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From Our Blog

Ep 50: 5 Ways to Ruin Retirement

By |September 10th, 2020|Categories: Podcast|Tags: , , , , , , |

You’ve heard advice about how to improve your finances and prepare for retirement, but what about mistakes? On this week’s episode of Unlocking Your Financial Future, Ben shares five ways you could be ruining your retirement.

Ep 49: Ben & Kaitlin Schrock on Marriage, Business and Family Traditions

By |September 3rd, 2020|Categories: Podcast|Tags: , , , , , , , |

What’s it like to work with your spouse? That’s the number one question Ben and Kaitlin get. On this week’s episode of Unlocking Your Financial Future, get to know more about Kaitlin and how she keeps the family business organized and running smoothly.

Ep 46: Handling Finances After the Death of a Spouse

By |August 13th, 2020|Categories: Podcast|Tags: , , , , , , , , , , |

It’s a somber topic that no one likes to think about, but it’s important to have a financial plan in place if your spouse dies. Our team can help you with those sensitive, difficult conversations so money is the least of your worries if your loved one passes away.

Ep 44: Should You Tell Children About Inheritance Plans + Other Listener Questions

By |July 23rd, 2020|Categories: Podcast|Tags: , , , , , , , , , , , , |

If your estate plans include leaving behind a money to your children, should you tell them about it ahead of time or make it a surprise? There are arguments for both sides and we’ll share some of our guidance on that topic. Plus, we’ll cover annuities, retirement income, trusts, and investment strategy on this mailbag edition.

Ep 43: Financial Bots are Here

By |July 16th, 2020|Categories: Podcast|Tags: , , , , , , , , , , |

Have you ever plugged your financial info to a website and gotten a retirement projection? As technology improves, how much can you trust these bots? Ben tried it for himself and got surprising results. We’ll share those plus talk about how useful these bots can be for planning.

Ep 42: 4 Milestones for Retirement

By |July 9th, 2020|Categories: Podcast|Tags: , , , , , , , |

Being mentally ready to retire and financially ready are two completely different things. You might be prepared to call it a career but does your financial situation match your readiness? Let’s look at four milestones that might indicate you’re in a position to retire. Have you hit all these yet?

Ep 41: Do You Lack Confidence to Retire?

By |July 2nd, 2020|Categories: Podcast|Tags: , , , , , , , , , , |

The turbulence of 2020 might have you questioning just how close you are to retirement. That’s a common feeling for many people but today we’ll share a story about a client that came in without much confidence in retiring and left with the plan to quit working in three months.

Ep 40: Retirement Projections, Diversification & Other Mailbag Questions

By |June 25th, 2020|Categories: Podcast|Tags: , , , , , , , , , , , |

It’s time to answer your questions once again on the podcast. Today we’ll cover, retire-ment projections, proper diversification, how much you’ll need for retirement, a surprise inheritance, and working while earning Social Security.

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Check the background of your financial professional on FINRA’s BrokerCheck.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investment advisory services offered only by duly registered individuals through BA Schrock Wealth Management, Inc. (BASWM) and AE Wealth Management, LLC (AEWM). BASWM and AEWM are not affiliated companies.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
The purpose of this website is to provide general information on the subjects discussed, it is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individuals situation. Our firm does not provide tax or legal advice, all individuals are encouraged to seek guidance from qualified professionals regarding their personal situation.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
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