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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.

  1. All Episodes
  2. Key Financial Decisions During Major Life Events

Key Financial Decisions During Major Life Events

Jul 20, 2023

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. From the excitement of marriage and the joy of welcoming a new child to the challenges of divorce and the loss of a loved one, we'll provide practical tips and guidance to help you make informed decisions and maintain financial stability.

 

In this episode, we’ll discuss:

 

  • The four things you need to communicate about when you get married. (2:48)
  • How your budget changes when you have a child. (10:51)
  • What is a good approach to saving money for college? (14:49)
  • Here are some of the key financial decisions that need to be made for retirement. (20:16)

 

Learn more: https://caffeinecashflow.com/

Contact Michael: 

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