Podcast Episodes
Back to SearchWhy Your 401(k) Growth Strategy May Not Work as Well in Retirement
Episode 324
“Hey Mike, I’ve managed my 401(k) my entire life; I just buy and hold index funds. Is retirement any different?”
Discover some of the risks associate…
10 months, 1 week ago
Why the Tax Qualification of Your Dividends Matter
Episode 323
“Hey Mike, I want to use dividends as my primary source of retirement income. How would you put a dividend portfolio together?”
Discover the differen…
10 months, 2 weeks ago
Year-End Planning Strategies Many Miss
Episode 322
“Hey Mike, aside from IRA to Roth conversions, what else should I do in my year-end planning?”
Discover many of the other year-end strategies that ma…
10 months, 2 weeks ago
What to Know About Roth IRAs
Episode 321
"Hey Mike, can you clarify what happens when funds go into a Roth IRA?"
Discover the rules behind Roth IRAs, contributions to Roth IRAs and IRA to Rot…
10 months, 2 weeks ago
Ways to Create a Retirement Plan with Liquid Investments
Episode 320
"Hey Mike, can you create a retirement plan only using liquid investments?"
Discover the hidden potential opportunity cost when you maintain liquidity…
10 months, 2 weeks ago
Ways to Approach a Tax Efficient Real Estate Exit
Episode 319
"Hey Mike, how do you map out which rental homes to sell and which to push out?"
Discover ways to map out your tax efficient real estate exit so you c…
10 months, 2 weeks ago
What are the Potential Risks in Today's Market?
Episode 318
"Hey Mike, what risks concern you based on current market conditions?"
Discover various risks Mike believes retirees face in the near future.
Text your…
10 months, 3 weeks ago
All of my Money is in a Savings Account. How do I Fund my Retirement?
Episode 317
"Hey Mike, I have $1,000,000 in my savings account from the sale of my business and nothing in 401(k). How does this change my retirement planning?"
D…
10 months, 3 weeks ago
Ways to Help Your Kids and Grandkids Outside the 529 Plan
Episode 316
"Hey Mike, are there other ways outside the 529 plan to help my grandkids get ahead in life?"
Discover a couple of different ways you could help your…
10 months, 3 weeks ago
What to Know About Lifetime Income From an Annuity
Episode 315
"Hey Mike, when someone pushes an annuity for lifetime income, the comparison is always in favor of the annuity. What are they not sharing?"
Discover…
10 months, 3 weeks ago