Financial advisors talk current financial topics, social culture around money, and questions their clients ask.
What Are Your Thoughts?
Claim This Podcastby LifePoint Planning - Doug Oosterhart
5.0(7 reviews)
30 episodes
Updated Daily
Accepts GuestsHas Sponsors
Podcast Overview
Financial advisors talk current financial topics, social culture around money, and questions their clients ask.
Language
🇺🇲
Publishing Since
8/2/2019
2 verified contact emails on file for What Are Your Thoughts?
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Recent Episodes
November 21, 2022
WAYT S3E14: When does a Roth make sense?; Logistics of 401(k) Rollovers; Missing the downside when the market falls
<p>Prospective client questions answered:</p> <ul> <li>I thought you should only use a Roth if you expect your tax rate to be higher later? Is this true?</li> <li>Does my money stay invested when I roll it from my old 401(k) to my IRA?</li> <li>Can we only take advantage of upside returns and "miss" any downturn in the market?</li> </ul> <p><br></p> <p>Send any questions to: info@lifepointplanning.com</p> <p><br></p>
October 19, 2022
WAYT S3E13: 401(k) Match Tips and Sequence of Returns Risk in Retirement
<p>**If you hit the 401(k) maximum contribution before the end of the year, watch out! Make sure you are still in a position to get the full company match. Some employers will cease the match and you could miss out.**</p> <p>One of the most important and relevant topics (especially in 2022) is the sequence (or order) of returns risk in retirement. There is little importance to "average returns" when you are in the withdrawal phase. Make sure you have a plan for it!</p> <p><br></p> <p><a href="http://www.bairdfinancialadvisor.com/chris.trumble/mediahandler/media/118612/Sequence%20of%20Returns%20Risk.pdf">Baird Sequence of returns risk PDF.</a></p> <p><a href="http://lbfg.net/images/axa-smooth-sailing.pdf">AXA Equitable SORR PDF.</a></p> <p><a href="//bit.ly/AtheneSORR">Athene SORR PDF.</a></p> <p><br></p>
September 23, 2022
WAYT S3E12: Listener Questions; The Stock Market
<p>This episode includes questions from listeners about what's going on in the stock market so far in 2022.</p> <p><br></p> <p>Questions discussed:</p> <p><br></p> <p>Who/what is to blame for the stock market's negative performance in 2022?</p> <p>Is investing gambling?</p> <p>How often should you check your investment accounts?</p> <p>Is retirement a myth?</p>
30 total episodes available
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Frequently asked questions
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- What is What Are Your Thoughts??
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
No, this podcast does not typically feature guests.
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