes look at what it looks like to be a client at Tax Doctor Inc.
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
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Transcript:
Walter Storholt:
Well, here on the show, we often talk about what it's like to become a client, but today we're going to talk...
2025-10-0913 minPlan With The Tax ManTrust This, Go BrokeWe all know there are things in life you probably shouldn’t trust — like gas station sushi or an email from a Nigerian prince. But the same principle applies in retirement planning. Sometimes what looks safe, easy, or even “guaranteed” isn’t so trustworthy when you peel back the layers.
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
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Transcript:
Walter Storholt:
Well, we all know that there are things in life you probably shouldn't trust, like gas station sushi or that email from...
2025-09-2524 min
Retirement Inside Out with Tom LamendolaEp 93: Leveraging Podcasting to Level-Up Your Marketing with Walter Storholt We get a chance today to talk with one of the experts in the podcasting space and someone we’ve built a great relationship with at FIG. Walter Storholt is a co-owner of Third Wheel Media, who helps us produce our show and bring it to market, and we wanted to learn much more about how to best leverage this medium to grow your business. In a world where business owners can really take control of their brand and their marketing message, podcasting and radio have become key pieces to a marketing strategy. We’ll talk...
2023-03-1036 min
Rounding Third: Conversations in Modern MediaDrop the Distortion - Tips for Recording in a Remote SettingSend us a textAs the world moves more and more virtual, so does audio and video recording. You might be surprised at how many of your favorite people or shows are doing their recording from home. The good news is most people can pull this off if they pay attention to a few key areas of the setup. On this episode, we bring back Walter Storholt to talk about how we help clients set up their home studio and find out what Walt will be doing when he moves out of state soon. ...
2022-08-0121 min
The Retirement HuddleEp 48: How Delayed Gratification Can Help Your FinancesDelayed gratification is a difficult skill to master and that's just as true with financial matters as it is in the other areas of your life. Let's talk about some instances where you might be faced with a choice of being satisfied now or satisfied later. What we discuss in this episode: 2:09 – Budget vs. 401k match 4:22 – Tax deductions 6:33 – Social Security Read more and get additional financial resources here: http://retirementhuddle.com
2022-03-0312 min
How Money WorksEp 48: Do You Want to Retire Early?Sometimes we have clients who want to retire early. But how much earlier do they mean, and is this a realistic goal? We'll share some challenges they face and how to know if early retirement is for you. What we discuss in this episode: 0:34 – How early? 2:24 – The gap 3:54 – Inflation 5:46 – Investing while saving 7:36 – Challenges of retiring early 10:44 - Insurance Get additional financial resources: https://maestrowealth.com/how-money-works-podcast/
2022-03-0313 minThe Retirement HuddleEp 47: Financial Wisdom From ShaqWhat can basketball star Shaquille O'Neal teach us about retirement planning? Quite a bit. Let's examine some of his famous quotes and how they can apply to your life. What we discuss in this episode: 0:46 – Seeing Shaq 5:05 – Excellence 7:15 – Taxes 8:59 – Stats 11:02 – Motivation Read more and get additional financial resources here: http://retirementhuddle.com
2022-02-1713 minHow Money WorksEp 47: CPA Shares Business Advice, Mistakes to AvoidIf you are a seasoned business owner, today's episode is for you. Jimmy Eggers, a partner at Smith Leonard Accountants and Consultants in High Point, N.C., is sharing business-planning expertise, strategies and mistakes business owners make. What we discuss in this episode: 2:15 – Business mistakes 5:35 – Unwinding a business 10:42 – Keep more money 12:36 – Employees 14:38 – Retirement account 17:45 – Outside of retirement accounts Get additional financial resources: https://maestrowealth.com/how-money-works-podcast/ About our guest: https://www.smith-leonard.com...
2022-02-1721 minHow Money WorksEp 46: Answering Your 401k FAQsWe get a lot of questions about 401Ks, so we thought it would be a good idea to address as many of them as we can. See if your 401k question is addressed on today's show. What we discuss in this episode: 1:22 – Advice from company plan 4:21 – Max out 401k? 7:12 – Target date funds 9:12 – 401k loan Get additional financial resources: https://maestrowealth.com/how-money-works-podcast/
2022-02-0312 min
The Retirement HuddleEp 46: First Steps of a Financial PlanFor some folks, the idea of putting together a financial plan can be overwhelming. But it's less threatening if you just focus on the first step. Let's talk about a few possible first steps that you could take. What we discuss in this episode: 1:05 – Retirement dreams 2:41 – Financial inventory 5:24 – Income plan 6:54 – Professional help Read more and get additional financial resources here: http://retirementhuddle.com
2022-02-0310 minRounding Third: Conversations in Modern MediaFive Podcasting Goals for 2022Send us a textBen George and Walter Storholt kick off the podcast with a conversation to start the new year. With clients always looking for ways to improve their podcasts, let's share five ways to do that. Each of these is easily achievable over the course of the year and will help add a little more sizzle to your show. Today's show rundown:2:06 - Consistency4:16 - Promote your show7:40 - Tell more stories11:29 - Brevity13:06 ...
2022-01-2717 minThe Retirement HuddleEp 45: Don't Make These ExcusesWe often hear people try to make excuses or explain away some of their questionable financial decisions. On today's show we'll explain why these excuses usually don't hold water. Read more and get additional financial resources here: http://retirementhuddle.com What we discuss in this episode: 1:08 – Social Security 5:44 – Too much risk 8:06 – Too much cash 10:24 – No idea about investments 11:59 – Leaving an advisor
2022-01-2015 min
How Money WorksEp 45: Financial Planning Tips for CouplesWhat do married couples tend to disagree about when it comes to money? What financial matters do they often fail to communicate about? We'll share some of the primary things that need to be discussed and decided between partners before true financial planning can begin. What we discuss on this episode: 0:26 – What couples disagree about 3:07 – Ready to retire? 4:15 – What you need to discuss 6:32 – One spouse handling finances 8:19 – Helping couples get on the same page Get additional information: https://maestrowealth.com/how-money...
2022-01-2011 min
How Money WorksEp 44: The First Steps in a Financial PlanFor some folks, the idea of putting together a financial plan can be overwhelming. But it's less threatening if you just focus on the first step. Let's talk about a few possible first steps that you could take. Read more and get additional financial resources here: https://maestrowealth.com/2022/01/06/ep-44-the-first-steps-in-a-financial-plan/ What we discuss on this episode: 1:08 – Retirement dreams 2:50 – Financial inventory 6:25 – Income plan
2022-01-0611 min
The Retirement HuddleEp 44: How to Should You Handle Market Volatility?Anytime the market is turbulent, people react in various ways. So, how should you handle rough periods in the market? We'll share how to handle these tumultuous times Read more and get additional financial resources here: https://retirementhuddle.com/podcast/ep-44-how-to-should-you-handle-market-volatility/878/ What we discuss in this episode: 1:04 – Over trading 3:48 – Panic 5:47 – Head in the sand 6:48 – Extreme confidence 8:07 – Market timing
2022-01-0610 min
How Money WorksEp 43: How Do You Know?How much money will you need in retirement? Do you still need life insurance? How much risk should you take? We'll help answer these questions and more on today's show. Read more and get additional financial resources here: https://maestrowealth.com/2021/12/16/ep-43-how-do-you-know/ What we discuss on this episode: 0:34 – Income 4:43 – Life insurance 8:37 – Risk 11:30 – Fees
2021-12-1615 min
The Retirement HuddleEp 43: Rolling Over Your 401ks Into IRAsWe often talk about the importance of not leaving a 401k with your old company after you no longer work there. But what are the main benefits of rolling an old 401k into an IRA? We'll explain on today's show. Read more and get additional financial resources here: https://retirementhuddle.com/podcast/ep-43-rolling-over-your-401ks-into-iras/859/ What we discuss in this episode: 1:00 – Benefits of rolling 401k 4:08 – Tax implications 5:12 – Options while working 6:46 – Matching funds 7:30 – What investments?
2021-12-1611 min
How Money WorksEp 42: Questions People Ask Financial AdvisorsBefore meeting with an advisor for the first time, people often Google "questions to ask a financial advisor" and come in with a list of questions that they find. Are these good questions? Is there anything different you should ask? And what answers should you look for? Read more and get additional financial resources here: https://maestrowealth.com/2021/12/02/ep-42-questions-people-ask-financial-advisors/ What we discuss on this episode: 0:42 – Are you a fiduciary? 2:00 – How much are your fees? 4:13 – What is your investment philosophy? 8:51 – What will our relationshi
2021-12-0210 min
The Retirement HuddleEp 42: What We Wish You Knew About the Financial IndustryAs financial professionals, there are things that we wish everyone knew and understood about the financial industry. Today we are going to share some of the tricks that sometimes get played and how to spot them. Read and get additional financial information: https://retirementhuddle.com/podcast/ep-42-what-we-wish-you-knew-about-the-financial-industry/841/ What we discuss: 1:01 – Financial marketing 4:16 – Fees 6:34 – Risk potential 9:04 – Tax implications
2021-12-0212 min
The Retirement HuddleEp 41: Financial Wisdom from Mr. RogersMister Rogers left us a treasure trove of inspirational quotes during his 31 years on TV. Did you know that a few of them have some solid financial and investing wisdom hidden inside? Read and get additional financial information: https://retirementhuddle.com/podcast/ep-41-financial-wisdom-from-mr-rogers/826/ What we discuss: 2:15 – Truth about ourselves 3:41 – Periods of losing 5:43 – At the beginning 7:10 – Time and choices
2021-11-1812 min
How Money WorksEp 41: Watch Out for These Financial Half-TruthsWe hear a lot of half-truths in the financial world, not necessarily because people try to make misleading statements, but because sometimes a simple statement just doesn't quite tell the whole story. We'll share a few examples. Read more and get additional financial resources here: https://maestrowealth.com/2021/11/18/ep-41-watch-out-for-these-financial-half-truths/ What we discuss on this episode: 1:16 – Don't worry about losses 6:52 – Fees in portfolio
2021-11-1812 min
The Retirement HuddleEp 40: How to Deal with Financial Stress in RetirementPsychologists have determined that retirement is the 10th most stressful event that you can experience in life. Today we're sharing some ways to proactively deal with that stress. Read and get additional financial information: https://retirementhuddle.com/podcast/ep-40-how-to-deal-with-financial-stress-in-retirement/814/ What we discuss: 2:58 – Lifestyle changes 4:58 – New challenges 7:03 – Keep options open 8:54 – Sense of perspective 10:17 – Contact Mark Howard
2021-11-0413 min
How Money WorksEp 40: How Delayed Gratification Can Help Your FinancesDelayed gratification is a difficult skill to master and that's just as true with financial matters as it is in the other areas of your life. Let's talk about some instances where you might be faced with a choice of being satisfied now or satisfied later. Read more and get additional financial resources here: https://maestrowealth.com/2021/11/04/ep-40-how-delayed-gratification-can-help-your-finances/ What we discuss on this episode: 0:50 – Budget vs. 401k match 4:12 – Compounding interest 6:46 – Tax deductions 10:35 – Social Security
2021-11-0416 min
The Retirement HuddleEp 39: Retirement Reality CheckSome people need a reality check when it comes to understanding their retirement. You might picture yourself retired on a beach or a boat, but it might be time to check your dreams. Read and get additional financial information: https://retirementhuddle.com/podcast/ep-39-retirement-reality-check/801/ What we discuss: 0:55 – Manage expectations 3:01 – Changing expenses 5:21 – Changing game plan 6:53 – Financial planning help
2021-10-2110 min
How Money WorksEp 39: Insightful Quotes from Great InvestorsThere are some insightful quotes out there from great investors and financial authors. Let's find out how they might apply to your financial situation. Read more and get additional financial resources here: https://maestrowealth.com/2021/10/21/ep-39-quotes-from-great-investors/ What we discuss on this episode: 4:06 – Four dangerous words 5:43 – Worst enemy 7:45 – No risk 10:01 – Dangerous people
2021-10-2112 min
The Retirement HuddleEp 38: Financial Tips for Empty Nest SyndromeRight now, there are many parents who recently dropped their first kid off at college. Other parents just dropped their last kid off at college and are officially empty nesters. Let's discuss some of the major financial issues to consider during this stage of life. Read and get additional financial information: https://retirementhuddle.com/podcast/ep-38-financial-tips-for-empty-nest-syndrome/788/ What we discuss: 1:24 – College expenses 3:05 – Kids retirement savings 5:35 – Save money yourself 6:29 – Transition of expenses
2021-10-0710 min
How Money WorksEp 38: Income Planning Essentials You Need to KnowBefore you head off into retirement, make sure you're well versed in these retirement income planning essentials. We'll explain what they are and why you need to know about them. Read more and get additional financial resources here: https://maestrowealth.com/2021/10/07/7597/ What we discuss on this episode: 0:35 – Income plan 3:28 – Social Security 6:45 – Inflation 8:52 – Bond income
2021-10-0711 min
The Retirement HuddleEp 37: Mailbag - Social Security, 401k Investments and Long-Term CareToday, we're answering your mailbag questions. Up first, Beth wants to know if it was a mistake to take Social Security early. We'll also answer your questions about 401(k) investments and long-term care. Read and get additional financial information: https://retirementhuddle.com/podcast/ep-37-mailbag-social-security-401k-investments-and-long-term-care/681/ What we discuss: 0:51 – Social Security 4:05 – 401k investments 7:51 – Long-term care
2021-09-1613 min
How Money WorksEp 37: What You Need to Know About RMDsWe get a lot of questions about RMDs, or required minimum distributions. Some people don't know anything about them, while others have misconceptions about how they work. Today, we'll explain what you need to know. Read more and get additional financial resources here: https://maestrowealth.com/2021/09/16/ep-37-what-you-need-to-know-about-rmds/ What we discuss on this episode: 0:22 – What are RMDs? 3:53 – Age 72 6:27 – Get out of an RMD
2021-09-1612 min
How Money WorksEp 36: Watch Out For These Financial Advisor Red FlagsLet's talk about some of the red flags that people can look out for when they're shopping for a financial advisor. Have you ever met with one of these types? Read more and get additional financial resources here: https://maestrowealth.com/2021/09/02/ep-36-watch-out-for-these-financial-advisor-red-flags/ What we discuss on this episode: 0:26 – Hammer 3:50 – Hog 5:24 – Car trunk 7:25 – Empty suit 8:32 – Non-answerer 9:50 – Just give us your money
2021-09-0212 minThe Retirement HuddleEp 36: Retirement Questions You Didn't Know to AskYou likely have questions about your retirement, but there might be some questions that you didn't know to ask. We'll explain what those questions are and why the answers are so crucial to your financial future. Episode Show Notes: https://retirementhuddle.com/podcast/ep-36-retirement-questions-you-didnt-know-to-ask/619/ 1:27 – Tax-deferred savings 4:18 – Savings 6:08 – Life insurance 7:40 – Medical coverage 8:51 – Fees
2021-09-0212 min
The Retirement HuddleEp 35: Mailbag - Inheritance, Housing and Retirement GoalsToday we're answering some mailbag questions about inheritance, housing prices and retirement goals. Read more and get additional financial resources here: https://retirementhuddle.com/podcast/ep-35-mailbag-inheritance-housing-and-retirement-goals/610/ What we discuss on this episode: 1:11 – Inheritance 6:11 – Selling house 8:33 – Retirement goal
2021-08-1912 min
How Money WorksEp 35: Most Common Retirement MistakesToday we're sharing five of the most common retirement mistakes. Find out what they are and how you can avoid them. Read more and get additional financial resources here: https://maestrowealth.com/2021/08/19/ep-35-most-common-retirement-mistakes/ What we discuss on this episode: 0:46 – Ignoring tax implications 4:04 – Social Security 6:43 – Returns instead of income 8:07 – Friends and family 11:20 – Too aggressive or conservative
2021-08-1914 min
The Retirement HuddleEp 34: Retirement Readiness - Where Do You Stand?On this episode of The Retirement Huddle podcast, Mark Howard explains the questions you need to answer to see if you are ready for retirement. Read more and get additional financial resources here: https://retirementhuddle.com/podcast/ep-34-retirement-readiness-where-do-you-stand/597/ What we discuss on this episode: 1:07 – I have no idea if I can retire 3:24 – I think I have enough money to retire 5:00 – I know I have enough money to retire 7:13 – What to do before talking with Mark
2021-08-0509 min
How Money WorksEp 34: Universal Truths of Retirement PlanningNo matter how much money you make, where you live or when you're retiring, there are some universal truths that apply to everyone's finances. Find out what they are. Read more and get additional financial resources here: https://maestrowealth.com/2021/08/05/ep-34-universal-truths-of-retirement-planning/ What we discuss on this episode: 0:55 – Income plan 3:01 – Long-term care 5:57 – Timing stock market 8:10 – Life span
2021-08-0511 minThe Retirement HuddleEp 33: What Teachers Can Teach Us About Financial PlanningWe like to look at issues faced by people outside the financial world and see what kind of retirement lessons we can learn. Today, we're seeing what we can learn from teachers and the issues they face. Read more and get additional financial resources here: https://retirementhuddle.com/episodes/ What we discuss on this episode: 2:02 – Everybody hates homework 4:54 – Standardized testing isn't ideal 8:43 – Pros and cons
2021-07-1512 min
How Money WorksEp 33: How SECURE Act 2.0 Could Affect YouSECURE Act 2.0, son of the SECURE Act, has come out and we'll explain what has changed and how it could affect you. Read more and get additional financial resources here: https://maestrowealth.com/2021/07/15/ep-33-how-secure-act-2-0-could-affect-you/ What we discuss on this episode: 2:03 – Required minimum age 4:04 – Reducing the penalty 4:51 – Auto enroll 5:39 – Catch up contributions 6:44 – Matching funds on student loan payoffs 7:49 – Find 401ks more easily 8:52 – Increase utilization of Roths
2021-07-1512 min
The Retirement HuddleEp 32: Retirement Pop QuizWhat kind of score will you get on this retirement pop quiz? If you don't know the answer to the majority of these questions, there's a good chance that you'd be flunking a course on retirement planning. Read more and get additional financial resources here: https://retirementhuddle.com/financial-planning/ep-32-retirement-pop-quiz/565/ What we discuss on this episode: 1:51 – Fund your lifestyle 5:22 – Net worth 7:11 – Parents 8:52 – News 9:41 – Nursing home
2021-07-0112 min
How Money WorksEp 32: Social Security Myth BustingOn this episode of How Money Works, Craig and Jennifer Moser explain some of the common myths around Social Security and how to educate yourself on this crucial topic. Read more and get additional financial resources here: https://maestrowealth.com/2021/07/01/ep-32-social-security-myth-busting/ What we discuss on this episode: 0:25 – Mailbag: Sell properties to pay off house? 4:49 – Social Security Administration 5:40 – Stay-at-home moms 6:44 – Taxes 9:04 – Retirement
2021-07-0111 min
How Money WorksEp 31: Classic Retirement Planning MistakesOn this episode of How Money Works, Craig and Jennifer Moser explain some of the common retirement mistakes people make and how you can avoid them. Read more and get additional financial resources here: https://maestrowealth.com/2021/06/17/ep-31-classic-retirement-planning-mistakes/ What we discuss on this episode: 1:15 – Investments with no purpose 5:35 – Not understanding risk 7:49 – Emotional decision-making
2021-06-1710 min
The Retirement HuddleEp 31: Important Ages for Retirement PlanningThere are some important ages when you're thinking about retirement. Some of these ages start way before you retire. We'll explain what they are and why they're important milestones. Read more and get additional financial resources here: https://retirementhuddle.com/podcast/ep-31-important-ages-for-retirement-planning/525/ What we discuss on this episode: 1:22 – 50 years old 3:03 – 55 years old 4:00 – 59.5 years old 6:04 – 62 years old 7:53 – 65 years old 8:47 – 66 or 67 years old 10:21 – 72 years old
2021-06-1713 min
The Retirement HuddleEp 30: Financial Planning With GrandmaEven if she wasn't actually talking about money, Grandma said a lot of smart things that we can apply to financial planning. On this episode of The Retirement Huddle podcast, Mark Howard explains some of these classic Grandma sayings and how they relate to our financial lives. Read more and get additional financial resources here: https://retirementhuddle.com/podcast/ep-30-financial-planning-with-grandma/511/ What we discuss on this episode: 1:11 – When it rains, it pours 2:07 – You never know 4:26 – A bad apple 5:05 – From the horse's mouth
2021-06-0307 min
How Money WorksEp 30: The Retirement MarathonOn this episode of How Money Works, Craig and Jennifer Moser explain how getting through retirement can be a lot like running a marathon. Read more and get additional financial resources here: https://maestrowealth.com/2021/06/03/ep-30-the-retirement-marathon/ What we discuss on this episode: 1:16 – Planning and preparation 3:35 – Proper diet 6:07 – Don't start too fast
2021-06-0310 min
How Money WorksEp 29: Reasons to Get Life InsurancePeople often have questions about life insurance. It's not a sexy topic, but it is an important one. We'll explain why. Read more and get additional financial resources here: https://maestrowealth.com/2021/05/20/ep-29-reasons-to-get-life-insurance/ What we discuss on this episode: 0:48 – Income replacement 2:06 – Estate liquidity 3:15 – More coverage at cheaper price? 4:20 – Estate equalizer 5:07 – Distribution 6:28 – Long-term care insurance
2021-05-2010 min
The Retirement HuddleEp 29: The Retirement MarathonGetting through retirement is a lot like running a marathon. Are you prepared and ready to go? We'll explain what you need to do. Read more and get additional financial resources here: https://retirementhuddle.com/podcast/ep-29-the-retirement-marathon/491/ What we discuss on this episode: 2:00 – Planning and preparation 4:59 – Diet 6:28 – Don't start too fast
2021-05-2010 min
The Retirement HuddleEp 28: Retirement Decisions That Can't Be UndoneSome decisions you make are hard to go back to change, and some you can't change at all. And there are many decisions in retirement planning that can't be undone, so you want to make sure that you make the right call. Read more and get additional financial resources here: https://retirementhuddle.com/podcast/ep-28-retirement-decisions-that-cant-be-undone/475/ What we discuss on this episode: 1:59 – Social Security 3:47 – Spousal benefits 5:48 – Life insurance 7:02 – Retirement date
2021-05-0610 min
How Money WorksEp 28: How Retirement Planning is Like BaseballOn this episode of How Money Works, Craig and Jennifer Moser share what you can learn about retirement planning from the game of baseball. Read more and get additional financial resources here: https://maestrowealth.com/2021/05/06/ep-28-how-retirement-planning-is-like-baseball/ What we discuss on this episode: 0:33 – Not about home runs 3:04 – Understand statistics 5:11 – Five-tool player 7:04 – Special coaches
2021-05-0610 min
How Money WorksEp 27: Get to Know Financial Acronym SaladThe financial world is full of acronyms that get thrown around for convenience, but the average person doesn't necessarily know what they all mean. We'll share what they are and what they mean. Read more and get additional financial resources here: https://maestrowealth.com/2021/04/15/ep-27-get-to-know-financial-acronym-salad/ What we discuss on this episode: 4:48 – ETF 5:52 – RMD 9:13 – CFP 13:12 – FRA and NRA 15:12 – COLA 17:07 – CPI
2021-04-1521 min
The Retirement HuddleEp 27: Financial Acronym SaladThe financial world is full of acronyms that get thrown around for convenience, but the average person doesn't necessarily know what they all mean. We'll share what they are and what they mean. Read more and get additional financial resources here: https://retirementhuddle.com/financial-planning/ep-27-financial-acronym-salad/456/ What we discuss on this episode: 1:28 – ETF 2:46 – RMD 5:23 – YTM 5:57 – CPI 8:02 – COLA 9:33 – FRA
2021-04-1512 min
The Retirement HuddleEp 26: Agree or Disagree With These Financial Strategies?Should you always pay off your house as soon as you can? Do you need life insurance when you retire? Find out if we agree or disagree with these financial strategies. Read more and get additional financial resources: https://retirementhuddle.com/podcast/ep-26-agree-or-disagree-with-these-financial-strategies/442/ What we discuss on this episode: 1:12 – Pay off your house 2:10 – Individual bonds vs. bond funds 3:37 – Life insurance 5:15 - Annuities 6:54 – Deferred taxes 8:07 – Credit cards 8:38 – Mutual funds instead of stocks 9:31 – Social Security
2021-04-0112 min
How Money WorksEp 26: Should You Listen To Dave Ramsey's Advice?Let's talk about financial guru Dave Ramsey. He has a huge empire and millions of people listen to him each day, but do we agree with his financial principles? Find out in today's podcast. Read more and get additional financial resources here: https://maestrowealth.com/2021/04/01/ep-26-should-you-listen-to-dave-ramseys-advice/ What we discuss on this episode: 0:40 – Credit cards 2:39 – Whole life insurance 5:26 – Four types of mutual funds 7:03 – 12% return on mutual funds 10:57 – Pay off mortgage
2021-04-0115 min
The Retirement HuddleEp 24: The Jigsaw Puzzle of RetirementTo successfully complete a jigsaw puzzle, there are some strategies you'll want to keep in mind, and many of those same strategies apply to retirement planning. Read more and get additional financial resources here: https://retirementhuddle.com/financial-planning/ep-25-the-jigsaw-puzzle-of-retirement/424/ What we discuss on this episode: 1:40 – Look at the big picture 3:04 - Build a framework 4:30 – Sort by color 5:51 – Have an end-game in mind
2021-03-1809 min
How Money WorksEp 25: The Jigsaw Puzzle of RetirementTo successfully complete a jigsaw puzzle, there are some strategies you'll want to keep in mind, and many of those same strategies apply to retirement planning. Read more and get additional financial resources here: https://maestrowealth.com/2021/03/18/ep-25-the-jigsaw-puzzle-of-retirement/ What we discuss on this episode: 1:22 – Look at the big picture 4:00 – Sort by color 6:36 – Have an end game in mind
2021-03-1810 min
The Retirement HuddleEp 24: Why the Final Decade Before Retirement is CrucialWhen you're in the red zone in football, you need to capitalize on the opportunities and not make costly mistakes. The same thing goes when you're in the red zone leading up to your retirement years. We'll explain why. Read more and get additional financial resources here: https://retirementhuddle.com/financial-planning/ep-24-why-the-final-decade-before-retirement-is-crucial/415/ What we discuss on this episode: 1:33 – Get healthy and stay healthy 3:32 – What will you do with free time? 4:58 – Post-retirement career? 6:48 – Save more money 8:48 – Become debt free 9:18 – Reduce the risk...
2021-03-0412 min
How Money WorksEp 24: Do You Know This Financial Jargon?Every industry has its own jargon, and financial planning is no different. Today, we're explaining some common financial jargon and what it means. Read more and get additional financial resources here: https://maestrowealth.com/2021/03/04/ep-24-do-you-know-this-financial-jargon/ What we discuss on this episode: 1:07 – Asset allocation 1:50 – Risk tolerance 2:49 – RMDs 4:42 – Basis point 5:20 – Large, mid and small caps 6:12 – ETF 7:14 – Qualified accounts 8:09 – Drip stock
2021-03-0410 min
How Money WorksEp 23: Are You in the Financial Red Zone?On today's episode of How Money Works, we'll discuss the financial red zone. What is it, and what should you do if you fall in this category? Read more and get additional financial resources here: https://maestrowealth.com/2021/02/18/ep-23-are-you-in-the-financial-red-zone/ What we discuss on this episode: 1:31 – Financial red zone 4:23 – Common mistakes in red zone 5:23 – Different levels of risk 7:06 – Mistake of not having a plan 10:17 – Do-it-yourself mistakes
2021-02-1812 min
The Retirement HuddleEp 23: How Home Renovation is Like Financial PlanningDo ever watch home renovation shows on TV? Well, renovation projects can also apply to your financial life. We'll explain how. Read more and get additional financial resources here: https://retirementhuddle.com/podcast/ep-23-how-home-renovation-is-like-financial-planning/385/ What we discuss on this episode: 1:50 – Contractor's discount 4:24 – Passing inspection 6:35 – Specialization
2021-02-1809 min
How Money WorksEp 22: Clients' Toughest, Most Unanswerable QuestionsOn today's episode of How Money Works, we're sharing some of the toughest, most unanswerable questions we get in the financial business. From healthcare to the stock market to taxes, we'll cover some important planning topics. Read more and get additional financial resources here: https://maestrowealth.com/2021/02/04/ep-22-clients-toughest-most-unanswerable-questions/ What we discuss on this episode: 0:58 - When's the next market crash going to happen? 3:26 – What are healthcare costs going to look like in 20 years? 5:24 – What do you think the tax rates are going to look like in...
2021-02-0410 min
The Retirement HuddleEp 22: What Basketball Can Teach Us About Retirement PlanningWhat can basketball teach us about financial planning? Surprisingly, they have a lot in common. We'll explain how Read more and get additional resources here: https://retirementhuddle.com/podcast/ep-22-what-basketball-can-teach-us-about-retirement-planning/374/ What we discuss on this episode: 1:48 – Shot clock 4:35 – Double dribble 7:05 – Personal fouls
2021-02-0412 min
How Money WorksEp 21: How to Prepare Financially For 2021On today's episode of How Money Works, Craig and Jennifer Moser share some financial tips for 2021 and how to prepare for the year ahead. Read more and get additional financial resources here: https://maestrowealth.com/2021/01/21/ep-21-how-to-prepare-financially-for-2021/ What we discuss on this episode: 2:10 – The coming year 4:43 – 10 rules of investing 5:19 – When all experts and forecasts agree, something else is going to happen 7:06 – The public buys the most at the top and the least at the bottom 8:56 – New and old laws 11:20 – Secure Act
2021-01-2119 minThe Retirement HuddleEp 21: Financial Goals for 2021"This is the year. I'm going to do (fill in the blank)." How many times have you heard people say that about New Year's resolutions? Let's talk about some good financial goals for the New Year and how to make them stick. Read more and get additional financial resources here: https://retirementhuddle.com/financial-planning/ep-21-financial-goals-for-2021/356/ What we discuss on this episode: 2:12 – Understand new legislation 3:20 – Understand old legislation 4:36 – Gathering tax documents 5:32 – Adjusting to new income levels 6:26 – Reassessing overall retirement health
2021-01-2109 min
The Retirement HuddleEp 20: Is Your Advisor Doing This?Does your financial advisor look at your tax returns? What about the fees in your investments? We'll explain how your advisor should be helping you. Read more and get additional financial resources here: https://retirementhuddle.com/podcast/ep-20-is-your-advisor-doing-this/340/ What we discuss on this episode: 1:28 – Reviewing tax returns 3:06 – Evaluating fees and costs in investments 4:36 – Discussing and planning retirement income 6:22 – Clarify target and goal for invested dollars 7:47 – Reviewing family goals and legacy plans
2021-01-0711 min
How Money WorksEp 20: How Late Bloomers Can Save More MoneyWhen people come into our office and say they're not ready for retirement and haven't saved enough, here's how we counsel them. On today's episode of How Money Works, Craig and Jennifer Moser talk about late bloomers and how to help them. Read more and get additional financial resources here: https://maestrowealth.com/2021/01/07/ep-20-not-able-to-retire-how-late-bloomers-can-save-more-money/ What we discuss on this episode: 0:51 – Grown kids still on payroll? 1:57 – Disappearing debt 3:12 – Downsizing 5:16 – Catch-up contributions
2020-12-3009 min
How Money WorksEp 19: Living the Dream in RetirementWhat does "living the dream" in retirement mean to you? You can't live it unless you know what it looks like. Read more and get additional financial resources here: https://maestrowealth.com/2020/12/17/ep-19-living-the-dream-in-retirement/ What we discuss on this show: 1:32 – What will retirement look like? 3:23 – What are you retiring to? 5:29 – The importance of a schedule
2020-12-1709 min
The Retirement HuddleEp 19: Financial Lessons from Christmas CarolsThis time of the year is very special. Christmas songs can get you in the mood for celebrating with your family. They can also be compared to retirement planning. On this episode of The Retirement Huddle podcast, Mark Howard explains how they are similar. Read more and get additional financial resources here: https://retirementhuddle.com/podcast/ep-19-financial-lessons-from-christmas-carols/319/ What we discuss on this show: 1:10 – I'll be home for Christmas 2:16 – Do you hear what I hear? 3:39 – O, Little Town of Bethlehem 5:22 – What child is this?
2020-12-1709 minHow Money WorksEp 18: Beware of These 5 Income GapsLet's talk about income gaps in retirement. There are probably more gaps than you realize. On this episode of How Money Works, we'll explain what they are and why you need to know about them. Read more and get additional financial resources here: https://maestrowealth.com/2020/12/03/ep-18-beware-of-these-5-income-gaps/ What we discuss on this show: 0:24 – Paycheck gap 2:55 – Social Security gap 7:08 – Inflation gap 11:52 – Long-term care gap 16:26 – Widow's gap
2020-12-0319 minThe Retirement HuddleEp 18: How Overconfidence in Your Finances Can Lead to DestructionOn this episode of The Retirement Huddle podcast, Mark Howard explains how overconfidence in your financial life can sometimes lead to destruction. Read more and get additional financial resources here: https://retirementhuddle.com/podcast/ep-18-how-overconfidence-in-your-finances-can-lead-to-destruction/303/ What we discuss on this show: 1:06 – Overconfidence in the stock market or your ability to manage your portfolio 2:49 – Overconfidence in a certain amount of money 5:05 - Overconfidence in rules of thumb 6:47 - Overconfidence in your own understanding of how certain products work 8:45 - Overconfidence in your own decision-making process
2020-12-0311 min
How Money WorksEp 17: Getting Couples on the Same Financial PageAre you and your spouse on the same page when it comes to finances and retirement planning? On today's episode of How Money Works, Craig and Jennifer Moser explain why it's so important. Read more and get additional financial resources here: https://maestrowealth.com/2020/11/19/ep-17-getting-couples-on-the-same-financial-page/ What we discuss on this show: 0:34 – Some couples not on the same page 1:50 – When one spouse defers to the other 2:38 – Examples of couples' finances 4:35 – Social Security considerations 6:50 – What are your retirement dreams? 8:37 – Mistakes couples make
2020-11-1913 min
The Retirement HuddleMark Howard, podcast, financial podcast, financial planning, retirement planning, howard financial group, tune, inheritance, insuranceEven if you have a solid financial plan in place, things can quickly get out of tune if you don't make adjustments from time to time. On this episode of The Retirement Huddle podcast, Mark Howard explains some of the areas where we often see people get out of tune in their financial plan. Read more and get additional financial planning resources here: https://retirementhuddle.com/financial-planning/ep-17-are-you-out-of-tune-financially/288/ What we discuss on this show: 1:21 – Future tax considerations 3:02 – Have the right amount of life insurance 4:42 – Having the...
2020-11-1908 minHow Money WorksEp 16: Pros and Cons of the 4 Worlds of MoneyDo you know the four worlds of money and how they affect you? We break down the pros and cons of each. Read more and get additional financial resources here: https://maestrowealth.com/2020/11/05/ep-16-pros-and-cons-of-the-4-worlds-of-money/ What we discuss on this episode: 0:29 – Banking world 3:52 – Insurance world 7:10 – Understanding your options 10:12 – Wall Street world 14:42 – Ways people misuse investing 15:52 – Real estate world
2020-11-0519 minThe Retirement HuddleEp 16: How to Spot Villains in the Financial WorldVillains in the movies are usually pretty easy to identify, but villains in the financial world aren't always so easy to identify. Here's how to recognize them. Show notes & financial resources: https://retirementhuddle.com/podcast/ep-16-how-to-spot-villains-in-the-financial-world/270/ What we discuss on this show: 1:24 – Darth Vader 3:10 – Wicked Witch of the West 4:43 - Ivan Drago (Rocky IV) 7:13 – How to prepare for meeting with financial coach
2020-11-0511 minThe Retirement HuddleEp 15: Are We Playing Chess, Roulette or Poker?Many financial decisions can be compared to playing chess, roulette or poker. Some use skill and some use luck, and we will explain why. Read more and get additional financial resources here: https://retirementhuddle.com/podcast/ep-15-are-we-playing-chess-roulette-or-poker/256/ What we discuss on this show: 1:51 – Trying to time the market 3:02 – Deciding how much IRA money to covert to Roth 5:25 – Deciding when to retire 7:38 – Choosing the right pension option 9:12 – Picking stocks 10:33 – Determining when to start your Social Security
2020-10-1515 minHow Money WorksEp 15: What's Your Spending Personality?On today's episode of How Money Works, Craig and Jennifer Moser break down the different personalities of spenders and how those traits could affect your retirement. YOLO spender Using the "You Only Live Once" philosophy, these spenders go overboard on lavish expenses and purchases. These tend to be people who didn't have much money and then inherited a bunch. They often feel guilty for getting so much money. Some want to give family members a lot of money or spend lavishly. But we always advise them to be careful and plan for the...
2020-10-1511 minHow Money WorksEp 14: Financial Planning Personalities by ProfessionPeople in certain professions tend to approach financial planning the same way as their peers. On today's How Money Works podcast, we look at teachers, doctors, engineers and more. In our experience, people in certain jobs tend to approach financial planning the same way. On today's episode of How Money Works, we explain some of the positives and challenges of advising people in different professions. Teachers Teachers have pensions that are pretty reliable, and they tend to be interested in having rental properties for extra income. They like investments they can have more...
2020-10-0112 minThe Retirement HuddleEp 14: What's Your Spending Personality?Are you an emotional spender or someone who loves to do research before making a purchase? No matter how you spend money, it's helpful to know your personality type so you can best plan for retirement. Read more and get additional financial resources here: https://retirementhuddle.com/podcast/ep-14-whats-your-spending-personality/245/ What we discuss on this show: 1:17 – Emotional spender 2:31 – YOLO spender 3:42 – Savvy spender 5:03 – Miser 5:57 – How to contact Mark
2020-10-0109 minHow Money WorksEp 13: Retirement Fact or FictionOn today's episode of How Money Works, let's have some fun and play retirement fact or fiction. Keep in mind, as with many retirement planning scenarios, the answer is not always clear-cut because it depends on your situation. One common question we get is whether social security can be taxable. Well, it's a definite maybe. It depends on how much social security you have and whether that number exceeds a certain threshold. If so, then it will start to be taxable income. "It's not what you make, it's what you keep when it comes to...
2020-09-1711 minThe Retirement HuddleEp 13: Financial Wisdom From Moms' Favorite SayingsIn honor of all the wonderful mothers, let's take some of their favorite sayings and apply them to financial planning. Read more and get additional financial resources here: https://retirementhuddle.com/podcast/ep-13-financial-wisdom-from-moms-favorite-sayings/229/ What we discuss on the show: 0:53 – Because I said so 2:21 – If you want to act like a child, I'll treat you like one 4:39 – If all of your friends jumped off a bridge, would you do it too? 6:11 – One day, you'll thank me
2020-09-1711 minHow Money WorksEp 12: How to Avoid Flirting With Financial DisasterOn today's episode of How Money Works, let's talk about some of the areas of your financial life where you might be flirting with disaster and how you can fix it. Out-of-date legal documents It's not something people think about often, but having your legal documents up to date is crucial. "When is the last time you whipped out your will and read it? Well, never," said Craig. Maybe you created legal documents when your kids were young but now they're older. Have you updated those records? Maybe you r...
2020-09-0315 minThe Retirement HuddleEp 12: Top 6 Retirement Google SearchesMark breaks down the top six financial topics that people search on Google and what you should know about them. Read more about this episode: https://retirementhuddle.com/podcast/221/221/ What we discuss today: 1:03 – Income taxes 5:13 – Insurance 7:36 – Mortgages 9:21 – Retirement accounts 11:52 - College expenses and estate planning
2020-09-0316 minHow Money WorksEp 11: Estate Planning Advice For WomenWhether you are a single, married, divorced or widowed woman, this episode is for you. This week, our special guest is Lynn Michael, an estate planning attorney who knows what challenges and opportunities women face in planning for the future. "I really like hearing everyone's stories, because it seems to me that everybody's got kind of the same fears and the same desires," said Lynn. "And regardless of where they come from, they want the same outcome. They want what's best for themselves and for their families. And I get to help people do that every single...
2020-08-2025 minThe Retirement HuddleEp 11: Don't Make These Assumptions About RetirementAre you making assumptions about your retirement and what it will look like? Mark breaks down some of the expectations people have and where you can go wrong. Read more and get additional financial resources here: https://retirementhuddle.com/podcast/ep-11-dont-make-these-assumptions-about-retirement/211/ On today's show: 0:55 – Thinking you'll spend less in retirement 2:03 – Thinking your taxes will be lower when you retire 3:18 – Thinking you need to fund college before retirement 4:12 – Thinking you'll never be able to retire 5:44 – Mailbag: How to help parents with long-term care...
2020-08-2010 minThe Retirement HuddleEp 10: 5 Types of Financial RisksMost people don't know what types of risk they should guard against in their financial planning. We break down five risks and how to address them. Plus, Mark answers your mailbag questions. Read more and get additional financial resources here: https://retirementhuddle.com/podcast/ep-10-5-types-of-financial-risks/200/ On today's show: 0:51 – Market risk 2:41 – Interest rate risk 3:47 – Inflation risk 5:03 – Tax rate risk 5:54 – Longevity risk 6:55 – Mailbag: Judy in Savannah 8:15 – Mailbag: Anna in Bluffton 9:41 – Mailbag: Steve in Hilton Head
2020-08-0612 minHow Money WorksEp 10: The Importance of Third-Party Financial PlanningHiring a third-party financial planner is crucial to helping you plan for retirement and manage your money. Today, we're breaking down some of the ways a financial advisor can help you. One of the big financial risks people face is running out of money. If you want to retire early, for example, an advisor can help you determine if you're taking too much out of your nest egg or if you're invested too aggressively. Running an analysis can help provide strategies to achieve the kind of retirement you envision. We'll explain why bonds and CDs we...
2020-08-0619 min
Smart Money QuestionsA Chat With Walter Storholt of Third Wheel MediaYou may recognize his voice. Now, get to know more about Walter Storholt, our friend and former co-host who runs Third Wheel Media. How has the pandemic affected his business? What is the future of podcasting and media? And what is his dream job?
Read more and get additional financial resources here: https://wp.me/p9B077-L7
About our guest: https://www.thirdwheelmedia.com/
On today's show:
0:29 – Introducing special guest Walter Storholt
2:20 – What is Third Wheel Media?
3:18 – Why working from home has wor...
2020-08-0638 minThe Retirement HuddleEp 9: 5 Classic Pre-Retiree MistakesEveryone gets tripped up by mistakes in retirement planning and sometimes they're unavoidable. But many times we see pre-retirees make bad decisions that hurt their financial future and they could have steered clear of these with a little assistance. Let's look at the classic mistakes that we see before answering a few mailbag questions. Read more and get additional financial resources here: https://retirementhuddle.com/podcast/ep-9-5-classic-pre-retiree-mistakes/179/ Today's show schedule: 0:59 – Investing at age 59 the same way you're investing at 39. 2:42 – Starting Social Security without a plan. 3...
2020-07-1612 minHow Money WorksEp 9: Tax Planning with Addison MailleBusiness owners and investors have dealt with a difficult 2020 as we reach the midway point and could likely use any advantage they can find. That's why we wanted to bring on Addison Maille from Sharrard, McGee & Co, PA. He's the Tax Manager at the company, which serves the Triad area, and he works closely with business owners in different planning areas. Two specific topics we wanted to get his insight on were business succession planning and real estate investing tax challenges. We'll discuss those things plus learn more about the tax planning process and what...
2020-07-1620 minThe Retirement HuddleEp 8: Financial Forecast: How Planning is Like the WeatherFinancial lessons can be found everywhere you look, even on The Weather Channel. Today we're taking four common weather terms and finding the equivalent in retirement planning. Read more and get additional financial resources here: https://retirementhuddle.com/podcast/ep-8-financial-forecast-how-planning-is-like-the-weather/173/ Today's show schedule: 1:03 – What are the tornadoes of the financial world? 3:23 – The Jet Stream 4:39 – The Heat Index 6:18 – Black Ice
2020-07-0210 minHow Money WorksEp 8: Building a Business with Ken Gwyn of Bulldog GroupWe're fortunate to live in a community with many great small businesses whose owners are willing to share their experience. Today we wanted to bring on one of those people to provide some inspiration and help motivate anyone that aspires to start a business. Ken Gwyn is the CEO at Bulldog Group, which has its corporate offices in downtown Winston-Salem, and has learned a lot over the course of three decades. Our goal for the show is to get some of his insight on running and growing a business since he's seen his company grow...
2020-07-0222 minThe Retirement HuddleEp 7: The Challenges Facing Baby Boomers in RetirementWe work with many, many Baby Boomers so we see and hear the concerns they have heading into retirement. Let's discuss what challenges are facing this generation and where mistakes often get made during the planning process. Read more and get additional financial resources here: https://retirementhuddle.com/podcast/ep-7-the-challenges-facing-baby-boomers-in-retirement/167/ Today's show schedule: 0:39 – What percentage of our clients are Baby Boomers? 1:45 – What unique financial challenges are Baby Boomers facing? 4:16 – The Sandwich Effect 4:44 – Two more challenges: pension funds and unfavorable market cycles 6:02 – One...
2020-06-1809 min
How Money WorksEp 7: The Latest on COVID-19 with Dr. Jason ThomasonEven though we’re four months into the coronavirus pandemic in North Carolina, it still feels like we have more questions than answers. We’re heading into the summer months with worry about how safe things truly are and uncertainty about when we’ll be able to contain the virus. It’s a massive problem that we’re all dealing with right now and we want to attempt to find some answers. Let’s put the economic effects aside for this episode and focus directly on what we’re facing with COVID-19. To help us do that, we as...
2020-06-1800 minThe Retirement HuddleEp 6: How to Ruin Your RetirementAfter all of the hard work it takes to make it to retirement, why would you go and do anything to jeopardize your finances or your lifestyle? Unfortunately, it happens all too often for a number of different reasons. Today we'll tell you about some of the most common mistakes people make and what you can do to avoid the same fate. Read more and get additional resources here: https://retirementhuddle.com/podcast/ep-6-how-to-ruin-your-retirement/156/ Today's show schedule: 0:55 – Treating retirement as the finish line. 2:21 – People believe retirement will sol...
2020-06-0411 minHow Money WorksEp 6: What Benjamin Franklin Quotes Teach Us About Financial PlanningFew people have made the lasting impact that Founding Father Benjamin Franklin has. Many of the values he believed in and much of the wisdom he shared is still followed centuries later. He provided us with a long list of quotes that continue to get referenced in modern day discussions. You could be surprised to hear how many of these can apply to financial planning even if that might not have been the original intention. On this episode of the How Money Works podcast, we'll pull a handful of his best quotes and let Craig...
2020-06-0412 minThe Retirement HuddleEp 5: How the SECURE Act Impacts Your RetirementThe SECURE Act took effect to start 2020 and it's the first significant retirement legislation in many years. Let's look at the key changes to retirement planning and how it might impact your future. Read more and get additional financial resources here: https://retirementhuddle.com/podcast/ep-5-how-the-secure-act-impacts-your-retirement/150/ Today's show schedule: 1:07 – RMD age moves from 70.5 to 72. There are some important points to know. 3:41 – There's now no age limit on IRA contributions as long as you have earned income. 4:47 – Inherited retirement accounts now have to be distributed within 10 ye...
2020-05-2112 minHow Money WorksEp 5: How Has COVID-19 Impacted the Triad Real Estate Market?With the economy starting to open back in many different states, the hope is that we'll start to see things begin to stabilize and improve for small businesses. But what can we expect from the real estate market in 2020? How much has it been impacted and is there opportunities to be found? Every state is different so we wanted to bring a local expert on the show to give us insight into the Piedmont Triad so we reached out to Nick Gonzalez at Linville Team Partners. His core focus is investment property sales in the...
2020-05-2113 minThe Retirement HuddleEp 4: What They Don't Teach You In School: Coronavirus EditionA lot of us are in a rut right now. The state of the economy remains in limbo as unemployment rises and businesses struggle to remain open. It can be overwhelming to completely rearrange your daily life while trying to balance your finances. We're all dealing with this together and we'll help each other get through this rough patch. Without answers it might seem like the optimism is a long ways off, but let's shake that feeling and take back control. On this episode of The Retirement Huddle, Mark Howard is going to provide a...
2020-05-0707 minThe Retirement HuddleEp 3: Investing Like a GeniusWhen you think about what it takes to become a better investor, what do you imagine? Are you envisioning some big secret strategy or a hot stock tip that pushes you to another level? The truth is you might not need any major changes. Often it's just a mentality or a personality trait that can lead you to the results you hope for. Let's take highly-intelligent people for example. When you think about the characteristics they possess that separate them from everyone else, many of those can be replicated by everyone. It just takes the ability to...
2020-04-1613 minThe Retirement HuddleEp 2: Choosing Between a Traditional vs Roth IRAThe traditional IRA has long been the popular retirement account for investors but the Roth is making up a lot of ground. Let's explore the differences between the two and help you understand why you might choose one over the other. Read more and get additional information here: http://howardfinancialgroup.com Today's rundown: 0:50 – What's the difference between a traditional IRA and a Roth? 3:30 – Why have people used the traditional IRA for so many years? 4:29 – Why is the Roth so powerful for most savers? 5:51 – Does Mark be...
2020-04-0210 minThe Retirement HuddleEp 1: Who We Are and Why We Chose a PodcastMark Howard has worked in financial planning for more than three decades and plans to bring that knowledge and experience to the world of podcasting. On this debut episode, we'll tell you more about Mark, how the business began, and what we have in store for this show. Learn more here: https://www.howardfinancialgroup.com/ Today's rundown: 1:55 – Mark explains how he got started in the business. 3:03 – The two reasons Mark decided to start his own business. 4:54 – What do you like best about the retirement planning process?
2020-04-0110 min
The Savvy Realtor with Angie ColeBuying A Flipped HomeYou might have seen the pictures and thought the flipped home looked amazing--but what should you be looking out for when buying a flipped home? Angie Cole and her team also talk about good communication, tiny houses on Amazon, and home improvement on today’s podcast.
For the full show notes, visit https://www.acolerealty.com/blog/buying-a-flipped-home/
Featured Foundations:
0:39 Did You See This: Amazon House
You can now buy a tiny house on Amazon.
Easily assembled apparently but no installation or plumbing. This might not be the house you want to live in.
There...
2019-06-0619 minSmart Money QuestionsEpisode #65: Walter Buys A HouseWe’re shaking things up on the podcast. Learn about co-host Walter Storholt’s home-buying experience. Discover how buying a house relates to your finances.
For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link: http://www.smartmoneyquestions.com/podcastposts/episode-65-walter-buys-house/
2018-07-2635 min