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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 24: Don't Fumble Your Retirement in the Financial Red Zone

Ep 24: Don't Fumble Your Retirement in the Financial Red Zone

Jan 6, 2022

Just like football players don’t want to fumble the ball in the red zone, you don’t want to fumble your finances as you get close to retirement. We’ll explain how to protect your finances.

 

Read more and get additional financial resources here: https://savingtheamericandreampodcast.com/retirement-strategy/ep-24-dont-fumble-your-retirement-in-the-financial-red-zone/423/

 

What we discuss in this episode: 

1:55 – What is the financial red zone?

3:25 – Why these years are crucial

7:59 – Common mistakes

9:51 – It’s not too late

10:36 – Be proactive

11:44 – Diagnose problems earlier

12:46 – Mailbag: Company stock

16:47 – Mailbag: Save more