Podcast Episodes
Back to SearchWhy 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…
10 months ago
When it Makes Sense to Work in Retirement
Episode 197
“Hey Mike, I am married and my spouse has suggested I go back to work part-time in retirement, both for income and to stay busy. What are some things…
10 months ago
When Does an ETF or Mutual Fund Make Sense
Episode 196
“Hey Mike, what’s the difference between an ETF and a Mutual Fund?” Discover what is really going on when you invest in a mutual fund or ETF, and why…
10 months ago
Which is Worse, Taxes or Inflation?
Episode 195
“Hey Mike, which is worse in retirement: taxes or inflation?” Discover why Mike believes inflation is more of a risk than taxes when it comes to reti…
10 months ago
Why Your Generic Diversified Portfolio May Not Be as Good as You Think
Episode 194
“Hey Mike, what does a ‘diversified portfolio’ look like?” Discover why Mike believes broad diversification is not as good as many would suggest, as …
10 months ago
How to Decide Where to Put Excess Income in Preparation for Retirement
Episode 193
“Hey Mike, I am in my 40s, I have maxed out all of my retirement account contributions for the year, and I have more money I want to save. Where shou…
10 months ago
Why There Are Many Layers to Income and Withdrawal Strategies in Retirement
Episode 192
“Hey Mike, what’s the smartest way to draw down your accounts?” Discover how to take income from your accounts, even when markets don’t look good.
Tex…
10 months, 1 week ago
When Insurance May Make Sense (and When You Want to Stay Clear) in Retirement
Episode 191
“Hey Mike, what are the types of insurance policies that are applicable in retirement?” Discover various types of insurance policies and how they can…
10 months, 1 week ago
Why the $1,000,000 Retirement Benchmark Doesn’t Make Sense
Episode 190
“Hey Mike, can you retire today with $1,000,000, or is that an outdated benchmark?” Discover how to find your target retirement savings goal.
Text yo…
10 months, 1 week ago
When It Makes Sense to File as Married Filing Separate
Episode 189
“Hey Mike, should my wife and I file married but separate so we can have one of us provide household income while the other does IRA to Roth conversi…
10 months, 1 week ago