About Walter Storholt

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So far Walter Storholt has created 27 blog entries.

Mailbag: How Can I Save on My Taxes?

With tax season upon us, you might be wondering what areas you can save on with your taxes. The goal is to keep as much of your own money as possible and proper planning can help you accomplish that. Brian answers two questions from the mailbag regarding how to get ahead of it and save on taxes in the long-term.

Investing Like a Genius

What does it mean to invest like a genius? We talk about the common characteristics among intelligent people and how you can apply those characteristics to your investing strategies. Then, Brian answers two questions from the mailbag about money in retirement.

How to Make Your Money Last

If inflation is the silent killer of retirement planning, what can you do about it? On today's show, Brian talks through the rule of 72, how it relates to inflation, and how understanding this rule can impact your financial plan.

Mailbag: Do I have Enough to Retire with my Pension?

We all want to know that we have enough for retirement when the time comes. Brian an-swers a question from the mailbag from someone who previously thought she couldn’t af-ford retirement, but has since realized her pension would provide more than she thought. Is it enough to retire though? How do you figure that out?

Should You Have a Charitable Trust?

Some of the greatest coaches inspire their teams to do well. Today we look at quotes from famous coaches and apply the same wisdom to our financial lives. Then, we discuss the seven deadly sins and how to avoid them when saving, spending, and strategizing with your money.

Financial Wisdom from Coaches

Some of the greatest coaches inspire their teams to do well. Today we look at quotes from famous coaches and apply the same wisdom to our financial lives. Then, we discuss the seven deadly sins and how to avoid them when saving, spending, and strategizing with your money.

Naughty or Nice: Financial Advisors

“Making a list, checking it twice, going to find out who’s naughty or nice…” Which of these financial advisor scenarios would put an advisor on the naughty list? Brian shares what he thinks about these situations and what is expected of a trustworthy advisor.

Should I Have Mutual Funds?

Mutual funds have been a popular way to invest, but are they what’s best for your financial plan? Brian talks about what happens with a mutual fund, who has them, and what might be a better fit instead. According to Brian, mutual funds are kind of like driving a 1987 As-trovan. Is that the kind of vehicle you want to travel in?

Roth Conversions Before the End of the Year

Before we close out 2022, have you considered whether or not a Roth conversion is the right move for you? Brian talks a lot about Roth conversions on the show, and today gives examples of how it can pay off in the long-run. Then we talk about the reasons why people hold onto too much cash and how to invest it better.

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