Podcast Episodes
Back to SearchWhy You May Not Want to Roll Your 401(k) Over, Yet
Episode 361
“Hey Mike, should I roll my 401(k) into an IRA when I retire, or leave it where it is?”
Discover some of the benefits of keeping your money in your 4…
3 months, 3 weeks ago
The Problem With Many Social Security Optimization Strategies
Episode 360
“Hey Mike, I’m confused about when to start Social Security - should I take it early at 62 or wait until 70?”
Discover why you need more information …
3 months, 3 weeks ago
Start With Income Needs, Not Account Balances
Episode 359
“Hey Mike, how much should I really have saved before I can retire comfortably?”
Discover why you need to understand your income needs in retirement …
3 months, 3 weeks ago
The Counterintuitive Calculation with Lifetime Income
Episode 358
"Hey Mike, I’m really conflicted whether or not I should buy an annuity for income. Can you provide some insight?”
Discover the benefits and detrimen…
3 months, 4 weeks ago
How to Retire on $500,000
Episode 357
Merry Christmas! Thank you to all who listen to our show!
"Hey Mike, can I retire on $500,000?”
Discover why some people may be able to retire on $500…
3 months, 4 weeks ago
Hidden Tax Traps You Need to Know About
Episode 356
"Hey Mike, I’m getting taxed when my retirement income should be tax free. Everything comes from Social Security and long-term capital gains. How can…
3 months, 4 weeks ago
Why 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…
4 months 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 …
4 months 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…
4 months 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…
4 months ago