Is It A Bad Idea To Become A Renter Again In Your 50s?

January 23, 2025

A listener recently reached out, sharing that their house feels like a constant money pit. They're dealing with one repair after another, and the cost and effort are leaving them frustrated. They’ve asked Frank if he thinks it would be a bad idea to sell the house and rent while they figure out their next move.

If you're in a similar boat and are wondering whether renting again might be the right choice for you, you might be surprised to hear that it's not as silly as it sounds. Tune in as Frank explains how this strategy could open up new financial options for Tim, giving him the flexibility to explore his next steps without the burden of homeownership for now.

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Should You Claim Social Security While Still Working?

February 6, 2025

In today’s mailbag episode, we’re answering a question from Bobby about Social Security. He plans to keep working for another two years but wonders if he should start taking his benefits now since he’s reached full retirement age. Is it a smart move, or could waiting be a better strategy?

How To Change Your Money Attitude In 2025

By Walter Storholt • January 30, 2025

We've got some financial changes that'll help you out and some new mindsets and mentalities that'll put you in the right direction as you go through the new year.

Choosing the Right Tax Professional in 5 Easy Steps

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Why do you need a tax professional?

Leaving a Legacy: Life Insurance vs Roth IRAs

January 22, 2025

3 Differences Between Life Insurance and Roth IRAs

How To Invest For Short-Term Goals

By Walter Storholt • January 16, 2025

Are you saving for something big in the next few years, like a wedding or a down payment on a house? You might be wondering how to make your money work harder in the short term without taking on too much risk. In this video, Frank talks about products he calls “defined outcome investments,” which may offer higher yields than traditional CDs and bonds while providing downside protection. Whether you’re planning for something in the next 1 to 3 years, Frank explains how these products might help you balance risk and reward.

Best Side Hustles for Colorado Retirees (2025 Edition)

By Walter Storholt • January 9, 2025

As you approach retirement, have you thought about how you’d like to spend your newfound free time? Maybe a part-time job or a side hustle is something that could appeal to you! Frank has been in this industry for a long time, so today he's going to share some of the most interesting side hustles he's seen some of his clients take on during retirement.

Retirement Spending Strategies To Help You Spend With Confidence

By Walter Storholt • January 2, 2025

It’s the beginning of a new year – a time when many of us make resolutions to improve our lives. But how often do we resolve to improve the way we feel about our finances? Today, we’re talking about spending with confidence, a surprising challenge for many retirees.

Should You Time Your 401(K) Contributions?

By Walter Storholt • December 26, 2024

If you’ve watched this show for a while, you likely heard it before: timing the market is not a sound financial strategy. But what about timing your 401(k) contributions? Could adjusting your contributions throughout the year give you an edge?

Mailbag: Should I Restart My 401K Contributions?

By Walter Storholt • December 23, 2024

In this video, we tackle a listener's question about halting 401K contributions due to fears of a market crash around the election. Even though the anticipated crash didn’t happen, lingering concerns have kept them on the sidelines.

Navigating Health Care Taxes

December 23, 2024

Navigating Health Care Taxes

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Advisory services offered through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Oliver Asset Management are unaffiliated entities.

Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement. The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional tax advice for applicability to your personal situation.

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