Podcast Episodes
Back to SearchWhy Tax Planning is More Than IRA to Roth Conversions
Episode 345
“Hey Mike, can you explain what tax planning is? Everyone talks about it but then recommends IRA to Roth conversions.”
Discover different ways you co…
2 months, 3 weeks ago
What Has Worked May Not Continue to Work
Episode 344
“Hey Mike, enjoyed the book, but am having a hard time changing my portfolio. What I’m doing seems to be working. Why should I switch now?”
Discover …
2 months, 3 weeks ago
What Comes First When Planning Retirement
Episode 343
"Hey Mike, retirement feels incredibly overwhelming. Where do you start?"
Discover what comes before financial planning.
Text your questions to 913-36…
2 months, 3 weeks ago
When You May NOT Want to Manage Your Portfolio in Retirement
Episode 342
"Hey Mike, how hard is it to learn how to manage a retirement plan on your own if you don’t have a financial background?"
Discover when it may make s…
2 months, 3 weeks ago
How Buffered ETFs Are Different Than Fixed-Indexed Annuities
Episode 341
"Hey Mike, how can some insurance companies offer a better version of a buffered ETF if they work in the same market?"
Discover what makes them simil…
3 months ago
When to Start Lifetime Income
Episode 340
"Hey Mike, once you buy an annuity, is it better to take income when you retire, or wait so the income amount gets bigger?"
Discover when it may make …
3 months ago
Why You May Want the Market to Crash When you Retire
Episode 339
"Hey Mike, is it true that the first five years of retirement are the most risky for your portfolio?"
Discover three strategies that may make the nex…
3 months ago
What Are the Giving Machines? With Tammy Reid
Episode 338
An interview with Tammy Reid, wife of head coach Andy Reid, where she discusses her own family holiday traditions, the need for and joy that comes wi…
3 months, 1 week ago
Charitable Giving Special Episode (With Tammy Reid)
Episode 337
In this week's special episode, Mike talks to Tammy Reid, wife of head coach Andy Reid, about the joy of giving, and the Giving Machines located in U…
3 months, 1 week ago
Different Ways to Gift While Minimizing Your Taxes
Episode 336
“Hey Mike, what are smart ways to donate to charities?”
Discover different ways to lower your tax bills while getting more of your money to a church o…
3 months, 1 week ago