show episodes
 
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 ma ...
 
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show series
 
Are you a later bloomer when it comes to saving for retirement? Don’t worry, we’ll share some opportunities that can help you make up some lost ground. Read more and get additional financial resources here: https://savingtheamericandreampodcast.com/retirement-strategy/ep-21-opportunities-for-retirements-late-bloomers/232/ What we discuss in this ep…
 
We all cut corners occasionally, but how can this hurt our financial plans? While we may think we can get away with cutting some corners, we will end up hurting our financial future if we do so. Read more and get additional financial resources here: https://savingtheamericandreampodcast.com/retirement-strategy/ep-20-quit-cutting-corners-in-your-fin…
 
Different types of accounts have different tax consequences. Let’s talk about those advantages and disadvantages in different types of accounts and how you use them (or don’t) in your retirement planning. Read more and get additional financial resources here: https://savingtheamericandreampodcast.com/podcast/ep-19-tax-consequences-for-different-acc…
 
This year has been pretty rough for business owners. The pandemic has not only affected profits, but also owners’ retirement plans. Find out what advice we have for business owners who are struggling with how to handle retirement. Read more and get additional financial resources here: https://savingtheamericandreampodcast.com/?p=217&preview=true Wh…
 
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-1…
 
What do NFL quarterback battles have to do with your finances? We are going to explain how the similarities can be quite revealing. Plus, we’ll answer some of your mailbag questions about business loans and more. Read more and get additional financial resources here: https://savingtheamericandreampodcast.com/podcast/ep-16-how-football-relates-to-yo…
 
Today is all about me, Michael Schulte, and what makes me tick. What is my background? Who influenced me? What frustrates me? Let’s have some fun pulling back the curtain on my thoughts, dreams and influences. Read more and get additional financial resources here: https://savingtheamericandreampodcast.com/podcast/ep-15-what-makes-me-tick/194/ What …
 
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://savingtheamer…
 
Are you an emotional spender or someone who loves to do research before making a purchase? No matter how you spend money, it’s helpful to know your personality type so you can best plan for retirement. Read more and get additional financial resources here: https://savingtheamericandreampodcast.com/?p=177&preview=true What we discuss on this episode…
 
Common sense is actually quite uncommon, especially when it comes to financial planning. Here are some common sense money approaches you need to know. Read more and get additional financial resources here: https://savingtheamericandreampodcast.com/podcast/ep-12-learning-through-uncommon-sense/172/ What we discuss on this episode: 2:42 – Buy low, se…
 
Today, we’re talking about financial topics in the news, including the travel sector and campaign donations. Find out how these things can affect you and your planning process. Read more and get additional financial resources here: https://savingtheamericandreampodcast.com/podcast/ep-11-from-travel-to-campaign-donations-financial-topics-in-the-news…
 
On this episode of Saving the American Dream, we’re talking about financial planning during President Biden’s administration and how you should adjust your plan to meet potential changes that are coming with the new administration. Read more and get additional resources here: https://savingtheamericandreampodcast.com/retirement-strategy/ep-10-finan…
 
Today, we’re answering your most pressing financial questions about 401ks, mutual funds and inflation. Let’s jump into the mailbag. Read more and get additional financial resources here: https://savingtheamericandreampodcast.com/podcast/ep-9-mailbag-401ks-mutual-funds-and-inflation/152/ What we discuss on this episode: 2:06 - Can I leave 401k to so…
 
Pensions are not as popular as they once were. Why are they becoming extinct, and how are people now saving for retirement? Read more and get additional financial resources here: https://savingtheamericandreampodcast.com/retirement-strategy/ep-8-why-pensions-are-becoming-a-thing-of-the-past/146/ What we discuss on this episode: 1:10 – Pensions beco…
 
Let’s talk about some of the areas of your financial life where you might be flirting with disaster and don’t even know it. Disaster and retirement are not two words you want associated with each other. Read more and get additional financial resources here: https://savingtheamericandreampodcast.com/retirement-strategy/ep-7-are-you-flirting-with-fin…
 
What can we learn about retirement planning from watching a basketball game? There are some fascinating similarities between the two. Read more and get additional financial resources here: https://savingtheamericandreampodcast.com/retirement-strategy/ep-6-how-financial-planning-is-like-basketball/133/ What we discuss on this episode: 3:20 – Shot cl…
 
Is this a good time to buy bonds? Should I hire a younger financial advisor? How much should I save for retirement? Let’s dive into the mailbag and answer these and other questions. Read more and get additional financial resources here: https://savingtheamericandreampodcast.com/investing/ep-3-mailbag-questions-bonds-retirement-savings-and-more/102/…
 
If you’ve been around the internet long enough, you know to avoid the comment section. We slipped up and scrolled through a recent active on retirement and COVID-19. We’ll share the wide range of comments we came across and have a little fun evaluating them. Plus we’ll talk about times you say one thing and do another with your money before pulling…
 
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