Podcast Episodes
Back to SearchA Brief History of “AI” Running Investment Models
Episode 223
“Hey Mike, is AI better than an advisor at making trades and managing a portfolio?” Discover how Wall Street has been using “AI” for decades and how …
10 months, 1 week ago
Stock Picking vs Buying Indexes
Episode 222
“Hey Mike, should I be buying and holding stocks, or investing in cheap S&P 500 ETFs like SPY and VOO for the long term?” Discover the difference bet…
10 months, 2 weeks ago
How to Align Your RMD with Your Income Strategy
Episode 221
“Hey Mike, what are these “RMDs” I am hearing about, and how do they fit into my retirement income strategy?” Discover the potential tax inefficienci…
10 months, 2 weeks ago
What to Consider When Planning to Retire Abroad
Episode 220
“Hey Mike, I want to retire to Mexico where the cost of living is less and the weather is great year round. What financial considerations do I need t…
10 months, 3 weeks ago
Why You May Want to Lower Risk as You Approach Retirement
Episode 219
“Hey Mike, I am 60 and plan to retire in five years. My 401(k) is almost entirely equities; what moves should I be making to prepare for retirement?”…
10 months, 3 weeks ago
Why Lifetime Income from Annuities May Sound Better Than It Is
Episode 218
“Hey Mike, how can an annuity offer a guaranteed withdrawal rate of 6.5% when we are told you should only take out 4% from your portfolio?” Discover …
10 months, 3 weeks ago
Reasons Why the Future (and Market) Looks Bright
Episode 217
“Hey Mike, how much more can the market continue to grow?” Discover why Mike believes the future is bright and full of opportunity.
Text your question…
10 months, 3 weeks ago
What You Can Do if You Want to Maintain Liquidity
Episode 216
“Hey Mike, I don’t like anything locked up for a long term period of time. What are my reservoir options?” Discover how to fund your reservoir/storeh…
10 months, 3 weeks ago
How to Plan Your Retirement While Preparing to Help Support a Parent
Episode 215
“Hey Mike, how do you plan for taking care of your parents during your own retirement?” Discover some of the financial and non-financial conversation…
10 months, 4 weeks ago
Research Ideas for Those Looking for Investment Opportunities
Episode 214
“Hey Mike, what sectors or stocks do you think are worth investing in right now?” Discover a couple of tricks that can help guide your research when …
10 months, 4 weeks ago