Podcast Episodes
Back to SearchHow to Plan Around IRMAA and Medicare Surcharges
Episode 382
“Hey Mike, how do you plan around IRMAA?”
Discover how income timing, withdrawals, and tax strategy can help reduce IRMAA exposure.
Text your question…
2 months, 2 weeks ago
How to Respond to a Chaotic Start to the Year in the Markets
Episode 377
“Hey Mike, how should we react to the already crazy start to the new year?”
Discover how to stay disciplined when headlines, volatility, and emotion …
2 months, 2 weeks ago
Starting Retirement Savings at 50: Strategies to Consider
Episode 376
“Hey Mike, if you’re 50 years old and are just starting to save for retirement, what would you do?”
Discover a realistic, no-panic framework that can…
2 months, 2 weeks ago
What to Watch for When Filing Your Taxes This Year
Episode 375
“Hey Mike, what should I be looking for this year as I file my taxes?”
Discover common missed opportunities, red flags, and planning insights hidden …
2 months, 2 weeks ago
Should You Take Social Security Early and Invest It?
Episode 374
“Hey Mike, is it better to take social security late or take it before you need it and then invest it?”
Discover how longevity, taxes, and guaranteed…
2 months, 3 weeks ago
What Should You Do With Extra Cash Flow in Retirement?
Episode 381
“Hey Mike, if you have enough income coming in, what do you recommend that you do with the extra cash flow?”
Discover how to prioritize your extra ca…
2 months, 3 weeks ago
How a Financial Plan Really Works (And What to Expect)
Episode 380
“Hey Mike, how does a financial plan work? Can you give realistic expectations?”
Discover what Mike believes a retirement plan should include, and wh…
2 months, 3 weeks ago
How to Spend Your Money in Retirement
Episode 373
“Hey Mike, I want to retire, but I’m having a hard time spending my money.”
Discover ways to make sense in your mind of your retirement income, pote…
2 months, 3 weeks ago
Should You Ever Keep Debt in Retirement?
Episode 372
“Hey Mike, is there ever a situation where you should keep your debt when you retire?“
Discover when debt can be strategic and when it becomes a sile…
2 months, 3 weeks ago
Should You Still Invest in Growth 2–5 Years Before Retirement?
Episode 379
“Hey Mike, if you are 2 to 5 years from retirement, is it wise to keep investing in growth?”
Discover how to balance growth, protection, and liquidit…
2 months, 3 weeks ago