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About Walter Storholt

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So far Walter Storholt has created 18 blog entries.

Financial Mailbag: Gifting Money, Overthinking Decisions & Retirement Spending

By |2024-03-28T12:52:26+00:00March 28, 2024|Podcast, Retirement Income Planning, Social Security|

We’re answering some listener questions today as we open the mailbag and cover a few scenarios that require some financial decision making.

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Does Retirement in America Need an Overhaul?

By |2024-03-19T01:43:34+00:00March 21, 2024|Podcast, Retirement Income Planning, Social Security|

In today’s show, we’re going to be talking about the Gray New Deal and the need for retirement reform. The idea to create job and pension improvements might be a little surprising to some, but the author of Work, Retire, Repeat: The Uncertainty of Retirement in the New Economy makes some really interesting points.

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Retirement Planning Is Different For Women: Here’s Why (Part 2)

By |2024-03-10T18:04:20+00:00March 14, 2024|Personal Finance, Podcast, Portfolio|

In this episode, we’ll talk about how women can gain more confidence with their finances. As more women take a proactive approach to money, we want to help them feel comfortable about what they’re doing. We’ll also talk about debt as well as solutions to help women be better prepared for retirement.  

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Retirement Planning Is Different For Women: Here’s Why

By |2024-03-05T14:59:25+00:00March 7, 2024|Personal Finance, Podcast, Portfolio|

In this episode, we’ll share some eye-opening statistics and actionable advice to empower women in their financial journey and we’ll do it as a two-part conversation.

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Retirement Mailbag – Living on a Budget, Company Stock, and Spending in Retirement

By |2024-02-20T13:33:48+00:00February 22, 2024|Podcast, Portfolio, Retirement Income Planning|

The topics we’ll cover are anxiety about living on a fixed income, investing in company stock, and shifting your mindset to spending in retirement. These

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Is it Time to Take Cash Off the Sideline?

By |2024-02-15T17:09:39+00:00February 15, 2024|Investment Management, Podcast, Tax Planning|

We’ve been getting questions lately from people with a lot of money sitting on the sidelines. They’re waiting to jump back in the stock market when they feel comfortable but timing the market is incredibly difficult.

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Will These Apocalyptic Predictions Ever Come True?

By |2024-02-07T14:45:12+00:00February 8, 2024|Podcast, Retirement Income Planning, Social Security, Tax Planning|

On this episode, we’ll try to separate sensationalism from reality by covering the top financial concerns that people have. Should you worry that these apocalyptic predictions will eventually come true? Let’s talk about why or why not these fears are warranted

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Do You Need Long-Term Care Insurance If You’re Single and Childless?

By |2024-01-31T15:57:52+00:00February 1, 2024|Podcast, Retirement Income Planning|

Navigating the world of long-term care insurance can be daunting, especially if you're single and without children. In today’s video, we’ll explore why long-term care insurance might be a crucial part of your retirement planning.

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Strategic Planning for Retiree Healthcare

By |2024-01-04T15:20:12+00:00January 4, 2024|Podcast, Portfolio|

In today's show, we're focusing on a critical aspect of retirement planning: healthcare costs. How well-prepared are you to handle medical expenses after you retire? Most people haven’t done the necessary planning to account for just how expensive healthcare could be later in life.

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End of Year Financial Planning For 2023

By |2023-12-05T16:52:58+00:00December 7, 2023|Podcast, Portfolio|

Join us as we unpack our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come.

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