Mundorf Wealth Management

Mundorf Wealth Management Connecting investors with their money using simple, efficient, and transparent plans and portfolios.

Investment Advisory Services offered through Brookstone Capital Management, LLC (BCM), a Registered Investment Advisor. BCM and Mundorf Wealth Management are independent of each other.

06/11/2026

Your retirement deserves more than guesswork. It deserves a plan.
Whether you're approaching retirement or already there, we're here to help you build confidence in your financial future.
Click the link in our bio to schedule a conversation with Mundorf Wealth Management.

06/10/2026

Welcome back to our weekly Financial Literacy series! In today’s episode, Dustin breaks down the Fiduciary Standard and explains why it matters when choosing a financial professional. Tune in to learn how this important principle helps put clients’ best interests first.

06/09/2026

Average returns lie. Compound growth rates tell the truth. Here Dustin explains the difference.

06/09/2026

In Case You Missed It…Retirement Red Zone

In case you missed it, Dustin with Mundorf Wealth Management and Erin Kennedy broke down the “Retirement Red Zone.”

The 5 years before and after retirement are a critical time when your decisions about investments, income, and risk can have a lasting impact on your retirement security. In this video, Dustin and Erin zero in on the 5 money moves you should make before you retire:

1. Define Your Budget and Expenses
2. Define Your Sources of Guaranteed Income
3. Define Your Income Gap, and Formulate an Income Plan
4. Strategize on Social Security
5. Consider Taxes

If you'd like to find out if you're ready to retire and ensure you don't run out of money, feel free to reach out to Dustin. Just text, call, or book a free chat by visiting www.LongLiveMyMoney.com.

06/08/2026

Two hearts. One retirement plan. The best retirement plans aren't created for clients- they're created with them.

06/04/2026

Behind every financial advisor is a family who probably knows more finance vocabulary than they ever expected to. This one made us laugh and was too cute not to share.

06/03/2026

Welcome back to our Financial Literacy Series — where we break down financial planning terms in a way that actually makes sense. 📚💰
Episode 2: Provisional Income
It may sound complicated, but understanding provisional income is important when it comes to how your Social Security benefits may be taxed in retirement. In this episode, Dustin explains what provisional income is and why it matters for your financial plan.
One step at a time, we’re making financial literacy more approachable and less intimidating.

06/02/2026

At Mundorf Wealth Management, Dustin intentionally designed the HEART process to create a more personal approach to financial planning.
H stands for Hear. 🤍
Your first consultation is centered around YOU. Your experiences, your goals, your concerns, and the questions keeping you up at night. Before building a financial plan, Dustin believes it’s important to truly listen and understand what matters most to each client.
Because good financial planning starts with a listening ear.

06/01/2026

Retirement planning comes with a lot of questions — and a lot of financial terms that can feel overwhelming.
In today’s video, Dustin breaks down the 4% rule and explains how an annuity with an income rider works in simple, practical terms. Our goal is to make financial planning easier to understand so you can make informed decisions with confidence.
Because understanding your money shouldn’t feel out of reach.

Address

1067 FM 306, Suite 301
New Braunfels, TX
78130

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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