PODCAST · business
Financial Confidence Podcast
by Mike Schuster
Welcome to the Financial Confidence Podcast! Where we help you feel prepared for whatever life brings next. Hosted by Mike Schuster of Schuster Anderson Wealth Advisors, each episode offers practical insights and real‑world guidance to help you make confident, informed financial decisions at every stage of life.Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC. Fixed insurance offered through various independent insurance companies. Cambridge does not offer tax or legal advice.
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Financial Confidence in: Market Volatility: Stop Fearing It, Start Using It | Episode 33
Market volatility can feel unsettling—but it can also create opportunity.In this episode of the Financial Confidence Podcast, Cambridge Investment Research, Inc. Assistant Vice President of Client Solutions Matthew Guba joins Mike in conversation to unpack the emotional reality of market swings, why volatility matters, and how thoughtful planning can play a role during uncertain times. They explore bracket maximization, mindset shifts that help build confidence, and how staying focused on long-term goals can matter more than reacting to headlines.A steady, grounded conversation for anyone navigating uncertain markets.0:29 Matthew’s Introduction1:49 The Emotional Reality of Market Volatility3:21 Volatility Leads to Opportunity5:43 Bracket Maximization7:15 How to Build Confidence During Volatility?9:05 What Is Matt Reading/Listening To?10:51 ConclusionStay informed and connected with our community by tuning in to each episode of Financial Confidence Podcast. Don’t forget to comment and subscribe to stay up-to-date with all our latest content! 🔗 Learn More: schusteranderson.com
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Financial Confidence in: Cybersecurity in an AI Driven World | Episode 32
In this week’s episode of the Financial Confidence Podcast, Mike sits down once again with Kevin Denney, Police Chief of the Grand Island Police Department, to talk about a growing concern impacting individuals, families, and communities: AI‑driven fraud.Chief Denney shares how artificial intelligence has evolved over the past year, how criminals are using it to increase both the volume and quality of fraud attempts, and what local law enforcement is seeing firsthand. He also offers practical, preventative measures the community can consider, along with insights into how officers are being educated to keep up with cybercrime trends.This conversation is an important reminder that awareness and education play a key role in prevention.0:32 Kevin’s Introduction 1:35 How Has AI Changed Within the Last Year?1:42 AI-Generated Fraud & Criminal Activity Increasing2:04 Criminals are looking for Quantity and Increased Quality of Crimes2:44 What Calls GIPD Are Handling? 4:48 Use of Trusted Contacts5:11 Educating Officers About Cybercrime5:53 Preventative Measures 8:14 What Does Kevin Listen to or Read Up On?10:00 Remarks To GIPD10:23 ConclusionStay informed and connected with our community by tuning in to each episode of Financial Confidence Podcast. Don’t forget to comment and subscribe to stay up-to-date with all our latest content! 🔗 Learn More: schusteranderson.com
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Financial Confidence in Retiring To Something | Episode 31
In this week’s episode of the Financial Confidence Podcast, Mike sits down with a longtime friend and Grand Island–based Independent Mental Health Practitioner and Professional Counselor, Rick Huls, for a thoughtful conversation about what it truly means to retire to something, not just from something.As many people transition out of the workforce and into retirement, this episode invites listeners to pause and reflect on a deeper question: Who are you when you’re no longer clocking in? Together, Mike and Rick discuss purpose, identity, and fulfillment in life after work, offering insight into how intentional planning extends beyond finances.0:36 Rick’s Introduction 1:46 The Emotional Side of Retirement Without a Plan3:09 How Do You Get People to Retire to Something? 3:56 Couples Alignment in Retirement5:25 The Fear of Money in Retirement6:26 Overcoming the Fear of Spending in Retirement7:28 It’s Not about the Number: Finding Your Purpose and Balance8:22 The Cycle of Works vs The Cycle of Grace 11:37 ConclusionStay informed and connected with our community by tuning in to each episode of Financial Confidence Podcast. Don’t forget to comment and subscribe to stay up-to-date with all our latest content! 🔗 Learn More: schusteranderson.com
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Financial Confidence in Tax Strategy Planning with Mike Schuster | Episode 30
This episode marks an important transition as we officially step into our new chapter as the Financial Confidence Podcast—where every conversation is designed to help you feel more secure, informed, and confident in your financial decisions.Host, Mike Schuster breaks down tax strategy planning in a clear, practical way, focusing on how smart, forward-looking tax decisions can protect your income, your family, and your long-term goals. Rather than reacting to taxes year by year, this episode helps you understand how proactive planning builds lasting financial confidence.0:38 Introduction 0:48 Why Rebrand?1:20 The New Direction with Financial Confidence Podcast 1:40 What is Tax Strategy Planning? 2:16 Three Common Tax Mistakes2:24 Mistake #1: Not Paying Taxes at the Lowest Rate2:31 The OBBA (One Big Beautiful Bill Act) Explained3:18 Mistake #2: Roth Contribution in 401k or Roth Conversion?4:06 Mistake #3: Only Planning One Year At A Time4:50 ConclusionStay informed and connected with our community by tuning in to each episode of Financial Confidence Podcast. Don’t forget to comment and subscribe to stay up-to-date with all our latest content! 🔗 Learn More: schusteranderson.com
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Your Guide To Exit Planning: Securing What You’ve Built | The SA Update | Episode 29
What happens to your business when you’re ready to step away or when the unexpected happens?In this episode of The SA Update, Mike sits down with Scott Snider, President of the Exit Planning Institute (EPI), to explore why so many business owners go to market unprepared and how the absence of a clear contingency plan can significantly diminish business value. Together, they break down the biggest threats to long-term value, the critical role of intentional exit planning, and practical strategies owners can implement today to safeguard what they’ve built.Whether you’re years away from selling or simply want to strengthen your business for the future, this conversation offers valuable insights to help you plan proactively and protect your legacy. 0:38 Scott Introduction 1:35 Business Owners Going to Market: Why so low?3:00 Why Are Business Owners Failing to Have Contingency Plans?3:50 The 5 Destroyers of Businesses5:17 Value Acceleration Methodology: Explained8:50 What are Some Big Cornerstones Businesses Should Adopt? 10:14 What percentage of Net Worth are Most Businesses for Business Owners? 11:30 Scott’s Go-To Podcasts12:35 Conclusion Stay informed and connected with our community by tuning in to each episode of The SA Update. Don’t forget to comment and subscribe to stay up-to-date with all our latest content! 🔗 Learn More: schusteranderson.com
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Women Who Lead: Investing with Confidence | The SA Update | Episode 28
This week on The SA Update, Mike sits down for an inspiring conversation with Venus King, Central Community College Faculty Instructor and Women’s Performance Coach. Together, they dive deep into the world of women and finances, tackling the tough but crucial conversations around women and money. Tune in for practical insights, real examples, and strategies designed to help you navigate financial barriers with clarity and confidence.0:37 Venus Introduction 1:16 Venus Upbringings and First Season of Life3:27 Women Lead Financial Decision-Making in Most Households (Certified Financial Planner (CFP) Board, 2025) 5:00 Mo-Nection Podcast: By Community and Connection, We Help Each Other Rise Together: The Impact on Young Women 5:34 Internal GPS System: Where are You Today and Where Do You Want to Go? 5:56 Establishing Your Core Values 6:24 Accessible Resources for Those Looking to Take the Next Step: Podcasts and Books6:46 Handling Money in Marriages: Best Practices8:26 Venus Kings Podcast Favorites9:30 Conclusion Stay informed and connected with our community by tuning in to each episode of The SA Update. Don’t forget to comment and subscribe to stay up-to-date with all our latest content! 🔗 Learn More: schusteranderson.com
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Outlook for 2026 & The State of Rural Economics | The SA Update | Episode 27
This week on The SA Update, Mike sits down with Creighton University economics professor Dr. Ernie Goss to examine the state of rural economies as they navigate shifting geological conditions and an evolving political landscape. 0:40 Dr. Goss Introduction 2:10 Tariffs and the Effects of Rural Manufacturers and Farmers 4:20 Will Recent Tariffs in Brazil Level the Playing Field for American Producers?6:23 The Supreme Court Ruling: Will they take back the Tariffs? 8:08 Brazil and Overall Effect on Prices, Will this Hurt our Farmers the Most? 9:36 Are Cattle Exports Going to Canada? Examining the Answer 12:00 The Pledge to Bring Production Back to The United States14:43 Are We Entering into a Currency War?17:56 China in Relation to the Recent Events in Venezuela19:19 Black Swan Event: China and Taiwan 20:03 What is Dr. Goss’s Prediction for 202621:45 What are Dr. Goss’s Podcasts of Choice? 22: 50 Conclusion Stay informed and connected with our community by tuning in to each episode of The SA Update. Don’t forget to comment and subscribe to stay up-to-date with all our latest content! 🔗 Learn More: schusteranderson.com
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Economic Trends and Regulatory Changes Shaping 2026 | The SA Update | Episode 26
In this week’s episode of The SA Update, Mike sits down with Maria Katsileros of Aristotle Capital Boston LLC to explore the economic outlook for 2026. Together, they discuss how AI-driven trends are influencing GDP growth, reshaping the labor market, and redefining business strategies for the year ahead. This episode highlights the key forces that will impact markets and organizations as we move into a new era of innovation and regulation. These are the opinions of Mike Schuster of Schuster Anderson Wealth Advisors and Maria Katsileros of Aristotle Capital Boston LLC and not necessarily those of Cambridge, are for informational purposes only, and should not be construed or acted upon as individualized investment advice. Cambridge, Schuster Anderson Wealth Advisors, and Aristotle Capital Boston LLC are not affiliated. 0:40 Maria Introduction 2:00 The Big Picture of 20264:30 AI Insights: The Labor Market and GDP5:23 The Bane Study and Companies' AI Spending 7:20 The Shortfall of Revenue of AI Investment9:20 Small Business and Regulation Cuts11:49 What happens if Trump's tariffs get Struck Down by the Supreme Court? 16:37 What are Maria’s Favorite Podcasts Currently?18:05 Conclusion Stay informed and connected with our community by tuning in to each episode of The SA Update. Don’t forget to comment and subscribe to stay up-to-date with all our latest content! 🔗 Learn More: schusteranderson.com
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Gold in Focus: Why It Worked and What’s Next for 2026 | The SA Update | Episode 25
In this week’s episode of The SA Update, Mike talks to Fritz Folts from 3EDGE Asset Management to unpack why gold remains a strategic overweight, key investment themes for 2026, and the risks that keep experts up at night. Plus, gain clarity on the Yen carry trade, crypto market concerns, and Fritz’s top resources for staying ahead.Disclosure: This content is provided for educational purposes only and should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. 0:35 Fritz Introduction 1:00 3Edge Introduction to Schuster Anderson Wealth Advisors1:57 The Overweight of Gold and Why3:27 The Current Portfolio Position of Gold4:49 What are Themes to Look at for 2026? 6:35 What Keeps Fritz Up at Night?8:35 The Yen Carry Trade: Explained 10:05 The Concern of Accident in Crypto12:10 Fritz Podcast “View From The Edge” 13:05 Fritz Go-To Podcast14:00 Conclusion Stay informed and connected with our community by tuning in to each episode of The SA Update. Don’t forget to comment and subscribe to stay up-to-date with all our latest content! 🔗 Learn More: schusteranderson.com
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Financial Wrap-Up & Future Plans: Year-End Insights | The SA Update | Episode 24
As 2025 comes to a close, it’s the perfect time to review key financial deadlines and set intentions for the year ahead. In this episode, Mike chats with Paige Wood to walk through important year-end reminders, including charitable giving deadlines, Required Minimum Distributions (RMDs), and Qualified Charitable Distributions. They also dive into what collaboration looks like at Schuster Anderson and hear Paige’s personal New Year’s resolution.Whether you’re planning your charitable contributions or preparing for a fresh start, this episode offers practical tips and inspiration to finish strong and start the new year with confidence.0:38 Paige Introduction 1:05 Year-End Reminders1:26 Charitable Giving and Deadline 1:43 Required Minimum Distribution (RMD) Deadlines2:10 Qualified Charitable Distribution Deadlines2:45 Collaboration: What That Looks Like Here at Schuster Anderson4:22 Paige’s New Year's Resolution5:04 Conclusion Stay informed and connected with our community by tuning in to each episode of The SA Update. Don’t forget to comment and subscribe to stay up-to-date with all our latest content! 🔗 Learn More: schusteranderson.com
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From Airports to Adventures: Planning Year-End Travel with Purpose | The SA Update | Episode 23
From Airports to Adventures: Planning Year-End Travel with Purpose | SA Update | Episode 23Ready to make your holiday travel stress-free? In this episode, Mike sits down with expert travel agent Dawn Taylor to share insider tips—from breezing through airports and packing like a pro to understanding travel insurance so you’re always covered. If you’re planning a trip this season, this is the ultimate guide you don’t want to miss! 0:37 Dawn Introduction 1:05 Year-End Travel Tips for the Holidays1:30 Tip # 1: Flying Tips 2:20 Tip # 2: Packing Strategically2:50 Tip # 3: Best Travel Days3:20 Should I Buy Travel Insurance?5:35 Current Trends: Family Experiences6:30 Tip #4: Airline apps and Packing Cubes7:30 Conclusion Stay informed and connected with our community by tuning in to each episode of The SA Update. Don’t forget to comment and subscribe to stay up-to-date with all our latest content! 🔗 Learn More: schusteranderson.com
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Generations in Focus: Economy & Demographic | The SA Update | Episode 22 Part 2
In this insightful continuation, Bryce Gill and Mike dive deeper into the evolving financial landscape across generations. From shifting spending habits to the challenges of homeownership and the growing housing crisis facing younger demographics, this episode offers a data-driven and thoughtful exploration of the economic forces shaping our future. 0:43 Spending of Different Generational Demographics0:54 The Dent Indicator Explained 1:12 Generational Spending Habits2:31 Generational Demographics and Homeownership 3:21 Analyzing Generational Timelines in the Context of Current Economic Trends4:00 The Transformation of U.S. Housing into an International Financial Asset5:00 Which Regional Strategies have been Effective in Addressing the Housing Crisis?6:53 International Capital Flows and Regulations in Home Building9:20 Home Building Regulations Explained & Effectiveness10:13 Closing Remarks10:30 Conclusion Stay informed and connected with our community by tuning in to each episode of The SA Update. Don’t forget to comment and subscribe to stay up-to-date with all our latest content! 🔗 Learn More: schusteranderson.com
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Demographics in Focus: Generations' Impact on Economic Activity | The SA Update | Episode 22 Part 1
In this episode, Mike sits down with economist Bryce Gill to unpack how shifting generational demographics, historically low global birth rates, and the demographic transition model are reshaping the economy. Stay tuned for Part 2—where they dig even deeper into spending habits and the housing market. Bryce connects the dots between population shifts and the forces driving our financial future.0:40 Bryce Introduction 2:20 Definition of Generation Demographic Groups 2:51 “The Dent Indicator” and Consumer Spending Highlight3:55 The 5 Generation Workplace5:00 Demographic Trends in the Workforce 5:24 Fertility Rates Falling in the US6:48 The Great Opportunity: Gen Z’s Chance in the Labor Markets9:00 Demographic Transition Model10:22 Fertility Rates in the US Compared to Other Countries11:28 Closing Remarks 11:30 ConclusionStay informed and connected with our community by tuning in to each episode of The SA Update. Don’t forget to comment and subscribe to stay up-to-date with all our latest content! 🔗 Learn More: schusteranderson.com
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Housing Insights and Harvest of Harmony | The SA Update | Episode 21
Mike sits down with Mary Berlie from the Grand Island Chamber of Commerce and Grand Island Economic Development Corporation to discuss the housing condition in the Grand Island area. Mary discusses the comprehensive housing study they conduct to provide insights into the current state of housing in Grand Island and what steps we should take moving forward. This study will play a crucial role in guiding decisions and actions to ensure that we meet the needs of our growing population.Harvest of Harmony is coming up this weekend. This event draws a significant number of visitors and participants to our area, making it an excellent opportunity for the economics of Grand Island.
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Understanding The Secrets of Medicare | The SA Update | Episode 20 Part 2
In the powerful conclusion to this two-part series, Mike and Mary Santin uncover the lesser-known realities of Medicare that every listener should know. From the complexities of prior authorizations to the costly consequences of incorrect enrollment, they break down what’s often overlooked or misunderstood. Plus, they explore a new federal bill that could reshape the future of Medicare.Whether you're approaching Medicare for the first time or helping a loved one navigate it, this episode is packed with insights to keep you informed and empowered.0:16 Introduction0:43 Do You Need Prior Authorization?1:37 The Inflation Reduction Act On Drug Coverage.1:51 Another Secret to Part D.3:07 Unexpected Costs When Enrolling Incorrectly.5:01 What is IRMA?7:05 H. R. 3467 House Bill 8:54 NE State Representatives to Contact Regarding H. R. 346710:22 Conclusion Stay informed and connected with our community by tuning in to each episode of The SA Update. Don’t forget to comment and subscribe to stay up-to-date with all our latest content! 🔗 Learn More: schusteranderson.com
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Understanding The Secrets of Medicare | The SA Update | Episode 20 Part 1
In this episode, Mike and Mary dive into some of the most common myths and misunderstandings surrounding Medicare. From enrollment misconceptions to coverage confusion, they break it all down in a clear, relatable way—so you can feel more confident navigating your healthcare options.Stay tuned for Part 2, where Mike and Mary will uncover the hidden truths and secrets of Medicare. 0:35 Mary Introduction 1:43 Myth #1: Does Medicare Cover Everything?2:23 Myth #2: You’re Automatically Enrolled in the Best Plans.5:30 Clearing Up the Confusion with Medicare and Medicare Advantage Plans.10:17 3 Situations to Go Back to Original Medicare After Leaving Medicare Advantage.11:40 Conclusion Stay informed and connected with our community by tuning in to each episode of The SA Update. Don’t forget to comment and subscribe to stay up-to-date with all our latest content! 🔗 Learn More: schusteranderson.com
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Cybersecurity: Deter, Detect, Defend | The SA Update | Episode 19
Join Mike and Grand Island Police Chief Kevin Denney for an important conversation on cybersecurity. Learn how to protect yourself from online scams and stay informed on this rapidly evolving topic. Don’t miss this opportunity to enhance your digital safety and awareness.0:39 – Introduction1:47 – Key deterrent strategies to protect their information 2:55 – Dual Authentication3:51 – Who is most at risk of cybersecurity breaches?4:45 – AI fraudulent tactics explained7:11 – Protective password measures against Cybersecurity Breaches8:11 – If it looks suspicious, what to do?9:35 – Who to trust when it comes to money handling9:43 – ClosingStay informed and connected with our community by tuning in to each episode of The SA Update. Don’t forget to comment and subscribe to stay up-to-date with all our latest content! 🔗 Learn More: schusteranderson.com
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Planning Ahead: Wills & Trusts Explained | The SA Update | Episode 18
Mike sits down with James Casler from Lord Abbett to break down how interest rates shape our daily lives. From the 10-year Treasury rate’s ripple effects on car loans and credit cards to the Federal Reserve’s role in calming inflation, they unpack the forces behind rising (and falling) rates. Plus, we explore why some investors turn to bonds when the market gets uncertain. 0:00 Introduction0:28 Welcome James1:17 James Disclosure 2:07 Why The 10-Year Treasury Rate Matters3:52 What Brings Treasury Rates Down?5:27 Why People Own Bonds?6:38 Interest Rates: What Pushes Them Down?7:51 What Does Government Debt Have On Interest Rates?9:38 Conclusion Stay informed and connected with our community by tuning in to each episode of The SA Update. Don’t forget to comment and subscribe to stay up-to-date with all our latest content! 🔗 Learn More: schusteranderson.com
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Kaylee Powell’s Internship Journey | The SA Update | Episode 17
Mike is joined by special guest Kaylee Powell, who shares her inspiring journey through her time at Concordia. From her involvement on the dance team to competing with the business leadership team, Kaylee reflects on how these experiences shaped her college life and career path.0:00 Introduction 0:46 Kaylee’s Year at Concordia 1:15 Internship Impact while at college2:36 Experience at Essential Personal 3:12 Summer Plans with Nonprofits4:17 Conclusion Stay informed and connected with our community by tuning in to each episode of The SA Update. Don’t forget to comment and subscribe to stay up-to-date with all our latest content! 🔗 Learn More: schusteranderson.com
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Conner Riley’s Internship Experience and New Role at SA | The SA Update | Episode 16
In this episode, Mike sits down with Conner Riley to talk about his journey from intern to full-time team member at Schuster Anderson. Conner shares insights from his time at Hastings College, reflects on the skills he’s developed, and gives a behind-the-scenes look at what it’s been like transitioning into his new role. 0:00 Introduction 0:35 Welcome Conner 1:04 Conner’s new role 1:26 Hastings College 2:26 Learning and Skills 3:04 Conclusion Stay informed and connected with our community by tuning in to each episode of The SA Update. Don’t forget to comment and subscribe to stay up-to-date with all our latest content! 🔗 Learn More: schusteranderson.com
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Staying Professional on Zoom This Summer | Episode 15
Mike and Shad Kunkle break down the do’s and don’ts of Zoom meetings - summer style. From camera use and background choices to multitasking and a few Zoom horror stories, they cover it all in under 10 minutes. You don’t want to miss this episode! 0:00 – Introduction 1:29 – Camera or No Camera? 2:50 – Backgrounds That Work (and Don’t) 4:03 – Multitasking on Zoom: Yay or Nay? 5:20 – Zoom Horror Stories 6:45 – Final Thoughts Stay informed and connected with our community by tuning in to each episode of The SA Update. Don’t forget to comment and subscribe to stay up-to-date with all our latest content! 🔗 Learn More: schusteranderson.com
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Lauren Buscher’s Internship Experience | The SA Update | Episode 14
Join Mike as he chats with Schuster Anderson Marketing Intern, Lauren Buscher. They discuss Lauren’s journey at Hastings College, share tips for making the most of an internship, and explore the growing importance of video and audio in marketing. Discover more about Lauren and her experiences!0:00 Introduction 0:52 About Lauren1:20 Hastings College2:14 Impacts of the Internship3:30 Video and Audio in Marketing4:35 Closing thoughts5:07 Conclusion Stay informed and connected with our community by tuning in to each episode of The SA Update. Don’t forget to comment and subscribe to stay up-to-date with all our latest content! 🔗 Learn More: schusteranderson.com
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Community Foundations with Melissa DeLaet | Episode 13
Mike and Melissa discuss her role at the Greater Grand Island Community Foundation and the amazing work they do! They chat about donor-advised funds, legacies of donors, and some of the most successful community projects. You don’t want to miss this one!0:00 Introduction 1:30 Donor Advised Funds3:00 Legacy of Donors6:00 Grand Island Children’s Museum 7:19 Biggest Projects9:25 Conclusion Stay informed and connected with our community by tuning in to each episode of The SA Update. Don’t forget to comment and subscribe to stay up-to-date with all our latest content! 🔗 Learn More: schusteranderson.com
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2025 Tax Season Information | Episode 9
Tax season is just around the corner! In this episode, Mike and Paige provide an overview of what to expect with 1099 forms, collaborating with CPAs, and making contributions. It's a great episode you won't want to miss!Stay informed and connected with our community by tuning in to each episode of The SA Update. Don’t forget to comment and subscribe to stay up-to-date with all our latest content!🔗 Learn More: schusteranderson.com
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The Internship Series with JT Rein | Episode 8
In this episode, Mike Schuster is joined by JT Rein, a senior at Grand Island Central Catholic. JT shares his valuable experiences with internships and how they've prepared him for college and the workforce. Stay informed and connected with our community by tuning in to each episode of The SA Update. Don’t forget to comment and subscribe to stay up-to-date with all our latest content!🔗 Learn More: schusteranderson.com
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Catch Up With Fritz Anderson | Episode 7
Kicking off 2025 with a special guest! Mike is joined by co-founder Fritz Anderson to talk about life after retirement and his outlook for the year ahead.Stay informed and connected with our community by tuning in to each episode of The SA Update. Don’t forget to comment and subscribe to stay up-to-date with all our latest content!🔗 Learn More: schusteranderson.com
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Introducing Wyatt Gleason | Episode 6
In this episode, Mike sits down with Wyatt Gleason for an in-depth discussion about his journey to becoming a financial advisor. Wyatt shares his experiences preparing for and passing the certification tests, offering valuable insights and tips for others pursuing a similar path. Beyond his professional journey, Wyatt also gives us a glimpse into his family life, balancing personal commitments with his career goals.Stay informed and connected with our community by tuning in to each episode of The SA Update. Don’t forget to comment and subscribe to stay up-to-date with all our latest content!🔗 Learn More: schusteranderson.com
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Year End Overview | Episode 5
Join Mike and Paige for Episode 5 of the SA Series! In this festive holiday special, they cover Exciting office updates, Important insights on RMDs (Required Minimum Distributions) How QCDs (Qualified Charitable Distributions) work And so much more! Don't miss out—hit play and stay informed this holiday season.Stay informed and connected with our community by tuning in to each episode of The SA Update. Don’t forget to comment and subscribe to stay up-to-date with all our latest content!🔗 Learn More: schusteranderson.com
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What are RMD's With Alyssa | Episode 4
In Episode 4 of the SA Update, Mike is joined by Alyssa Evans as they provide a brief overview of Required Minimum Distributions (RMDs). Tune in to get valuable insights and tips to help you stay prepared for this important stage of financial planning.Stay informed and connected with our community by tuning in to each episode of The SA Update. Don’t forget to comment and subscribe to stay up-to-date with all our latest content!🔗 Learn More: schusteranderson.com
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Cyber Security Overview | Episode 3
Welcome to Episode 3 of The SA Update! Join host Mike Schuster and special guest Herson Castaneda as they dive into the latest in cyber security. They cover everything from password protection to Wi-Fi security and share key takeaways from last month’s Cyber Security Lunch & Learn event. Stay informed and connected with our community by tuning in to each episode of The SA Update. Don’t forget to comment and subscribe to stay up-to-date with all our latest content!🔗 Learn More: schusteranderson.com
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Welcome, Talia Benson to Schuster Anderson Wealth Advisors! | Episode 2
We are thrilled to welcome our newest edition to the Schuster Anderson team, Talia Benson, APMA™! With over 15 years of experience and strong ties to the Valentine community, Talia will help us continue to provide personalized service and support as our Senior Financial Advisor and Director of Financial Planning. To learn more about Talia's background and her new role at our firm, tune in to our latest edition of the SA Update.Stay informed and connected with our community by tuning in to each episode of The SA Update. Don’t forget to comment and subscribe to stay up-to-date with all our latest content!🔗 Learn More: schusteranderson.com
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WELCOME TO THE SA UPDATE | Episode 1
Welcome to the First Episode of The SA Update! Join host Mike Schuster and special guest Paige Wood as they launch the inaugural episode of The SA Update. This new series delivers concise 3-6 minute updates on the latest industry trends, office happenings, and insightful conversations with guest speakers. 0:00 Introduction 0:12 Guest Introduction 0:20 Episode description 0:48 Paige background 1:50 SA Update Goals 2:23 ConclusionStay informed and connected with our community by tuning in to each episode of The SA Update. Don’t forget to comment, and subscribe to stay up-to-date with all our latest content! 🔗 Learn More: schusteranderson.com
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The State of Rural Economies with Dr. Ernie Goss
In this SA Update, Mike is joined by Dr. Ernie Goss, co-creator of the Mainstream Index. With an impressive background in economics, Ernie provides a deep dive into the current state of rural economies. He shares valuable insights and expert analysis on the challenges and opportunities facing these communities. This episode is packed with information you won't want to miss!
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The Insurance Breakdown with Jaden
Join Mike as he sits down with Jaden Butler, ChFC®, CLU®, to discuss all things insurance. Jaden shares his personal connection to the industry and his passion for helping others find the right insurance solutions. It's definitely a conversation you won't want to miss!
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AI Insights with Amy Webber
Join Mike as he sits down with Amy Webber, the CEO and Co-Chairman of Cambridge Investment Research! In this episode, they dive into the fascinating world of AI, exploring its impact on the financial advising industry and sharing personal insights on how they incorporate AI into their daily lives. Don't miss out on this engaging and informative discussion!
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ABOUT THIS SHOW
Welcome to the Financial Confidence Podcast! Where we help you feel prepared for whatever life brings next. Hosted by Mike Schuster of Schuster Anderson Wealth Advisors, each episode offers practical insights and real‑world guidance to help you make confident, informed financial decisions at every stage of life.Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC. Fixed insurance offered through various independent insurance companies. Cambridge does not offer tax or legal advice.
HOSTED BY
Mike Schuster
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