Podcast Episodes

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 growth potential with principal protection, so that…

Published on 1 week, 5 days 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 returns in property investments, and the many ways t…

Published on 1 week, 5 days 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 offer, and who should consider making one or both p…

Published on 1 week, 6 days ago

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 be crucial for achieving one’s lifestyle and legacy…

Published on 2 weeks ago

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 means for future returns. 

Text your questions to 91…

Published on 2 weeks, 1 day ago

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 Security timing, inflation risk, and your entire plan. 

T…

Published on 3 weeks ago

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 less in taxes. 

Text your questions to 913-363-123…

Published on 3 weeks, 1 day ago

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 insurance into a tax-efficient planning tool. 

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Published on 3 weeks, 2 days ago

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 plan when couples manage money individually. 

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Published on 3 weeks, 3 days ago

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 income when markets fall. 

Text your questions to 913…

Published on 3 weeks, 4 days ago