Podcast Episodes
Back to SearchHow 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…
2 years 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…
2 years, 1 month 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 …
2 years, 1 month 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 …
2 years, 1 month 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…
2 years, 1 month ago
How to Invest in Real Estate
Episode 6
In today's episode, Mike discusses the various ways you can invest in real estate, from traditional rental real estate to Real Estate Investment Trus…
2 years, 1 month ago
Is it Ever Okay to Surrender an Annuity Early?
Episode 5
"You can't change horses midstream", or so goes the old saying. In today's episode, Mike discusses when or if it makes sense to change, or surrender …
2 years, 1 month ago
Estate Planning 101
Episode 4
In today's episode, Mike gives tips and general advice for those planning their estate. There are many things to consider when planning your estate, …
2 years, 1 month ago
What to Consider When Filing for Social Security Benefits
Episode 3
In today's episode, Mike talks Social Security optimization. "If you file to early, your income could be hurting; if you file too late, you could be …
2 years, 1 month ago
Do People Really Need Financial Advisors?
Episode 2
In today's episode, Mike lays out the case for the DIY investor, and also the benefits of working with a licensed financial professional. What kind o…
2 years, 1 month ago