Podcast Episodes
Back to SearchWhy a Pension Might Not Be Enough for Retirement (and What to Do About It)
Episode 42
“Hey Mike, how do you plan for retirement if you have a lifetime pension?” Discover risks around the pension and what you could do about it to help p…
1 year, 6 months ago
Why the National Debt Should Concern Those on a Fixed Income
Episode 41
“Hey Mike, are you concerned about the national debt? Also, how will the debt affect the markets?” Discover why that national debt should concern tho…
1 year, 7 months ago
Why the Rule of 100 May Not Make Sense in Retirement
Episode 40
“Hey Mike, I am 60 years old and am being told that I should have 60% of my money in bond funds. When I ask why, I don’t feel like I get a straight a…
1 year, 7 months ago
Why an Advisor May be Your Spouse’s Back-Up Plan
Episode 39
“Hey Mike, I have always managed my assets on my own. At some point, I know I won’t have the energy or interest to continue to manage my assets. How …
1 year, 7 months ago
What to Expect in a Decreasing Interest Rate Environment
Episode 38
“Hey Mike, how do you expect the Fed decreasing rates will affect the markets and economy?” Discover how the market and your investments could be aff…
1 year, 7 months ago
Ways to Potentially Lower Your Risk Without Losing too Much Liquidity
Episode 37
“Hey Mike, I know I am taking too much risk, but I can’t seem to get myself to be OK with anything that is illiquid. Are there other ways I can fund …
1 year, 7 months ago
10 Ways You Can Generate Income in Retirement
Episode 36
“Hey Mike, I am trying to figure out how to generate income in retirement, but everyone I talk to who says they specialize in income planning sells a…
1 year, 7 months ago
What Every Spouse Needs to Know Before Their Spouses Passes
Episode 35
“Hey Mike, my husband has become very ill and is not expected to live much longer. He has lived a wonderful life and will be missed. Among the many t…
1 year, 7 months ago
Decoding What’s Really Happening at Many Retirement Dinner Events
Episode 34
Have you ever received an invitation to a dinner event that will discuss retirement preparation? Have you ever wondered what is really going on? List…
1 year, 7 months ago
Why Long-Term Care Insurance is Problematic
Episode 33
“Hey Mike, what do you think of long-term care insurance?” Discover why Mike says “If you need it, you probably can’t afford it and if you can afford…
1 year, 7 months ago