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From Our Blog

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.

Ep 38: Should You Be Wary of Dave Ramsey’s Advice?

By |June 11th, 2020|Categories: Podcast|Tags: , , , , , , , , , , , |

Dave Ramsey has become one of the leading names and brands in finance and for good reason. The advice he gives benefits a lot of people across the country but is all that guidance applicable to you? Let’s look at his most popular teachings and determine how much we agree with.

Ep 37: A Coronavirus Update on Our Clients & Our Office

By |June 4th, 2020|Categories: Podcast|Tags: , , , , , , , , , , , , , |

We spend most of the time on this show talking about financial planning topics, but we thought it would be beneficial for a lot of people if we talked about how everyone has been doing. From our own office to the clients we’ve been keeping in touch with, find out how others are dealing with quarantine and what they’ve been doing to keep busy.

Ep 36: Protecting Your Nest Egg + Mailbag Questions

By |May 28th, 2020|Categories: Podcast|Tags: , , , , , , , , , , , , , |

Your nest egg means everything to your retirement and you want to protect it through the difficult times. On this mailbag edition of the show, we address concerns about navigating turbulent times while protecting what you have, how much to be saving, is $1 million enough in retirement, and more.

Ep 35: Life Events That Can Change Your Financial Plans

By |May 21st, 2020|Categories: Podcast|Tags: , , , , , , , , , , , , , , |

Sometimes events happen in life that make it really important for you to carefully assess your financial situation. Today we’ll look at five major life changes and explain why it’s a good reason for a financial review.

Ep 34: Good Intentions Don’t Always Lead to Good Advice

By |May 14th, 2020|Categories: Podcast|Tags: , , , , , , , , |

Seeking out financial advice is something we all do at some point but is the source of that information always providing good advice? Let’s explore four common outlets we use for guidance and why, despite having the best intentions, the advice might ultimately be ill-suited for you.

Ep 33: Coronavirus Market Update – CARES Act, RMDs, & Volatility

By |May 7th, 2020|Categories: Podcast|Tags: , , , , , , , , , , , |

As we begin the third month of the health crisis, Ben gives us an update on what he’s seen from the market in recent weeks, the provisions of the CARES Act clients are paying attention to, and what he thinks about volatility moving forward.

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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.
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