Podcast Episodes
Back to SearchAre Deductions Still Worth It?
Episode 263
“Hey Mike, people always talk about deducting their expenses. Is it really worth it and what counts for a deduction?” Discover the reality of deducti…
8 months, 2 weeks ago
The Risks You Have When You DIY Your Retirement Management
Episode 262
“Hey Mike, can you set realistic expectations for someone who gets a plan and then manages it on their own?”
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8 months, 2 weeks ago
Flat-Market Warning Signs You Need to Know
Episode 261
“Hey Mike, I know you can’t predict the market, but could you give a general market update?” Discover why today is very similar to 1998 and why Mike…
8 months, 2 weeks ago
How to Approach Your Portfolio in Retirement, Even When Markets Crash
Episode 260
"Hey Mike, I’m getting tired of watching the markets each day. I can’t get past the fear of another market crash. Any tips?” Discover a new way to co…
8 months, 3 weeks ago
How to Sell Your Investment Real Estate Before Retirement
Episode 259
“Hey Mike, how do you determine if it makes sense to sell your rental property and pay the tax or do a 1031 exchange into something else?” Discover s…
8 months, 3 weeks ago
Why You May Not Need a Death Benefit in Retirement
Episode 258
“Hey Mike, I have a list insurance policy but don’t feel I need the death benefit anymore. What should I do?” Discover why it may not make sense to m…
8 months, 3 weeks ago
Why You Need to Pay Attention to Your MAGI in Retirement
Episode 257
“Hey Mike, a lot of the Big Beautiful Bill tax changes revolve around the MAGI. What is it and what do we do about it?” Discover what is the Modified…
8 months, 3 weeks ago
How to Figure Out Your Cash Flow Amount in Retirement
Episode 256
"Hey Mike. I'm having a hard time getting started with my retirement plan. Where should I start?" Discover how to design your lifestyle in retirement…
8 months, 4 weeks ago
Different Living Situations for Retirees
Episode 255
"Hey Mike. We are looking for a retirement community to enjoy. What are the differences between buy-in communities, co-ops, and other options?” Disco…
9 months ago
Why You May Not Want to “Plan and Invest Like the Rich."
Episode 254
Hey, Mike. I'm 60 years old with 1,200,000.0 in a traditional IRA. Should I convert 120,000 each year so I don't have to worry about RMDs? Discover t…
9 months ago