Podcast Episodes
Back to SearchHow to Turn Your 401k Into a Retirement Plan
Episode 213
“Hey Mike, how do you turn your 401k into a retirement plan?” Discover how to create your retirement plan when most of your savings are in a 401k. L…
10 months, 4 weeks ago
Is Debt OK In Retirement?
Episode 212
“Hey Mike, walk me through paying off my credit card debt versus maxing out my IRA contributions.” Discover the difference between good debt and bad …
11 months ago
When It Makes Sense to Delay Your Retirement
Episode 211
“Hey Mike, I'm considering delaying my retirement by a few years. What are the potential financial benefits and drawbacks of doing so?” Discover the …
11 months ago
The Difference Between Buffered ETFs and Structured Notes
Episode 210
“Hey Mike, what’s better? Caps, like on a buffered ETF, or participation, like on a structured note?” Discover the different ways you can make money …
11 months ago
Why You Shouldn’t Plan Solely on a Withdrawal Rate
Episode 209
“Hey Mike, I am 60 years old with $1,000,000 in my 401k. How much income can I get in retirement if I were to retire today?” Discover why seeking the…
11 months ago
Why You May Not Want to Blindly Follow An Indicator or Signal
Episode 208
“Hey Mike, can you share any indicators that would give us a heads up that the market is ready to start growing again?” Discover the danger of tradin…
11 months ago
How 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…
11 months, 1 week 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…
11 months, 1 week 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…
11 months, 1 week 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…
11 months, 1 week ago