Podcast Episodes

Responding to an Angry Commenter About REITs

Episode 421

From the comments… “REITs are garbage. Take a look at performance vs any index fund.. VOO, QQQM, anything. Stop it.” 

Learn how different investments …

3 weeks, 2 days ago

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I’m Behind on My Retirement: What Should I Do?

Episode 420

Description: “Hey Mike, I am behind on my retirement savings. What should I do?”  

Learn why taking more risk isn’t the answer and how to strategicall…

3 weeks, 3 days ago

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How to Fix Your Missed RMD

Episode 419

“Hey Mike, I missed my RMD. What do I do next?“

Discover what to do if you missed your RMD in retirement.

Text your questions to 913-363-1234.  
 
Reques…

3 weeks, 6 days ago

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How to Buy Your Retirement Home

Episode 418

“Hey Mike, I’m looking to buy my retirement house first, and then eventually sell my current house. How do you line this all up?“

Discover ways to sel…

4 weeks ago

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What to Look for on Your Tax Return

Episode 417

“Hey Mike, I just got my tax return done. What should I be looking for?“

 Discover what to look for when you review your tax return. 

Text your questio…

4 weeks, 1 day ago

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Tax Minimization Strategy Often Overlooked

Episode 416

“Hey Mike, what’s one tax minimization strategy that often gets overlooked in retirement?“ 

Discover a few strategic ways you could minimize taxes in …

4 weeks, 2 days ago

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How to Compare Your Retirement Income Options

Episode 415

“Hey Mike, what is the easiest way to break through all the jargon and compare income strategies for a soon-to-be retiree?“ 

Discover three ways you c…

1 month ago

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What to Use for Laddered Income in Retirement

Episode 414

“Hey Mike, what do you use to create a retirement income ladder?“ 

Discover different investments and products that you could use if you wanted to lad…

1 month ago

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Should You Move to a Tax-Free State in Retirement?

Episode 413

“Hey Mike, is it worth moving to a tax-free state in retirement?“ 

Discover how where you live can make a difference in retirement. 

 Text your questio…

1 month ago

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Why Annuities Lower Their Rates Mid-Contract

Episode 412

“Hey Mike, can you explain why my indexed annuity lowered its rates and now I’m stuck with no growth?“ 

Discover some of the reasons why an insurance …

1 month ago

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