Ep 53: Dollar Cost Averaging & Sequence of Returns
We have a fascinating investment topic for you today – dollar cost averaging (DCA). For those who don’t know, it’s the practice of investing
Welcome to the Caffeine & Cash Flow Podcast with Financial Advisor Michael Schulte of WestPac Wealth Partners.
Are taxes, market volatility, inflation and other risks draining YOUR energy and YOUR portfolio? If you need help planning how to tackle these financial headwinds, then this is the show for you!
We have a fascinating investment topic for you today – dollar cost averaging (DCA). For those who don’t know, it’s the practice of investing
We’re willing to bet there are some retirement expenses that you may have forgotten to plan for. But don’t worry, we’re here to help
Are you confident that your financial plan is complete? Many people believe they have a solid plan in place, only to realize later that
Are we in a recession or are we headed into one? Those are the questions on a lot of minds these days. On today’s
Do you understand the basics of income planning? It’s important that you know this topic well and understand how it fits into your overall
Market volatility became the norm in 2022. Are we in for more of the same in 2023? On today’s show, we’ll talk about the
Michael Schulte is a Financial Advisor and Certified Business Exit Planner at WestPac Wealth Partners. He earned his bachelor’s degree in finance from UNLV and started his financial services practice in 2012.
Michael strives to help families and business owners make smart financial decisions so they can live on their own terms the rest of their life regardless of what life events and opportunities come their way. Ultimately, Michael wants to help make sure you can live The American Dream today and into the future.
QUESTIONS FOR MICHAEL?
Check the background of your financial professional on FINRA’s BrokerCheck. Copyright 2023 Caffeine & Cash Flow Podcast. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Michael Schulte is an investment advisor representative and certified exit planner with WestPac Wealth Partners, located at 330 South Center Street, Suite 344, Casper, Wyoming 82601. The podcast is for informational purposes only. Individual risks and investment objectives must be reviewed prior to making any recommendations. Podcasts are for informational purposes only. Any guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or WestPac Wealth Partners and opinions stated are their own. Guardian, its subsidiaries, agents, and employees do not provide tax, legal or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Michael is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5 Centerpointe Dr Suite 150, Lake Oswego, OR 97035, 503-207-4550. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners is not an affiliate or subsidiary of PAS or Guardian. 2023-149380 Exp. 1/25. Terms of use. Online Privacy Policy. Important Disclosures.