Podcast Episodes
Back to SearchIs There Really A Safe Retirement Withdrawal Rate?
Episode 459
The withdrawal number most retirees have memorized might be based on market conditions that no longer exist.
The following is from Mike’s weekly webin…
1 month ago
The Long-Term Care Decision Most People Get Wrong
Episode 458
There are at least four different ways to plan for long-term care costs, and the one most people assume is the "safe choice" usually isn't the best f…
1 month ago
The One Thing Nobody Tells You About Annuities
Episode 457
An income annuity isn't actually an investment at all, and once you see what it really is, the whole "annuities are good or bad" debate stops making …
1 month ago
The Retirement Planning Order Almost Nobody Actually Follows
Episode 456
Most retirement plans start with picking a product. This breaks down why that's backwards, and walks through the order that's supposed to come first,…
1 month ago
How to Tell If Your Financial Advisor Is Actually Planning or Just Managing Your Money
Episode 455
There's a simple test that separates a real financial planner from someone just collecting a fee to watch your portfolio. Mike lays it out, plus the …
1 month, 1 week ago
RMDs, Inherited IRAs, and Roth Conversions: The Questions Nobody Explains Clearly
Episode 454
From annuity RMDs to inherited IRA deadlines to which spouse should convert first, Mike untangles three of the most confusing tax questions retirees …
1 month, 1 week ago
The Nobel Prize Winner Who Didn't Follow His Own Portfolio Strategy
Episode 453
The economist who won a Nobel Prize for inventing the 60/40 portfolio didn't actually put his own retirement money into it — here's what he did inste…
1 month, 1 week ago
The One Tax Number That Should Decide If You Convert to a Roth
Episode 452
The following is a clip from Mike’s weekly live show on Zoom.
Forget the debate over whether Roth conversions are good or bad — Mike says there's re…
1 month, 1 week ago
Every Way to Lower Your Portfolio Risk Without Buying a Single Bond Fund
Episode 451
The following is a clip from Mike’s weekly live show on Zoom.
Mike walks through the entire lineup of tools retirees can use to dodge market risk th…
1 month, 2 weeks ago
The Order You Pull Money From Your Accounts Could Cost You Six Figures
Episode 450
The following is a clip from Mike’s weekly live show on Zoom.
A real listener's question about which account to withdraw from first turns into a mas…
1 month, 2 weeks ago