walter

Bouncing Back: Overcoming Investment Setbacks

 Almost everyone has made investment mistakes at some point. Even the most successful investors have regrets about decisions they’ve made in the past. But like everything else in life, it’s all about how you respond to a misstep.

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Mailbag: Homebuying, 401k and Early Retirement Decisions

Is there ever a right time to stop contributing to your 401k? Should you help your daughter and her boyfriend with their home purchase? What about deciding to retire at the peak of your earnings? Tune into this episode of Caffeine and Cash Flow where we tackle these questions and more.

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Countdown Clarity: Timing Your Retirement Preparations

From figuring out the right time to be debt-free and when to adjust your portfolio risk, to deciding when to plan for your Social Security benefits or healthcare coverage, this episode guides you through the ideal timeline for each.

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Key Financial Decisions During Major Life Events

Are you ready to take control of your finances during life’s most pivotal moments? In this episode, we dive into the complex world of financial decision-making during key life events.

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Unsure, Confident, or Certain: Retirement Planning Next Steps

It’s not just the financially uncertain who need to think carefully about their retirement plan. Even those who feel confident in their retirement savings might still have important questions to answer and decisions to make. In this episode, we’ll explore the three retirement planning mindsets: those who have no idea if they can retire, those who think they have enough money to retire, and those who know for sure they have enough money to retire.

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7 Most Common Retirement Planning Mistakes (Part 2)

Welcome to part two of our series about retirement planning mistakes. Last time, we talked about the pitfalls of ignoring tax implications, failing to diversify your investments, and procrastinating when starting your investments. On today’s show, we’ll share seven more mistakes people often make when planning their retirement.

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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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What can we rely on during downturns in the market?

This won’t be the most exotic blog post you will ever read, but stick with me here. If you own whole life insurance or are considering purchasing whole life insurance, then you want to read this article.

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7 Most Common Retirement Planning Mistakes (Part 1)

In the complex world of retirement planning, there are countless pitfalls one could face. In part one of this two-part series, we’re sharing seven of the top mistakes to watch out for. Avoiding these crucial missteps can have a significant impact on the success of your retirement plan.

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Ep 57: Fundamentals of Financial Planning and Baseball

After listening to today’s episode, you’ll never attend another baseball game with the family and look at it the same way. We’re going to show you how taking some of baseball’s most basic principles can also lead to financial success in your retirement portfolio. Join us as we talk about successfully executing the financial fundamentals.

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