Healthy, Wealthy, & Wise Retirement Podcast

Today, I chat with Janet Fisher, who is Senior Director of Development at Blank Children's Hospital here in Des Moines, Iowa. Janet shares her personal experience with Blank Children's Hospital and how this ignited her passion for their mission, long before she ever became part of the team. We talk about who Blank serves, what they are up to now, and how you can get involved if you'd like to add B...

It's my honor to share some insights from CEO of Thompson & Associates, Dr. Eddie Thompson. Estate planning can be a dry topic, but Eddie brings humor, stories, and over 40 years of expertise to the conversation. We talk about why estate planning is so important, how asking the right questions BEFORE creating legal documents is vital, and some of the most common mistakes people make (and how to av...

I hope you enjoy Part II with Dave Olchowka of Prizm, as we talk about where people can get into trouble with their home & auto coverage and how to avoid these pitfalls. We also talk about how often you should review your coverage, and situations that may warrant a fresh review. We wrap up by sharing 3 reasons people don't review their coverage (and why most people aren't crazy about change in the...

Listen in, as Dave Olchowka of Prizm joins the show to talk about a better way review your home & auto coverage. Dave launched Prizm in 2022, powered by innovative technology paired with human expertise. This leads to a quick and efficient process, while still always having a real person you can talk with. We talk about why Dave launched Prizm and the problems it addresses, some common mistakes pe...

Today is the conclusion of my conversation with Steve Blackwell, CEO of Invito Energy Partners. In part I, Steve and I talked about oil & gas from an investment standpoint, and how not all oil & gas opportunities are equal, nor do all carry the same risk. For part II, we pivot to the unique tax benefits that oil & gas can offer, as this is what draws so many investors into the space. We talk about...

Today I'm joined by Steve Blackwell, CEO of Invito Energy Partners. Steve and his managing partner, Jared Christianson, have a long history and vast experience in the oil & gas space. As an investment opportunity, oil & gas can be a powerful addition to a portfolio, as its returns are not directly tied to the market like many traditional investments, and it offers unique tax benefits, but only if...

This is a quick impromptu episode where I hopped on the microphone after a couple of client meetings to share some thoughts. In the first half, I talk about the role of the advisor, specifically how it's important for advisors to push back and challenge clients who have strong convictions regarding how to best invest their portfolio. At the end of the day, it's the client's money and they have the...

On today's episode, Perry Ross,  worship minister at Lutheran Church of Hope in West Des Moines, Iowa was kind enough to share his love of music with us all. Perry shares stories about how he got into music, how he came to his current position with Hope, and even answers some "off the cuff" listener questions that we received. I hope you enjoy this relaxing, long-form interview with Perry Ross!  C...

On today's episode, Perry Ross,  worship minister at Lutheran Church of Hope in West Des Moines, Iowa was kind enough to share his love of music with us all. Perry shares stories about how he got into music, how he came to his current position with Hope, and even answers some "off the cuff" listener questions that we received. I hope you enjoy this relaxing, long-form interview with Perry Ross!  C...

I'm excited to share Part II of my conversation with Ph. D. Alex Murguia. Alex is a "go-to" expert when it comes to any finance-related topic, as he has a unique ability to combine an academic proficiency with humor and real-world experience. I hope you enjoy today's show, and don't forget to take advantage of completing your own RISA Assessment too!  *this episode was recorded in video format:  ...

Today, I have the pleasure of welcoming Ph. D. Alex Murguia to the show. Alex is the CEO of Retirement Researcher and Managing Director of McLean Asset Management, an investment advisory firm based in Tysons, Virginia. He has been published in the New York Times, the Wall Street Journal, speaks at several financial conferences, and founded a financial planning software which helps retirees learn w...

Today, we wrap up with Part II of my conversation with Jacob Schroeder of Kiplinger. We continue discussing the concept of "F.I.R.E." -Financial Independence, Retire Early. We talk about: -How FIRE participants can access funds prior to age 59 1/2- "Rule of 55" & " SEPP 72(t)" -What are some common characteristics of people who successfully implement a FIRE strategy?  -What if you are retired and...

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:   -What is FIRE and why do people get so excite...

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 im...

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...

Welcome in as my friend Neil Wilding joins the show to discuss the upcoming election, our country's budget obligations, and how taxes fit into this election and beyond. This is a bit of a marathon episode as we have a lot to cover, some of which includes: -discussion about "tax risk" -mandatory spending vs. discretionary spending -discussion about "legislative risk" -Tax Cuts & Jobs Act (TCJA) *th...

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,...

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 m...

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, competed in more than 80 triathlons, and has a love of flying, so he sh...

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: Share More...

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 a...

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 o...

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 hi...

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 h...

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 sabbati...