Podcast Episodes
Back to SearchHow 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…
2 years ago
The Landlord's Exit Strategy
Episode 22
“Hey Mike, you’ve spoken about DSTs, but only at a high level. Can you give a more detailed answer, sharing exactly what they are, how they work, and…
2 years ago
Potential Pitfalls For Those Who Want to Retire Before 59 ½ Years Old
Episode 21
“Hey Mike, I am 45 years old and recently decided that I’m done with work and want to retire at 50. Most of my assets are in my 401k, though. What ca…
2 years ago
Why I Believe Variable Annuities Rarely Make Sense
Episode 20
"This is a touchy one." In today's episode, Mike describes why he almost never recommends variable annuities but is willing to articulate when one co…
2 years ago
How to Prepare For Retirement and a Recession
Episode 19
In today's episode, Mike shares what it means to "create a retirement plan designed to last longer than you." This is not done through buying an annu…
2 years ago
Why Term Life Insurance May Not Make Sense In Retirement
Episode 18
In today's episode, Mike discusses term life insurance, when it makes sense for the beginning of your retirement, and when it does not make sense for…
2 years ago
How Interest Rates Could Affect Those Near Retirement
Episode 16
In today's episode, Mike discusses the various ways in which interest rates going down could affect the market. He also breaks down how interest rate…
2 years ago
Why 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…
2 years 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…
2 years 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 …
2 years ago