Podcast Episodes
Back to SearchWhich is Worse, Taxes or Inflation?
Episode 195
“Hey Mike, which is worse in retirement: taxes or inflation?” Discover why Mike believes inflation is more of a risk than taxes when it comes to reti…
1 year, 4 months ago
Why Your Generic Diversified Portfolio May Not Be as Good as You Think
Episode 194
“Hey Mike, what does a ‘diversified portfolio’ look like?” Discover why Mike believes broad diversification is not as good as many would suggest, as …
1 year, 4 months ago
How to Decide Where to Put Excess Income in Preparation for Retirement
Episode 193
“Hey Mike, I am in my 40s, I have maxed out all of my retirement account contributions for the year, and I have more money I want to save. Where shou…
1 year, 4 months ago
Why There Are Many Layers to Income and Withdrawal Strategies in Retirement
Episode 192
“Hey Mike, what’s the smartest way to draw down your accounts?” Discover how to take income from your accounts, even when markets don’t look good.
Tex…
1 year, 4 months ago
When Insurance May Make Sense (and When You Want to Stay Clear) in Retirement
Episode 191
“Hey Mike, what are the types of insurance policies that are applicable in retirement?” Discover various types of insurance policies and how they can…
1 year, 4 months ago
Why the $1,000,000 Retirement Benchmark Doesn’t Make Sense
Episode 190
“Hey Mike, can you retire today with $1,000,000, or is that an outdated benchmark?” Discover how to find your target retirement savings goal.
Text yo…
1 year, 4 months ago
When It Makes Sense to File as Married Filing Separate
Episode 189
“Hey Mike, should my wife and I file married but separate so we can have one of us provide household income while the other does IRA to Roth conversi…
1 year, 4 months ago
Why "Infinite Banking" May Not Be as Good as It Seems
Episode 188
“Hey Mike, can you explain the concept of 'Infinite Banking' and tell me if it is a good strategy or not?” Discover why Infinite Banking may not be a…
1 year, 4 months ago
How to Find Good Stocks
Episode 187
“Hey Mike, do you have any favorite stocks that you can recommend?” Discover a simple methodology that can help you find and vet stocks as you put yo…
1 year, 5 months ago
Ways to Get Out of an Annuity You Bought Recently
Episode 186
“Hey Mike, how do you get out of a bad annuity? I need more liquidity but don’t want to pay the penalty…” Discover how to get out of an annuity that …
1 year, 5 months ago