Podcast Episodes
Back to SearchWhat Financial Professionals Won’t Admit
Episode 392
“Hey Mike, what’s the purpose of a financial planner?”
Discover when you may want to work with a financial advisor, and when it may not make sense.
Te…
2 months, 1 week ago
If an Annuity Guarantees a High Payout, Why Wouldn’t You Take It?
Episode 387
“Hey Mike, if an annuity can offer me 7% or more as guaranteed lifetime income, why wouldn’t I take it?”
Discover what those guarantees actually mean…
2 months, 1 week ago
If You Have Less Than $1,000,000 Saved, Build Your Retirement Plan Differently
Episode 391
“Hey Mike, I have less than $1,000,000 saved for retirement. How does that change things as I prepare for retirement?”
Discover why those who have le…
2 months, 1 week ago
Are 529 Plans Really the Best Way to Fund a Grandchild’s Education?
Episode 386
“Hey Mike, are 529 plans the best way to fund grandkids’ education?”
Discover when 529s make sense and when you may want to consider other strategies…
2 months, 1 week ago
Ways to Invest in Real Estate Without Becoming a Landlord
Episode 390
“Hey Mike, what are different ways you can generate income from real estate without being a landlord?”
Discover different ways to include real estate…
2 months, 1 week ago
How Lower Returns Can Actually Grow Your Money More
Episode 385
“Hey Mike, how can you claim that a lower average return can grow your money more overall? That doesn’t make any sense.”
Discover how sequence of ret…
2 months, 1 week ago
Why Building a Retirement Plan Around Your Portfolio Is Backwards
Episode 384
“Hey Mike, can you walk through your planning process order and why you believe it needs to be that way? I’m a dividend investor and am building my p…
2 months, 2 weeks ago
Annuities Sold Under Different Names
Episode 389
“Hey Mike, my 401k is now offering lifetime income as a payout option. Isn’t that basically an annuity?”
Discover the different structured payout opt…
2 months, 2 weeks ago
Indexed Annuities Explained: How They Work and When They Make Sense
Episode 383
“Hey Mike, can you explain how indexed annuities work, how to plan with them, and so on?”
Discover the good, the bad, and the ugly of indexed annuiti…
2 months, 2 weeks ago
Where to Shop for Fixed-Rate Retirement Products
Episode 378
“Hey Mike, where are good places to shop for fixed rate products?”
Discover how to compare product options and where to look.
Text your questions to 9…
2 months, 2 weeks ago