Podcast Episodes
Back to SearchHow a Financial Plan Really Works (And What to Expect)
Episode 380
“Hey Mike, how does a financial plan work? Can you give realistic expectations?”
Discover what Mike believes a retirement plan should include, and wh…
1 month ago
How to Spend Your Money in Retirement
Episode 373
“Hey Mike, I want to retire, but I’m having a hard time spending my money.”
Discover ways to make sense in your mind of your retirement income, pote…
1 month ago
Should You Ever Keep Debt in Retirement?
Episode 372
“Hey Mike, is there ever a situation where you should keep your debt when you retire?“
Discover when debt can be strategic and when it becomes a sile…
1 month ago
Should You Still Invest in Growth 2–5 Years Before Retirement?
Episode 379
“Hey Mike, if you are 2 to 5 years from retirement, is it wise to keep investing in growth?”
Discover how to balance growth, protection, and liquidit…
1 month ago
What Your 1040 is Telling You About Your Financial Future
Episode 371
“Hey Mike, what should I be looking for in my 1040 this year as I file my taxes?“
Discover how your tax return reveals planning opportunities many pe…
1 month ago
Planning Retirement With Aging Parents and Helping Kids
Episode 370
“Hey Mike, how do you navigate helping your kids enter adulthood while saving for retirement and taking care of your parents?“
Discover how to set bo…
1 month ago
Does Living Off the S&P 500 Really Work in Retirement?
Episode 369
“Hey Mike, many of my friends have fired their advisors, put everything in the S&P 500, and are now dollar-cost-averaging out of the market to genera…
1 month ago
Alternatives to Traditional Long-Term Care Insurance
Episode 368
“Hey Mike, is long-term care insurance worth buying at my age, or should I self-insure?”
Discover the different ways you could prepare for long-term …
1 month, 2 weeks ago
How to Figure Out What You Will Likely Spend in Retirement
Episode 367
“Hey Mike, how do I calculate what my actual monthly expenses will be in retirement?”
Discover why your monthly expenses may change when you retire, …
1 month, 2 weeks ago
From Where Should You Pull Your Retirement Income First?
Episode 366
“Hey Mike, I have both a traditional IRA and a Roth IRA - which one should I pull from first in retirement?”
Discover which type of account you may w…
1 month, 3 weeks ago