Podcast Episodes

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, 1 week ago

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Is Tax Planning Important in a Retirement Plan?

Episode 303

Hey Mike, how much does tax planning really play a role in a retirement plan? Discover why the marriage of investment advice and tax planning could b…

11 months, 1 week ago

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Is the Market Overvalued?

Episode 302

Hey Mike, is the market overvalued? Learn why stock prices may have risen faster than the underlying companies’ earnings or revenues, and what that m…

11 months, 1 week ago

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Retirement Planning If You Live Longer (or Shorter) Than Average

Episode 301

“Hey Mike, how does the planning change if you expect to live longer or shorter than average?” Learn how longevity expectations reshape Social Securi…

11 months, 2 weeks ago

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How to Plan Income from Different Tax Buckets

Episode 300

“Hey, Mike, how do you plan income between your different tax buckets?” Discover how timing withdrawals and picking the right bucket can help you pay…

11 months, 2 weeks ago

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How to Make Life Insurance Cash Value Work for You

Episode 299

“Hey, Mike, how do you manipulate life insurance so that the cash value grows better?” Learn how proper structuring—not manipulation—may turn life in…

11 months, 2 weeks ago

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Should Couples Keep Finances Separate in Retirement?

Episode 298

“Hey Mike, how do you create a plan for a couple who want to keep their finances separate?” Discover the challenges and strategies for building a pla…

11 months, 2 weeks ago

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How to Keep Income Flowing During a Market Crash

Episode 297

“Hey Mike, can you give several examples of how to keep income coming in during a market crash?” Learn how a bear market protocol can protect your in…

11 months, 2 weeks ago

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What to Know Before Open Enrollment 2025

Episode 296

“Hey Mike, open enrollment is coming up. Anything we should know?” Discover what to watch for in Medicare and healthcare plans so you don’t get stuck…

11 months, 3 weeks ago

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The Truth About Annuity Bonuses

Episode 295

“Hey Mike, how can an insurance company offer a cash bonus when you fund their annuity?” Learn what’s really behind cash bonuses, how they work, and …

11 months, 3 weeks ago

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