Podcast Episodes
Back to SearchDynamic 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…
7 months, 3 weeks ago
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…
7 months, 3 weeks ago
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…
7 months, 3 weeks ago
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…
7 months, 3 weeks ago
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…
7 months, 3 weeks ago
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…
7 months, 4 weeks 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…
7 months, 4 weeks 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…
7 months, 4 weeks 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 …
8 months 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 …
8 months ago