Podcast Episodes
Back to SearchWhat You Need to Know About Trump’s Tariff Strategy
Episode 86
“Hey Mike, how do you believe Trump’s tariffs will affect the economy?” Discover the benefits and detriments associated with using tariffs as a tax o…
1 year, 3 months ago
How to Talk to the Family About Your Estate Plan
Episode 85
"Hey Mike, I’m having a hard time bringing up my estate plan with my kids. I don’t want to create problems when I pass. Any tips?" Discover how to ap…
1 year, 3 months ago
Discover Different Ways Annuity Income Could Work in Your Plan
Episode 84
Hey Mike, if someone wanted a part of their retirement income guaranteed, what should they know as they shop around? Discover the various ways you ca…
1 year, 3 months ago
How to Navigate Medicare When You Turn 65 and Plan to Continue to Work
Episode 83
"Hey Mike, what do I need to do if I turn 65 but still plan to work?" Discover what you need to know about Medicare when you turn 65 years old.
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1 year, 3 months ago
What Happens to Your Social Security Benefit if You Move Abroad?
Episode 82
Hey Mike, if I move out of the country, will I still receive my Social Security benefits? Discover what could happen to your benefits if you were to …
1 year, 3 months ago
Exploring Different Ways to Invest in the Market
Episode 81
Hey Mike, can you run through different ways you can invest in the market? Discover the benefits and detriments associated with different ways you co…
1 year, 3 months ago
When it Doesn’t Make Sense to do IRA to Roth Conversions
Episode 80
“Hey Mike, friends keep telling me I need to do IRA to Roth conversions, but my current income is more than the income I want when I retire. Somethin…
1 year, 3 months ago
The Potential Risk of Taking Social Security Too Soon or Too Late
Episode 79
“Hey Mike, people keep telling me to take Social Security as soon as I can, but the reports I run tell me to file at 70 years old. Which is it?” Disc…
1 year, 3 months ago
How to Prepare for a Potential Flat Market
Episode 78
“Hey Mike, I heard that the market may not make much money over the next 10 years. Is that true?” Discover unconventional ways to try and grow your a…
1 year, 3 months ago
How Old 401(k)s Can be New Investment Opportunities
Episode 77
“Hey Mike, I’ve got a couple of old 401(k)s that I have neglected over the years because I don’t know what to do with them. Any tips?” Discover all t…
1 year, 3 months ago