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
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
Read more
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!
*...
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