Podcast Episodes
Back to SearchHow to Handle Risk Differences In a Relationship
Episode 225
Hey Mike, My spouse and I have different ideas of how much risk we should be taking when it comes to investing our retirement funds. How can we find …
1 year, 3 months ago
How to Address Loans Against Your 401(k)
Episode 224
Hey Mike, I just retired this month and have an outstanding retirement loan (against my 401k) with a balance of $8,000.00. The payment is $680.00 per…
1 year, 3 months ago
A Brief History of “AI” Running Investment Models
Episode 223
“Hey Mike, is AI better than an advisor at making trades and managing a portfolio?” Discover how Wall Street has been using “AI” for decades and how …
1 year, 3 months ago
Stock Picking vs Buying Indexes
Episode 222
“Hey Mike, should I be buying and holding stocks, or investing in cheap S&P 500 ETFs like SPY and VOO for the long term?” Discover the difference bet…
1 year, 3 months ago
How to Align Your RMD with Your Income Strategy
Episode 221
“Hey Mike, what are these “RMDs” I am hearing about, and how do they fit into my retirement income strategy?” Discover the potential tax inefficienci…
1 year, 3 months ago
What to Consider When Planning to Retire Abroad
Episode 220
“Hey Mike, I want to retire to Mexico where the cost of living is less and the weather is great year round. What financial considerations do I need t…
1 year, 3 months ago
Why You May Want to Lower Risk as You Approach Retirement
Episode 219
“Hey Mike, I am 60 and plan to retire in five years. My 401(k) is almost entirely equities; what moves should I be making to prepare for retirement?”…
1 year, 3 months ago
Why Lifetime Income from Annuities May Sound Better Than It Is
Episode 218
“Hey Mike, how can an annuity offer a guaranteed withdrawal rate of 6.5% when we are told you should only take out 4% from your portfolio?” Discover …
1 year, 3 months ago
Reasons Why the Future (and Market) Looks Bright
Episode 217
“Hey Mike, how much more can the market continue to grow?” Discover why Mike believes the future is bright and full of opportunity.
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1 year, 3 months ago
What You Can Do if You Want to Maintain Liquidity
Episode 216
“Hey Mike, I don’t like anything locked up for a long term period of time. What are my reservoir options?” Discover how to fund your reservoir/storeh…
1 year, 3 months ago