Podcast Episodes
Back to SearchWhy People Need to Check Their Assumptions When it Comes to Their Investment Decisions
Episode 113
“Hey Mike, what’s something you’ve learned over the years that changed how you invest people’s money?” Listen to Mike share his journey as he continu…
1 year, 3 months ago
How Much Principal Protection is Enough When You Retire?
Episode 112
“Hey Mike, is a three year reservoir enough for retirement?” Discover the risks associated with having a smaller reservoir and why you may want to co…
1 year, 3 months ago
Why Your Recent Average Return Could be Deceptive
Episode 111
“Hey Mike, what is a good rate of return projection for a retirement plan?” Discover why the past few years of growth may not be the right indicator …
1 year, 3 months ago
How to Tell if Your Pension Affects Your Social Security Benefits
Episode 110
“Hey Mike, do pensions affect when I file for Social Security?” Discover when your pension may cause you to delay your Social Security benefits until…
1 year, 3 months ago
The Danger With Flat-Fee Portfolio Reviews
Episode 109
“Hey Mike, do you or do you know someone who reviews portfolios for a flat fee?” Discover why it may not make sense to have a flat-fee advisor look o…
1 year, 3 months ago
What Many People Miss When Considering an Equities (Stock) Portfolio
Episode 108
“Hey Mike, why do people put money in bonds and bond funds when equities do so well?” Discover the often missed risks associated with an equities (st…
1 year, 3 months ago
Why Charity Matters (With Tammy Reid and Other Guests)
Episode 107
Join Mike, David, and other special guests as they discuss the importance of being charitable in your everyday life. From acts of kindness to monetar…
1 year, 4 months ago
The Danger of Following Oversimplified Advice From Influencers
Episode 106
“Hey Mike, if the S&P averages 7%, then why would I not just put all my money in an ETF and take 6% each year?” Discover why retirement income planni…
1 year, 4 months ago
Why You May Not Want to Rely on the Monte Carlo in Retirement
Episode 105
“Hey Mike, what’s the Monte Carlo probability of success with your Reservoir strategy?” Discover the problems within the Monte Carlo simulation that …
1 year, 4 months ago
IULs Are Not Perfect, but They May Have Their Place
Episode 104
“Hey Mike, I’m getting pitched an IUL as a tax-free cash vehicle over doing IRA to Roth conversions. The growth potential is less than an IUL. What a…
1 year, 4 months ago