Tag: Real Estate

What You Need to Know About 2024 Open Enrollment

As we close in on the final two months of the year, there’s a lot happening now and plenty to look ahead to for 2024. That’s what we want to spend some time on today by sharing some of the discussions we’re having in our office and some of the questions we’re answering from clients in this final quarter of the year. This includes open enrollment, world conflicts, and financing a new home.

Episode 136: Investment Decisions Going into 2021

Are you making wise investment decisions? Are you using logic or letting fear rule your decisions for the future? Let’s discuss what you should be thinking about as we head into the new year.

Episode 132: Election Worries & Steps to Saving for Retirement

There’s no doubt that election concerns are on the mind of many people right now, especially as it will impact their financial portfolio. We’ll start the show by addressing these election cycles worries by looking back at what history has shown us. From there, Matt will talk about a call he had with someone recently that wanted to get their retirement on track. He’ll take you through the essential steps that need to be taken to get your financial house in order.

Episode #106: Empowering Women in Financial Planning

Matt will be speaking at an event on the topic of empowering women in financial planning and it got him thinking a lot about examples in his personal and professional life that tie into the topic. This episode will run through statistics you need to know and the most important investment items you need to have in order. 

Episode #73: More Than Just Investments

Your retirement plan should consist of more than a collection of investments. Discover the different planning elements that make for a sound retirement. 

Episode #65: Walter Buys A House

We’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.