Podcast Episodes
Back to SearchWhen It Makes Sense to Work With An Advisor
Episode 133
“Hey Mike, every time I’ve entertained working with an advisor, they recommend funds that I could have gotten on my own. Is there any difference betw…
1 year, 2 months ago
Why Healthcare Planning Is More Than Long-Term Care Planning
Episode 132
“Hey Mike, I don’t want to buy Long-Term Care insurance. What other ways could I prepare for future healthcare costs?” Discover the various health ri…
1 year, 2 months ago
What Retirees Need to Know About Rental Property
Episode 131
“Hey Mike, I’m a landlord who’s stuck with my properties because I don’t want to pay the taxes. Is there any way out?” Discover why some retirees may…
1 year, 2 months ago
What Could Happen if Teen Workers Invested in a Roth?
Episode 130
“Hey Mike, what advice do you have for teens and their retirement?” Discover an intuitive concept that may allow you to save enough to pay for the ma…
1 year, 2 months ago
Is the Dividend Portfolio Still Reliable?
Episode 129
“Hey Mike, if I can get dividends at around 8% per year, then why would I do anything else?” Discover various risks many miss when it comes to divide…
1 year, 2 months ago
How to Approach Your Stock Holdings With a Low Basis
Episode 128
“Hey Mike, what’s the best way to deal with a company stock that has a low basis?” Discover what “Net Unrealized Appreciation” is and how it may be a…
1 year, 2 months ago
The Purpose of a Reservoir in a Retirement Plan
Episode 127
“Hey Mike, if I fund my Reservoir, can I afford to take more risk with the other parts of my portfolio?” Discover why having some assets protected, a…
1 year, 3 months ago
How Much Do You Need to Save Before You Can Retire?
Episode 126
“Hey Mike, how can you really know if you can afford to retire or not?” Discover how to put together an efficient retirement plan designed to last lo…
1 year, 3 months ago
Is There an Optimal Balance Between Protected Assets and Growth Assets?
Episode 125
“Hey Mike, what is the best option for your reservoir?” Discover the various ways to fill your reservoir based on the needs of your plan. Understand …
1 year, 3 months ago
Where You Draw Income From During Retirement Matters
Episode 124
“Hey Mike, how do you know what to sell within your portfolio in order to generate income?” Discover how to implement efficient income strategies dur…
1 year, 3 months ago