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
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
.css-1t8gq41{border:none;background-image:none;background-color:transparent;box-shadow:none;color:#2F3133;cursor:pointer;font-size:inherit;padding:0;-webkit-text-decoration:inherit;text-decoration:inherit;width:-webkit-max-content;width:-moz-max-content;width:max-content;}.css-1t8gq41:hover,.css-1t8gq41:focus{-webkit-text-decoration:inherit;text-decoration:inherit;}
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 ...
In this episode, we have a friend and fellow financial advisor, Jason Gunkel join the show. In addition to being an advisor, Jason wears the hat of Chief Investment Officer at a West Des Moines financial firm called Syverson Strege.
Syverson Strege has began to implement extended time off, or sabbaticals, as something their advisors can take advantage of. Last summer, Jason took his 6-week sabbatical away from work, and he was kind...
Last episode, we discussed RISA®- Retirement Income Style Awareness. If you haven't taken advantage of completing this for yourself, you can still do so here: RISA® Assessment
On this episode, we wrap up with some follow up questions for Wade that you will not want to miss!
Discussed on today's show:
- Wade shares his thoughts on annuities and if they should have a place in a person's retirement planning.
- Wade discusses...
On this episode, I'm excited to share my conversation with Wade Pfau to discuss RISA®- Retirement Income Style Awareness. Wade is a bit of an icon in the financial planning space. If you want to dive deep into any financial topic, it's likely Wade has spent hours studying the research and can explain the pros, cons, and complexities of the situation. I've thoroughly enjoyed getting to know Wade, and I'm excited to share his RISA® t...
This is certainly a different type of episode than others I've recorded, as the tables are turned and I am on the receiving end of questions. I had the opportunity to sit down with Dennis Mattern, who had lots of questions about our firm, Integrity Wealth Management.
Dennis is a lot of fun to talk with and an absolute pro when it comes to the interview process, as he also has a podcast show of his own and is no stranger to the mic...
For many retirees, donating and becoming involved with charities and those in need becomes an important part of their retirement. For some, this is where they find purpose beyond their working years.
While there is likely an endless list of charities that would be worthy of highlighting, today we offer an overview of 5 charities that have been on my radar as of late. Perhaps you want to add these to your list, or maybe they will ge...
Welcome back for the conclusion of my conversation with behavioral finance expert, Daniel Crosby. On this episode, we discuss the below questions and more. I hope you listen, share with others, and most of all, ENJOY!
Questions discussed on today's show:
- Is it wise to "invest in what you know?"
- What can we learn from the Pepsi vs. Coke blind taste test?
- We've talked a lot about problems and headwinds we face, what are ...
I'm excited to share this conversation with psychologist and behavioral finance expert, Dr. Daniel Crosby. We discuss the emotional components to money, some of the different biases we all hold t...
I had a fun conversation with coffee enthusiast Perry Ross, where we talk about how Perry first got into coffee, how to pick the right coffee bean for you, brewing tips, and much more!
I like to sprinkle in non-financial episodes from time to time, as more retirees take up new hobbies after their non-working years. Perhaps after listening to my conversation with Perry, you will be inspired to add "coffee" to your list of hobbies!
*...
After a little bit of a summer break, I'm excited to be back in front of the microphone with you! In this episode, I share some of what I've been up to this summer and give you a glimpse into a couple of "can't miss" interviews coming out soon.
We also highlight 3 planning opportunities coming up soon:
- Medicare's "Annual Election Period"
- End-of-Year Tax Harvesting
- Who Benefits Most From a Roth Conversion
We close up toda...
Change is a necessary part of life, but one change most people don't expect to go through is a break-up with their financial advisor. It may seem like a strange topic to cover, but if that time ever comes, it's best to be prepared so you're not caught off guard.
Aside from the process itself, we cover why people should consider a break-up with their advisor, as well as a few "not-so-good" reasons to break-up.
Read more
This was a quick impromptu conversation, as I hopped on the mic on a recent visit down to Kansas City. I hope you enjoy, and I'd love to connect with you if any of this resonate with you personally!
Connor and I discuss:
- How a marketing team can lighten the load for financial advisors
- Why I created a firm with a flat-fee structure, and who this is best suited for
- Why every firm says they offer "comprehensive" planning, ...
In this part II interview with golf pro Eric Peyton, we cover some quick hitting listener questions.
Once again, most episodes will focus on the "wealthy" aspect of Healthy, Wealthy, & Wise, but I'm excited to sprinkle in some hobby-related topics too. If you're someone who has found themselves with more free time in retirement, or just love to golf, stick around for the conclusion of our conversation.
Eric and I discuss:
...This episode was a fun detour from our more common finance-related topics, as I had a chance to sit down with golf professional, Eric Peyton. Eric has been featured in a variety of golf publications, has his own podcast where he discusses all things golf, and gives indoor lessons to golfers of all skill levels wanting to improve their game.
While most episodes focus on the "wealthy" aspect of Healthy, Wealthy, & Wise, I'm excited ...
This episode is the conclusion of my conversation with founder and CEO of MaxMyInterest, Gary Zimmerman. I ask Gary who are their top competitors, his biggest challenges from the early days of creating Max, and you won't want to miss the end, as Gary shares some valuable insight into staying happy (and getting happier!) throughout your retirement years.
More about what we discuss:
...This is a "can't miss" episode, as I sit down for a conversation with founder and CEO of MaxMyInterest, Gary Zimmerman. Gary shares why he started MaxMyInterest, how retirees can make this part of their income plan, and how you can add what he calls "super alpha" to your portfolio. This was a timely conversation, as more and more Americans are not only realizing the need to keep up with inflation, but to have the confidence their c...
In this guest episode, we wrap up our conversation with Kiplinger writer Jacob Schroeder, where he shares "5 Reasons You'll Blow Up Your Retirement."
We discuss:
- Read more
In this guest episode, Kiplinger writer Jacob Schroeder shares with us "5 Reasons You'll Blow Up Your Retirement."
Jacob's mission is to help people make more informed financial decisions and live happier lives. I think you'll hear from our conversation that Jacob's passion and wealth of knowledge on the topic shines through!
We discuss:
- Read more
Popular Podcasts
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.
Anna Sale explores the big questions and hard choices that are often left out of polite conversation.
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
If you can never get enough true crime... Congratulations, you’ve found your people.
A straightforward look at the day's top news in 20 minutes. Powered by ABC News. Hosted by Brad Mielke.