Podcast Episodes
Back to SearchThe Purpose of a Reservoir in a Retirement Plan
Episode 127
“Hey Mike, if I fund my Reservoir, can I afford to take more risk with the other parts of my portfolio?” Discover why having some assets protected, a…
1 year, 1 month ago
How Much Do You Need to Save Before You Can Retire?
Episode 126
“Hey Mike, how can you really know if you can afford to retire or not?” Discover how to put together an efficient retirement plan designed to last lo…
1 year, 1 month ago
Is There an Optimal Balance Between Protected Assets and Growth Assets?
Episode 125
“Hey Mike, what is the best option for your reservoir?” Discover the various ways to fill your reservoir based on the needs of your plan. Understand …
1 year, 1 month ago
Where You Draw Income From During Retirement Matters
Episode 124
“Hey Mike, how do you know what to sell within your portfolio in order to generate income?” Discover how to implement efficient income strategies dur…
1 year, 1 month ago
Why Shorting the Market May Not Be a Good Strategy for Retirees
Episode 123
“Hey Mike, how do you feel about shorting the market?” Discover the significant risks associated with the trading strategy known as “shorting.” Liste…
1 year, 1 month ago
Why You Can’t Have a Riskless Retirement
Episode 122
“Hey Mike, how do you get rid of risk in retirement?” Discover the truth behind retirement and the various risks you may experience. There’s no way t…
1 year, 1 month ago
Why Did Mortgage Rates Go Up When the Fed Lowered Rates?
Episode 121
“Hey Mike, why did mortgage rates go up after the Fed dropped rates?” Discover how the Fed’s rate works and why it is not correlated to mortgage rate…
1 year, 1 month ago
What Many People Don’t Realize When it Comes to Timelines and Tax Planning
Episode 120
“Hey Mike, when do you start doing tax planning?” Discover various tax planning strategies you can implement based on your age and objectives.
Text yo…
1 year, 1 month ago
When You Can (and Cannot) Dip Into Your Principal in Retirement
Episode 119
“Hey Mike, is it ever OK to dip into your principal?” Discover various ways to generate income and when it may make sense to dip into your principal.…
1 year, 1 month ago
Why You May Want to Consider Diversifying Out of the Magnificent Seven
Episode 118
“Hey Mike, I want to work with a financial advisor, but none of them seem to be able to beat the magnificent seven. If that’s true, why would I ever …
1 year, 1 month ago