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Caffeine And Cash Flow with Michael Schulte

Welcome to the Saving The American Dream Podcast with Financial Advisor Michael Schulte of WestPac Wealth Partners. Are taxes, market volatility, inflation and other risks threatening your pursuit of the American Dream? If you need help planning how to tackle these financial headwinds, then this is the show for you!

With pensions disappearing, the American Dream is harder than ever to achieve. We're on our own to successfully plan for our financial futures. That's why it's so important to make wise decisions with your financial plan and as you get older those decisions become more and more critical.

New episodes bi-weekly. Visit our website for show notes, resources, more information and to contact Michael at SavingTheAmericanDreamPodcast.com. Or call 702-767-4897.

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  2. 7 Most Common Retirement Planning Mistakes (Part 2)

7 Most Common Retirement Planning Mistakes (Part 2)

Jun 22, 2023

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.

 

 

In this episode, we’ll discuss:

 

  • Relying solely on employer-sponsored retirement plans. (1:34)
  • Not adjusting your retirement budget for inflation. (5:22)
  • Assuming you won’t live a long life. (8:09)

 

Learn more: https://caffeinecashflow.com/

Contact Michael: 

https://www.westpacwealth.com/team/michael-schulte
 michael.schulte@westpacwealth.com
 702-767-4897