Podcast Episodes
Back to SearchThe 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…
4 months 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…
4 months 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…
4 months, 1 week 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 …
4 months, 1 week 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 …
4 months, 1 week 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…
4 months, 1 week ago
Why 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…
4 months, 2 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 …
4 months, 2 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…
4 months, 2 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…
4 months, 2 weeks ago