Podcast Episodes
Back to SearchThe Problems with Marketing in Financial Services
Episode 227
"Hey Mike, do I really need $1.26 million dollars to retire comfortably?” Discover why you may be seeing random numbers and goals in financial servic…
8 months, 2 weeks ago
Non-Financial Tips That Can Help You Stay Sharp and Healthy
Episode 226
"Hey Mike, I have been retired for a number of years now. What are some ways retirees can stay active and engaged in their communities after leaving …
8 months, 2 weeks ago
How to Handle Risk Differences In a Relationship
Episode 225
Hey Mike, My spouse and I have different ideas of how much risk we should be taking when it comes to investing our retirement funds. How can we find …
8 months, 2 weeks ago
How to Address Loans Against Your 401(k)
Episode 224
Hey Mike, I just retired this month and have an outstanding retirement loan (against my 401k) with a balance of $8,000.00. The payment is $680.00 per…
8 months, 2 weeks ago
A Brief History of “AI” Running Investment Models
Episode 223
“Hey Mike, is AI better than an advisor at making trades and managing a portfolio?” Discover how Wall Street has been using “AI” for decades and how …
8 months, 3 weeks ago
Stock Picking vs Buying Indexes
Episode 222
“Hey Mike, should I be buying and holding stocks, or investing in cheap S&P 500 ETFs like SPY and VOO for the long term?” Discover the difference bet…
8 months, 3 weeks ago
How to Align Your RMD with Your Income Strategy
Episode 221
“Hey Mike, what are these “RMDs” I am hearing about, and how do they fit into my retirement income strategy?” Discover the potential tax inefficienci…
8 months, 3 weeks ago
What to Consider When Planning to Retire Abroad
Episode 220
“Hey Mike, I want to retire to Mexico where the cost of living is less and the weather is great year round. What financial considerations do I need t…
9 months ago
Why You May Want to Lower Risk as You Approach Retirement
Episode 219
“Hey Mike, I am 60 and plan to retire in five years. My 401(k) is almost entirely equities; what moves should I be making to prepare for retirement?”…
9 months ago
Why Lifetime Income from Annuities May Sound Better Than It Is
Episode 218
“Hey Mike, how can an annuity offer a guaranteed withdrawal rate of 6.5% when we are told you should only take out 4% from your portfolio?” Discover …
9 months ago