Podcast Episodes
Back to SearchWhat’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 …
1 year 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…
1 year 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…
1 year 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…
1 year 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…
1 year 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 …
1 year, 1 month ago
Strategies 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…
1 year, 1 month 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 …
1 year, 1 month 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…
1 year, 1 month 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…
1 year, 1 month ago