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 Mistakes

2:24 Mistake #1: Not Paying Taxes at the Lowest Rate

2:31 The OBBA (One Big Beautiful Bill Act) Explained

3:18 Mistake #2: Roth Contribution in 401k or Roth Conversion?

4:06 Mistake #3: Only Planning One Year At A Time

4:50 Conclusion

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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 Businesses

5:17 Value Acceleration Methodology: Explained

8:50 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 Podcasts

12:35 Conclusion

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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 Life

3:27 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 Books

6:46 Handling Money in Marriages: Best Practices

8:26 Venus Kings Podcast Favorites

9:30 Conclusion

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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 States

14:43 Are We Entering into a Currency War?

17:56 China in Relation to the Recent Events in Venezuela

19:19 Black Swan Event: China and Taiwan 

20:03 What is Dr. Goss’s Prediction for 2026

21:45 What are Dr. Goss’s Podcasts of Choice? 

22: 50 Conclusion

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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 2026

4:30 AI Insights: The Labor Market and GDP

5:23 The Bane Study and Companies' AI Spending 

7:20 The Shortfall of Revenue of AI Investment

9:20 Small Business and Regulation Cuts

11:49 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

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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 Advisors

1:57 The Overweight of Gold and Why

3:27 The Current Portfolio Position of Gold

4:49 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 Crypto

12:10 Fritz Podcast “View From The Edge” 

13:05 Fritz Go-To Podcast

14:00 Conclusion

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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 Reminders

1:26 Charitable Giving and Deadline  

1:43 Required Minimum Distribution (RMD) Deadlines

2:10 Qualified Charitable Distribution Deadlines

2:45 Collaboration: What That Looks Like Here at Schuster Anderson

4:22 Paige’s New Year's Resolution

5:04 Conclusion

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From Airports to Adventures: Planning Year-End Travel with Purpose | 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!

0:37 Dawn Introduction 

1:05 Year-End Travel Tips for the Holidays

1:30 Tip # 1: Flying Tips 

2:20 Tip # 2: Packing Strategically

2:50 Tip # 3: Best Travel Days

3:20 Should I Buy Travel Insurance?

5:35 Current Trends: Family Experiences

6:30 Tip #4: Airline apps and Packing Cubes

7:30 Conclusion

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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 Demographics

0:54 The Dent Indicator Explained 

1:12 Generational Spending Habits

2:31 Generational Demographics and Homeownership 

3:21 Analyzing Generational Timelines in the Context of Current Economic Trends

4:00 The Transformation of U.S. Housing into an International Financial Asset

5:00 Which Regional Strategies have been Effective in Addressing the Housing Crisis?

6:53 International Capital Flows and Regulations in Home Building

9:20 Home Building Regulations Explained & Effectiveness

10:13 Closing Remarks

10:30 Conclusion 

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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 Highlight

3:55 The 5 Generation Workplace

5:00 Demographic Trends in the Workforce 

5:24 Fertility Rates Falling in the US

6:48 The Great Opportunity: Gen Z’s Chance in the Labor Markets

9:00 Demographic Transition Model

10:22 Fertility Rates in the US Compared to Other Countries

11:28 Closing Remarks 

11:30 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