Podcast Episodes
Back to SearchHow to Prepare for RMDs so They Don’t Become a Problem Later
Episode 207
“Hey Mike, how can I avoid or reduce my taxes on RMDs?” Discover ways to prepare for and lower your RMDs so they do not become a tax or income proble…
9 months, 2 weeks ago
Tips on How to Vet Investments and Products
Episode 206
“Hey Mike, can you share how you vet different investments?” Discover some of the strategies Mike uses when it comes to vetting investments and produ…
9 months, 2 weeks ago
How to Optimize for Survivor Benefits (Social Security, Pension, and Other)
Episode 205
“Hey Mike, how do you optimize survivor benefits?” Discover how to optimize for survivor benefits and how to identify the risks associated with diffe…
9 months, 2 weeks ago
Tips on How to Determine Your Retirement Cash Flow Needs
Episode 204
“Hey Mike, how do you plan for monthly expenses and extra large purchases?” Discover how you can figure out your cash flow needs in retirement before…
9 months, 2 weeks ago
Should You Do IRA to Roth Conversions at the Beginning or End of the Year?
Episode 203
“Hey Mike, is it better to do IRA to Roth Conversions at the beginning of the year or the end of the year?” Discover when it makes sense to do IRA to…
9 months, 2 weeks ago
What to Do During Turbulent Market Conditions
Episode 202
Hey Mike, where are you investing during these volatile times? Discover how Mike is navigating these turbulent market conditions.
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9 months, 3 weeks ago
The Reason Social Security Should Not Be Optimized by Itself
Episode 201
"Hey Mike, how do you optimize Social Security?" Discover how your Social Security benefits could affect your portfolio, income plan, tax plan, estat…
9 months, 3 weeks ago
What to Do With Old 401(k)s
Episode 200
“Hey Mike, if we have changed careers once or twice and now have multiple 401(k)s. What do you recommend we do with them? Let’s assume one of them ro…
9 months, 3 weeks ago
If You Want Lifetime Guaranteed Income, Make Sure You Understand Your Options Before Buying an Annuity
Episode 199
“Hey Mike, I know you don’t like lifetime income, but if you were to recommend a product, which one would it be?” Discover the different options for …
9 months, 3 weeks ago
Why You Can’t Separate Growth Potential and Risk
Episode 198
“Hey Mike, how do you increase growth as a conservative investor?” Discover why you are compensated for the risk you are willing to take while correc…
9 months, 3 weeks ago