Podcast Episodes
Back to SearchRetirement 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…
1 year, 1 month 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…
1 year, 1 month 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…
1 year, 1 month 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 …
1 year, 1 month 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…
1 year, 1 month 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 …
1 year, 1 month ago
What We Believe Every Retirement Income Strategy Needs
Episode 157
“What’s the best withdrawal strategy in retirement?” Discover the various ways to take income in retirement and why we believe there’s one key strate…
1 year, 1 month ago
When it May Be Appropriate to Take More Risk in Retirement With A Portion of Your Portfolio
Episode 156
“Hey Mike, how risky or aggressive can you be in retirement?” Discover how to design your portfolio to be ready for market crashes. When implemented …
1 year, 1 month ago
How the Ultra-Wealthy Minimize Their Tax Burdens and Why it May Not Make Sense For Your Situation
Episode 155
“Hey Mike, how do the rich avoid paying taxes?” Discover some strategies the ultra-wealthy use to pay less in taxes and the significant risks associa…
1 year, 1 month ago
Why the Right Answer to Financial Questions is “It Depends”
Episode 154
“Hey Mike, why do financial advisors always seem to give the same answer, ‘It depends?’” Discover the nuance found within financial planning and why …
1 year, 1 month ago