Podcast Episodes
Back to SearchHow 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…
11 months, 4 weeks 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…
1 year 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…
1 year 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“Hey Mike, can you retire today with $1,000,000, or is that an outdated benchmark?”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…
1 year 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…
1 year ago
Why "Infinite Banking" May Not Be as Good as It Seems
Episode 188
“Hey Mike, can you explain the concept of 'Infinite Banking' and tell me if it is a good strategy or not?” Discover why Infinite Banking may not be a…
1 year ago
How to Find Good Stocks
Episode 187
“Hey Mike, do you have any favorite stocks that you can recommend?” Discover a simple methodology that can help you find and vet stocks as you put yo…
1 year ago
Ways to Get Out of an Annuity You Bought Recently
Episode 186
“Hey Mike, how do you get out of a bad annuity? I need more liquidity but don’t want to pay the penalty…” Discover how to get out of an annuity that …
1 year ago
Why People Buy Life Insurance for Estate Planning Purposes and What Many Miss
Episode 185
“Hey Mike, why do people buy life insurance for estate planning? Don’t they just pass on whatever is left over?” Discover when it makes sense and whe…
1 year ago
Alternative Ways to Help Your Kids or Grandkids Get Ahead In Life
Episode 184
“Hey Mike, what do you do if you want to help your kids or grandkids?”Discover alternative ways to the 529 Plan when it comes to helping your kids an…
1 year ago