Podcast Episodes
Back to SearchWhy You May Not Need a Death Benefit in Retirement
Episode 258
“Hey Mike, I have a list insurance policy but don’t feel I need the death benefit anymore. What should I do?” Discover why it may not make sense to m…
7 months ago
Why You Need to Pay Attention to Your MAGI in Retirement
Episode 257
“Hey Mike, a lot of the Big Beautiful Bill tax changes revolve around the MAGI. What is it and what do we do about it?” Discover what is the Modified…
7 months ago
How to Figure Out Your Cash Flow Amount in Retirement
Episode 256
"Hey Mike. I'm having a hard time getting started with my retirement plan. Where should I start?" Discover how to design your lifestyle in retirement…
7 months, 1 week ago
Different Living Situations for Retirees
Episode 255
"Hey Mike. We are looking for a retirement community to enjoy. What are the differences between buy-in communities, co-ops, and other options?” Disco…
7 months, 1 week ago
Why You May Not Want to “Plan and Invest Like the Rich."
Episode 254
Hey, Mike. I'm 60 years old with 1,200,000.0 in a traditional IRA. Should I convert 120,000 each year so I don't have to worry about RMDs? Discover t…
7 months, 1 week ago
Why You May Not Want to Convert All Your Money to Roth
Episode 253
“Hey Mike, I'm 60 years old with 1,200,000.0 in a traditional IRA. Should I convert 120,000 each year so I don't have to worry about RMDs?” Discover …
7 months, 1 week ago
How Social Security Taxes Have Changed
Episode 252
“Hey, Mike. I heard that Social Security is now tax free. Is that true?” Discover changes to the tax code and how you can potentially use it to your …
7 months, 1 week ago
Different Ways to Get Funds into Roth or Other Tax-Free Accounts
Episode 251
“Hey Mike, what’s the best way to get funds into a Roth IRA?”
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7 months, 2 weeks ago
Benefits and Detriments with “Fixed-Income” (Income from Bonds)
Episode 250
"Hey Mike, I plan on living off of income from my bond portfolio. What's the risk with this income strategy and how do you plan around it?” Discover…
7 months, 2 weeks ago
Why the Market, Politics, and Other Concerns Should Not Delay Your Retirement
Episode 249
“Hey Mike, with all that is going on, is now still a good time to retire?” Discover how to build your plan so you can retire when it makes sense for …
7 months, 2 weeks ago