Podcast Episodes
Back to SearchThe Difference Between an Index, Indexing, and an Indexed Investment or Product
Episode 143
“Hey Mike, can you explain the difference between an index, indexing, and an indexed investment?” Discover why each of these terms matters when you p…
1 year, 2 months ago
Flat-Fee vs Assets Under Management Fees
Episode 142
“Hey Mike, what’s your opinion on the flat-fee advisors vs advisors who charge a percentage for a fee?” Discover the difference between different adv…
1 year, 2 months ago
How A Rollover May Offer You More Control Over Your Retirement Accounts
Episode 141
“Hey Mike, should I rollover my 401(k) into an IRA or just leave it where it is?” Discover what options open up when you roll over your employer-spon…
1 year, 2 months ago
When Life Insurance May Factor Into Your Retirement Plan
Episode 140
“Hey Mike, do I need life insurance in retirement?” Discover when life insurance may make sense in retirement and when you should steer clear.
Text yo…
1 year, 2 months ago
Why Changes to Social Security Shouldn’t Keep You Up at Night
Episode 139
“Hey Mike, how are you planning for the potential decrease in Social Security benefits?” Discover strategies that can help you take a more proactive …
1 year, 2 months ago
Your Retirement Goal Line is Near – How Your Playbook Changes in Retirement
Episode 138
“Hey Mike, I’m three years away from when I want to retire. My portfolio is 100% equities. How should my portfolio change as I approach retirement?” …
1 year, 2 months ago
How to Determine If Your Current Retirement Plan is Oversimplified
Episode 137
“Hey Mike, do you recommend the 60/40 portfolio for a retiree, or do you follow the rule of 100?” Discover risks associated with traditional portfoli…
1 year, 2 months ago
Why Tax Planning and Your Investments Are Connected
Episode 136
“Hey Mike, how would you plan differently if you had someone with $2 million in an IRA vs someone with $2 million in a brokerage account?” Discover h…
1 year, 2 months ago
The Difference Between Various Real Estate Investment Options
Episode 135
“Hey Mike, what’s the difference between a DST and a REIT?” Discover various investment options that may make sense to have in your retirement portfo…
1 year, 2 months ago
How Much Does it Cost to be You?
Episode 134
“Hey Mike, how does someone figure out how much income they need in retirement?” Discover how to break down your pre-retirement expenses and your pos…
1 year, 2 months ago