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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. 2023
  3. 03

Ep 53: Dollar Cost Averaging & Sequence of Returns

Mar 23, 2023

In this episode, we’ll explain DCA and reverse dollar cost averaging, which many people might not know about. That is the process of systematically taking money out of your portfolio and using it to pay for living expenses. That distribution period is just as important as accumulation, but people don’t spend as...

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Ep 52: Retirement Expenses For Which You Forgot To Plan

Mar 9, 2023

We’re willing to bet there are some retirement expenses that you may have forgotten to plan for. But don’t worry, we’re here to help you see the things you might initially overlook. 

 

On this episode, we’ll share:

  • Are you prepared for medical expenses? (4:05)
  • Are you prepared for parental and child...

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