Podcast Episodes
Back to Search10 Ways You Can Generate Income in Retirement
Episode 36
“Hey Mike, I am trying to figure out how to generate income in retirement, but everyone I talk to who says they specialize in income planning sells a…
1 year, 5 months ago
What Every Spouse Needs to Know Before Their Spouses Passes
Episode 35
“Hey Mike, my husband has become very ill and is not expected to live much longer. He has lived a wonderful life and will be missed. Among the many t…
1 year, 5 months ago
Decoding What’s Really Happening at Many Retirement Dinner Events
Episode 34
Have you ever received an invitation to a dinner event that will discuss retirement preparation? Have you ever wondered what is really going on? List…
1 year, 5 months ago
Why Long-Term Care Insurance is Problematic
Episode 33
“Hey Mike, what do you think of long-term care insurance?” Discover why Mike says “If you need it, you probably can’t afford it and if you can afford…
1 year, 5 months ago
How to Strategically Liquidate Your Delaware Statutory Trust Positions
Episode 32
“Hey Mike, if I were to get into one of these DSTs, how would I get out?” Discover the various ways you can get into a DST and your various strategie…
1 year, 5 months ago
Why Qualified and Non-Qualified Accounts Should Have Different Growth Strategies
Episode 31
Hey Mike, why do you recommend active management for IRAs and Roths and passive management for TOD accounts? Discover why you may want to manage your…
1 year, 5 months ago
How to Determine How Much of Your Portfolio Should Be Protected
Episode 30
“Hey Mike, I just read your Kiplinger Article titled Five Ways to Lower Your Risk in Retirement that was published this morning. I want growth and pr…
1 year, 5 months ago
Why It Takes More Than a Dollar Amount to Know When You Can Afford to Retire
Episode 29
“Hey Mike, how much do you need to comfortably retire?” Discover the nuance of trying to figure out if you can afford to retire. Hint, it’s more than…
1 year, 5 months ago
Tax Minimization for Those Who Have Pensions
Episode 28
“Hey Mike, how do you do tax planning with a pension?” Discover an unusual tax minimization strategy for those who have pensions.
Text your question…
1 year, 5 months ago
How the Election Could Affect the Markets
Episode 27
“Hey Mike, how do you think the election is going to affect the market going forward?” Discover why adjusting your portfolio around election predicti…
1 year, 5 months ago