Podcast Episodes
Back to SearchHow to Plan for the Last 10 Years of Your Career
Episode 273
“Hey Mike, I want to work another five years before I retire, but I'm concerned my position won't be around that long. How do you plan for a situatio…
8 months ago
Ways to Adjust a Non-Retirement Portfolio
Episode 272
“Hey Mike, most of my investments are in a brokerage account. How do I set up my retirement plan without creating a huge tax bill.” Discover the nuan…
8 months ago
Don't Make This Mistake as You Prepare for Retirement
Episode 271
“Hey Mike, what's one mistake you see many people make when they approach retirement?” Discover why your 401(k) growth strategy may not be right for …
8 months ago
Why You Should Assume Everything Affects Everything Else in Retirement
Episode 270
“Hey Mike, is cash flow the most important part of retirement planning or am I missing something?” Discover how your cash flow planning affects your …
8 months, 1 week ago
Why It Is Hard to Sell Your Best Investments, Even When You Know You Should
Episode 269
“Hey Mike, I’ve got a great portfolio and don’t want to sell any of it. How do you build a retirement plan around a portfolio without selling anythin…
8 months, 1 week ago
How to Retire When Kids are Still Living at Home
Episode 268
“Hey Mike, how would you plan retirement if your kids still live at home?” Join Mike as he discusses a more common part of retirement planning; kids …
8 months, 1 week ago
“Hey Mike, when is someone ‘retirement ready’?”
Episode 267
“Hey Mike, when is someone ‘retirement ready’?” Discover the non-financial side of retirement that could cause you to pause your retirement and reth…
8 months, 1 week ago
There’s No Such Thing as a Riskless Retirement
Episode 266
“Hey Mike, what causes people to go broke in retirement?” Discover some retirement risks you may not know exist. There’s no such thing as a riskless …
8 months, 1 week ago
What Are Buffered ETFs and Are They Right for You?
Episode 265
“Hey Mike, tell me more about buffered ETFs?” Discover some of the benefits or detriments associated with Buffered ETFs. Please note, there are many …
8 months, 2 weeks ago
How Much Should You Plan on Spending in Retirement?
Episode 264
“How do you figure out your cash flow in retirement?" Discover why you should not assume that you’ll spend the same amount of money each month in ret…
8 months, 2 weeks ago