Podcast Episodes
Back to SearchIs 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…
6 months, 2 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…
6 months, 3 weeks 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…
6 months, 3 weeks 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…
6 months, 3 weeks 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…
6 months, 3 weeks 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…
6 months, 3 weeks 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…
6 months, 4 weeks ago
The Truth About Annuity Bonuses
Episode 295
“Hey Mike, how can an insurance company offer a cash bonus when you fund their annuity?” Learn what’s really behind cash bonuses, how they work, and …
6 months, 4 weeks ago
How to Get Out of a non-qualified Variable Annuity (Without a Huge Tax Bill)
Episode 294
“Hey Mike, I’ve got a variable annuity I don’t want because of the taxes. What else can I do?” Discover strategies to exit annuities wisely while min…
7 months ago
Fixed vs. Index vs. Variable: What’s the Difference?
Episode 293
“Hey Mike, what’s the difference between fixed, index, and variable life Insurance?” Learn the key distinctions between different investments and pro…
7 months ago