Podcast Episodes

Why a Looming Potential Crash Should not Prevent You From Considering the Stock Market as a Part of Your Portfolio

Episode 327

"Hey Mike, I know I should be in the stock market, but I can’t get myself to go in since I think it’s going to crash. Is this normal? What else is there? 

Discover how to diversify your assets by stra…

Published on 1 month ago

Be Cautious of Alleged Tax Loopholes

Episode 326

“Hey Mike, I’ve got many friends who have family businesses for retirement so they can write off their family travel and fun expenses. Does that really work?” 

Discover why the fake businesses and oth…

Published on 1 month ago

Why Plans Could Change if You Saved More for Retirement

Episode 325

“Hey Mike, how does a retirement plan change if you have $250k saved vs $2.5 million.”

Discover why those who have less, even if they can afford to retire, may have more risk to consider.

Text your que…

Published on 1 month ago

Why Your 401(k) Growth Strategy May Not Work as Well in Retirement

Episode 324

“Hey Mike, I’ve managed my 401(k) my entire life; I just buy and hold index funds. Is retirement any different?” 

Discover some of the risks associated with the idea that you can buy and hold your ent…

Published on 1 month ago

Why the Tax Qualification of Your Dividends Matter

Episode 323

“Hey Mike, I want to use dividends as my primary source of retirement income. How would you put a dividend portfolio together?” 

Discover the different ways your dividends are being taxed, and what yo…

Published on 1 month, 1 week ago

Year-End Planning Strategies Many Miss

Episode 322

“Hey Mike, aside from IRA to Roth conversions, what else should I do in my year-end planning?” 

Discover many of the other year-end strategies that may be able to help you get more out of your money.

T…

Published on 1 month, 1 week ago

What to Know About Roth IRAs

Episode 321

"Hey Mike, can you clarify what happens when funds go into a Roth IRA?"

Discover the rules behind Roth IRAs, contributions to Roth IRAs and IRA to Roth conversions, so you can be more deliberate in yo…

Published on 1 month, 1 week ago

Ways to Create a Retirement Plan with Liquid Investments

Episode 320

"Hey Mike, can you create a retirement plan only using liquid investments?"

Discover the hidden potential opportunity cost when you maintain liquidity on all of your assets.

Text your questions to 913-…

Published on 1 month, 1 week ago

Ways to Approach a Tax Efficient Real Estate Exit

Episode 319

"Hey Mike, how do you map out which rental homes to sell and which to push out?"

Discover ways to map out your tax efficient real estate exit so you can retire from being a landlord.

Text your question…

Published on 1 month, 1 week ago

What are the Potential Risks in Today's Market?

Episode 318

"Hey Mike, what risks concern you based on current market conditions?"

Discover various risks Mike believes retirees face in the near future.

Text your questions to 913-363-1234. 

Request Your Wealth An…

Published on 1 month, 1 week ago