Podcast Episodes
Back to SearchWhy Value Funds May Not Offer As Much Value As You Think
Episode 17
"Money goes where money can grow" In today's episode, Mike talks value funds. What are they? Do they still provide a lot of value? Listen to Mike ide…
1 year, 6 months ago
When Does it Make Sense to Manage Your Investments on Your Own?
Episode 9
"If you don't know the right questions to ask, you'll never ask them." In today's episode, Mike discusses the Dunning-Kruger effect, false confidence…
1 year, 6 months ago
How to Plan Tax-Efficient Distributions From an Inherited IRA
Episode 10
In today's episode, Mike discusses strategies you can employ if you have an inherited or beneficiary IRA. Discover various strategies, some of which …
1 year, 6 months ago
What to Do If You Are Scared You’ll Run Out of Money in Retirement
Episode 11
In today's episode, Mike addresses the fear of running out of money in retirement. The answer is not always buying a bunch of annuities for lifetime …
1 year, 6 months ago
How Fixed-Indexed Annuities Work as a Bond Alternative
Episode 12
In today's episode, Mike explains why he believes fixed-indexed annuities have more growth potential than CDs or Treasuries in the long term. Mike e…
1 year, 6 months ago
How to Plan for Healthcare Before Medicare
Episode 13
In today's episode, Mike talks to people who are wanting to retire around 60 years of age, but have concerns with how to cover healthcare while waiti…
1 year, 6 months ago
Why DIY Investors Still Need a Relationship With a Licensed Financial Professional
Episode 14
In today's episode, Mike explains why managing a portfolio without a relationship with a licensed financial professional may be more limiting than yo…
1 year, 6 months ago
How to Turn Your 401(k) Into a Retirement Plan
Episode 15
In today's episode, Mike tells us how to create a retirement plan out of a 401(k). Is accumulating assets in your 401(k) during your working years a …
1 year, 6 months ago
How to Prepare For Retirement With a 401(k)
Episode 8
In today's episode, Mike talks about employer-sponsored 401(k) retirement plans. How can you be proactive with a 401(k)? Should you keep all of your …
1 year, 6 months ago
Can I Manage my Portfolio as Well as a Fund Manager?
Episode 7
In today's episode, Mike discusses all the intricacies associated with managing a portfolio while trying to beat the market. Discover why the statist…
1 year, 6 months ago