Podcast Episodes
Back to SearchIs it Ever Okay to Surrender an Annuity Early?
Episode 5
"You can't change horses midstream", or so goes the old saying. In today's episode, Mike discusses when or if it makes sense to change, or surrender an annuity, and pay the penalty or fees. What situ…
Published on 1 year, 1 month ago
Estate Planning 101
Episode 4
In today's episode, Mike gives tips and general advice for those planning their estate. There are many things to consider when planning your estate, from tax planning, IRS codes, legacy plans, giftin…
Published on 1 year, 1 month ago
What to Consider When Filing for Social Security Benefits
Episode 3
In today's episode, Mike talks Social Security optimization. "If you file to early, your income could be hurting; if you file too late, you could be hurting your estate." Listen to find out the benef…
Published on 1 year, 1 month ago
Do People Really Need Financial Advisors?
Episode 2
In today's episode, Mike lays out the case for the DIY investor, and also the benefits of working with a licensed financial professional. What kind of research can you do on your own? What does a lic…
Published on 1 year, 1 month ago
Retirement Income Strategies-Balancing Protection With Growth
Episode 1
On today's show, Mike breaks down some common retirement income strategies, and discusses the benefits and detriments of each. Some of the strategies mentioned in this episode include: cash value lif…
Published on 1 year, 1 month ago