Podcast Episodes
Back to SearchWhen IRA to Roth Conversions May Not be Beneficial
Episode 313
"Hey Mike, is there ever a situation where someone with IRA funds should not do IRA to Roth conversions?"
Discover the nuance behind IRA to Roth conv…
10 months, 3 weeks ago
An Explanation of Buffered ETFs
Episode 312
"Hey Mike, can you explain buffered ETFs and which you’d use in different situations?"
Discover how buffered ETFs work and different ways you may use…
10 months, 4 weeks ago
Ways to Protect Older Adults Financially
Episode 311
"Hey Mike, I’ve got older family members who are getting taken advantage of financially; how can I stop this from happening?"
Discover ways to address…
10 months, 4 weeks ago
More Important: Growth or Tax Minimization?
Episode 310
"Hey Mike, which is more important, portfolio growth or tax minimization?"
Discover how tax minimization could get in the way of growing your wealth a…
11 months ago
What to Know About Long-Term Care Insurance Through an Annuity
Episode 309
"Hey Mike, can you really get long-care insurance though an annuity without any medical exams?"
Discover the often-misunderstood parts of annuity inc…
11 months ago
What to Consider About IRA to Roth Conversions
Episode 308
"Hey Mike, everyone says I should do IRA to Roth conversion, but I’m not so sure."
Discover how your Social Security could get in the way of your IRA …
11 months ago
Are Advisors Able to Grow Assets Better Without any Downside Risk?
Episode 307
"Hey Mike, I don’t want any risk and currently have all my money in money market. If I gave it to an advisor, could they grow it better without any d…
11 months ago
Are There Options if you Want Less Risk but Still Want Growth Potential?
Episode 306
Hey Mike, what are some safe places to put money that can still grow other than cash? Learn about the benefits and detriments of accounts that have g…
11 months ago
Is Being a Landlord Still Worth it?
Episode 305
Hey Mike, I’m getting 8% cash flow on my rental, but I don’t want to be a landlord. What are my options? Discover common misconceptions about real re…
11 months ago
Are Buffered ETFs and Indexed Annuities the Same Thing?
Episode 304
Hey Mike, aren’t buffered ETFs and indexed annuities basically the same thing? Learn how these two complex tools are similar, what protections they o…
11 months ago