Financial Confidence Podcast

Mike and Melissa discuss her role at the Greater Grand Island Community Foundation and the amazing work they do! They chat about donor-advised funds, legacies of donors, and some of the most successful community projects. You don’t want to miss this one! 0:00 Introduction  1:30 Donor Advised Funds 3:00 Legacy of Donors 6:00 Grand Island Children’s Museum  7:19 Biggest Projects 9:25 Conclusion  Sta...

Join Mike as he sits down with Amy Webber, the CEO and Co-Chairman of Cambridge Investment Research! In this episode, they dive into the fascinating world of AI, exploring its impact on the financial advising industry and sharing personal insights on how they incorporate AI into their daily lives. Don't miss out on this engaging and informative discussion!

Join Mike as he sits down with Jaden Butler, ChFC®, CLU®, to discuss all things insurance. Jaden shares his personal connection to the industry and his passion for helping others find the right insurance solutions. It's definitely a conversation you won't want to miss!

In this SA Update, Mike is joined by Dr. Ernie Goss, co-creator of the Mainstream Index. With an impressive background in economics, Ernie provides a deep dive into the current state of rural economies. He shares valuable insights and expert analysis on the challenges and opportunities facing these communities. This episode is packed with information you won't want to miss!

Welcome to the First Episode of The SA Update! Join host Mike Schuster and special guest Paige Wood as they launch the inaugural episode of The SA Update. This new series delivers concise 3-6 minute updates on the latest industry trends, office happenings, and insightful conversations with guest speakers. 0:00 Introduction 0:12 Guest Introduction 0:20 Episode description 0:48 Paige background 1:50...

We are thrilled to welcome our newest edition to the Schuster Anderson team, Talia Benson, APMA™! With over 15 years of experience and strong ties to the Valentine community, Talia will help us continue to provide personalized service and support as our Senior Financial Advisor and Director of Financial Planning. To learn more about Talia's background and her new role at our firm, tune in to...

Welcome to Episode 3 of The SA Update! Join host Mike Schuster and special guest Herson Castaneda as they dive into the latest in cyber security. They cover everything from password protection to Wi-Fi security and share key takeaways from last month’s Cyber Security Lunch & Learn event.  Stay informed and connected with our community by tuning in to each episode of The SA Update. Don’t forget...

In Episode 4 of the SA Update, Mike is joined by Alyssa Evans as they provide a brief overview of Required Minimum Distributions (RMDs). Tune in to get valuable insights and tips to help you stay prepared for this important stage of financial planning. Stay informed and connected with our community by tuning in to each episode of The SA Update. Don’t forget to comment and subscribe to stay up-to-d...

Join Mike and Paige for Episode 5 of the SA Series! In this festive holiday special, they cover Exciting office updates,  Important insights on RMDs (Required Minimum Distributions)  How QCDs (Qualified Charitable Distributions) work And so much more! Don't miss out—hit play and stay informed this holiday season. Stay informed and connected with our community by tuning in to each episode of T...

In this episode, Mike sits down with Wyatt Gleason for an in-depth discussion about his journey to becoming a financial advisor. Wyatt shares his experiences preparing for and passing the certification tests, offering valuable insights and tips for others pursuing a similar path. Beyond his professional journey, Wyatt also gives us a glimpse into his family life, balancing personal commitments wit...

Kicking off 2025 with a special guest! Mike is joined by co-founder Fritz Anderson to talk about life after retirement and his outlook for the year ahead. Stay informed and connected with our community by tuning in to each episode of The SA Update. Don’t forget to comment and subscribe to stay up-to-date with all our latest content! 🔗 Learn More: schusteranderson.com

In this episode, Mike Schuster is joined by JT Rein, a senior at Grand Island Central Catholic. JT shares his valuable experiences with internships and how they've prepared him for college and the workforce.  Stay informed and connected with our community by tuning in to each episode of The SA Update. Don’t forget to comment and subscribe to stay up-to-date with all our latest content! 🔗 Lea...

Tax season is just around the corner! In this episode, Mike and Paige provide an overview of what to expect with 1099 forms, collaborating with CPAs, and making contributions. It's a great episode you won't want to miss! Stay informed and connected with our community by tuning in to each episode of The SA Update. Don’t forget to comment and subscribe to stay up-to-date with all our lates...