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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. Mailbag: Homebuying, 401k and Early Retirement Decisions

Mailbag: Homebuying, 401k and Early Retirement Decisions

Aug 31, 2023

Is there ever a right time to stop contributing to your 401k? Should you help your daughter and her boyfriend with their home purchase? What about deciding to retire at the peak of your earnings? Tune into this episode of Caffeine and Cash Flow where we tackle these questions and more.

 

In this episode, we’ll discuss:

  • The issues that can arise when helping your daughter buy a home with her boyfriend.
  • With the possibility of a recession on the horizon, does it make sense to hold off on investing for a while?
  • Is it worth keeping a mortgage for the tax deductions in retirement?
  • How can you know if a financial advisor is legitimate or not?
  • Will you regret walking away from a career with a great paycheck to retire a little earlier?

 

Learn more: https://caffeinecashflow.com/

Contact Michael: 

https://www.westpacwealth.com/team/michael-schulte
 michael.schulte@westpacwealth.com
 702-767-4897