Podcast Episodes
Back to SearchHow to Get Out of a non-qualified Variable Annuity (Without a Huge Tax Bill)
Episode 294
“Hey Mike, I’ve got a variable annuity I don’t want because of the taxes. What else can I do?” Discover strategies to exit annuities wisely while min…
11 months, 3 weeks ago
Fixed vs. Index vs. Variable: What’s the Difference?
Episode 293
“Hey Mike, what’s the difference between fixed, index, and variable life Insurance?” Learn the key distinctions between different investments and pro…
11 months, 4 weeks ago
What the Fed’s Rate Cuts Could Mean for Your Money
Episode 292
“Hey Mike, what should we expect from the market now that the Fed is cutting rates?” Discover how rate cuts may impact the economy, your investments,…
11 months, 4 weeks ago
How to Leave an Inheritance Without Ruining Your Kids
Episode 291
“Hey Mike, I’m concerned that my estate will ruin my kids as they are not very good with money, what should I do?” Discover strategies that could hel…
1 year ago
Private Equity in 401(k)s: Opportunity or Risk?
Episode 290
“Hey Mike, what do you think about private equity becoming available in 401(k)?” Discover the potential benefits, and big risks of adding private equ…
1 year ago
What to Expect When Working with a Financial Advisor
Episode 289
“Hey Mike, I’ve never worked with an advisor, what should I expect?” Discover what the first experience with a financial advisor should look like and…
1 year ago
Tax-Efficient Retirement Income from a Brokerage Account
Episode 288
“Hey Mike, I have most of my retirement savings in my brokerage account, how should I set up my income to also be tax efficient?” Discover strategies…
1 year ago
What to Know Before Retiring in Your 50s
Episode 287
“Hey Mike, I plan to retire in my early fifties, what do I need to know?” Discover the key risks and considerations of early retirement that may make…
1 year ago
Your Encore Years - A Special Episode
Episode 286
Join Mike as he interviews Richard Himmer, PhD about his new book, "Your Encore Years." Discover the non-financial planning aspects that are importan…
1 year ago
Your Encore Years - A Special Episode
Episode 286
Join Mike as he interviews Richard Himmer, PhD about his new book, "Your Encore Years." Discover the non-financial planning aspects that are importan…
1 year ago