• Healthy, Wealthy, & Wise Retirement Podcast

  • By: Loren Sherman
  • Podcast

Healthy, Wealthy, & Wise Retirement Podcast

By: Loren Sherman
  • Summary

  • Welcome to Healthy, Wealthy, & Wise Retirement Podcast where CERTIFIED FINANCIAL PLANNER™ Loren Sherman shares thoughts on having a healthy mind, body and spirit; an abundance of wealth, inside portfolios and out; and lessons learned from clients and mentors over the years.
    © INTEGRITY WEALTH MANAGEMENT
    Show more Show less
activate_Holiday_promo_in_buybox_DT_T2
Episodes
  • Election Thoughts & Tax Legislation w/ Neil Wilding (Ep. 76)
    Oct 30 2024

    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)

    *this episode was recorded in video format, so if you'd like to watch, find us on YouTube

    Connect with Loren:

    Share More & Get in Touch

    LinkedIn: Loren Sherman

    Podcast Page

    More from Neil Wilding:

    Request Your Copy of “The New Holistic Retirement”

    *email Hello@IntegrityGuidance.com for your free copy

    Show more Show less
    1 hr and 6 mins
  • Terry Butler- Water for Ghana (Ep. 75)
    Aug 20 2024

    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, we've included links below where you can donate and learn more.

    *this episode was recorded in video format, so if you'd like to watch, find us on YouTube

    Connect with Loren:

    Share More & Get in Touch

    LinkedIn: Loren Sherman

    Podcast Page

    Donate to the clean-water cause:

    Make a Donation

    Learn More

    Show more Show less
    33 mins
  • Foster Group- with Reed Rinderknecht (Ep. 74)
    Jun 26 2024

    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 more.

    *this episode was recorded in video format, so if you'd like to watch, find us on YouTube

    Connect with Loren:

    Share More & Get in Touch

    LinkedIn: Loren Sherman

    Podcast Page

    Connect with Reed:

    Foster Group

    Show more Show less
    46 mins

What listeners say about Healthy, Wealthy, & Wise Retirement Podcast

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.