Podcast Episodes
Back to SearchWhy Your Annuities May Be Under Performing
Episode 355
"Hey Mike, my index annuity didn’t grow this past year when the market was up. Should I just get rid of it?”
Discover why your annuity may be under p…
2 months, 1 week ago
When Diversification Makes Sense, and When it Can Hurt
Episode 354
"Hey Mike, is there such thing as too much diversification?”
Discover what ‘diversification’ really means, the different ways it may make sense, and …
2 months, 1 week ago
Which is Better: Buffered ETFs or Bond Funds?
Episode 353
"Hey Mike, when would I use a buffered ETF instead of a bond fund?”
Discover how Buffered ETFs and Bond Funds could play a role in your retirement pl…
2 months, 1 week ago
How to Handle Healthcare Insurance in This Ever-Changing Environment
Episode 352
"Hey Mike, how does ACA subsidies going away affect retirement planning?”
Discover how the Affordable Care Act is changing and how you can still plan…
2 months, 1 week ago
The Benefits and Detriments of Using AI to Plan Your Retirement
Episode 351
"Hey Mike, can I use AI to build my retirement plan?”
Discover how AI can help you plan for your retirement while acknowledging some of the risks and…
2 months, 1 week ago
Can You Retire With $700,000?
Episode 350
"Hey Mike, can I retire with $700,000?”
Discover if $700,000 is enough to be able to retire and how your risks change based on how much or how little…
2 months, 2 weeks ago
Why You Don’t do Your Income Planning First
Episode 349
"Hey Mike, when creating a plan, what do you focus on first?”
Discover why lifestyle planning should come first, and each step that should follow the…
2 months, 2 weeks ago
Is Limiting Your Income Worth the Deduction?
Episode 348
“Hey Mike, is it worth limiting your income to get the additional senior deduction?”
Why some people may want to plan around the different potential …
2 months, 2 weeks ago
When Helping Your Kids Can Actually Hurt Them
Episode 347
“Hey Mike, I want to help my kids now while I’m alive. Do you have any do’s and don’ts when it comes to financially helping your kids?”
Discover why …
2 months, 2 weeks ago
Tips on How to Prepare to Sell Your Business
Episode 346
“Hey Mike, I’ve got a business that I plan to sell in a few years. Any tips on how to prepare for the sale and retirement?”
Discover where you may wa…
2 months, 3 weeks ago