Podcast Episodes
Back to SearchWhat Your 1040 is Telling You About Your Financial Future
Episode 371
“Hey Mike, what should I be looking for in my 1040 this year as I file my taxes?“
Discover how your tax return reveals planning opportunities many pe…
2 months, 3 weeks ago
Planning Retirement With Aging Parents and Helping Kids
Episode 370
“Hey Mike, how do you navigate helping your kids enter adulthood while saving for retirement and taking care of your parents?“
Discover how to set bo…
2 months, 3 weeks ago
Does Living Off the S&P 500 Really Work in Retirement?
Episode 369
“Hey Mike, many of my friends have fired their advisors, put everything in the S&P 500, and are now dollar-cost-averaging out of the market to genera…
2 months, 4 weeks ago
Alternatives to Traditional Long-Term Care Insurance
Episode 368
“Hey Mike, is long-term care insurance worth buying at my age, or should I self-insure?”
Discover the different ways you could prepare for long-term …
3 months, 1 week ago
How to Figure Out What You Will Likely Spend in Retirement
Episode 367
“Hey Mike, how do I calculate what my actual monthly expenses will be in retirement?”
Discover why your monthly expenses may change when you retire, …
3 months, 1 week ago
From Where Should You Pull Your Retirement Income First?
Episode 366
“Hey Mike, I have both a traditional IRA and a Roth IRA - which one should I pull from first in retirement?”
Discover which type of account you may w…
3 months, 2 weeks ago
A 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…
3 months, 2 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…
3 months, 2 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…
3 months, 2 weeks 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…
3 months, 3 weeks ago