Podcast Episodes

What Are Buffered ETFs and Are They Right for You?

Episode 265

“Hey Mike, tell me more about buffered ETFs?” Discover some of the benefits or detriments associated with Buffered ETFs. Please note, there are many types of Buffered ETFs. Do you research to determi…

Published on 4 weeks, 2 days ago

How Much Should You Plan on Spending in Retirement?

Episode 264

“How do you figure out your cash flow in retirement?" Discover why you should not assume that you’ll spend the same amount of money each month in retirement as you spent when you were working. It may…

Published on 1 month ago

Are Deductions Still Worth It?

Episode 263

“Hey Mike, people always talk about deducting their expenses. Is it really worth it and what counts for a deduction?” Discover the reality of deductions, your tax returns, and how you may want to app…

Published on 1 month ago

The Risks You Have When You DIY Your Retirement Management

Episode 262

“Hey Mike, can you set realistic expectations for someone who gets a plan and then manages it on their own?”

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Published on 1 month ago

Flat-Market Warning Signs You Need to Know

Episode 261

“Hey Mike, I know you can’t predict the market, but could you give a general market update?”  Discover why today is very similar to 1998 and why Mike believes there could be a flat market cycle in th…

Published on 1 month ago

How to Approach Your Portfolio in Retirement, Even When Markets Crash

Episode 260

"Hey Mike, I’m getting tired of watching the markets each day. I can’t get past the fear of another market crash. Any tips?” Discover a new way to consider your investments and portfolio. There’s a g…

Published on 1 month ago

How to Sell Your Investment Real Estate Before Retirement

Episode 259

“Hey Mike, how do you determine if it makes sense to sell your rental property and pay the tax or do a 1031 exchange into something else?” Discover strategies that can help you avoid paying capital g…

Published on 1 month, 1 week ago

Why You May Not Need a Death Benefit in Retirement

Episode 258

“Hey Mike, I have a list insurance policy but don’t feel I need the death benefit anymore. What should I do?” Discover why it may not make sense to maintain your life insurance policy in retirement. …

Published on 1 month, 1 week ago

Why You Need to Pay Attention to Your MAGI in Retirement

Episode 257

“Hey Mike, a lot of the Big Beautiful Bill tax changes revolve around the MAGI. What is it and what do we do about it?” Discover what is the Modified Adjusted Gross Income and why that matters when i…

Published on 1 month, 1 week ago

How to Figure Out Your Cash Flow Amount in Retirement

Episode 256

"Hey Mike. I'm having a hard time getting started with my retirement plan. Where should I start?" Discover how to design your lifestyle in retirement so that you can determine how much it could cost …

Published on 1 month, 1 week ago