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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. Ep 23: Sorting Out the Importance of Legacy Planning

Ep 23: Sorting Out the Importance of Legacy Planning

Dec 21, 2021

Welcome to our final episode of 2021. On today’s show we’re talking about the importance of legacy planning and what you need to know to make your plan a success.

 

Read more and get additional financial resources here: https://savingtheamericandreampodcast.com/estate-planning/ep-23-sorting-out-the-importance-of-legacy-planning/403/ 

 

What we discuss in this episode: 

1:21 – Inflation

4:29 – Financial advisors

6:49 – Generational wealth

8:56 – Legacy

11:31 – Mistakes

13:52 – Interesting plans

15:22 – Mailbag: Generational wealth

18:07 – Mailbag: Investing

19:40 – Mailbag: Saving income