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Episode | Date |
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Good VS Bad Debt AND Another Look at Changes to Social Security
|
May 13, 2025 |
Is There a Perfect Time for Roth Conversions
|
May 06, 2025 |
The Balance Between Too Conservative and Too Much Risk
|
Apr 22, 2025 |
Planning for an Extended Retirement
|
Apr 15, 2025 |
Are You Truly Ready for Retirement? Find Out Now
|
Apr 08, 2025 |
Here's Your Pre-Retirement Checklist
|
Apr 01, 2025 |
How to Mitigate Fees in Retirement
|
Mar 25, 2025 |
Too Much Cash vs Too Much in the Market
|
Mar 18, 2025 |
Breaking Down Roth Conversions
|
Mar 11, 2025 |
Can You Inflation Proof Your Retirement?
|
Feb 27, 2025 |
Why Mike Uses a Specific Retirement Tool
|
Feb 25, 2025 |
Figuring Out What You'll Need Each Month in Retirement
|
Feb 18, 2025 |
Should a New Administration Change Your Retirement Plans?
|
Feb 11, 2025 |
How Could Higher Interest Rates Help Your Retirement Plan?
|
Feb 04, 2025 |
How to Handle the Financial Media Noise
|
Jan 28, 2025 |
What is the Average Return Rate We Need in Retirement?
|
Jan 21, 2025 |
How Your Retirement Plan Should Evolve
|
Jan 14, 2025 |
What Kind of Volatility Can We Expect in 2025?
|
Jan 07, 2025 |
Testing Your Financial Strength
|
Dec 31, 2024 |
Having Retirement Income Through Your 90s
|
Dec 24, 2024 |
Can Your Portfolio Handle a Volatile Market?
|
Dec 17, 2024 |
Your Retirement and The Post-Election Market
|
Dec 10, 2024 |
If Your Financial Plan was Thanksgiving Dinner What is the Main Dish?
|
Dec 03, 2024 |
Bad Habits You Could Make During Retirement
|
Nov 26, 2024 |
Taxes Could Have a Major Impact on Your Retirement
|
Nov 19, 2024 |
The Three to Five Years Before Retirement are Crucial
|
Nov 12, 2024 |
Post Election Retirement Advice
|
Nov 05, 2024 |
Financial Independence vs Retirement
|
Oct 29, 2024 |
Retirement: How to Secure Your Financial Future
|
Oct 22, 2024 |
Avoiding Common RMD Mistakes
|
Oct 01, 2024 |
The Future of the Stock Market: A Melt Up?
|
Sep 24, 2024 |
Year-End Financial Planning Essentials
|
Sep 17, 2024 |
Managing Retirement Funds: Options for 401k
|
Sep 10, 2024 |
Planning for Market Volatility: Individual Goals Matter
|
Sep 03, 2024 |
The Election: Avoiding Emotional Decision-Making
|
Aug 27, 2024 |
Encouraging Clients to Spend in Retirement
|
Aug 20, 2024 |
Social Security and Avoiding Financial Mistakes in Retirement
|
Aug 13, 2024 |
The First Step in Retirement Planning
|
Aug 06, 2024 |
The Process of Choosing a New Advisor for Retirement
|
Jul 30, 2024 |
Exploring Goals and Choices in Retirement
|
Jul 23, 2024 |
What to Consider Before Retiring Due to Job Changes
|
Jul 16, 2024 |
Taxes: Factors to Consider Before Retiring
|
Jul 09, 2024 |
Strategies for Withdrawing Money from a Roth IRA
|
Jul 02, 2024 |
When Should a Retirement Plan Start Producing Results?
|
Jun 25, 2024 |
Issues You Could Face in Retirement
|
Jun 18, 2024 |
Options for Funding Long-Term Care
|
Jun 11, 2024 |
Diversifying Income Streams for Added Security
|
Jun 04, 2024 |
Cryptocurrency in Retirement Portfolios
|
May 28, 2024 |
How can we remain calm during volatiles times while planning for retirement?
|
May 21, 2024 |
What is the break even point with Social Security?
|
May 14, 2024 |
Retirement and gold have a lot in common
|
May 07, 2024 |
Can you stay in the market and reduce your risk?
|
Apr 30, 2024 |
How does rising gold prices affect your retirement?
|
Apr 23, 2024 |
Reframe your mind to think of money as a tool in retirement
|
Apr 16, 2024 |
Is retirement a thing of the past?
|
Apr 09, 2024 |
What is going on with interest rates?
|
Apr 02, 2024 |
When should you roll your 401k into an IRA for retirement?
|
Mar 26, 2024 |
Why DIY investors should switch to a financial advisor in retirement
|
Mar 12, 2024 |
There is no magic number for retirement
|
Mar 05, 2024 |
Don't overlook these strategies for your retirement plan
|
Feb 27, 2024 |
What could hold you back from retirement?
|
Feb 20, 2024 |
New ideas surrounding Social Security
|
Feb 13, 2024 |
Should you bounce your last check or pass down an inheritance?
|
Feb 06, 2024 |
How financial advisors can build trust
|
Jan 30, 2024 |
Why trial and error isn't a great retirement plan
|
Jan 23, 2024 |
How will 2024's interest rates affect your retirement?
|
Jan 16, 2024 |
Don't run out of money in retirement
|
Jan 09, 2024 |
The looming issues regarding Social Security
|
Jan 02, 2024 |
Transitioning from the working world to retirement
|
Dec 26, 2023 |
What's the difference between 'luck' and 'risk' in retirement?
|
Dec 19, 2023 |
Make sure to carve out fun in retirement
|
Dec 12, 2023 |
Is retirement possible if you didn't prepare?
|
Dec 05, 2023 |
Upgrade your annuity
|
Nov 21, 2023 |
There are concerns with Social Security
|
Nov 14, 2023 |
Creating different streams of income in retirement
|
Nov 07, 2023 |
Are hidden fees taking a bite out of your retirement?
|
Oct 31, 2023 |
Optimistic views on the market
|
Oct 24, 2023 |
Accounting for inflation in retirement
|
Oct 17, 2023 |
Common 401k mistakes
|
Oct 10, 2023 |
How can Market Guard impact your portfolio?
|
Oct 03, 2023 |
Why you should prioritize tax planning in retirement
|
Sep 26, 2023 |
What is more important than wealth in retirement?
|
Sep 19, 2023 |
How to keep your retirement on track
|
Sep 12, 2023 |
How the future of Social Security can affect you
|
Sep 05, 2023 |
Is indexed investing good or bad?
|
Aug 29, 2023 |
Choosing your retirement date
|
Aug 21, 2023 |
Making retirement plans flexible
|
Aug 14, 2023 |
Too many people are cashing out their 401k plans before retirement!
|
Aug 07, 2023 |
Market Guard: Avoiding a head fake
|
Jul 31, 2023 |
Social Security changes could affect your retirement
|
Jul 24, 2023 |
What you need to know about legacy planning
|
Jul 17, 2023 |
The Importance of Estate Planning
|
Jul 10, 2023 |
How to manage risk in retirement
|
Jul 03, 2023 |
Top reasons you might retire early
|
Jun 26, 2023 |
Don't DIY your retirement
|
Jun 19, 2023 |
Should older retirement rules be reevaluated?
|
Jun 12, 2023 |
Tax planning and strategies for retirement
|
Jun 05, 2023 |
How did Mike become a financial advisor?
|
May 29, 2023 |
Market Guard: The Power of Knowing
|
May 22, 2023 |
Does your plan need an upgrade?
|
May 15, 2023 |
Avoid metaphorical icebergs in retirement!
|
May 08, 2023 |
Is the 4% rule sustainable?
|
May 01, 2023 |
Preparing Women for Retirement
|
Apr 24, 2023 |
If you could go back to 2008, what would you do differently?
|
Apr 17, 2023 |
What is a safe risk vs high risk?
|
Apr 10, 2023 |
What is a first meeting like with a financial advisor?
|
Apr 03, 2023 |
Clients inspiring Financial Advisors
|
Mar 27, 2023 |
Envisioning retirement before you get there
|
Mar 20, 2023 |