Podcast Episodes
Back to SearchWays 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.
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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
Why Year-End Tax Planning Should Be More Than IRA to Roth Conversions
Episode 56
“Hey Mike, how do you do year-end tax planning? Discover why there’s more to do at the end of the year than figure out how much you want to convert f…
1 year, 4 months ago
The Basics of the Bucket Strategy in Retirement
Episode 55
“Hey Mike, what do you think about the bucket strategy?” Discover how the bucket strategy works when it comes to your retirement income so you can de…
1 year, 4 months ago
The Problem with AUM Fees When You Buy and Hold
Episode 54
“Hey Mike, I’m having a hard time understanding fees. I am paying my current advisor 1%. All of the mutual funds he has recommended have fees as well…
1 year, 4 months ago
A High-Level Overview of Various Investments and Products
Episode 53
“Hey Mike, can you give a generic rundown of different investments and when they should be used?” Enjoy a high-level discussion of various investment…
1 year, 4 months ago
Various Ways to Take Your 401K and Turn it Into A Retirement Income Plan
Episode 52
“Hey Mike, I’m struggling with understanding how to generate income from my 401(k). Can you break down your steps and strategies?” Discover some of t…
1 year, 4 months ago
Ways to Invest in Real Estate (Based on Age and Experience)
Episode 51
“Hey Mike, what is the best way to invest in real estate for retirement income?” Discover various ways to add real estate to your portfolio and why y…
1 year, 4 months ago
Why Suitability Questionnaires May Not Be Enough
Episode 50
“Hey Mike, I feel like I am taking too much risk but keep getting reassured that I am fine. Can you expand on how to self-assess the appropriate amou…
1 year, 5 months ago