Healthy, Wealthy, & Wise Retirement Podcast

Loren Sherman
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Healthy, Wealthy, & Wise Retirement Podcast

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.

  1. OCT 30

    Election Thoughts & Tax Legislation w/ Neil Wilding (Ep. 76)

    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

    1h 6m

  2. AUG 20

    Terry Butler- Water for Ghana (Ep. 75)

    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

    33 min

  3. JUN 26

    Foster Group- with Reed Rinderknecht (Ep. 74)

    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

    46 min

  4. JUN 12

    Reed Rinderknecht (Ep. 73)

    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 shares with us some of his experiences as a pilot. I hope you enjoy the conversation, and stick around for Part II where Reed tells us more about Foster Group and who they serve. And of course, don't hesitate to reach out if you have any questions or would like to connect with Reed. *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

    32 min

  5. MAY 30

    Wealth Enhancement Group- with Jim Sandager (Ep. 72)

    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 & Get in Touch LinkedIn: Loren Sherman Podcast Page   Connect with Jim: Wealth Enhancement Group

    46 min

  6. MAY 16

    Mount Kilimanjaro- with Jim Sandager (Ep. 71)

    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 and lessons he learned that will stick with him for a lifetime. *This episode was recorded in video format, so if you'd like to watch, find us on YouTube Also, check out the show notes where you can find a PDF Jim was kind enough to share with us, which includes pictures and highlights 14 lessons to live by.   Connect with Loren: Share More & Get in Touch LinkedIn: Loren Sherman Podcast Page   Connect with Jim: Wealth Enhancement Group

    41 min

  7. APR 30

    AO Wealth Advisory- with Adam Obrecht (Ep. 70)

    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 on YouTube   Connect with Loren: Share More & Get in Touch LinkedIn: Loren Sherman Podcast Page   Connect with Adam: AO Wealth Advisory

    37 min

  8. APR 16

    Aviation- with Adam Obrecht (Ep. 69)

    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 his most memorable flights, and what he's learned along the way.  If you are searching for an exciting new hobby, this episode just might be for you! *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 Adam: AO Wealth Advisory

    33 min
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5
out of 5
11 Ratings

About

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.

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