Podcast Episodes
Back to SearchAddressing a Potential Conflict of Interest in Annuity Sales
Episode 46
“Hey Mike, how can you recommend annuities and call yourself a fiduciary? They are full of fees and make insurance companies rich while you get littl…
1 year, 5 months ago
1031 Exchange Options for Those Trying to Sell Their Investment Real Estate
Episode 45
“Hey Mike, can you define what ‘like-kind’ means when it comes to 1031 exchanges?“ Discover various investment options for those who are trying to ge…
1 year, 5 months ago
The Difference Between Basic Tax Planning and Comprehensive Tax Planning
Episode 44
“Hey Mike, everyone says they do tax planning, but very few people talk about anything beyond IRA to Roth conversions. Is that really all tax plannin…
1 year, 5 months ago
What to do With Your Annuity When it Struggles to Grow
Episode 43
“Hey Mike, I’ve had an annuity for a few years, and it hasn’t grown much. What are my options and can I get out of it without paying taxes or a surre…
1 year, 5 months ago
Why a Pension Might Not Be Enough for Retirement (and What to Do About It)
Episode 42
“Hey Mike, how do you plan for retirement if you have a lifetime pension?” Discover risks around the pension and what you could do about it to help p…
1 year, 5 months ago
Why the National Debt Should Concern Those on a Fixed Income
Episode 41
“Hey Mike, are you concerned about the national debt? Also, how will the debt affect the markets?” Discover why that national debt should concern tho…
1 year, 5 months ago
Why the Rule of 100 May Not Make Sense in Retirement
Episode 40
“Hey Mike, I am 60 years old and am being told that I should have 60% of my money in bond funds. When I ask why, I don’t feel like I get a straight a…
1 year, 5 months ago
Why an Advisor May be Your Spouse’s Back-Up Plan
Episode 39
“Hey Mike, I have always managed my assets on my own. At some point, I know I won’t have the energy or interest to continue to manage my assets. How …
1 year, 5 months ago
What to Expect in a Decreasing Interest Rate Environment
Episode 38
“Hey Mike, how do you expect the Fed decreasing rates will affect the markets and economy?” Discover how the market and your investments could be aff…
1 year, 5 months ago
Ways to Potentially Lower Your Risk Without Losing too Much Liquidity
Episode 37
“Hey Mike, I know I am taking too much risk, but I can’t seem to get myself to be OK with anything that is illiquid. Are there other ways I can fund …
1 year, 5 months ago