Best Walter Storholt Podcasts (2025)

1
You're Asking The Wrong Questions 10:14

19d ago10:14

10:14

Most people approach retirement planning with a list of questions in hand, but what if you're asking the wrong questions? In this episode, Mark unpacks why traditional thinking about retirement often leads people astray. If you’ve ever fixated on your “magic number” for retirement or chased high returns, Mark will show you how those concerns might …

1
What to Do When Markets Get Messy 17:20

19d ago17:20

17:20

When the market takes a dip—or just feels unpredictable—it’s natural to want to do something. But when it comes to your retirement plan, sometimes the smartest move is actually to pause. In this episode, Craig and Jennifer share a calm, methodical approach to navigating difficult markets without panicking, overreacting, or making costly mistakes. T…

1
Mailbag: Federal Job Uncertainty & The Travel Bug 10:34

1M ago10:34

10:34

In this mailbag episode, Mark tackles two listener questions from opposite ends of the retirement spectrum. One faces a potential layoff, and the other dreams of seeing the world. Different situations, same goal: a secure, flexible retirement. Mark shares clear, practical strategies for both, including how to build financial resilience, strengthen …

1
Should You Retire During a Volatile Market? 19:54

1M ago19:54

19:54

Plenty of people have concerns about stock market volatility, a potential recession on the horizon, and fears for the economy right now. Retiring in a down market can feel like stepping onto a shaky bridge, but with the right structure, it doesn’t have to be. In this episode, Craig and Cameron unpack strategies for financial stability and peace of …

1
Mailbag: RMD Strategy, Emergency Funds and Long-Term Healthcare 12:12

2M ago12:12

12:12

In this listener Q&A episode, Mark answers some of the questions that keep people up at night, from long-term healthcare without the monthly drain to how much to actually have in your emergency fund. We walk through strategies like Roth conversions, qualified charitable distributions, and alternative ways to cover long-term care costs, all with the…

1
Don’t Make These Bad Assumptions About Retirement 21:54

2M ago21:54

21:54

When it comes to your financial future, a few bad assumptions can lead to costly mistakes. In this episode, Craig and Jennifer break down some of the most common (and dangerous) misconceptions people have about retirement planning. We’ll discuss why a Roth IRA is an account—not an investment, the truth about delaying Social Security benefits, and w…

1
Inside the Advisor’s Office: What People Are Actually Concerned About 22:44

2M ago22:44

22:44

Ever wonder what other people talk about with their financial advisors? A new survey of nearly 400 experienced advisors reveals the biggest concerns, challenges, and financial goals their clients are facing today. In this episode, Craig and Jennifer Moser break down the results and compare the findings to what we see at Maestro Wealth Advisors. We’…

1
Want to Retire Early? Here’s What You Really Need to Know 8:55

2M ago8:55

8:55

For many, the dream of retiring before the traditional age of 65 is appealing, but it comes with its own set of challenges and considerations. In this episode, Mark explores the nuanced challenges of early retirement, from financial preparedness to managing longevity risk and the often-overlooked emotional aspects of leaving the workforce. Here’s s…

1
Game Night: What We Can Learn About Financial Planning From Board Games 9:21

3M ago9:21

9:21

Monopoly, Battleship, Risk, and even Candyland. All of these are board games that you may have played with your family or friends at some point or another. But did you know they also hold valuable lessons for your financial life? From avoiding emotional attachment to your investments to managing risk, these games can teach us a lot about making sma…

1
Is Investing In Real Estate Right For You? 20:45

3M ago20:45

20:45

There are a lot of things to consider when it comes to investing in real estate, especially if you’re buying a rental property. Not only are there tax implications that come with buying and selling real estate, but there is also the labor element that comes with being a landlord if you choose to buy a rental property. In this episode, Craig and Jen…

1
The Things You Can Control in Retirement 8:25

3M ago8:25

8:25

In retirement planning, there are a lot of things that are completely out of your control. Fortunately, the things that you can control allow you to deal with those things that you can't. With so many variables out of our control, it’s essential to focus on what we can manage to ensure a peaceful and financially secu…

1
Income Planning is the Foundation of Retirement 14:26

3M ago14:26

14:26

When you think of retirement planning, saving and investing are two of the things that likely come to mind first. That’s why many people are unprepared for the next phase of the plan, which is the shift to distribution. Knowing how much income you’ll need and where that money is pulled from is incredibly important for retirement success so today we…

1
Mailbag: Is Buying A Bigger Home In Retirement Crazy? 9:58

3M ago9:58

9:58

We’re excited to bring a new mailbag episode to the show! We have two great questions to tackle in today’s episode. First up, Becky asks if it would be crazy to buy a bigger house in retirement to accommodate her kids and grandkids and what factors she should consider before making that decision. Next, Donovan asks what he should focus on now at 45…

1
Financial Planning for Future Generations 12:08

3M ago12:08

12:08

Kids and grandkids often play a big role in financial plans. Let’s talk about some of the common scenarios we see where the future generations somehow come into play during the retirement planning process. Find out how Maestro Wealth typically advises people in these situations. This episode will explore challenges like supporting adult children as…

1
Economic Impact of Trump Administration Policy Changes 22:31

4M ago22:31

22:31

It’s been an incredibly busy week since the Trump administration took office and investors are wondering how the current economic landscape might be changing. As we navigate through an era of volatility, understanding what changes are happening is crucial for making informed financial decisions. Most of the focus is on the recent changes in governm…

1
Overrated, Underrated, or Rightly Rated? 12:19

4M ago12:19

12:19

Today we’re going have a little fun by playing a game of Overrated, Underrated, or Rightly Rated. We’re going to present some financial products or ideas and Mark will tell us which category he thinks they fall into. Join us as we discuss the importance of financial planning for retirement, including the benefits of setting up a Roth IRA and making…

1
Two Truths And A Lie 9:35

5M ago9:35

9:35

Today we’re going to have a little fun on the show by tackling the risks and realities of retirement planning by playing a game called ‘Two Truths and a Lie.’ We’ll challenge common beliefs about inflation, interest rates, and emergency funds by explaining what’s true and what is actually a myth. Here’s some of what we discuss in this episode: Bond…

1
Beware These Retirement Half Truths 20:56

5M ago20:56

20:56

We live in a world where truth, half-truths, and lies are seemingly getting harder and harder to distinguish in our day-to-day lives. Whether you’re scrolling a social media feed or watching a financial show, what’s fully true and what isn’t can seem to be all over the place. Today we’re going to help provide context to those half-truths so that yo…

1
Managing Retirement And Financial Stress 14:30

5M ago14:30

14:30

Retirement can be more stressful than it seems. After working your entire adult life, the lifestyle changes that come with retiring can feel overwhelming. Sometimes, your “dream retirement” isn’t quite what you expected. Today, Craig and Jennifer will cover some unique challenges that come with retirement and share strategies to manage the stress t…

1
Finding The Silver Linings In Challenging Financial Circumstances 10:11

5M ago10:11

10:11

At times in life, we are presented with tough situations. While we can’t always control the situations that are handed to us, we can control how we respond to them. Today, we’ll discuss some challenging financial situations- such as market crashes, capital gains taxes, and even job loss- and instead of dwelling on the negatives, we’ll focus on find…

1
Ready for a Retirement Reality Check? 23:43

6M ago23:43

23:43

Retirement doesn’t always turn out like you see in commercials and movies. We’d love to be laid back on a tropical island, but we want to manage expectations. It's essential to have a realistic view of your financial capabilities and lifestyle desires. Today, Craig and Jennifer discuss the importance of managing retirement expectations, adjusting t…

1
Financial Wisdom From Unlikely Sources 9:51

6M ago9:51

9:51

You never know where good advice will come from, which is what you’ll find out today. Mark is exploring unexpected sources of financial wisdom from unlikely figures like Lindsay Lohan, Rosie O'Donnell, and Mike Tyson. Discover how recognizing your own emotional barriers, avoiding blanket financial advice, and having a flexible plan can lead to a su…

1
Important Retirement Questions That Aren’t Always Being Asked 11:26

6M ago11:26

11:26

When it comes to planning for retirement, many people focus on the obvious questions like how much money they need to save or when they should start drawing from their retirement accounts. However, there are several crucial questions that often go unasked but can significantly impact your quality of life during retirement. In this episode, we’ll ex…

1
Questions That Often Go Unasked About Retirement 22:14

6M ago22:14

22:14

As we journey through life, certain questions about retirement and financial planning often go unasked until it's too late. On this episode, Craig is joined by Cameron Moser to shed light on these critical issues, offering perspective on the financial challenges that come with aging. The discussion will cover the realities of downsizing, tax implic…

1
Retirement Today is Harder Than Ever Before 21:59

6M ago21:59

21:59

Planning for retirement now is not what it used to be. Gone are the days when a pension, Social Security, and personal savings—the three-legged stool—were enough to secure a comfortable retirement. Today, individuals must navigate the intricacies of 401(k)s, IRAs, and other investment accounts that lack the guaranteed income of traditional pensions…

1
The Essentials Of Income Planning 10:51

6M ago10:51

10:51

Planning for retirement is, at its core, about creating a reliable income plan. In order to enjoy the retirement you’ve dreamed of, you need to have a clear plan for covering your day-to-day expenses. In this episode, Mark will break down some of the key aspects of income planning for your retirement. Here’s some of what we discuss in this episode:…

1
Building Your Advisory Team 18:53

7M ago18:53

18:53

Financial planning is much more than investing and constructing a portfolio. You have to take your entire picture into account, which isn’t easy to do on your own. That’s why you want to surround yourself with a trusted group of professionals who can guide you through each aspect of planning. In this episode, we’re going to talk about the best appr…

1
Financial Planning With Arnold Schwarzenegger 9:13

7M ago9:13

9:13

Arnold Schwarzenegger is known for his accomplishments in bodybuilding, acting, and politics, but his quotes offer more than just entertainment. They can provide a unique perspective on financial planning, especially when it comes to retirement. In this episode, Mark Howard explores how the mindset of a champion can be applied to the world of finan…

1
On the House: Home Decisions in Retirement 13:14

8M ago13:14

13:14

Whether you're considering downsizing now that the kids have moved out or weighing the benefits of paying off your mortgage, today's episode dives into how you can make informed, strategic decisions about your home that align with your broader retirement goals. As life changes and your household shrinks, many homeowners find themselves in large hou…

1
Invest Like A Genius and Avoid These Mistakes 21:23

8M ago21:23

21:23

When it comes to investing for your retirement, there are some simple mistakes to avoid that can help make you look like a true financial wizard. The benefit of working with a financial advisor is tapping into the experience they have to identify those missteps before they happen. Let’s talk about what it takes to navigate the complexities of finan…

1
Financial Planning Pop Quiz 13:22

8M ago13:22

13:22

When it comes to financial planning and saving for retirement, there’s a lot to know! For instance, what scares people the most about the idea of retiring? Not knowing if they have enough money to last them! Mark explains that this fear, known as longevity risk, can be mitigated through proper planning. By building a mathematical plan, you can ensu…

1
Questions To Ask Yourself As You Near Retirement 16:54

8M ago16:54

16:54

As you approach retirement, it’s important to ask the right questions. That's why we're taking some time today to answer questions you might not have considered. Do you still need life insurance in retirement? What additional medical coverage should you have beyond Medicare? Craig and Jennifer are here to guide you through these important topics. T…

1
Investment Mistakes 10:46

9M ago10:46

10:46

We all make mistakes, but when it comes to investing, these errors can feel particularly daunting. Today, we delve into practical strategies to not only recover from investment mistakes but also to build a robust financial plan for the future. Tune in to see what you can learn from Mark today! Here’s some of what we discuss in this episode: Identif…

1
Common Retirement Planning Mistakes 19:14

9M ago19:14

19:14

There are a few common retirement planning mistakes that can happen and set you back as you work to get to and through retirement. With more than 30 years of experience, Craig and Jennifer Moser have seen it all, and in this episode, offer up their best advice to avoid some common retirement planning mistakes. For example, as you approach your reti…

1
Common Complaints Around Financial Advising 11:08

9M ago11:08

11:08

When it comes to retirement planning, financial advisors can be a huge asset as you work towards the next chapter of life. But that doesn’t mean every relationship with an advisor is perfect. In this episode, dive into the most common complaints people have about their financial advisors. Here’s some of what we discuss in this episode: Making sure …

1
Tracking the Current Financial Trends 12:05

9M ago12:05

12:05

As we begin to move into the final months of the year, there’s plenty to keep an eye on as it relates to our money and retirement. In this episode, Craig and Jennifer discuss the current financial trends as we approach Labor Day and what they mean to planning. We’ll give our thoughts on the volatility in the market, touching on the all-time high of…

1
Drawing Financial Inspiration from Noah’s Ark 11:31

10M ago11:31

11:31

In the ever-changing world of finance, preparing for the unexpected is not just wise—it's essential. In this episode, Craig and Jennifer will explore this very topic, using the timeless story of Noah's Ark as a metaphor for financial planning. We’ll cover financial planning items like investing, diversification, long-term planning, and the role ann…

1
Running The Retirement Marathon 12:23

10M ago12:23

12:23

Retirement is often compared to a marathon, and for good reason. Just like marathon training, retirement planning requires meticulous preparation, a diversified strategy, and a clear understanding of your goals. In today’s episode, we’ll explore the parallels between these two long-term endeavors and offer valuable insights on how to ensure a succe…

1
Understanding the Essentials of Medicare 9:49

10M ago9:49

9:49

Retirement is a significant milestone, and with it comes the need to understand Medicare. For many, the transition from employer-provided health insurance to Medicare can be daunting. In this episode of the podcast, Craig and Jennifer dive into the essentials of Medicare to help you get a better understanding of this key piece of retirement plannin…

1
Grandma’s Financial Wisdom 13:04

10M ago13:04

13:04

Join Mark as he draws the parallels between popular quotes you might have heard your grandmother say and the financial decisions that need to be made during the planning process. This episode offers valuable insights into how age-old wisdom can apply to modern financial planning. By understanding and applying these timeless sayings, you can navigat…

1
Real Estate Investing In The Triad with Nick Gonzalez, CCIM 22:04

11M ago22:04

22:04

Are you curious about the current state of the real estate market in North Carolina? In today’s episode, special guest Nick Gonzalez, CCIM, the co-owner of Linville Team Partners in Winston-Salem, joins Craig on the show to talk all about the world of investing in real estate with a special focus on real estate investing in the Triad. Join Craig an…

1
Financial Planning with Mark Twain 9:20

11M ago9:20

9:20

The timeless wisdom of Mark Twain is always worth a listen. Join us as we analyze some of Twain’s most famous quotes through the lens of a financial advisor! We’ll have a laugh at Twain’s quick wit and shed light on the complexities of retirement planning in today's unpredictable world. Here’s some of what we discuss in this episode: Having a stead…

1
Are You Making These Rookie Mistakes When It Comes to Investing? 14:01

11M ago14:01

14:01

Are you making rookie mistakes when it comes to planning for your retirement? Even those with strong experience in investing can make silly mistakes from time to time. Join Mark as he discusses some common things that can trip people up. Here’s some of what we discuss in this episode: Making sure that your investments have a defined purpose. Unders…

1
Financial Wisdom Through The Lens of Mark Twain 22:10

11M ago22:10

22:10

Ever wondered how the timeless wisdom of Mark Twain applies to finance? Known for his wit and profound observations on life, Twain's words offer more than just entertainment—they provide valuable lessons for managing your finances. Join us as we discuss financial tips through the lens of some classic Mark Twain quotes. Here’s some of what we discus…

1
What Can We Learn About Retirement Planning From Baseball? 14:01

12M ago14:01

14:01

How can you walk off a winner into retirement? Listen in as Mark dives into the key areas of retirement planning through the lens of America’s pastime. Here’s some of what we discuss in this episode: How having a solid retirement plan is a little bit like playing “small ball.” The “Moneyball” approach, avoiding emotional decisions and focusing on t…

1
Are You Making These Rookie Mistakes With Your Investments? 19:23

12M ago19:23

19:23

Investing can be a daunting task, especially for those who are just starting out. Even seasoned investors can fall into common traps that can derail their financial goals. In this episode, we’ll share our experience on how to avoid rookie investing mistakes and build a solid financial plan. Here’s some of what we discuss in this episode: Making sur…

1
Are You Making Any Of These 401(k) Mistakes? 9:18

12M ago9:18

9:18

Saving in your 401K can be an easy and painless way to build your retirement savings. But are you making the most of yours? Listen in as Mark breaks down the common pitfalls many people fall into with their 401(k) plans in today’s episode. Here are some 401K mistakes we’ll discuss in this episode… Leaving money invested in a former employer’s 401k …

1
The Most Common 401k Mistakes 11:45

12M ago11:45

11:45

The 401(k) is a great tool. It's easy and painless, which makes it a great way to build our savings. But it's also easy and painless, which also means we tend to forget about it for long periods of time. Today we’re going to talk about a few of the places where people make mistakes with their 401(k). Here’s some of…

1
Common Beneficiary Mistakes To Avoid 8:28

1y ago8:28

8:28

When it comes to retirement planning, one critical aspect that’s often overlooked is the designation of beneficiaries. It's not just about who you want to inherit your assets; it's about making sure that your wishes are carried out smoothly and without legal complications. Let’s talk about some of the common mistakes we see people make when it come…

1
The Emotional Side of Investing 17:00

1y ago17:00

17:00

Have you ever felt a rush of excitement when your investments soared, or a pang of fear when they plummeted? You're not alone. Emotions can play a powerful role in our financial decisions, sometimes leading us astray from our long-term goals. In this episode, we’ll dissect the emotional undercurrents that can influence our investing behavior. Here’…

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