Podcast Episodes
Back to SearchThe Truth About Filing Early and Investing Your Social Security Benefits
Episode 405
“Hey Mike, should I take Social Security early and invest it instead of waiting for a higher benefit?”
Discover when it may make sense to file for yo…
5 hours ago
There’s More to Tax Planning Than Just IRA to Roth Conversions
Episode 404
"Hey Mike, how do you solve for tax efficient retirement income?”
Discover various tax strategies you may want to consider in retirement.
Text your q…
23 hours ago
How to Handle Retirement Regret
Episode 403
“Hey Mike, I just retired and I completely regret the decision. The problem is the job market is not letting me back in. What should I do moving forw…
4 days, 5 hours ago
When to Pay Off Debt Before Retirement and When to Keep It
Episode 402
“Hey Mike, if I am 10 years away from retirement, but still have some debt, should I pay off my debt first or focus on saving in my IRA?”
Discover th…
5 days, 5 hours ago
How to Mix Lifetime Income with Portfolio Growth
Episode 401
“Hey Mike, I was told to put around 60% of my money into a life-time annuity and that would be basically the same as the 4% rule. Is that true?”
Disc…
6 days, 5 hours ago
What to Consider Before Starting a Business in Retirement
Episode 400
“Hey Mike, I want to start a business in retirement to keep myself busy. What should I know?”
Discover why a business may or may not be a good idea i…
1 week ago
The Basics of the Bear Market Protocol
Episode 399
“Hey Mike, can you provide a practical explanation on how to implement the Bear Market Protocol?”
Discover a few ways you can position your portfolio …
1 week, 1 day ago
A Quick Guide to Your Last 10 Working Years
Episode 398
“Hey Mike, what would you do in your final 10 working years?"
Discover some of the main questions you may want to ask so you can prepare now for a mor…
1 week, 4 days ago
Should You Include Private Equity/Credit in Your Retirement Portfolio?
Episode 397
“Hey Mike, when would private equity play a role in your retirement portfolio?"
Discover when it may make sense to include private equity or private c…
1 week, 5 days ago
Why The Plan Is Not as Important as the Strategy
Episode 396
“Hey Mike, why do you minimize the importance of a financial plan?"
Discover the purpose of a retirement plan, and why you may want to spend more time…
1 week, 6 days ago