Financial Confidence Podcast
Welcome to the Financial Confidence Podcast, a show designed to help you feel prepared for whatever life brings next. Each episode delivers thoughtful conversations and practical insight to help you make informed financial decisions with clarity and confidence. The podcast is rooted in the mission of Schuster Anderson Wealth Advisors: to provide financial confidence for all of life’s moments. This is not about selling products or promoting portfolios. It is about offering clear guidance, useful tools, and real-world perspective so you can navigate financial decisions with confidence at every stage of life. Subscribe to stay connected and feel confident moving forward. 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.
All Episodes
Financial Confidence In: Four Common Mistakes Made in Early Retirement | Episode 36
The early years of retirement matter more than most people realize—and the mistakes made during this window can be difficult to reverse.
In this episode of the Financial Confidence Podcast, Mike Schuster breaks down four of the most common mistakes people make early in retirement—and what you can do to avoid them.
From claiming Social Security too early to underestimating healthcare costs, these decisions can have a lasting impact on your long-term financial confidence
The good news: with the right strategy and planning, they’re avoidable.
Financial Confidence In: Understanding AI’s Limits: 3 Considerations for Your Plan | Episode 35
This week on The Financial Confidence Podcast, Mike sits down with Financial Advisor and Director of Retirement Business Planning Herson Castaneda, Financial Advisor and Director of Business Retirement Plans at Schuster Anderson Wealth Advisors, for a thoughtful conversation about artificial intelligence and its limitations through the lens of financial planning.
Financial Confidence In: The AI Boom Through a Long Term Lens | Episode 34
In this episode of The Financial Confidence Podcast, Mike Schuster speaks with John Schonberg, CFA®, Chief Investment Officer and Portfolio Manager at Stonebridge Capital Advisors, about today’s economic landscape and long‑term investing considerations. They explore AI investing, the growing energy demands behind AI, and the role of interest rates and government spending—focusing on economic fundamentals, disciplined thinking, and what investors may want to keep in mind as markets and technology evolve.
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. A steady, grounded conversation for anyone navigating uncertain markets.
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.
Financial Confidence in Retiring To Something | Episode 31
In this episode of the Financial Confidence Podcast, Mike is joined by longtime friend and Grand Island–based mental health practitioner Rick Huls for a thoughtful conversation about retiring to something, not just from something. Together, they discuss identity, purpose, and fulfillment in life after work, and why intentional planning goes beyond finances. It’s a meaningful discussion for anyone approaching or already in retirement who wants the next chapter to be built with clarity, purpose, and personal meaning.
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.
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.
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.
Outlook for 2026 & The State of Rural Economics | The SA Update | Episode 27
In this week’s episode of The SA Update, Mike sits down with Creighton University economics professor Dr. Ernie Goss for an in-depth look at the health of rural economies. Together, they explore how communities are adapting to shifting economic conditions, changing resource landscapes, and an evolving political environment. Don’t miss this insightful conversation on the challenges and opportunities shaping rural America today.
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.
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. 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.
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.
From Airports to Adventures: Planning Year-End Travel with Purpose | The SA Update | Episode 23
Ready 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!
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.
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.
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
Understanding The Secrets of Medicare | The SA Update | Episode 20 Part 2
In the powerful conclusion to this two-part series, Mike Schuster 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.
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.
Cybersecurity: Deter, Detect, Defend | The SA Update | Episode 19
Explore key strategies for protecting yourself online in a compelling conversation between Mike and Grand Island Police Chief Kevin Denney. Gain practical tips to recognize scams, secure your personal data, and stay informed in today’s fast-evolving digital world. This session offers valuable guidance to strengthen your cybersecurity awareness.
Bonds, Borrowing & The Bigger Picture| 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.
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.
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.
Staying Professional on Zoom This Summer with Shad Kunkle | 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!
Lauren Buscher’s Internship Experience | 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!
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!
The State of Rural Economies with Dr. Ernie Goss | Episode 12
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!
The Insurance Breakdown with Jaden | Episode 11
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!
AI Insights with Amy Webber | Episode 10
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!
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!
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!
Th 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.
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.
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.
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.
What are RMDs? | 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.
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.
Welcome Talia Benson to Schuster Anderson | 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.
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.
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