Podcast Episodes
Back to SearchYear-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, 3 weeks ago
What to Know About Roth IRAs
Episode 321
"Hey Mike, can you clarify what happens when funds go into a Roth IRA?"
Discover the rules behind Roth IRAs, contributions to Roth IRAs and IRA to Rot…
5 months, 3 weeks ago
Ways to Create a Retirement Plan with Liquid Investments
Episode 320
"Hey Mike, can you create a retirement plan only using liquid investments?"
Discover the hidden potential opportunity cost when you maintain liquidity…
5 months, 3 weeks ago
Ways to Approach a Tax Efficient Real Estate Exit
Episode 319
"Hey Mike, how do you map out which rental homes to sell and which to push out?"
Discover ways to map out your tax efficient real estate exit so you c…
5 months, 3 weeks ago
What are the Potential Risks in Today's Market?
Episode 318
"Hey Mike, what risks concern you based on current market conditions?"
Discover various risks Mike believes retirees face in the near future.
Text your…
5 months, 3 weeks ago
All of my Money is in a Savings Account. How do I Fund my Retirement?
Episode 317
"Hey Mike, I have $1,000,000 in my savings account from the sale of my business and nothing in 401(k). How does this change my retirement planning?"
D…
5 months, 4 weeks ago
Ways to Help Your Kids and Grandkids Outside the 529 Plan
Episode 316
"Hey Mike, are there other ways outside the 529 plan to help my grandkids get ahead in life?"
Discover a couple of different ways you could help your…
6 months ago
What 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…
6 months 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…
6 months 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…
6 months ago