Podcast Episodes
Back to SearchThe Problem with Filing for Social Security Early with the Intention of Investing Your Benefits
Episode 248
“Hey Mike, when does it make sense to file for Social Security early so you can take the benefits and reinvest them?” Discover when it may make more …
7 months, 2 weeks ago
Why More Risk Doesn’t Necessarily Mean More Reward
Episode 247
“Hey Mike, I am comfortable taking risks, even in retirement. For people like me, what type of portfolio would you recommend.” Discover why taking mo…
7 months, 2 weeks ago
Renting or Buying: Which is Better in Retirement?
Episode 246
“Hey Mike, is it better to rent or buy a home in retirement?”Discover the benefits and detriments of renting, buying, and buying with low maintenance…
7 months, 3 weeks ago
How Your Social Security Taxes are Calculated
Episode 245
“Hey Mike, is it true that Roth Income affects your social security taxes bracket?”Discover how your Social Security benefits are calculated and if y…
7 months, 3 weeks ago
Income Strategies for the First Five Years of Your Retirement
Episode 244
“Hey Mike, I want guaranteed income for the first few years of retirement, not for life. Is a bond ladder the best strategy?”Discover different ways …
7 months, 3 weeks ago
What Are Your 401(k) Fees?
Episode 243
“Hey Mike, I tried to calculate my 401k fees and it looks like I’m paying around 3%. Is that even possible?” Discover the different types of fees tha…
7 months, 3 weeks ago
How War Can Affect the Market
Episode 242
“Hey Mike, why did the market go up after Iran was bombed? I even the potential or war would crash the market.” Discover why war may not affect the m…
7 months, 3 weeks ago
What does “Self-Insuring” Really Mean?
Episode 241
“Hey Mike, can you explain what you mean by “self-insuring?” Discover what it means to “self-insure” and when it may make sense.
Text your questions …
8 months ago
Ways to Give to Your Kids and Grandkids
Episode 240
“Hey Mike, what are ways you’ve seen people give to their kids and grandkids?” Discover several ways you can give to your kids and grandkids while yo…
8 months ago
What to Do Once You Receive a Large Sum of Money
Episode 239
“Hey Mike, I just sold my business for five million dollars. What do you typically recommend someone like me do next?” Discover the behavioral risks …
8 months ago