Episodes

  • #19 - Doug Walters - Retirement Investing
    Jul 17 2025

    Doug Walters serves as the senior investment professional at Strategic and head of our planning group. He is responsible for setting strategy and providing industry-leading solutions to help our clients achieve their unique goals. #retirementplanning #financialplanning #investmentstrategies #riskmanagement #inflation #markettiming #diversification #iras #financialeducation #longterminvesting For more info on Doug please visit: https://investstrategic.com/team/doug-walters/ https://www.linkedin.com/in/douglasswalters/ This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of the firm. Any performance discussed reflects specific securities or asset classes in relation to broader market performance and does not represent the performance of any client account or portfolio. Past performance is not indicative of future results. All investing involves risk, including the potential loss of principal. Guests may include employees or friends of the firm. The appearance of any guest on this podcast does not constitute an endorsement of their views, services, or products, nor does it imply that the guest endorses the firm or its services. Discussions may cover a range of topics, including (but not limited to) investments, markets, and financial planning. All statements and analyses are based on information available as of the date of recording. Subsequent developments may affect the accuracy or relevance of such statements. Nothing in this podcast should be interpreted as a recommendation or endorsement of any specific products, services, or strategies. All investments carry risks, including possible loss of principal, and past performance is not indicative of future results. Advisory services are offered through an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. If you have questions regarding your particular situation, please contact a qualified professional before making any financial, legal, or tax-related decisions. For more details or any questions, please reach out to us directly.

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    18 mins
  • Quarterly Perspectives Q2 2025 - Life By Design Podcast
    Jul 10 2025

    At the end of each quarter, we sit down with the Doug Walters, Chief Investment Officer here at Strategic to recap the quarter and discuss preparing for the next. This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of the firm. Guests may include employees or friends of the firm. Any performance discussed reflects specific securities or asset classes in relation to broader market performance and does not represent the performance of any client account or portfolio. Past performance is not indicative of future results. All investing involves risk, including the potential loss of principal. The appearance of any guest on this podcast does not constitute an endorsement of their views, services, or products, nor does it imply that the guest endorses the firm or its services. Discussions may cover a range of topics, including (but not limited to) investments, markets, and financial planning. All statements and analyses are based on information available as of the date of recording. Subsequent developments may affect the accuracy or relevance of such statements. Nothing in this podcast should be interpreted as a recommendation or endorsement of any specific products, services, or strategies. All investments carry risks, including possible loss of principal, and past performance is not indicative of future results. Advisory services are offered through an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. If you have questions regarding your particular situation, please contact a qualified professional before making any financial, legal, or tax-related decisions. For more details or any questions, please reach out to us directly

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    13 mins
  • #18 - Doug Walters - Beyond the Benchmark
    Jul 3 2025

    Doug Walters serves as the senior investment professional at Strategic and head of our planning group. He is responsible for setting strategy and providing industry-leading solutions to help our clients achieve their unique goals.

    For more info on Doug please visit: https://investstrategic.com/team/doug-walters/

    https://www.linkedin.com/in/douglasswalters/

    This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of the firm. Any performance discussed reflects specific securities or asset classes in relation to broader market performance and does not represent the performance of any client account or portfolio. Past performance is not indicative of future results. All investing involves risk, including the potential loss of principal. Guests may include employees or friends of the firm. The appearance of any guest on this podcast does not constitute an endorsement of their views, services, or products, nor does it imply that the guest endorses the firm or its services. Discussions may cover a range of topics, including (but not limited to) investments, markets, and financial planning. All statements and analyses are based on information available as of the date of recording. Subsequent developments may affect the accuracy or relevance of such statements. Nothing in this podcast should be interpreted as a recommendation or endorsement of any specific products, services, or strategies. All investments carry risks, including possible loss of principal, and past performance is not indicative of future results. Advisory services are offered through an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. If you have questions regarding your particular situation, please contact a qualified professional before making any financial, legal, or tax-related decisions. For more details or any questions, please reach out to us directly.

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    11 mins
  • #17 - Doug Walters - Rethinking Risk
    Jun 26 2025

    Doug Walters serves as the senior investment professional at Strategic and head of our planning group. He is responsible for setting strategy and providing industry-leading solutions to help our clients achieve their unique goals. For more info on Doug please visit: https://investstrategic.com/team/doug-walters/ https://www.linkedin.com/in/douglasswalters/

    This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of the firm. Any performance discussed reflects specific securities or asset classes in relation to broader market performance and does not represent the performance of any client account or portfolio. Past performance is not indicative of future results. All investing involves risk, including the potential loss of principal. Guests may include employees or friends of the firm. The appearance of any guest on this podcast does not constitute an endorsement of their views, services, or products, nor does it imply that the guest endorses the firm or its services. Discussions may cover a range of topics, including (but not limited to) investments, markets, and financial planning. All statements and analyses are based on information available as of the date of recording. Subsequent developments may affect the accuracy or relevance of such statements. Nothing in this podcast should be interpreted as a recommendation or endorsement of any specific products, services, or strategies. All investments carry risks, including possible loss of principal, and past performance is not indicative of future results. Advisory services are offered through an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. If you have questions regarding your particular situation, please contact a qualified professional before making any financial, legal, or tax-related decisions. For more details or any questions, please reach out to us directly.

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    21 mins
  • #16 - Doug Walters - Ingredients of Investing
    Jun 19 2025

    Doug Walters serves as the senior investment professional at Strategic and head of our planning group. He is responsible for setting strategy and providing industry-leading solutions to help our clients achieve their unique goals. For more info on Doug please visit: https://investstrategic.com/team/doug-walters/ https://www.linkedin.com/in/douglasswalters/ This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of the firm. Any performance discussed reflects specific securities or asset classes in relation to broader market performance and does not represent the performance of any client account or portfolio. Past performance is not indicative of future results. All investing involves risk, including the potential loss of principal. Guests may include employees or friends of the firm. The appearance of any guest on this podcast does not constitute an endorsement of their views, services, or products, nor does it imply that the guest endorses the firm or its services. Discussions may cover a range of topics, including (but not limited to) investments, markets, and financial planning. All statements and analyses are based on information available as of the date of recording. Subsequent developments may affect the accuracy or relevance of such statements. Nothing in this podcast should be interpreted as a recommendation or endorsement of any specific products, services, or strategies. All investments carry risks, including possible loss of principal, and past performance is not indicative of future results. Advisory services are offered through an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. If you have questions regarding your particular situation, please contact a qualified professional before making any financial, legal, or tax-related decisions. For more details or any questions, please reach out to us directly.

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    18 mins
  • #15 - Chef Matt Abdoo - From Kitchen to Pit
    Jun 12 2025

    Matt Abdoo is the Executive Chef & Partner of Pig Beach BBQ restaurants, a frequent guest chef on NBC’s TODAY, and often appears as a celebrity guest or judge on Food Network programs such as America’s Beat Bobby Flay, the Kitchen, Battle of the Brothers, Kitchen Crash, and more.

    For more info on Matt please visit:

    https://mattabdoo.com/

    This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of the firm. Any performance discussed reflects specific securities or asset classes in relation to broader market performance and does not represent the performance of any client account or portfolio. Past performance is not indicative of future results. All investing involves risk, including the potential loss of principal. Guests may include employees or friends of the firm. The appearance of any guest on this podcast does not constitute an endorsement of their views, services, or products, nor does it imply that the guest endorses the firm or its services. Discussions may cover a range of topics, including (but not limited to) investments, markets, and financial planning. All statements and analyses are based on information available as of the date of recording. Subsequent developments may affect the accuracy or relevance of such statements. Nothing in this podcast should be interpreted as a recommendation or endorsement of any specific products, services, or strategies. All investments carry risks, including possible loss of principal, and past performance is not indicative of future results. Advisory services are offered through an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. If you have questions regarding your particular situation, please contact a qualified professional before making any financial, legal, or tax-related decisions. For more details or any questions, please reach out to us directly.

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    32 mins
  • #14 - Doug Walters - Unpacking Complexity
    Jun 5 2025

    Doug Walters serves as the senior investment professional at Strategic and head of our planning group. He is responsible for setting strategy and providing industry-leading solutions to help our clients achieve their unique goals. For more info on Doug please visit: https://investstrategic.com/team/doug-walters/ https://www.linkedin.com/in/douglasswalters/ This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of the firm. Any performance discussed reflects specific securities or asset classes in relation to broader market performance and does not represent the performance of any client account or portfolio. Past performance is not indicative of future results. All investing involves risk, including the potential loss of principal. Guests may include employees or friends of the firm. The appearance of any guest on this podcast does not constitute an endorsement of their views, services, or products, nor does it imply that the guest endorses the firm or its services. Discussions may cover a range of topics, including (but not limited to) investments, markets, and financial planning. All statements and analyses are based on information available as of the date of recording. Subsequent developments may affect the accuracy or relevance of such statements. Nothing in this podcast should be interpreted as a recommendation or endorsement of any specific products, services, or strategies. All investments carry risks, including possible loss of principal, and past performance is not indicative of future results. Advisory services are offered through an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. If you have questions regarding your particular situation, please contact a qualified professional before making any financial, legal, or tax-related decisions. For more details or any questions, please reach out to us directly.

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    17 mins
  • #13 - Doug Walters - The Debt Paradox
    May 29 2025

    Doug Walters serves as the senior investment professional at Strategic and head of our planning group. He is responsible for setting strategy and providing industry-leading solutions to help our clients achieve their unique goals. For more info on Doug please visit: https://investstrategic.com/team/doug-walters/ https://www.linkedin.com/in/douglasswalters/

    This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of the firm. Any performance discussed reflects specific securities or asset classes in relation to broader market performance and does not represent the performance of any client account or portfolio. Past performance is not indicative of future results. All investing involves risk, including the potential loss of principal. Guests may include employees or friends of the firm. The appearance of any guest on this podcast does not constitute an endorsement of their views, services, or products, nor does it imply that the guest endorses the firm or its services. Discussions may cover a range of topics, including (but not limited to) investments, markets, and financial planning. All statements and analyses are based on information available as of the date of recording. Subsequent developments may affect the accuracy or relevance of such statements. Nothing in this podcast should be interpreted as a recommendation or endorsement of any specific products, services, or strategies. All investments carry risks, including possible loss of principal, and past performance is not indicative of future results. Advisory services are offered through an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. If you have questions regarding your particular situation, please contact a qualified professional before making any financial, legal, or tax-related decisions. For more details or any questions, please reach out to us directly.

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    12 mins