Podcast Episodes
Back to SearchRetirement Planning Regrets from 2025
Episode 394
“Hey Mike, what’s a retirement regret you saw in 2025?”
Discover two common regrets from many soon-to-be retirees from 2025.
Text your questions to 913…
2 weeks ago
Why Your Financial Plan Comes Second
Episode 393
"Hey Mike, how do you coordinate the financial part of retirement with everything else?”
Discover why you should plan your lifestyle before you plan …
2 weeks, 2 days ago
Does the 60/40 Portfolio Still Work for Retirees?
Episode 388
“Hey Mike, to keep things simple, could the 60/40 split work for a retiree?”
Discover why simplicity could be dangerous if it ignores certain risk fa…
2 weeks, 3 days ago
What Financial Professionals Won’t Admit
Episode 392
“Hey Mike, what’s the purpose of a financial planner?”
Discover when you may want to work with a financial advisor, and when it may not make sense.
Te…
2 weeks, 4 days ago
If an Annuity Guarantees a High Payout, Why Wouldn’t You Take It?
Episode 387
“Hey Mike, if an annuity can offer me 7% or more as guaranteed lifetime income, why wouldn’t I take it?”
Discover what those guarantees actually mean…
2 weeks, 4 days ago
If You Have Less Than $1,000,000 Saved, Build Your Retirement Plan Differently
Episode 391
“Hey Mike, I have less than $1,000,000 saved for retirement. How does that change things as I prepare for retirement?”
Discover why those who have le…
2 weeks, 5 days ago
Are 529 Plans Really the Best Way to Fund a Grandchild’s Education?
Episode 386
“Hey Mike, are 529 plans the best way to fund grandkids’ education?”
Discover when 529s make sense and when you may want to consider other strategies…
2 weeks, 5 days ago
Ways to Invest in Real Estate Without Becoming a Landlord
Episode 390
“Hey Mike, what are different ways you can generate income from real estate without being a landlord?”
Discover different ways to include real estate…
2 weeks, 6 days ago
How Lower Returns Can Actually Grow Your Money More
Episode 385
“Hey Mike, how can you claim that a lower average return can grow your money more overall? That doesn’t make any sense.”
Discover how sequence of ret…
2 weeks, 6 days ago
Why Building a Retirement Plan Around Your Portfolio Is Backwards
Episode 384
“Hey Mike, can you walk through your planning process order and why you believe it needs to be that way? I’m a dividend investor and am building my p…
3 weeks ago