Podcast Episodes
Back to SearchStrategies that Can Help Reduce Medicare Surcharges (IRMAA)
Episode 167
“Hey Mike, in what situation would I need to worry about IRMAA, and what can I do to avoid those surcharges?” Discover ways to incorporate IRMAA (Inc…
11 months, 1 week ago
Why Even Flat-Fee Advisors May Have Conflicts of Interest
Episode 166
“Hey Mike, are flat-fee advisors more trustworthy than advisors who take a commission?” Discover the conflicts of interest associated with different …
11 months, 1 week ago
Different Ways to Include Your HSA in Your Retirement Plan
Episode 165
“Hey Mike, how do you include HSA plans in a retirement plan?” Discover various retirement planning strategies that can include your HSA.
Text your q…
11 months, 1 week ago
When Target Date Funds May Make Sense (and When They Do Not)
Episode 164
“Hey Mike, should target date funds be a part of my portfolio?” Discover the ins and outs of how target date funds work and if they are right for you…
11 months, 2 weeks ago
Retirement Preparation Tips for Those Who May Not Consider Themselves Wealthy
Episode 163
“Hey Mike, do lower to middle income earners have a chance at retirement?” Discover various tips and tricks on how to prepare for and enjoy retiremen…
11 months, 2 weeks ago
Why Social Security Optimization and Tax Minimization is Changing
Episode 162
“Hey Mike, with Social Security taxes potentially going away, how does that affect Social Security optimization?” Discover how the new tax billing go…
11 months, 2 weeks ago
When to Sell Stocks That Have Lost Money (And When to Wait for them to recover).
Episode 161
“Hey Mike, I have some stocks that are down. Should I wait for them to recover, or should I just sell them and move on? Discover the nuance found whe…
11 months, 2 weeks ago
Tips on Researching Where to Move When You Retire
Episode 160
“Hey Mike, when I retire, I plan to move to a more affordable city. Any tips on what to look for and how to research this?” Discover various metrics …
11 months, 2 weeks ago
Why Working With a CFP Should Not Be the Only Thing You Look For in an Advisor
Episode 159
“Hey Mike, what are the benefits of working with a CFP?” Discover the benefits of working with a CFP while acknowledging that each CFP may have diffe…
11 months, 3 weeks ago
Why Bonds May Do Better Than Stocks in the Near Future
Episode 158
“Hey Mike, I heard the bonds are expected to do better than stocks over the next few years. How is that possible?” Discover the market risk known as …
11 months, 3 weeks ago