Podcast Episodes

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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, 5 months ago

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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, 5 months ago

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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, 5 months ago

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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, 5 months ago

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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, 5 months ago

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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, 5 months ago

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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, 5 months ago

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Common Risks Many Retirees Miss

Episode 76

“Hey Mike, what are some common risks you believe many retirees do not account for when they retire?” Discover common risks many retirees miss becaus…

1 year, 5 months ago

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How Does Your Spending Change When You Retire?

Episode 75

“Hey Mike, how do you figure out how much you will spend in retirement?” Discover how to figure out how much you may end up spending when you retire.…

1 year, 5 months ago

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How to Vet the Quality of Your Current Fixed-Indexed Annuities

Episode 74

“Hey Mike, how do I know if I have a good annuity or a bad annuity?” Don’t fall for the growth of the income benefit. Discover why looking at the cas…

1 year, 5 months ago

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