Podcast Episodes
Back to SearchThe Basics on Structuring Your Business Before the Sale
Episode 73
“Hey Mike, I’m about to sell my business and have no idea how to convert the sale into a retirement plan. What should I do?” Discover a few tax strat…
1 year, 5 months ago
When it Makes Sense to Pay Off Your Mortgage When You Retire
Episode 72
“Hey Mike, should I pay off my mortgage before I retire?” Discover when it makes sense to pay off your mortgage when you retire and when it doesn’t m…
1 year, 5 months ago
The Election May Affect the Economy Less Than You Think
Episode 71
“Hey Mike, I’m concerned about the election. Do you have any thoughts?” Discover Mike’s opinion on why the election may affect the economy less than …
1 year, 5 months ago
How to Change Your Senior Healthcare Plan During Open Enrollment
Episode 70
“Hey Mike, I have already signed up for a new Medicare plan but might want to change it. Can you do that and if so, how do you do that?” Discover the…
1 year, 5 months ago
How to Prepare for the Potential Decrease in Social Security Benefits
Episode 69
“Hey Mike, what strategies can you implement to help prepare for a possible drop in Social Security benefits?” Discover what you can do now in prepar…
1 year, 5 months ago
The Difference Between Social Security, Pensions, and Annuities
Episode 68
“Hey Mike, can you break down the differences between Social Security, a pension, and an annuity?” Listen to an honest comparison of Social Security,…
1 year, 5 months ago
When Healthcare Can Become a Tax Problem
Episode 67
“Hey Mike, can you explain how picking a Medicare plan can affect my taxes? I don’t believe that’s a true statement.” Discover some commonly missed p…
1 year, 5 months ago
Why 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, 5 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, 5 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, 6 months ago