Best Walter Storholt Podcasts (2024)

1
Financial Planning with Mark Twain 9:20

2h ago9:20

9:20

The timeless wisdom of Mark Twain is always worth a listen. Join us as we analyze some of Twain’s most famous quotes through the lens of a financial advisor! We’ll have a laugh at Twain’s quick wit and shed light on the complexities of retirement planning in today's unpredictable world. Here’s some of what we discuss in this episode: Having a stead…

1
Real Estate Investing In The Triad with Nick Gonzalez, CCIM 22:04

8h ago22:04

22:04

Are you curious about the current state of the real estate market in North Carolina? In today’s episode, special guest Nick Gonzalez, CCIM, the co-owner of Linville Team Partners in Winston-Salem, joins Craig on the show to talk all about the world of investing in real estate with a special focus on real estate investing in the Triad. Join Craig an…

1
Are You Making These Rookie Mistakes When It Comes to Investing? 14:01

12d ago14:01

14:01

Are you making rookie mistakes when it comes to planning for your retirement? Even those with strong experience in investing can make silly mistakes from time to time. Join Mark as he discusses some common things that can trip people up. Here’s some of what we discuss in this episode: Making sure that your investments have a defined purpose. Unders…

1
Financial Wisdom Through The Lens of Mark Twain 22:10

11d ago22:10

22:10

Ever wondered how the timeless wisdom of Mark Twain applies to finance? Known for his wit and profound observations on life, Twain's words offer more than just entertainment—they provide valuable lessons for managing your finances. Join us as we discuss financial tips through the lens of some classic Mark Twain quotes. Here’s some of what we discus…

1
What Can We Learn About Retirement Planning From Baseball? 14:01

29d ago14:01

14:01

How can you walk off a winner into retirement? Listen in as Mark dives into the key areas of retirement planning through the lens of America’s pastime. Here’s some of what we discuss in this episode: How having a solid retirement plan is a little bit like playing “small ball.” The “Moneyball” approach, avoiding emotional decisions and focusing on t…

1
Are You Making These Rookie Mistakes With Your Investments? 19:23

23d ago19:23

19:23

Investing can be a daunting task, especially for those who are just starting out. Even seasoned investors can fall into common traps that can derail their financial goals. In this episode, we’ll share our experience on how to avoid rookie investing mistakes and build a solid financial plan. Here’s some of what we discuss in this episode: Making sur…

1
Are You Making Any Of These 401(k) Mistakes? 9:18

1M ago9:18

9:18

Saving in your 401K can be an easy and painless way to build your retirement savings. But are you making the most of yours? Listen in as Mark breaks down the common pitfalls many people fall into with their 401(k) plans in today’s episode. Here are some 401K mistakes we’ll discuss in this episode… Leaving money invested in a former employer’s 401k …

1
The Most Common 401k Mistakes 11:45

1M ago11:45

11:45

The 401(k) is a great tool. It's easy and painless, which makes it a great way to build our savings. But it's also easy and painless, which also means we tend to forget about it for long periods of time. Today we’re going to talk about a few of the places where people make mistakes with their 401(k). Here’s some of…

1
Common Beneficiary Mistakes To Avoid 8:28

2M ago8:28

8:28

When it comes to retirement planning, one critical aspect that’s often overlooked is the designation of beneficiaries. It's not just about who you want to inherit your assets; it's about making sure that your wishes are carried out smoothly and without legal complications. Let’s talk about some of the common mistakes we see people make when it come…

1
The Emotional Side of Investing 17:00

2M ago17:00

17:00

Have you ever felt a rush of excitement when your investments soared, or a pang of fear when they plummeted? You're not alone. Emotions can play a powerful role in our financial decisions, sometimes leading us astray from our long-term goals. In this episode, we’ll dissect the emotional undercurrents that can influence our investing behavior. Here’…

1
The Great Reset 22:39

3M ago22:39

22:39

As the baby boomer generation begins reaching the later stages of life, a staggering amount of wealth is set to change hands. Experts estimate that between $40 trillion to $100 trillion will be transferred to younger generations over the next two decades. This seismic financial shift is not just about numbers; it's about families, legacies, and the…

1
Irreversible Decisions in Retirement Planning 10:24

3M ago10:24

10:24

Conventional wisdom says you can’t put toothpaste back in the tube. That is to say, once the deed is done, there’s no taking it back. There are many decisions in retirement planning that can’t be undone, and in today’s episode, we’re going to explore some of them. Here’s some of what we discuss in this episode: Choosing the right time to take Socia…

1
Agree or Disagree with These Financial Statements? 26:39

3M ago26:39

26:39

Today we’re going to have a little fun weighing in with a spirited game of 'Agree or Disagree,' where Craig and Jennifer dissect and debate some of the most pressing financial questions facing individuals today. Here’s some of what we discuss in this episode: Whether you should pay off your mortgage as soon as you can. Are individual bonds better t…

1
Moving Safely into Retirement: Lessons from the Moving Truck 13:17

3M ago13:17

13:17

Have you ever faced the daunting task of moving to a new home? The careful packing, the labeling of boxes, and the strategic loading of the moving truck are all important parts of a smooth transition. What if we told you similar principles apply to planning for your retirement? Listen in as Mark and Ron share some of the unexpected similarities bet…

1
Navigating Unexpected Retirement: Pensions, Severance Packages & More 13:31

4M ago13:31

13:31

The journey to retirement is rarely a straight path, and sometimes it comes with a few surprises. So, when the rug is pulled out from under you with an unexpected retirement offer, do you take the money and retire, or get back on the job hunt? Join Craig and Jennifer as they discuss the complex decisions that come with retiring early in this episod…

1
Financial Rules of Thumb: How Helpful Are They? 11:50

4M ago11:50

11:50

There are certain rules of thumb in the financial industry, many of which you might’ve heard of. For example, the “Rule of 100” or the “4% Rule” might sound familiar to you. But how helpful are these rules of thumb in real-life planning? In this episode, Mark walks through 5 common financial rules and shares his thoughts as a financial advisor. Her…

1
Surprising Uses For Life Insurance 20:43

4M ago20:43

20:43

Most people think about life insurance as a safety net for their loved ones in case of unexpected tragedy. While this is undoubtedly a crucial aspect, there is more to life insurance than many people are aware of. In this insightful episode, we’re focusing on the multifaceted world of life insurance and its often-overlooked benefits. Here’s some of…

1
Retirement Planning with Oscar Wilde 9:52

4M ago9:52

9:52

Welcome back to the Retirement Huddle podcast! In today’s episode, we’re exploring the timeless wisdom of Oscar Wilde. Celebrated as one of the English language's most quotable figures, he offers us a unique lens to explore financial wisdom. Here are the quotes we discuss in this episode: “I have the simplest tastes. I am always satisfied with the …

1
Financial Considerations For Job Transitions 21:40

4M ago21:40

21:40

Being in between jobs can be frustrating. If you find yourself in this season, it’s important to have a clear plan of action to keep your finances in order. Stay tuned as Craig and Jennifer discuss some areas to consider for those facing job changes, layoffs, or contemplating early retirement. Here’s some of what we discuss in this episode: Do you …

1
Surprising Uses For Life Insurance 12:39

4M ago12:39

12:39

One of the topics we discuss pretty frequently here on the show is life insurance. While it may not be the most exciting subject, there are several reasons why life insurance might be useful as part of your retirement plan. Stay tuned as we explore the diverse benefits of life insurance in this episode. Here’s some of what we discuss in this episod…

1
Retirement Planning with Winston Churchill 14:25

5M ago14:25

14:25

Today we’re diving into the world of retirement planning through the lens of one of history’s most iconic figures, Winston Churchill. While many of us know Churchill for his leadership during World War II, you might be surprised at how much his quotes resonate in the world of retirement strategy. Stay tuned as Mark shares his insights on some of Ch…

1
Down The Homestretch of Retirement Planning 23:59

5M ago23:59

23:59

The decade leading up to retirement comes with many things to think about. Not only are there some financial shifts and opportunities to navigate, but it’s important to keep your physical health and goals for retirement in focus too. In this episode, we’ll unpack the key elements that matter most during the home stretch of retirement planning. Here…

1
What Your Advisor Might Be Missing 14:19

6M ago14:19

14:19

Far too often, people aren’t receiving the advice they truly need from their financial advisors. It's not uncommon for financial professionals to focus solely on managing investments, overlooking the broader context of clients' aspirations, dreams, and lifestyle goals. Tune in to discover what your advisor might be missing… Here’s some of what we d…

1
Why Business Owners Need to Have a Sense of Urgency 21:52

6M ago21:52

21:52

It’s easy for business owners to get so focused on their work that they overlook some of the long-term planning areas that need to be addressed. Today we want to highlight a few of the items that need your attention and explain why it’s necessary to have a sense of urgency with these things. Here’s some of what we discuss in this episode: Business …

1
New Year’s Financial Checklist for 2024 10:45

6M ago10:45

10:45

Everyone wants to get the year started on the right foot so today we’re going to run through a checklist of financial items you need to address in 2024. We'll explore the nuances tax planning, share some tips for staying organized, and make sure you’re making the most out of your retirement contributions in the coming year. Staying on top of your o…

1
Six Reasons to Consider Roth Conversions 10:36

6M ago10:36

10:36

In today’s conversation, we’re going to focus on six key reasons why a Roth conversion might be a game-changer for your financial future. As the dreaded April 15 tax deadline approaches, Mark is here to share why this strategic tax approach makes sense for just about everyone and is a great retirement vehicle to consider. Here’s some of what we dis…

1
How The Howard Financial Group Process Works 10:33

7M ago10:33

10:33

Have you ever wondered what happens when you decide to give us a call? In this episode, we're pulling back the curtain to give you an inside look at how we guide our listeners through the preliminary process at Howard Financial Group. Here’s some of what we discuss in this episode: What does the discovery phone call process look like? Some of the c…

1
The Keys to Good Financial Health 12:26

7M ago12:26

12:26

We all seem to have a renewed focus on our health as the new year rolls around so let’s take some time to talk about your financial health and a few of the key indicators that show you’re in good health. Each of the things we’ll discuss today might seem pretty straightforward or even obvious, but they are often overlooked or ignored. So let’s lay o…

1
Retirement Questions You Can’t Answer 21:15

7M ago21:15

21:15

Having certainty in retirement is always the goal, but life just doesn’t allow for that. There are unforeseen circumstances that will undoubtedly arise in each of our lives, so how do you prepare for questions that don’t have answers yet? We’ll dive into the unpredictable world of financial planning and talk about how to stay informed and adaptable…

1
What Can We Learn From Popular Christmas Songs? 9:40

7M ago9:40

9:40

It’s that time of the year when Christmas music is playing everywhere you go. We all have our favorites, and we also have songs we start getting tired of hearing. But for the most part, the music adds a wonderful soundtrack for one of the best times of the year and helps puts people in good spirits. But what can we learn from all of these holiday c…

1
Financial Questions That Are Difficult To Answer 13:03

8M ago13:03

13:03

Welcome back to The Retirement Huddle podcast! In today’s episode, Mark is going to tackle some of the unanswerable questions that often pop up when planning for retirement. From predicting market crashes to navigating the uncertain landscape of future taxes, stay tuned for insights on building a robust retirement plan that stands the test of time.…

1
Tax Consequences for Different Account Types 12:16

8M ago12:16

12:16

In this episode, we’ll weigh the pros and cons of different accounts, starting with tax-deferred accounts like 401(K)s and IRAs. Then we’ll shift to the tax-free options and the benefits that Roth IRAs can provide over time. Tax planning might not be the most exciting thing to dive into, but understanding the different tax strategies can help you k…

1
The Financial Cereal Bowl 12:48

8M ago12:48

12:48

What can our favorite cereals teach us about financial planning? Much like selecting cereal, choosing financial products involves a myriad of options, each with its own set of benefits and drawbacks. From healthy and sensible choices to the flashy and appealing, Mark and Ron draw parallels between cereal selection and financial decision-making in t…

1
Cutting Corners in Retirement Planning 22:47

8M ago22:47

22:47

In this episode, Craig and Jennifer unpack the common pitfalls people encounter when cutting corners in retirement planning. From taking excessive investment risks to neglecting legal documents and estate planning, this episode sheds light on some crucial aspects of financial preparedness. Stay tuned to see why thorough, proactive planning and info…

1
Unreasonable Retirement Planning Requests 13:06

9M ago13:06

13:06

In today’s episode, we’re going to discuss some of the unreasonable requests that can arise during the retirement planning process. Tune in as we tackle some common misconceptions, dissecting why they may not be feasible, and provide valuable insights on what to expect instead. From desiring high returns with little to no risk to hoping to avoid pa…

1
What Does It Mean to Be Risk Averse? 14:03

9M ago14:03

14:03

Everyone we work with will have a different comfort level when it comes to risk, which we account for when building a plan. But what does it mean when someone tells us they are risk averse? So how do we determine someone’s true capacity for risk? In this episode, we’ll tell you about an online tool we use with people to find out which range of outc…

1
Retirement Planning With Forrest Gump 10:24

9M ago10:24

10:24

The classic film, Forrest Gump, is filled with loads of memorable lines that many of us know and love. In today’s episode, we’re going to explore the unexpected financial lessons that are hidden within this iconic movie. Listen in as we discuss the importance of putting the past behind you, making informed decisions, planning for the unexpected, an…

1
Financial Planning with Forrest Gump 15:25

9M ago15:25

15:25

It’s pretty hard to believe that it’s been nearly 30 years since the movie Forrest Gump hit theaters. In case you needed another reminder of your age, there you go. That was one of the great movies of all time, winning multiple Oscars and grossing more than $600 million at the box office, and it still holds up today with its memorable quotes. Today…

1
Navigating Retirement Income Gaps 11:22

10M ago11:22

11:22

In this episode of “The Retirement Huddle,” we’re diving into the world of retirement income gaps. Mark shares his insights on the different types of gaps individuals may encounter during retirement and how to effectively prepare for them. From the paycheck gap to the widow's gap, we’ll discuss the importance of having a comprehensive income strate…

1
When is it Okay to Procrastinate? 11:43

10M ago11:43

11:43

If you’re someone who likes to procrastinate, especially when it comes to your finances, then this episode might be just what you need. We’re going to ask Craig and Jennifer about some planning items and find out whether it’s okay to put things off for later or whether they need our attention now. Here’s some of what we discuss in this episode: Why…

1
Why Mark Does What He Does 13:07

10M ago13:07

13:07

Have you ever wondered why Mark works in the financial planning business? What drove him to start Howard Financial Group? In this episode, Mark opens up and shares his influences, dreams, and goals to help you get to know why he’s so passionate about what he does every day. Hopefully that passion has come across in this podcast over many episodes, …

1
All About Annuities 21:22

10M ago21:22

21:22

Are you considering incorporating annuities into your financial planning but find them too complex to comprehend? You're not alone. Annuities are often misunderstood, and this lack of understanding can deter people from utilizing this financial tool. In this episode of our podcast, we delve deep into the world of annuities, exploring their complexi…

1
Lesser Known Social Security Facts 13:33

11M ago13:33

13:33

Social Security is a big part of what we discuss with clients on a daily basis because the majority of us will rely on this retirement benefit for income after we’ve stopped working. Despite its importance to planning, there’s a lot that the average person doesn’t know about Social Security. Here’s some of what you’ll learn in this episode: What ar…

1
Obvious Financial Moves That Aren’t Always So Obvious 22:52

11M ago22:52

22:52

All the statements we’re going to talk about on the show today are all commonsense items that pretty much no one would disagree with on the surface. But for some reason, our actions often don’t line up with the obvious strategies. Let’s talk about why that is and what we need to do to stay on track. Here is some of what we’ll discuss on today’s sho…

1
Retirement Planning with Ron Swanson 12:43

11M ago12:43

12:43

Have you ever watched the hit TV show Parks and Recreation? The comedy show starring Amy Poehler and Nick Offerman ran from 2009 to 2015 and followed the antics of an Indiana town's public officials as they pursued projects to make their city a better place. Believe it or not, you can learn a lot about retirement from the show, especially from the …

1
Investing By Profession 21:40

11M ago21:40

21:40

What we want to do today is think about the clients we work with, the styles of people that we see, and determine if there are any investing similarities between people in the same industry. The mindset and the skillset that drove them into the profession might also affect how they plan – or don’t – for retirement. It’s an interesting exercise but …

1
Retirement Planning with Johnny Carson 13:40

12M ago13:40

13:40

Late night comedian and host Johnny Carson could bring the funny, but his words also carried wisdom about financial planning. He famously said that people will pay more to be entertained than educated. Check out today’s show if you want to hear more of Johnny’s wisdom. As always, if you have any questions about retirement or investing, feel free to…

1
Taking A Look At Retirement Statistics 21:20

12M ago21:20

21:20

Today we’re talking about retirement statistics. For example, did you know that 56% of Americans lose sleep when they think about retirement? That’s no way to live your life. That’s why we’re here to help you plan. We’ll share some more stats that will make you think and might even change your mind on some topics. As always, if you have questions a…

1
Is Your Plan Facing Imminent Disaster? 19:25

1y ago19:25

19:25

Let’s talk about some of the areas of your financial life where disaster might be right around the corner. Too many people are walking around with no documents, or documents that are in desperate need of an update. Don’t let this be you. As always, if you have questions about retirement or investing, feel free to reach out to us for help. Here is s…

1
Mailbag: What To Do After Paying Off Debt, And More 15:01

1y ago15:01

15:01

It’s time for another mailbag episode! We have an exciting lineup of topics to discuss today. Listen in as we tackle some current questions from our listeners, and you’ll likely gain some invaluable insights to help you make informed financial decisions. This episode could be very helpful if you’re looking to improve your financial situation and pr…

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