Podcast Episodes
Back to SearchWhy You May Not Want to Turn Your Hobby Into a Business in Retirement
Episode 97
“Hey Mike, I was told that I should turn my hobby into a business so I can lower my overall taxes each year. Is this legit?” Discover when it makes s…
1 year, 2 months ago
Why You May or May Not Need $1.5 Million Saved for Retirement
Episode 96
“Hey Mike, is it true that you need $1.5 million saved to be able to retire?” Discover why arbitrary amounts of money saved as your goal may not be e…
1 year, 2 months ago
Does Private Equity Make Sense in Your Retirement Portfolio?
Episode 95
“Hey Mike, what do you think of Private Equity as a source for retirement income?” Discover when it may make sense to include private equity or priva…
1 year, 2 months ago
What Might be Missing From Your Portfolio
Episode 94
“Hey Mike, what’s something you see missing in many people’s plans when you first visit with them?” Discover risks you may not know exist when you pl…
1 year, 2 months ago
How to Prepare to Retire on Time if You Are Currently 50 Years Old
Episode 93
“Hey Mike, if you were 50 years old and planned to retire at 65, what would you do?” Discover various strategies to consider as you prepare to retire…
1 year, 3 months ago
How to Prepare for the Market in 2025
Episode 92
“Hey Mike, what do you think the market will do in 2025?” Discover what could happen in 2025 and how to prepare for multiple outcomes.
Text your quest…
1 year, 3 months ago
Does Private Equity Make Sense in Your Retirement Portfolio?
Episode 91
“Hey Mike, what do you think of Private Equity as a source for retirement income?” Discover when it may make sense to include private equity or priva…
1 year, 3 months ago
How Indexed Universal Life Insurance is Sold and What You Need to Know
Episode 90
“Hey Mike, I just heard that indexed universal life insurance is basically the perfect investment for a retiree. You say there’s no such thing as a p…
1 year, 3 months ago
What Happens When A Widow or Widower Remarries in Retirement?
Episode 89
“Hey Mike, I’m a widow of many years and am in love again. I want to marry my new sweetheart, but I’m concerned about the finances and my kids abilit…
1 year, 3 months ago
Strategies That May Help You Retire Before 59½
Episode 88
“Hey Mike, I’m 56 and just lost my job. Everything I have saved is in my 401k. I think I have enough to retire, but there’s a 10% penalty if I take m…
1 year, 3 months ago