Podcast Episodes
Back to SearchVarious Ways to Take Your 401K and Turn it Into A Retirement Income Plan
Episode 52
“Hey Mike, I’m struggling with understanding how to generate income from my 401(k). Can you break down your steps and strategies?” Discover some of t…
1 year, 6 months ago
Ways to Invest in Real Estate (Based on Age and Experience)
Episode 51
“Hey Mike, what is the best way to invest in real estate for retirement income?” Discover various ways to add real estate to your portfolio and why y…
1 year, 6 months ago
Why Suitability Questionnaires May Not Be Enough
Episode 50
“Hey Mike, I feel like I am taking too much risk but keep getting reassured that I am fine. Can you expand on how to self-assess the appropriate amou…
1 year, 6 months ago
Understanding the Good, the Bad, and the Ugly of Indexed Universal Life Insurance in Retirement
Episode 49
“Hey Mike, I’ve been reading about indexed-universal life insurance and how it can be a tax-efficient income stream in retirement. I can’t find the d…
1 year, 6 months ago
How Often Should You Rebalance Your Portfolio
Episode 48
“Hey Mike, how often should a person review and rebalance their portfolio?” Join Mike and David as they discuss when it may make sense to rebalance a…
1 year, 6 months ago
Breaking Down Retirement Savings Plans for Self-Employed Individuals
Episode 47
“Hey Mike, how should self-employed people save for retirement? For example, should we fund SEP-IRAs? SIMPLE IRAs? It’s a bit confusing, at least for…
1 year, 6 months ago
Addressing 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, 6 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, 6 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, 6 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, 6 months ago