Podcast Episodes

What to Know About Lifetime Income From an Annuity

Episode 315

"Hey Mike, when someone pushes an annuity for lifetime income, the comparison is always in favor of the annuity. What are they not sharing?"
 
Discover the risks few fully discuss when it comes to life…

Published on 21 hours ago

Is the 4% Rule Still Valid?

Episode 314

"Hey Mike, there are many strategies out there suggesting income around 8% to 9%. Why are advisors still talking about out the 4% rule?"
 
Discover why it may not make sense to expect those higher rate…

Published on 1 day, 21 hours ago

When IRA to Roth Conversions May Not be Beneficial

Episode 313

"Hey Mike, is there ever a situation where someone with IRA funds should not do IRA to Roth conversions?"
 
Discover the nuance behind IRA to Roth conversions and when it may not make sense to do them,…

Published on 2 days, 21 hours ago

An Explanation of Buffered ETFs

Episode 312

"Hey Mike, can you explain buffered ETFs and which you’d use in different situations?"
 
Discover how buffered ETFs work and different ways you may use them as a part of your plan and overall financial…

Published on 3 days, 21 hours ago

Ways to Protect Older Adults Financially

Episode 311

"Hey Mike, I’ve got older family members who are getting taken advantage of financially; how can I stop this from happening?"

Discover ways to address siblings that may be taking advantage of older ad…

Published on 5 days, 21 hours ago

More Important: Growth or Tax Minimization?

Episode 310

"Hey Mike, which is more important, portfolio growth or tax minimization?"

Discover how tax minimization could get in the way of growing your wealth and why you may need to find the right balance for …

Published on 6 days, 21 hours ago

What to Know About Long-Term Care Insurance Through an Annuity

Episode 309

"Hey Mike, can you really get long-care insurance though an annuity without any medical exams?"

 Discover the often-misunderstood parts of annuity income benefits that may help if you need long-term c…

Published on 1 week ago

What to Consider About IRA to Roth Conversions

Episode 308

"Hey Mike, everyone says I should do IRA to Roth conversion, but I’m not so sure."

Discover how your Social Security could get in the way of your IRA to Roth conversion goals, among other potential in…

Published on 1 week, 1 day ago

Are Advisors Able to Grow Assets Better Without any Downside Risk?

Episode 307

"Hey Mike, I don’t want any risk and currently have all my money in money market. If I gave it to an advisor, could they grow it better without any downside risk?"

Discover the problem you may run int…

Published on 1 week, 2 days ago

Are There Options if you Want Less Risk but Still Want Growth Potential?

Episode 306

Hey Mike, what are some safe places to put money that can still grow other than cash? Learn about the benefits and detriments of accounts that have growth potential with principal protection, so that…

Published on 1 week, 4 days ago