Podcast Episodes

Annuities Sold Under Different Names

Episode 389

“Hey Mike, my 401k is now offering lifetime income as a payout option. Isn’t that basically an annuity?” 

Discover the different structured payout opt…

3 weeks, 1 day ago

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Indexed Annuities Explained: How They Work and When They Make Sense

Episode 383

“Hey Mike, can you explain how indexed annuities work, how to plan with them, and so on?” 

Discover the good, the bad, and the ugly of indexed annuiti…

3 weeks, 2 days ago

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Where to Shop for Fixed-Rate Retirement Products

Episode 378

“Hey Mike, where are good places to shop for fixed rate products?” 

Discover how to compare product options and where to look.

Text your questions to 9…

3 weeks, 3 days ago

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How to Plan Around IRMAA and Medicare Surcharges

Episode 382

“Hey Mike, how do you plan around IRMAA?” 

Discover how income timing, withdrawals, and tax strategy can help reduce IRMAA exposure.

Text your question…

3 weeks, 4 days ago

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How to Respond to a Chaotic Start to the Year in the Markets

Episode 377

“Hey Mike, how should we react to the already crazy start to the new year?” 

Discover how to stay disciplined when headlines, volatility, and emotion …

3 weeks, 4 days ago

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Starting Retirement Savings at 50: Strategies to Consider

Episode 376

“Hey Mike, if you’re 50 years old and are just starting to save for retirement, what would you do?” 

Discover a realistic, no-panic framework that can…

3 weeks, 5 days ago

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What to Watch for When Filing Your Taxes This Year

Episode 375

“Hey Mike, what should I be looking for this year as I file my taxes?” 

Discover common missed opportunities, red flags, and planning insights hidden …

3 weeks, 6 days ago

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Should You Take Social Security Early and Invest It?

Episode 374

“Hey Mike, is it better to take social security late or take it before you need it and then invest it?” 

Discover how longevity, taxes, and guaranteed…

1 month ago

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What Should You Do With Extra Cash Flow in Retirement?

Episode 381

“Hey Mike, if you have enough income coming in, what do you recommend that you do with the extra cash flow?” 

Discover how to prioritize your extra ca…

1 month ago

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How a Financial Plan Really Works (And What to Expect)

Episode 380

“Hey Mike, how does a financial plan work? Can you give realistic expectations?” 

Discover what Mike believes a retirement plan should include, and wh…

1 month ago

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