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Your Encore Years - A Special Episode

Episode 286

Join Mike as he interviews Richard Himmer, PhD about his new book, "Your Encore Years." Discover the non-financial planning aspects that are importan…

5 months, 2 weeks ago

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Your Encore Years - A Special Episode

Episode 286

Join Mike as he interviews Richard Himmer, PhD about his new book, "Your Encore Years." Discover the non-financial planning aspects that are importan…

5 months, 3 weeks ago

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Breaking Down the Self-Insure Option

Episode 285

“Hey Mike, what does it mean to “self-insure” in retirement?” Discover what it means to self-insure against long-term care needs and more. 

Text your …

5 months, 3 weeks ago

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How to Get on the Same Page as Your Spouse When It Comes to Risk

Episode 284

“Hey, Mike. How do I get my husband to take the last few years in retirement? He loves training, which feels risky. He believes he can make consisten…

6 months ago

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Dynamic Indexes vs. Static Indexes

Episode 283

“Hey Mike, which is better; dynamic indexes that change with the market or static indexes that don't really change?" Discover the benefits and detrim…

6 months ago

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A Difficult Conversation Around Commissions

Episode 282

“Hey Mike, are there other high commissioned products out there like annuities that I should stay away from?” Discover various investments or product…

6 months ago

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When Broad Diversification May Not Make Sense

Episode 281

“My portfolio always underperforms even though I do exactly what I am supposed to do. Why is that?” Discover why having a little bit of everything ma…

6 months ago

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Why Lowering Interest Rates Could Mean Several Things

Episode 280

“Hey, Mike, what do you expect to happen when interest rates start to go down?” Discover why the Fed lowering interest rates could be good or bad for…

6 months ago

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When Even Fiduciaries Have a Conflict of Interest

Episode 279

“Hey Mike, do fiduciaries have conflicts of interest?” Discover why it may be impossible for a financial professional, even a fiduciary, to have a co…

6 months ago

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Two Parts to Retirement Planning: Financial and Non-Financial

Episode 278

“Hey Mike, I think I can afford to retire, but I don't know what I'd do if I did. Any thoughts?” Discover the non-financial part of retirement planni…

6 months ago

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