Podcast Episodes
Back to SearchDifferent Living Situations for Retirees
Episode 255
"Hey Mike. We are looking for a retirement community to enjoy. What are the differences between buy-in communities, co-ops, and other options?” Disco…
1 year, 1 month ago
Why You May Not Want to “Plan and Invest Like the Rich."
Episode 254
Hey, Mike. I'm 60 years old with 1,200,000.0 in a traditional IRA. Should I convert 120,000 each year so I don't have to worry about RMDs? Discover t…
1 year, 1 month ago
Why You May Not Want to Convert All Your Money to Roth
Episode 253
“Hey Mike, I'm 60 years old with 1,200,000.0 in a traditional IRA. Should I convert 120,000 each year so I don't have to worry about RMDs?” Discover …
1 year, 1 month ago
How Social Security Taxes Have Changed
Episode 252
“Hey, Mike. I heard that Social Security is now tax free. Is that true?” Discover changes to the tax code and how you can potentially use it to your …
1 year, 1 month ago
Different Ways to Get Funds into Roth or Other Tax-Free Accounts
Episode 251
“Hey Mike, what’s the best way to get funds into a Roth IRA?”
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1 year, 2 months ago
Benefits and Detriments with “Fixed-Income” (Income from Bonds)
Episode 250
"Hey Mike, I plan on living off of income from my bond portfolio. What's the risk with this income strategy and how do you plan around it?” Discover…
1 year, 2 months ago
Why the Market, Politics, and Other Concerns Should Not Delay Your Retirement
Episode 249
“Hey Mike, with all that is going on, is now still a good time to retire?” Discover how to build your plan so you can retire when it makes sense for …
1 year, 2 months ago
The Problem with Filing for Social Security Early with the Intention of Investing Your Benefits
Episode 248
“Hey Mike, when does it make sense to file for Social Security early so you can take the benefits and reinvest them?” Discover when it may make more …
1 year, 2 months ago
Why More Risk Doesn’t Necessarily Mean More Reward
Episode 247
“Hey Mike, I am comfortable taking risks, even in retirement. For people like me, what type of portfolio would you recommend.” Discover why taking mo…
1 year, 2 months ago
Renting or Buying: Which is Better in Retirement?
Episode 246
“Hey Mike, is it better to rent or buy a home in retirement?”Discover the benefits and detriments of renting, buying, and buying with low maintenance…
1 year, 2 months ago