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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. Unsure, Confident, or Certain: Retirement Planning Next Steps

Unsure, Confident, or Certain: Retirement Planning Next Steps

Jul 6, 2023

It’s not just the financially uncertain who need to think carefully about their retirement plan. Even those who feel confident in their retirement savings might still have important questions to answer and decisions to make. 

 

In this episode, we'll explore the three retirement planning mindsets: those who have no idea if they can retire, those who think they have enough money to retire, and those who know for sure they have enough money to retire.

 

Here are the three retirement planning mindsets we’ll discuss:

 

  • "I have no idea if I can retire or not." (2:22)
  • "I think I have enough money to retire, but I’m not sure." (6:05)
  • "I know I have enough money to retire." (12:30)

 

Learn more: https://caffeinecashflow.com/

Contact Michael: 

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