Podcast Episodes
Back to SearchWhy Shorting the Market May Not Be a Good Strategy for Retirees
Episode 123
“Hey Mike, how do you feel about shorting the market?” Discover the significant risks associated with the trading strategy known as “shorting.” Liste…
1 year, 3 months ago
Why You Can’t Have a Riskless Retirement
Episode 122
“Hey Mike, how do you get rid of risk in retirement?” Discover the truth behind retirement and the various risks you may experience. There’s no way t…
1 year, 3 months ago
Why Did Mortgage Rates Go Up When the Fed Lowered Rates?
Episode 121
“Hey Mike, why did mortgage rates go up after the Fed dropped rates?” Discover how the Fed’s rate works and why it is not correlated to mortgage rate…
1 year, 3 months ago
What Many People Don’t Realize When it Comes to Timelines and Tax Planning
Episode 120
“Hey Mike, when do you start doing tax planning?” Discover various tax planning strategies you can implement based on your age and objectives.
Text yo…
1 year, 3 months ago
When You Can (and Cannot) Dip Into Your Principal in Retirement
Episode 119
“Hey Mike, is it ever OK to dip into your principal?” Discover various ways to generate income and when it may make sense to dip into your principal.…
1 year, 3 months ago
Why You May Want to Consider Diversifying Out of the Magnificent Seven
Episode 118
“Hey Mike, I want to work with a financial advisor, but none of them seem to be able to beat the magnificent seven. If that’s true, why would I ever …
1 year, 3 months ago
How 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, 3 months 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, 3 months 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, 3 months 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, 3 months ago