Podcast Episodes

What to Know Before Open Enrollment 2025

Episode 296

“Hey Mike, open enrollment is coming up. Anything we should know?” Discover what to watch for in Medicare and healthcare plans so you don’t get stuck with surprise gaps in coverage. 

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Published on 4 weeks ago

The Truth About Annuity Bonuses

Episode 295

“Hey Mike, how can an insurance company offer a cash bonus when you fund their annuity?” Learn what’s really behind cash bonuses, how they work, and whether they’re worth it in the long run. 

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Published on 4 weeks, 1 day ago

How to Get Out of a non-qualified Variable Annuity (Without a Huge Tax Bill)

Episode 294

“Hey Mike, I’ve got a variable annuity I don’t want because of the taxes. What else can I do?” Discover strategies to exit annuities wisely while minimizing taxes and protecting your money. 

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Published on 1 month ago

Fixed vs. Index vs. Variable: What’s the Difference?

Episode 293

“Hey Mike, what’s the difference between fixed, index, and variable life Insurance?” Learn the key distinctions between different investments and products you may want to consider in retirement or be…

Published on 1 month ago

What the Fed’s Rate Cuts Could Mean for Your Money

Episode 292

“Hey Mike, what should we expect from the market now that the Fed is cutting rates?” Discover how rate cuts may impact the economy, your investments, and what you may be able to do to protect your po…

Published on 1 month ago

How to Leave an Inheritance Without Ruining Your Kids

Episode 291

“Hey Mike, I’m concerned that my estate will ruin my kids as they are not very good with money, what should I do?” Discover strategies that could help protect your legacy while setting your kids up f…

Published on 1 month ago

Private Equity in 401(k)s: Opportunity or Risk?

Episode 290

“Hey Mike, what do you think about private equity becoming available in 401(k)?” Discover the potential benefits, and big risks of adding private equity to your retirement plan.

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Published on 1 month ago

What to Expect When Working with a Financial Advisor

Episode 289

“Hey Mike, I’ve never worked with an advisor, what should I expect?” Discover what the first experience with a financial advisor should look like and how to know if you’ve found the right fit.

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Published on 1 month, 1 week ago

Tax-Efficient Retirement Income from a Brokerage Account

Episode 288

“Hey Mike, I have most of my retirement savings in my brokerage account, how should I set up my income to also be tax efficient?” Discover strategies that may make your money last longer by minimizin…

Published on 1 month, 1 week ago

What to Know Before Retiring in Your 50s

Episode 287

“Hey Mike, I plan to retire in my early fifties, what do I need to know?” Discover the key risks and considerations of early retirement that may make or break your plan.

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Published on 1 month, 1 week ago