Podcast Episodes
Back to SearchHow to Strategically Liquidate Your Delaware Statutory Trust Positions
Episode 32
“Hey Mike, if I were to get into one of these DSTs, how would I get out?” Discover the various ways you can get into a DST and your various strategie…
1 year, 7 months ago
Why Qualified and Non-Qualified Accounts Should Have Different Growth Strategies
Episode 31
Hey Mike, why do you recommend active management for IRAs and Roths and passive management for TOD accounts? Discover why you may want to manage your…
1 year, 7 months ago
How to Determine How Much of Your Portfolio Should Be Protected
Episode 30
“Hey Mike, I just read your Kiplinger Article titled Five Ways to Lower Your Risk in Retirement that was published this morning. I want growth and pr…
1 year, 7 months ago
Why It Takes More Than a Dollar Amount to Know When You Can Afford to Retire
Episode 29
“Hey Mike, how much do you need to comfortably retire?” Discover the nuance of trying to figure out if you can afford to retire. Hint, it’s more than…
1 year, 7 months ago
Tax Minimization for Those Who Have Pensions
Episode 28
“Hey Mike, how do you do tax planning with a pension?” Discover an unusual tax minimization strategy for those who have pensions.
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1 year, 7 months ago
How the Election Could Affect the Markets
Episode 27
“Hey Mike, how do you think the election is going to affect the market going forward?” Discover why adjusting your portfolio around election predicti…
1 year, 7 months ago
Why Financial Professionals Tend to Offer Conflicting Advice
Episode 26
“Hey Mike, I’m working with two financial advisors right now. They always seem to contradict each other. Is that normal?” Discover how to navigate th…
1 year, 7 months ago
What to do if You are Concerned the Market Will Crash Soon
Episode 25
“Hey Mike, I’m concerned the market will crash soon. What do you recommend people do before a market crash?” The answer may surprise you. Discover un…
1 year, 7 months ago
Why Social Security Optimization is More Than Looking at Your Longevity
Episode 24
“Hey Mike, I read your Kiplinger article about Social Security optimization, but am unclear when I should file. I plan to retire at 62 and intend to …
1 year, 7 months ago
How to Prepare for Required Minimum Distributions When You Don’t Need the Distributions
Episode 23
“Hey Mike, I’m 67 years old and am concerned about required minimum distributions. I don’t want to be forced into paying too much in taxes. Most of m…
1 year, 7 months ago