Podcast Episodes
Back to SearchWhy Financial Professionals Tend to Offer Conflicting Advice
Episode 26
“Hey Mike, I’m working with two financial advisors right now. They always seem to contradict each other. Is that normal?” Discover how to navigate th…
1 year, 5 months ago
What to do if You are Concerned the Market Will Crash Soon
Episode 25
“Hey Mike, I’m concerned the market will crash soon. What do you recommend people do before a market crash?” The answer may surprise you. Discover un…
1 year, 6 months ago
Why Social Security Optimization is More Than Looking at Your Longevity
Episode 24
“Hey Mike, I read your Kiplinger article about Social Security optimization, but am unclear when I should file. I plan to retire at 62 and intend to …
1 year, 6 months ago
How to Prepare for Required Minimum Distributions When You Don’t Need the Distributions
Episode 23
“Hey Mike, I’m 67 years old and am concerned about required minimum distributions. I don’t want to be forced into paying too much in taxes. Most of m…
1 year, 6 months ago
The Landlord's Exit Strategy
Episode 22
“Hey Mike, you’ve spoken about DSTs, but only at a high level. Can you give a more detailed answer, sharing exactly what they are, how they work, and…
1 year, 6 months ago
Potential Pitfalls For Those Who Want to Retire Before 59 ½ Years Old
Episode 21
“Hey Mike, I am 45 years old and recently decided that I’m done with work and want to retire at 50. Most of my assets are in my 401k, though. What ca…
1 year, 6 months ago
Why I Believe Variable Annuities Rarely Make Sense
Episode 20
"This is a touchy one." In today's episode, Mike describes why he almost never recommends variable annuities but is willing to articulate when one co…
1 year, 6 months ago
How to Prepare For Retirement and a Recession
Episode 19
In today's episode, Mike shares what it means to "create a retirement plan designed to last longer than you." This is not done through buying an annu…
1 year, 6 months ago
Why Term Life Insurance May Not Make Sense In Retirement
Episode 18
In today's episode, Mike discusses term life insurance, when it makes sense for the beginning of your retirement, and when it does not make sense for…
1 year, 6 months ago
How Interest Rates Could Affect Those Near Retirement
Episode 16
In today's episode, Mike discusses the various ways in which interest rates going down could affect the market. He also breaks down how interest rate…
1 year, 6 months ago