Podcast Episodes
Back to SearchHow to Determine If Your Current Retirement Plan is Oversimplified
Episode 137
“Hey Mike, do you recommend the 60/40 portfolio for a retiree, or do you follow the rule of 100?” Discover risks associated with traditional portfoli…
1 year ago
Why Tax Planning and Your Investments Are Connected
Episode 136
“Hey Mike, how would you plan differently if you had someone with $2 million in an IRA vs someone with $2 million in a brokerage account?” Discover h…
1 year ago
The Difference Between Various Real Estate Investment Options
Episode 135
“Hey Mike, what’s the difference between a DST and a REIT?” Discover various investment options that may make sense to have in your retirement portfo…
1 year ago
How Much Does it Cost to be You?
Episode 134
“Hey Mike, how does someone figure out how much income they need in retirement?” Discover how to break down your pre-retirement expenses and your pos…
1 year, 1 month ago
When It Makes Sense to Work With An Advisor
Episode 133
“Hey Mike, every time I’ve entertained working with an advisor, they recommend funds that I could have gotten on my own. Is there any difference betw…
1 year, 1 month ago
Why Healthcare Planning Is More Than Long-Term Care Planning
Episode 132
“Hey Mike, I don’t want to buy Long-Term Care insurance. What other ways could I prepare for future healthcare costs?” Discover the various health ri…
1 year, 1 month ago
What Retirees Need to Know About Rental Property
Episode 131
“Hey Mike, I’m a landlord who’s stuck with my properties because I don’t want to pay the taxes. Is there any way out?” Discover why some retirees may…
1 year, 1 month ago
What Could Happen if Teen Workers Invested in a Roth?
Episode 130
“Hey Mike, what advice do you have for teens and their retirement?” Discover an intuitive concept that may allow you to save enough to pay for the ma…
1 year, 1 month ago
Is the Dividend Portfolio Still Reliable?
Episode 129
“Hey Mike, if I can get dividends at around 8% per year, then why would I do anything else?” Discover various risks many miss when it comes to divide…
1 year, 1 month ago
How to Approach Your Stock Holdings With a Low Basis
Episode 128
“Hey Mike, what’s the best way to deal with a company stock that has a low basis?” Discover what “Net Unrealized Appreciation” is and how it may be a…
1 year, 1 month ago