Podcast Episodes
Back to SearchBreaking Down the Self-Insure Option
Episode 285
“Hey Mike, what does it mean to “self-insure” in retirement?” Discover what it means to self-insure against long-term care needs and more.
Text your …
1 year ago
How to Get on the Same Page as Your Spouse When It Comes to Risk
Episode 284
“Hey, Mike. How do I get my husband to take the last few years in retirement? He loves training, which feels risky. He believes he can make consisten…
1 year ago
Dynamic Indexes vs. Static Indexes
Episode 283
“Hey Mike, which is better; dynamic indexes that change with the market or static indexes that don't really change?" Discover the benefits and detrim…
1 year ago
A Difficult Conversation Around Commissions
Episode 282
“Hey Mike, are there other high commissioned products out there like annuities that I should stay away from?” Discover various investments or product…
1 year ago
When Broad Diversification May Not Make Sense
Episode 281
“My portfolio always underperforms even though I do exactly what I am supposed to do. Why is that?” Discover why having a little bit of everything ma…
1 year ago
Why Lowering Interest Rates Could Mean Several Things
Episode 280
“Hey, Mike, what do you expect to happen when interest rates start to go down?” Discover why the Fed lowering interest rates could be good or bad for…
1 year ago
When Even Fiduciaries Have a Conflict of Interest
Episode 279
“Hey Mike, do fiduciaries have conflicts of interest?” Discover why it may be impossible for a financial professional, even a fiduciary, to have a co…
1 year ago
Two Parts to Retirement Planning: Financial and Non-Financial
Episode 278
“Hey Mike, I think I can afford to retire, but I don't know what I'd do if I did. Any thoughts?” Discover the non-financial part of retirement planni…
1 year ago
Buffered ETFs vs Fixed Indexed Annuities
Episode 277
“Hey Mike, when should someone use buffer ETS versus index annuities in their plan?” Discover the difference between these two products and why you m…
1 year ago
It’s Time to Change Your Definition of Risk
Episode 276
“Hey Mike, what's something you see that people often misunderstand about their portfolio?” Discover why Mike thinks the word risk is often misunders…
1 year ago