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Saving The American Dream Podcast


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.

Apr 22, 2021

Let’s talk about some of the areas of your financial life where you might be flirting with disaster and don’t even know it. Disaster and retirement are not two words you want associated with each other. 

 

Read more and get additional financial resources here: https://savingtheamericandreampodcast.com/retirement-strategy/ep-7-are-you-flirting-with-financial-disaster/140/ 

 

What we discuss on this episode: 

1:55 – Out-of-date legal documents

4:06 – Incorrect beneficiary designations

6:15 – Tax time bomb

12:50 – 60/40 portfolio