Everyone Deserves a Financial Legacy
Generational wealth isn’t just for the wealthy – anyone can achieve it. Join us as we explore ways to create a blueprint for building and protecting your legacy.
Generational wealth isn’t just for the wealthy – anyone can achieve it. Join us as we explore ways to create a blueprint for building and protecting your legacy.
Learn about the benefits of having a ROTH IRA or 401(k), how they work, and if it’s the right option for you.
Whether you’re nearing retirement or just starting to plan, being prepared is key to success.
Join host Doug Busken and guest speaker Jeff Lester from Eide Bailly to discuss Roth options and how to reduce tax liability in retirement planning.
There’s a lot of talk about the FIRE (Financial Independence, Retire Early) Movement. Join host Matt Schartow and wealth management advisor Logan Shanks while they share tips and tricks to making financial decisions now that could help you retire early.
You’ve picked a retirement date…now what? Join host Matt Schartow and Alerus financial advisor Dexter Albrecht as we discuss helping you determine how to best plan for paycheck continuation after retirement.
If you’re planning on retiring early, you’ll want a plan for health insurance. Join host Matt Schartow and Alerus financial advisor Dexter Albrecht as they discuss insuring yourself once you’re not on an employer’s plan.
A Health Savings Account (HSA) can help you fund future health care costs. Join host Matt Schartow and special guest Chris Moen as they discuss the benefits and drawbacks of funding an HSA account while working.
Retiring from your day to day job doesn’t mean you have to stop receiving a monthly check. With the right planning, you can still receive deposits into your bank account every month. Join host Matt Schartow and special guest Stanton Shields to discuss ways in which you can make this happen.
Social security was not designed to be your sole income in retirement, but that doesn’t mean it’s not an important component of your retirement income stream. Join host Matt Schartow and special guest Bret Kinzler as they discuss ways to optimize your social security benefits.
It is well known that the topic of money can divide many families. But when estate planning is approached thoughtfully and with inclusive intent, it can actually help bring families closer together. Join host Matt Schartow and senior trust and fiduciary manager Dan Statsick as they discuss estate planning and what you need to know for your situation.
Wondering how much you should be saving for retirement at different stages in your life? There’s no exact science. Join host Matt Schartow as he talks with Alerus Wealth Management Advisor Logan Shanks for tips on saving for retirement from your 20s through your 50s.
The differences between bank and retirement accounts with regard to investing.
Explores the differences between stock market performance and the performance of the economy with a perspective on past market performance.
Market concerns for individuals that have five years or less before retirement. Includes commentary on where to seek advice on the best actions to take regarding your retirement investments.