Making financial planning easy. simple. clear. better. painless. a cinch.

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!

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Preparing for the Noisy Year Ahead

For those who are fortunate enough to generate significant wealth for their family, trying to preserve that wealth for multiple generations is often a much greater challenge. It takes much more than smart investing and asset management to create and sustain family wealth.

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12 Elements for Sustaining Family Wealth & Unity (Part 2)

For those that are fortunate enough to generate significant wealth for their family, trying to preserve that wealth for multiple generations is often the much greater challenge. It takes much more than smart investing and asset management to create and sustain family wealth.

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12 Elements for Sustaining Family Wealth & Unity (Part 1)

The stats tell us that just 10 percent of generational wealth lasts beyond the third generation, and you can point to a variety of reasons for that to be the case. Most people that get to this point want their family to be taken care of for decades to come, but not everyone takes the necessary steps to achieve unity to within their family.

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The S&P 493 Has a Nice Ring To It But Not Much Return

There are times when, as your advisor, I must point out that things we might have taken for granted in the past, like assuming the S&P 500 index is automatically a good diversification of your money and use it as a litmus test to compare how we are doing in your portfolio, is not actually holding up.   On its face a basket of 500 stocks would seem to be the definition of diversification.  But it’s not.  Not right now.

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MEET YOUR HOST...

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.

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michael.schulte@westpacwealth.com

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.