Podcast Episodes
Back to SearchHow to Handle Debt When You Retire
Episode 177
“Hey Mike, is there such a thing as too much debt as I approach retirement?” Discover when it makes sense to pay off debt before retirement and when …
11 months ago
What You Need to Know About 1031 Exchanges and Real Estate Deals
Episode 176
“Hey Mike, I’m about to sell some rental properties. I want to use it to buy other types of investment real estate, but I’m not sure I’ll find the ri…
11 months ago
How Financial Advisors Make Money
Episode 175
“Hey Mike, I work with a financial advisor, but he doesn’t charge me anything. That doesn’t seem right. Can you help me figure out what I am paying i…
11 months ago
Why the 60/40 Portfolio May Need an Update
Episode 174
“Hey Mike, does the 60/40 work in retirement?” Discover how the 60/40 stock/bond fund portfolio came to be and why it may be time to make a few updat…
11 months ago
What’s the (Real) Purpose of Working with a Financial Advisor (In our opinion)
Episode 173
“Hey Mike, do all financial advisors do basically the same thing?” Discover the tricky nuance the role of a financial advisor plays when it comes to …
11 months ago
What to Do With Your Tax Return
Episode 172
“Hey Mike, I just got my taxes done. Any recommendations on things to look for in a return?” Discover the many ways your 1040 can help guide you on h…
11 months ago
Why You May Want to Vet Investments and Products Yourself
Episode 171
“Hey Mike, how do you find the best investments or products?” Discover how to vet various investments or products and why internal research may be be…
11 months ago
How to Catch Up on Your Retirement Savings
Episode 170
“Hey Mike, I’m 47 years old and finally have extra cash flow to start saving. Where should I start?” Discover where to save your money so you can get…
11 months ago
When Life Insurance Can Play a Role in Retirement
Episode 169
“Hey Mike, should life insurance be a part of a retirement plan?” Discover when it may make sense and when it doesn’t make sense to include life insu…
11 months, 1 week ago
Different Markets to Place Assets Until Things Settle Down
Episode 168
“Hey Mike, I’m concerned about the market. Are there other places I can park my money until things settle down?” Discover the different ways you can …
11 months, 1 week ago