Podcast Episodes

An Unconventional Look at Your Advisor’s Services

Episode 275

“Hey, Mike. How can somebody know they are making the right decisions as they prepare for retirement without a financial adviser?” Discover why Mike thinks the financial services space needs to go th…

Published on 2 weeks, 2 days ago

There’s More Risk Than Market Risk to Consider

Episode 274

“Hey Mike, what lifestyle habits have you seen erode someone's retirement plan?” Discover hidden risks outside the stock market that you may want to consider.

Text your questions to 913-363-1234.   
 
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Published on 2 weeks, 3 days ago

How 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 situation like this?” Discover ways you can better prepare…

Published on 2 weeks, 4 days 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 nuance of shifting a non-retirement portfolio (not IRA…

Published on 2 weeks, 5 days 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 you when you retire. 

Text your questions to 913-36…

Published on 2 weeks, 6 days 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 tax planning, Social Security optimization, health…

Published on 3 weeks, 2 days 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 anything?” Discover how to slowly adjust your portfolio a…

Published on 3 weeks, 3 days 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 at home struggling to make it in the world on thei…

Published on 3 weeks, 4 days 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 rethink how you want your future to look.   

Text your …

Published on 3 weeks, 5 days 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 retirement. Join Mike as he shares different ways …

Published on 3 weeks, 6 days ago