Podcast Episodes
Back to SearchAn Unconventional Look at Your Advisor’s Services
Episode 275
“Hey, Mike. How can somebody know they are making the right decisions as they prepare for retirement without a financial adviser?” Discover why Mike …
1 year ago
There’s More Risk Than Market Risk to Consider
Episode 274
“Hey Mike, what lifestyle habits have you seen erode someone's retirement plan?” Discover hidden risks outside the stock market that you may want to …
1 year ago
How to Plan for the Last 10 Years of Your Career
Episode 273
“Hey Mike, I want to work another five years before I retire, but I'm concerned my position won't be around that long. How do you plan for a situatio…
1 year ago
Ways to Adjust a Non-Retirement Portfolio
Episode 272
“Hey Mike, most of my investments are in a brokerage account. How do I set up my retirement plan without creating a huge tax bill.” Discover the nuan…
1 year, 1 month ago
Don't Make This Mistake as You Prepare for Retirement
Episode 271
“Hey Mike, what's one mistake you see many people make when they approach retirement?” Discover why your 401(k) growth strategy may not be right for …
1 year, 1 month ago
Why You Should Assume Everything Affects Everything Else in Retirement
Episode 270
“Hey Mike, is cash flow the most important part of retirement planning or am I missing something?” Discover how your cash flow planning affects your …
1 year, 1 month ago
Why It Is Hard to Sell Your Best Investments, Even When You Know You Should
Episode 269
“Hey Mike, I’ve got a great portfolio and don’t want to sell any of it. How do you build a retirement plan around a portfolio without selling anythin…
1 year, 1 month ago
How to Retire When Kids are Still Living at Home
Episode 268
“Hey Mike, how would you plan retirement if your kids still live at home?” Join Mike as he discusses a more common part of retirement planning; kids …
1 year, 1 month ago
“Hey Mike, when is someone ‘retirement ready’?”
Episode 267
“Hey Mike, when is someone ‘retirement ready’?” Discover the non-financial side of retirement that could cause you to pause your retirement and reth…
1 year, 1 month ago
There’s No Such Thing as a Riskless Retirement
Episode 266
“Hey Mike, what causes people to go broke in retirement?” Discover some retirement risks you may not know exist. There’s no such thing as a riskless …
1 year, 1 month ago