Your Retirement Blueprint with Michael
By Greywell Wealth Group
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Category: Investing
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Episodes: 26
Description
Your Retirement Blueprint with Michael is a podcast about holistic financial planning that helps listeners align money with life goals. Michael explores different topics of your financial plan such as retirement planning, tax, insurance, cashflow, and the behavioral choices that shape long-term outcomes. Each episode combines practical guidance and a planning-first approach so you can feel confident about your future.
| Episode | Date |
|---|---|
|
25 - Nearing Retirement? Here's what to prioritize during your delay period
|
May 24, 2026 |
|
24 - Not sure when to claim social security?
|
May 23, 2026 |
|
23 - Little unkown things to do when your spouse passes
|
Mar 07, 2026 |
|
22 - Ultimate Financial Guide for Freelancers: Taxes, Retirement, and Smart Money Systems
|
Dec 22, 2025 |
|
21 - When Should You Claim Social Security? Smart Timing Strategies for Maximizing Retirement Income
|
Dec 20, 2025 |
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20 - What To Do When You Receive an Inheritance: Tax Rules, Smart Strategies, and Expert Guidance
|
Dec 18, 2025 |
|
19 - “Retirement Readiness Checklist: Income, Taxes, Healthcare & Lifestyle Planning
|
Dec 14, 2025 |
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18 - Smart College Planning: 529 Savings, Tax Credits, Financial Aid & Student Loan Strategies
|
Dec 12, 2025 |
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17 - Why the 50-30-20 Budget Rule No Longer Works in 2025 — And What to Use Instead
|
Dec 10, 2025 |
|
16 - Roth Conversion Timing Strategies: Tax Planning and Retirement Windows Explained
|
Dec 08, 2025 |
|
15 - Estate Planning Explained: Wills, Trusts, Taxes & Legacy Protection
|
Dec 06, 2025 |
|
14 - Leaving Your Job? Smart Moves for Your Retirement Savings
|
Dec 04, 2025 |
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13 - Beyond the Numbers: Essential Steps for a Fulfilling and Secure Retirement
|
Dec 01, 2025 |
|
12 - Why Pre-Tax Contributions Still Matter
|
Nov 28, 2025 |
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11 - Tax-Free Retirement? The Truth About Roth Conversions and Contributions
|
Nov 25, 2025 |
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10 - Balancing Family Obligations and Financial Boundaries
|
Nov 23, 2025 |
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9 - The Caregiver’s Dilemma: Protecting Your Future While Caring for Loved Ones
|
Nov 21, 2025 |
|
8 - Roth Accounts Explained: Are you using the powerful retirement planning strategy?
|
Nov 19, 2025 |
|
7 - Social Security Explained: Benefits, Taxes, & Retirement Planning
|
Nov 17, 2025 |
|
6 - Annuities Explained: Types, Benefits, & What You Should Know
|
Nov 14, 2025 |
|
5 - Understanding Life Insurance: Types, Benefits, & What You Need to Know
|
Nov 12, 2025 |
|
4 - How Financial Advisors Get Paid - and Why It Matters to You
|
Nov 09, 2025 |
|
3 - Taxes 101 and what you need to know
|
Nov 07, 2025 |
|
2 - Which investment account should I use?
|
Nov 05, 2025 |
|
1 - What are the common designations?
|
Nov 03, 2025 |
|
0 - Welcome
|
Nov 03, 2025 |