Podcast Episodes
Back to SearchHow 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, 6 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, 6 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, 6 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, 6 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, 6 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, 6 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, 6 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, 6 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, 6 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, 6 months ago