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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. Ep 14: Retirement Plan Customization Is King

Ep 14: Retirement Plan Customization Is King

Aug 26, 2021

Most people understand that a customized retirement plan is much better than a one-size-fits-all approach. And yet, most people don’t have a plan that’s truly customized. We’ll share some of the things that need to be considered if you’re going to build a truly customized plan.

 

Read more and get additional financial resources: https://savingtheamericandreampodcast.com/retirement-strategy/ep-14-retirement-plan-customization-is-king/189/

 

What's discussed on this episode: 

1:49 – Retirement age

5:54 – Lifestyle and income needs

8:12 – Risk tolerance

12:22 – Family longevity

16:02 – Financial legacy

17:55 – Emotions

19:43 – Mailbag: Give away money now?

23:04 – Mailbag: Dividends