Podcast Episodes
Back to SearchCan I Manage my Portfolio as Well as a Fund Manager?
Episode 7
In today's episode, Mike discusses all the intricacies associated with managing a portfolio while trying to beat the market. Discover why the statistic that claims no one can beat the market may not …
Published on 1 year, 2 months ago
How to Invest in Real Estate
Episode 6
In today's episode, Mike discusses the various ways you can invest in real estate, from traditional rental real estate to Real Estate Investment Trusts, Delaware Statutory Trusts, and more. Find answ…
Published on 1 year, 2 months ago
Is it Ever Okay to Surrender an Annuity Early?
Episode 5
"You can't change horses midstream", or so goes the old saying. In today's episode, Mike discusses when or if it makes sense to change, or surrender an annuity, and pay the penalty or fees. What situ…
Published on 1 year, 2 months ago
Estate Planning 101
Episode 4
In today's episode, Mike gives tips and general advice for those planning their estate. There are many things to consider when planning your estate, from tax planning, IRS codes, legacy plans, giftin…
Published on 1 year, 2 months ago
What to Consider When Filing for Social Security Benefits
Episode 3
In today's episode, Mike talks Social Security optimization. "If you file to early, your income could be hurting; if you file too late, you could be hurting your estate." Listen to find out the benef…
Published on 1 year, 2 months ago
Do People Really Need Financial Advisors?
Episode 2
In today's episode, Mike lays out the case for the DIY investor, and also the benefits of working with a licensed financial professional. What kind of research can you do on your own? What does a lic…
Published on 1 year, 2 months ago
Retirement Income Strategies-Balancing Protection With Growth
Episode 1
On today's show, Mike breaks down some common retirement income strategies, and discusses the benefits and detriments of each. Some of the strategies mentioned in this episode include: cash value lif…
Published on 1 year, 2 months ago