Podcast Episodes
Back to SearchA Big Mistake Many People Make When They Retire
Episode 365
“Hey Mike, what’s the biggest mistake you see people make when they’re about to retire?”
Discover a common mistake many make when they retire and what…
1 month, 3 weeks ago
Don’t Look for the ‘Perfect’ Withdrawal Rate. Do This Instead
Episode 364
“Hey Mike, what’s a safe withdrawal rate from my retirement accounts so I don’t run out of money?”
Discover why a withdrawal rate can be a trap and w…
1 month, 3 weeks ago
Why Pensions and Annuities Look Similar, but Are Different
Episode 363
“Hey Mike, what’s the difference between a pension and an annuity, and which is better?”
Discover why the two should be considered different, even th…
2 months ago
Why Your Portfolio Should Change When You Retire
Episode 362
“Hey Mike, what’s the best way to invest my money once I’m actually retired - should I get more conservative?”
Discover why your growth portfolio sho…
2 months ago
Why You May Not Want to Roll Your 401(k) Over, Yet
Episode 361
“Hey Mike, should I roll my 401(k) into an IRA when I retire, or leave it where it is?”
Discover some of the benefits of keeping your money in your 4…
2 months ago
The Problem With Many Social Security Optimization Strategies
Episode 360
“Hey Mike, I’m confused about when to start Social Security - should I take it early at 62 or wait until 70?”
Discover why you need more information …
2 months ago
Start With Income Needs, Not Account Balances
Episode 359
“Hey Mike, how much should I really have saved before I can retire comfortably?”
Discover why you need to understand your income needs in retirement …
2 months ago
The Counterintuitive Calculation with Lifetime Income
Episode 358
"Hey Mike, I’m really conflicted whether or not I should buy an annuity for income. Can you provide some insight?”
Discover the benefits and detrimen…
2 months ago
How to Retire on $500,000
Episode 357
Merry Christmas! Thank you to all who listen to our show!
"Hey Mike, can I retire on $500,000?”
Discover why some people may be able to retire on $500…
2 months ago
Hidden Tax Traps You Need to Know About
Episode 356
"Hey Mike, I’m getting taxed when my retirement income should be tax free. Everything comes from Social Security and long-term capital gains. How can…
2 months, 1 week ago