Podcast Episodes
Back to SearchTwo 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
Buffered ETFs vs Fixed Indexed Annuities
Episode 277
“Hey Mike, when should someone use buffer ETS versus index annuities in their plan?” Discover the difference between these two products and why you m…
6 months, 1 week ago
It’s Time to Change Your Definition of Risk
Episode 276
“Hey Mike, what's something you see that people often misunderstand about their portfolio?” Discover why Mike thinks the word risk is often misunders…
6 months, 1 week ago
An Unconventional Look at Your Advisor’s Services
Episode 275
“Hey, Mike. How can somebody know they are making the right decisions as they prepare for retirement without a financial adviser?” Discover why Mike …
6 months, 1 week ago
There’s More Risk Than Market Risk to Consider
Episode 274
“Hey Mike, what lifestyle habits have you seen erode someone's retirement plan?” Discover hidden risks outside the stock market that you may want to …
6 months, 1 week ago
How to Plan for the Last 10 Years of Your Career
Episode 273
“Hey Mike, I want to work another five years before I retire, but I'm concerned my position won't be around that long. How do you plan for a situatio…
6 months, 1 week ago
Ways to Adjust a Non-Retirement Portfolio
Episode 272
“Hey Mike, most of my investments are in a brokerage account. How do I set up my retirement plan without creating a huge tax bill.” Discover the nuan…
6 months, 2 weeks ago
Don't Make This Mistake as You Prepare for Retirement
Episode 271
“Hey Mike, what's one mistake you see many people make when they approach retirement?” Discover why your 401(k) growth strategy may not be right for …
6 months, 2 weeks ago
Why You Should Assume Everything Affects Everything Else in Retirement
Episode 270
“Hey Mike, is cash flow the most important part of retirement planning or am I missing something?” Discover how your cash flow planning affects your …
6 months, 2 weeks ago
Why It Is Hard to Sell Your Best Investments, Even When You Know You Should
Episode 269
“Hey Mike, I’ve got a great portfolio and don’t want to sell any of it. How do you build a retirement plan around a portfolio without selling anythin…
6 months, 2 weeks ago