Podcast Episodes
Back to SearchShould You File Your Own Taxes or Get Help?
Episode 103
“Hey Mike, when does it make sense to file your taxes on your own versus having a professional file your taxes for you?” Discover when it makes sense…
1 year, 4 months ago
When IRA to Roth Conversions Do Not Make Sense
Episode 102
“Hey Mike, when would someone not want to do IRA to Roth conversions?” Discover when you may not want to convert some of your IRA assets to Roth.
Text…
1 year, 4 months ago
What "Timing the Market" Really Means
Episode 101
“Hey Mike, can you explain what ‘timing the market’ really means, when it’s bad, and when it makes sense to make adjustments?” Discover what timing …
1 year, 4 months ago
Celebrating Our 100th Episode (Reflections and Giveaways)
Episode 100
It’s How to Retire on Time’s 100th episode. Thank you for joining us on this journey. Enjoy Mike and David reflecting on the past 99 episodes. Podcas…
1 year, 4 months ago
Do the Wealthy Have Tax Advantages?
Episode 99
“Hey Mike, how do the wealthy get around paying taxes?” Discover many misconceptions about how the wealthy minimize taxes and what you can do to help…
1 year, 4 months ago
Why Mike Believes Reverse Mortgages Don’t Make Sense
Episode 98
“Hey Mike, what do you think of reverse mortgages?” Discover why Mike believes reverse mortgages should not be in your retirement plan.
Text your ques…
1 year, 4 months ago
Why 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, 4 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, 4 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, 4 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, 4 months ago