Podcast Episodes
Back to SearchWhy No One Can Claim to Have a Riskless Retirement
Episode 66
“Hey Mike, how do you plan so you don’t run out of money?” Discover the reality of retirement planning and how you can’t not take risks. This episode…
1 year, 4 months ago
What You Should Expect When You First Start Talking With a Financial Professional
Episode 65
“Hey Mike, I’ve never worked with a financial professional before. What should I expect?” Discover potential red flags you can identify in the first …
1 year, 4 months ago
Four Things to Consider if You Are in Your 40s and Saving for Retirement
Episode 61
“Hey Mike, I’m in my 40s and trying to prepare for retirement. What tips would you give someone in my position?” Discover what can do to help you hav…
1 year, 4 months ago
Investments and Products to Consider as Interest Rates Go Down
Episode 63
“Hey Mike, with interest rates going down and savings, CDs, and bonds going down with it, where should I go for protection with better growth potenti…
1 year, 4 months ago
How a Trigger Rate Works Within Fixed-Indexed Annuities
Episode 62
“Hey Mike, I was pitched an annuity with something called a trigger rate. What is that, and is it worth it?” Discover the nuance found within fixed-i…
1 year, 4 months ago
What You Need to Know About Open Enrollment
Episode 64
“Hey Mike, it’s Open Enrollment season for senior benefits. What should we know before we review our options?” Discover conflicts of interests, poten…
1 year, 4 months ago
Tips on How to Structure the Sale of Your Business
Episode 60
“Hey Mike, how do you go through the process of selling a business?” Discover the steps you may want to take before you put your business up for sale…
1 year, 4 months ago
Ways to Take Your 401k and Transform it Into a Retirement Plan
Episode 59
“Hey Mike, I’m having a hard time understanding how income works in retirement. I don’t have a pension. Can you explain how people generate income in…
1 year, 4 months ago
Why Many People Become Depressed in Retirement
Episode 58
“Hey Mike, I’m retired and going crazy. What should I do?” Discover how to design your retirement lifestyle to help you feel happy and fulfilled.
Text…
1 year, 4 months ago
How to Navigate Picking the Right Senior Healthcare Plan
Episode 57
“Hey Mike, I’m 65 and looking at my healthcare options. What do you recommend?” Discover the difference between traditional senior healthcare, supple…
1 year, 4 months ago