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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.

Sep 30, 2021

Even if you have a solid financial plan in place, things can quickly get out of tune if you don’t make adjustments from time to time. Let’s talk about some of the areas where we often see people get out of tune in their financial plans.

 

Read and get additional financial information: https://savingtheamericandreampodcast.com/retirement-strategy/ep-17-is-your-your-financial-plan-out-of-tune/212/

 

What we discuss today: 

1:24 – Headlines

10:29 – Taxes

13:10 – Life insurance

15:36 – Cash

18:13 – Risk