Podcast Episodes
Back to SearchIs Being a Landlord Still Worth it?
Episode 305
Hey Mike, I’m getting 8% cash flow on my rental, but I don’t want to be a landlord. What are my options? Discover common misconceptions about real re…
4 months, 2 weeks ago
Are Buffered ETFs and Indexed Annuities the Same Thing?
Episode 304
Hey Mike, aren’t buffered ETFs and indexed annuities basically the same thing? Learn how these two complex tools are similar, what protections they o…
4 months, 2 weeks ago
Is Tax Planning Important in a Retirement Plan?
Episode 303
Hey Mike, how much does tax planning really play a role in a retirement plan? Discover why the marriage of investment advice and tax planning could b…
4 months, 3 weeks ago
Is the Market Overvalued?
Episode 302
Hey Mike, is the market overvalued? Learn why stock prices may have risen faster than the underlying companies’ earnings or revenues, and what that m…
4 months, 3 weeks ago
Retirement Planning If You Live Longer (or Shorter) Than Average
Episode 301
“Hey Mike, how does the planning change if you expect to live longer or shorter than average?” Learn how longevity expectations reshape Social Securi…
5 months ago
How to Plan Income from Different Tax Buckets
Episode 300
“Hey, Mike, how do you plan income between your different tax buckets?” Discover how timing withdrawals and picking the right bucket can help you pay…
5 months ago
How to Make Life Insurance Cash Value Work for You
Episode 299
“Hey, Mike, how do you manipulate life insurance so that the cash value grows better?” Learn how proper structuring—not manipulation—may turn life in…
5 months ago
Should Couples Keep Finances Separate in Retirement?
Episode 298
“Hey Mike, how do you create a plan for a couple who want to keep their finances separate?” Discover the challenges and strategies for building a pla…
5 months ago
How to Keep Income Flowing During a Market Crash
Episode 297
“Hey Mike, can you give several examples of how to keep income coming in during a market crash?” Learn how a bear market protocol can protect your in…
5 months ago
What to Know Before Open Enrollment 2025
Episode 296
“Hey Mike, open enrollment is coming up. Anything we should know?” Discover what to watch for in Medicare and healthcare plans so you don’t get stuck…
5 months ago