Healthy, Wealthy, & Wise Retirement Podcast

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 impact Bitcoin? -How much should investors allocate to Bitcoin? -Where could Bitcoin realistically get to in the next 10 years? -And since this has been a very pro-Bitcoin conversation, I ask Isaiah to present his strongest argument AGAINST Bitcoin. We will tackle additional challenges to Bitcoin in a future episode, but I found this interesting as Isaiah shared a concern that wasn't on my radar. *this episode was recorded in video format, and will soon be available on our channel: YouTube   Connect with Loren: Share More & Get in Touch Podcast Page   More from Isaiah Douglass: Twitter | LinkedIn Swan Private Learn Bitcoin (805) 410-3195

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 have more of a track record than we might think? -How much of a portfolio should be allocated to Bitcoin? -Is it too late to invest in Bitcoin? *this episode was recorded in video format, and will soon be available on our channel: YouTube   Connect with Loren: Share More & Get in Touch Podcast Page   More from Isaiah Douglass: Twitter | LinkedIn Swan Private (805) 410-3195

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

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

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

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

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

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

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

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