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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 ...
 
Most of my marketing experiments have failed. But, some have succeeded. From spending tens of thousands of dollars on print ads to hiring a Harvard data nerd to run Facebook campaigns, it’s quite possible I’ve experimented more in the last five years than the average advisor has in their entire career. And this is just the beginning. Join me as I explore the world of marketing in the financial planning industry. Follow along as I experiment with different ideas, share my successes and failur ...
 
Weekly Witness is your weekly update on the mainstream faith community’s perspective on everything Texas public policy. Hosted by Texas Impact's Scott Atnip, Weekly Witness is recorded in front of a live audience in downtown Austin. We host policy experts, faith leaders, and elected officials who provide in-depth information on relevant policy issues in the state. Weekly Witness is a product of Texas Impact, Texas’ oldest and largest interfaith advocacy group. Visit texasimpact.org for more ...
 
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show series
 
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-fin…
 
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 i…
 
You might not be able to follow through on all 22 of these resolutions, but implement even just a few of these and you’ll be well on your way to a more prosperous financial life in the coming year. Read more and get additional financial resources here: https://savingtheamericandreampodcast.com/retirement-strategy/ep-22-22-money-resolutions-for-2022…
 
November 29, 2021: Weekly Witness: Climate Change and Methane, a conversation about climate change and methane featuring Colin Leyden, Texas Political Director for the Environmental Defense Fund and Cassandra Carmichael, Executive Director of the National Religious Partnership for the Environment
 
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…
 
November 15, 2021: Weekly Witness: Featuring a panel to discuss the recent rise in anti-Semitism in Texas, including: Rabbi Neil Blumofe, Congregation Agudas Achim in Austin; Rabbi Nancy Kasten, Faith Commons in Dallas; Renee Lafair, Anti-Defamation League-Austin; and Rev. Jonathan Page, First Congregational Church of Houston.…
 
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…
 
Today I'm joined by Carl Richards. I know...you've heard Carl speak dozens of times, read his books, and used his drawings for years. But today's conversation is truly unique. We cover: Why financial advisors struggle to find success with their marketing What advisors can do to improve their marketing approach How to get over the fear of sharing yo…
 
Weekly Witness: PUC Sunset Update with Adrian Shelley, Public Citizen, joins us this week to discuss the latest news about the Public Utilities Commission in the Sunset Committee and Josh Houston, Texas Impact, provides us with an update on the Texas Legislature.
 
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…
 
Today I’m bringing you up to speed on all the marketing things I’ve been working on since the last episode aired. I’m sharing: What’s been working What’s not working What I have up my sleeve for the rest of the year, and more! If you're ready to (finally!) get back to nerding out on marketing with me, today's episode is for you. 👉 Click Here for Sh…
 
Weekly Witness: Faith Leaders support equality, oppose anti-trans bullying with Rev. Naomi Brown, Pride Center San Antonio, Rev. Dr. Neil Thomas, Cathedral of Hope UCC-Dallas, Dr. Annaliese Cothron, Texas Impact Board Member, Unitarian Universalist, and Rev. Diane McGehee, Bering Church-Houston.
 
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…
 
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