Podcast Episodes
Back to SearchIs the Fed Cutting Rates a Good Thing?
Episode 331
"Hey Mike, what should we know about the Fed cutting rates?"
Discover some of the cautionary flags you may want to consider as the Federal Reserve sig…
5 months, 1 week ago
How to Balance Purpose-Driven Work and When you Should Retire
Episode 330
"Hey Mike, I want to keep working but it’s getting in the way of my IRA to Roth Conversions. What can I do?"
Discover why your purpose and work may be…
5 months, 1 week ago
Different Markets to Consider When Putting Your Portfolio Together
Episode 329
"Hey Mike, the stock market seems overvalued. Do you think the real estate market is also overvalued?"
Discover the different markets you can invest i…
5 months, 1 week ago
Which Comes First: Social Security Optimization or Tax Minimization?
Episode 328
"Hey Mike, which should be done first, social security optimization or tax minimization planning?"
Discover why tax planning should be done before you…
5 months, 1 week ago
Why a Looming Potential Crash Should not Prevent You From Considering the Stock Market as a Part of Your Portfolio
Episode 327
"Hey Mike, I know I should be in the stock market, but I can’t get myself to go in since I think it’s going to crash. Is this normal? What else is th…
5 months, 1 week ago
Be Cautious of Alleged Tax Loopholes
Episode 326
“Hey Mike, I’ve got many friends who have family businesses for retirement so they can write off their family travel and fun expenses. Does that real…
5 months, 2 weeks ago
Why Plans Could Change if You Saved More for Retirement
Episode 325
“Hey Mike, how does a retirement plan change if you have $250k saved vs $2.5 million.”
Discover why those who have less, even if they can afford to re…
5 months, 2 weeks ago
Why Your 401(k) Growth Strategy May Not Work as Well in Retirement
Episode 324
“Hey Mike, I’ve managed my 401(k) my entire life; I just buy and hold index funds. Is retirement any different?”
Discover some of the risks associate…
5 months, 2 weeks ago
Why the Tax Qualification of Your Dividends Matter
Episode 323
“Hey Mike, I want to use dividends as my primary source of retirement income. How would you put a dividend portfolio together?”
Discover the differen…
5 months, 2 weeks ago
Year-End Planning Strategies Many Miss
Episode 322
“Hey Mike, aside from IRA to Roth conversions, what else should I do in my year-end planning?”
Discover many of the other year-end strategies that ma…
5 months, 2 weeks ago