Podcast Episodes
Back to SearchHow to Prepare to Retire on Time if You Are Currently 50 Years Old
Episode 93
“Hey Mike, if you were 50 years old and planned to retire at 65, what would you do?” Discover various strategies to consider as you prepare to retire…
1 year, 4 months ago
How to Prepare for the Market in 2025
Episode 92
“Hey Mike, what do you think the market will do in 2025?” Discover what could happen in 2025 and how to prepare for multiple outcomes.
Text your quest…
1 year, 4 months ago
Does Private Equity Make Sense in Your Retirement Portfolio?
Episode 91
“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
How Indexed Universal Life Insurance is Sold and What You Need to Know
Episode 90
“Hey Mike, I just heard that indexed universal life insurance is basically the perfect investment for a retiree. You say there’s no such thing as a p…
1 year, 4 months ago
What Happens When A Widow or Widower Remarries in Retirement?
Episode 89
“Hey Mike, I’m a widow of many years and am in love again. I want to marry my new sweetheart, but I’m concerned about the finances and my kids abilit…
1 year, 4 months ago
Strategies That May Help You Retire Before 59½
Episode 88
“Hey Mike, I’m 56 and just lost my job. Everything I have saved is in my 401k. I think I have enough to retire, but there’s a 10% penalty if I take m…
1 year, 4 months ago
What to do if You Start Saving for Retirement Late
Episode 87
“Hey Mike, I’m 50 years old and haven’t been able to retire. Is there anything I can do to accelerate my retirement preparation?” Discover how to pre…
1 year, 4 months ago
What 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, 4 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, 5 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, 5 months ago