Podcast Episodes
Back to SearchCan AI Build My Retirement Plan?
Episode 431
Mike builds a retirement plan using Claude and ChatGPT.
Discover why building reliable retirement income takes more than data and how proper planning…
10 hours ago
How to Plan for Future Unknown Tax Brackets
Episode 430
“Hey Mike. How can you do tax planning when the rules keep changing?”
Discover how to balance future uncertainty with today’s tax rules.
Text your que…
6 days, 17 hours ago
The Difference Between Mutual Funds and ETFs in Your 401(k)
Episode 429
“Hey Mike. I have a rollover IRA account that was set up 15 years ago that has all mutual funds. Is it worth it to switch everything over to ETFs?”
Di…
1 week, 1 day ago
Mistakes People Make When Selling at a Loss
Episode 428
“Hey Mike. How do you know if you should sell something at a loss and move on or if you should hold on and wait?”
Discover the guiding principles whe…
1 week, 3 days ago
World War III: Should I Hold My Stocks?
Episode 427
“Hey Mike, Warren Buffett said he would hold stocks even if it were World War three, would you?”
Discover how to think about stocks during uncertain…
1 week, 6 days ago
$2 Million Retirement. How Long Will It Last?
Episode 426
“Hey Mike, how long does $2,000,000 last in retirement?”
Discover why retirement isn’t just about hitting a number. It's about starting with the life…
2 weeks, 1 day ago
How Income Planning Affects Healthcare Planning
Episode 425
“Hey, Mike. I’m having a hard time understanding how income planning affects healthcare planning. Can you elaborate?”
Discover how coordinating your …
2 weeks, 3 days ago
A Better Way to Sell My Rental: Vacant or Occupied
Episode 424
“Hey Mike, is it better to sell your rental properties with renters in it or when it is vacant?”
Discover how local laws, cash flow, and property con…
2 weeks, 6 days ago
Planning for Rising Healthcare Costs
Episode 423
“Hey Mike, what’s the best way to plan for rising healthcare costs?”
Explore the key strategies for managing rising healthcare costs, including insur…
3 weeks ago
Why Are My Friends Getting Better Annuity Rates Than Me?
Episode 422
Description: “Hey Mike, how come my friends are getting better annuities today? Is there anything I can do to switch my payout?”
Learn how changing m…
3 weeks, 1 day ago