Podcast Episodes
Back to SearchWhat 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…
4 months, 1 week 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…
4 months, 1 week 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 conv…
4 months, 1 week 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…
4 months, 1 week 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…
4 months, 1 week 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 a…
4 months, 2 weeks 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 inc…
4 months, 2 weeks 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 …
4 months, 2 weeks 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 d…
4 months, 2 weeks 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 g…
4 months, 2 weeks ago