In this episode of Retirement Talk: The Redefining Wealth Show, Laura Stover, RFC® and Michael Wallin, CFP® delve into what clients value most in a financial advisor. The importance of effective communication between clients and advisors and the need for a...
Today, Laura Stover, RFC® and Michael Wallin, CFP® discuss the importance of planning for retirement income and the role of annuities in retirement planning. They start by emphasizing the significance of having a solid plan in place, especially in the face of economic...
Investors often underestimate the risk in their portfolio. Today, Laura Stover, RFC® and Michael Wallin, CFP® break down 5 common portfolio mistakes, as outlined by Christine Benz in Morningstar. They are portfolio sprawl, when your assets often overlap and...
In this episode, Laura Stover, RFC® and Michael Wallin, CFP®, discuss the concept of a cookie-cutter retirement portfolio and its implications for retirees. They start by addressing the recent news of the US being downgraded due to its high debt levels. They...
