Podcast Episodes
Back to SearchHow to Mix Lifetime Income with Portfolio Growth
Episode 401
“Hey Mike, I was told to put around 60% of my money into a life-time annuity and that would be basically the same as the 4% rule. Is that true?”
Disc…
1 month, 4 weeks ago
What to Consider Before Starting a Business in Retirement
Episode 400
“Hey Mike, I want to start a business in retirement to keep myself busy. What should I know?”
Discover why a business may or may not be a good idea i…
1 month, 4 weeks ago
The Basics of the Bear Market Protocol
Episode 399
“Hey Mike, can you provide a practical explanation on how to implement the Bear Market Protocol?”
Discover a few ways you can position your portfolio …
2 months ago
A Quick Guide to Your Last 10 Working Years
Episode 398
“Hey Mike, what would you do in your final 10 working years?"
Discover some of the main questions you may want to ask so you can prepare now for a mor…
2 months ago
Should You Include Private Equity/Credit in Your Retirement Portfolio?
Episode 397
“Hey Mike, when would private equity play a role in your retirement portfolio?"
Discover when it may make sense to include private equity or private c…
2 months ago
Why The Plan Is Not as Important as the Strategy
Episode 396
“Hey Mike, why do you minimize the importance of a financial plan?"
Discover the purpose of a retirement plan, and why you may want to spend more time…
2 months ago
What Happened to Gold and Silver?
Episode 395
“Hey Mike, what happened to gold and silver?"
Discover a basic overview of why Gold and Silver dropped and what could happen moving forward.
Text your …
2 months ago
Retirement Planning Regrets from 2025
Episode 394
“Hey Mike, what’s a retirement regret you saw in 2025?”
Discover two common regrets from many soon-to-be retirees from 2025.
Text your questions to 913…
2 months, 1 week ago
Why Your Financial Plan Comes Second
Episode 393
"Hey Mike, how do you coordinate the financial part of retirement with everything else?”
Discover why you should plan your lifestyle before you plan …
2 months, 1 week ago
Does the 60/40 Portfolio Still Work for Retirees?
Episode 388
“Hey Mike, to keep things simple, could the 60/40 split work for a retiree?”
Discover why simplicity could be dangerous if it ignores certain risk fa…
2 months, 1 week ago