Healthy, Wealthy, & Wise Retirement Podcast
Welcome to Healthy, Wealthy, & Wise Retirement Podcast where CERTIFIED FINANCIAL PLANNER™ Loren Sherman shares thoughts on having a healthy mind, body and spirit; an abundance of wealth, inside portfolios and out; and lessons learned from clients and mentors over the years.
Episodes
Today is the conclusion of my conversation with Steve Blackwell, CEO of Invito Energy Partners. In part I, Steve and I talked about oil & gas from an investment standpoint, and how not all oil & gas opportunities are equal, nor do all carry the same risk.
For part II, we pivot to the unique tax benefits that oil & gas can offer, as this is what draws so many investors into the space. We tal...
Today I'm joined by Steve Blackwell, CEO of Invito Energy Partners. Steve and his managing partner, Jared Christianson, have a long history and vast experience in the oil & gas space.
As an investment opportunity, oil & gas can be a powerful addition to a portfolio, as its returns are not directly tied to the market like many traditional investments, and it offers unique tax benefits, but o...
This is a quick impromptu episode where I hopped on the microphone after a couple of client meetings to share some thoughts. In the first half, I talk about the role of the advisor, specifically how it's important for advisors to push back and challenge clients who have strong convictions regarding how to best invest their portfolio. At the end of the day, it's the client's money and they have the final say in ...
On today's episode, Perry Ross, Read more
On today's episode, Perry Ross, Read more
I'm excited to share Part II of my conversation with Ph.D. Alex Murguia. Alex is a "go-to" expert when it comes to any finance-related topic, as he has a unique ability to combine an academic proficiency with humor and real-world experience. I hope you enjoy today's show, and don't forget to take advantage of completing your own RISA Assessment too!
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Today, I have the pleasure of welcoming Ph.D. Alex Murguia to the show. Alex is the CEO of Retirement Researcher and Managing Director of McLean Asset Management, an investment advisory firm based in Tysons, Virginia. He has been published in the New York Times, the Wall Street Journal, speaks at several financial conferences, and founded a financial planning software which helps ret...
Today, we wrap up with Part II of my conversation with Jacob Schroeder of Kiplinger. We continue discussing the concept of "F.I.R.E." -Financial Independence, Retire Early.
We talk about:
-How FIRE participants can access funds prior to age 59 1/2- "Rule of 55" & " Read more
Welcome back! I've been away for a bit, but ready to swing into another year of podcasting, and I have a lot of interviews lined up that I'm excited to share.
For today's episode, Jacob Schroeder of Kiplinger returns to the show to share some of his research on the FIRE movement, which stands for "Financial Independence, Retire Early."
We talk about:
Welcome in as we wrap up our conversation with Isaiah Douglass of Swan Bitcoin. Be sure to check out Part One if you missed it, as we lay the groundwork by discussing what Bitcoin is, how it's different than the broad term "cryptocurrency," whether or not it's too late to invest, and much more!
For today's episode, we tackle some of the below questions:
-How does the current political landscape impact Bitcoin?
-How much should inve...
Welcome in as Isaiah Douglass of Swan Bitcoin joins the show, and we begin our two-part conversation on one of our most frequently requested topics- Bitcoin.
Questions we cover:
-What is Bitcoin and why has it gained in popularity?
-How is Bitcoin different from the broad term "cryptocurrency?"
-What problems does Bitcoin solve?
-What are the characteristics of an "ideal" currency?
-Does Bitcoin have more of a track record than w...
Welcome in as my friend Neil Wilding joins the show to ...
In today's episode, I have a conversation with a good friend and mentor, Terry Butler. Terry has a special talent for delivering his message with both accuracy and passion.
Today, Terry tells us how two of his passions intersected in Ghana, by sharing the good word and bringing clean water to a country in need.
This is a conversation I'm sure you will enjoy, and if you feel moved to get involved, we've included links below where y...
In part II of my conversation with financial advisor Reed Rinderknecht, we discuss the firm he is with called Foster Group. Foster Group is right here in West Des Moines, Iowa, and has been serving the community since 1989 (with the name change to "Foster Group" in 2001).
We talk about their process and investment philosophy, the type of clients they work best with, their fee structure, and much more.
*this episode was recorded in ...
Today I had the privilege of talking with Reed Rinderknecht of Foster Group in West Des Moines, Iowa. Reed brings a life experience that is tough to match, as he is the most tenured advisor at Foster Group, dating back to 1997.
He also has a unique background as he's played for an Iowa Hawkeyes team that visited the Rose Bowl, Read more
For part II of my conversation with Jim Sandager, we talk about Jim's journey within the financial planning industry, and highlight his firm called Wealth Enhancement Group.
Enjoy the conversation, and don't hesitate to reach out if you have any additional questions for Jim.
*this episode was recorded in video format, so if you'd like to watch, find us on YouTube
Connect with Loren:
This episode, I had the privilege of talking with Jim Sandager of Wealth Enhancement Group. We hold off on talking business until Part II of our conversation, and instead, discuss Jim's journey to Mt. Kilimanjaro.
Jim shares with us his story of climbing Mount Kilimanjaro with his son in January of 2023. We talk about his preparation for the climb, the amazing experience itself, and the memories and lessons he learned that will sti...
This episode is part II with Adam Obrecht, founder and financial advisor of AO Wealth Advisory located in Urbandale, Iowa.
We talk about the origin story of why Adam launched AO Wealth, the types of clients they work best with, and what makes them unique.
You can find more about AO Wealth Advisory via the link below.
*this episode was recorded in video format, so if you'd like to watch, find us on YouTube
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Today, I sit down with Adam Obrecht, who is the founder and a financial advisor with AO Wealth located in Urbandale, Iowa.
But instead of discussing Adam's advisory firm just yet, we start with a conversation about one of Adam's passions, aviation. We talk about how Adam got his start into flying, and how others can get started if they would like to explore the hobby. We also talk about some of his most memorable flights, and what ...
In this episode, we continue the conversation with Jason Gunkel, who is a financial advisor with a West Des Moines firm called Syverson Strege.
Jason gives us an overview of Syverson Strege, we talk about how they are unique and who they serve as clients, and Jason shares his plans for a podcast of his own, called Prayers & Profits.
And although Syverson Strege is technically a competing firm, I have a lot of respect for Jason and ...
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