Podcast Episodes
Back to SearchHow to Handle Your Personal Cash Flow in Retirement
Episode 117
“Hey Mike, how do people manage their income in retirement? As in, do they get it once a year and have to spread it out? Do people get monthly checks…
1 year, 1 month ago
Four Strategies to Consider When Seeking Growth in Your Portfolio
Episode 116
“Hey Mike, can you break down the four strategies you use when investing in the stock market?” Discover the differences between absolute return model…
1 year, 1 month ago
How to Navigate Healthcare and Health Insurance Before Medicare Starts
Episode 115
“Hey Mike, how do people navigate healthcare before they qualify for Medicare?” Discover the ins and outs of your health insurance options before you…
1 year, 1 month ago
What are Buffered ETFs and do They Qualify for the Reservoir Strategy?
Episode 114
“Hey Mike, how do you feel about Buffered ETFs? Would they work as a part of the reservoir strategy? Discover how buffered ETFs work and when they ma…
1 year, 1 month ago
Why People Need to Check Their Assumptions When it Comes to Their Investment Decisions
Episode 113
“Hey Mike, what’s something you’ve learned over the years that changed how you invest people’s money?” Listen to Mike share his journey as he continu…
1 year, 1 month ago
How Much Principal Protection is Enough When You Retire?
Episode 112
“Hey Mike, is a three year reservoir enough for retirement?” Discover the risks associated with having a smaller reservoir and why you may want to co…
1 year, 2 months ago
Why Your Recent Average Return Could be Deceptive
Episode 111
“Hey Mike, what is a good rate of return projection for a retirement plan?” Discover why the past few years of growth may not be the right indicator …
1 year, 2 months ago
How to Tell if Your Pension Affects Your Social Security Benefits
Episode 110
“Hey Mike, do pensions affect when I file for Social Security?” Discover when your pension may cause you to delay your Social Security benefits until…
1 year, 2 months ago
The Danger With Flat-Fee Portfolio Reviews
Episode 109
“Hey Mike, do you or do you know someone who reviews portfolios for a flat fee?” Discover why it may not make sense to have a flat-fee advisor look o…
1 year, 2 months ago
What Many People Miss When Considering an Equities (Stock) Portfolio
Episode 108
“Hey Mike, why do people put money in bonds and bond funds when equities do so well?” Discover the often missed risks associated with an equities (st…
1 year, 2 months ago