Podcast Episodes

Tips on How to Prepare to Sell Your Business

Episode 346

“Hey Mike, I’ve got a business that I plan to sell in a few years. Any tips on how to prepare for the sale and retirement?” 

Discover where you may want to spend your time in order to prepare for a po…

Published on 9 hours ago

Why Tax Planning is More Than IRA to Roth Conversions

Episode 345

“Hey Mike, can you explain what tax planning is? Everyone talks about it but then recommends IRA to Roth conversions.” 

Discover different ways you could implement tax planning in your retirement plan…

Published on 1 day, 9 hours ago

What Has Worked May Not Continue to Work

Episode 344

“Hey Mike, enjoyed the book, but am having a hard time changing my portfolio. What I’m doing seems to be working. Why should I switch now?”
 
Discover why you may want to change your portfolio or inves…

Published on 2 days, 9 hours ago

What Comes First When Planning Retirement

Episode 343

"Hey Mike, retirement feels incredibly overwhelming. Where do you start?"

 Discover what comes before financial planning.

Text your questions to 913-363-1234. 

Request Your Wealth Analysis by going to w…

Published on 5 days, 9 hours ago

When You May NOT Want to Manage Your Portfolio in Retirement

Episode 342

"Hey Mike, how hard is it to learn how to manage a retirement plan on your own if you don’t have a financial background?"

 Discover when it may make sense and when it probably doesn’t make sense to ma…

Published on 6 days, 9 hours ago

How Buffered ETFs Are Different Than Fixed-Indexed Annuities

Episode 341

"Hey Mike, how can some insurance companies offer a better version of a buffered ETF if they work in the same market?"

 Discover what makes them similar and what makes them different.  

Text your quest…

Published on 1 week ago

When to Start Lifetime Income

Episode 340

"Hey Mike, once you buy an annuity, is it better to take income when you retire, or wait so the income amount gets bigger?"

Discover when it may make sense to start your lifetime income when you retir…

Published on 1 week, 1 day ago

Why You May Want the Market to Crash When you Retire

Episode 339

"Hey Mike, is it true that the first five years of retirement are the most risky for your portfolio?"

 Discover three strategies that may make the next market crash an opportunity.

Text your questions …

Published on 1 week, 1 day ago

What Are the Giving Machines? With Tammy Reid

Episode 338

An interview with Tammy Reid, wife of head coach Andy Reid, where she discusses her own family holiday traditions, the need for and joy that comes with giving, and her involvement with the Giving Mac…

Published on 2 weeks, 2 days ago

Charitable Giving Special Episode (With Tammy Reid)

Episode 337

In this week's special episode, Mike talks to Tammy Reid, wife of head coach Andy Reid, about the joy of giving, and the Giving Machines located in Union Station in Kansas City (and elsewhere). Mike …

Published on 2 weeks, 3 days ago