Retirement Talk

In this very special final, and 200th episode of the show, Mike talks about how he will miss the show, but also about how excited he is about the new marketing efforts he will be utilizing. Don't miss this episode!

In this episode, we delve into the hidden pitfalls of financial blind spots, exploring how unrecognized knowledge gaps can derail even the most well-intentioned financial plans. We'll uncover strategies for identifying these blind spots and provide actionable steps to fill them, empowering you to make more informed and confident financial decisions. Finally, we'll discuss the importance...

In this episode, we dissect the latest figures on the escalating US national debt, examining its potential impact on markets and the economy. We'll then delve into Ray Dalio's recent analysis, breaking down his key insights and predictions regarding the current financial landscape. Finally, we'll discuss practical strategies for investors to navigate these uncertain times, drawing u...

In this episode, we dive deep into strategies to protect your retirement savings from market volatility and unexpected expenses. Discover how to diversify your investments, set aside an emergency fund, and consider tax strategies to safeguard your financial future.

During today’s show, we’ll discuss Medicare’s 2025 cost increases and more!

Confused about whether to roll over your 401(k) or keep it where it is? In this episode, we break down the pros and cons of both options. Learn about tax implications, investment choices, and how to make the best decision for your financial future.

On this show, we’re going to discuss items you’ll want to include on your retirement anti-bucket list and will also look at some of the things that often get overlooked during retirement planning.

In this episode Mike goes solo as Tony is taking a short break. He covers part to of a dive deep into creating a comprehensive retirement income plan.

In this episode we dive deep into creating a comprehensive retirement income plan. We'll discuss essential strategies like Social Security maximization, pension optimization, and tax-efficient withdrawal strategies. We'll also explore how to navigate market volatility and ensure a sustainable income stream throughout your retirement years.

During this show, we’ll first consider whether age 95 is still a good target age to build a retirement strategy around before considering some steps to prepare your finances for retirement.

In this episode we welcome in the new year with goals for your financial and retirement planning.

In this episode we celebrate Christmas and talk about the importance of the season.

Mike looks at the past year and looks ahead to what's in store for the new year!

In this episode, we dive into the concept of sequence of return risk, a crucial factor in long-term investing. We'll break down how the timing of market returns can significantly impact your overall portfolio performance. By understanding this risk, you can make informed decisions to protect your savings and investments.

Are you worried about outliving your savings? Join us as we discuss the common pitfalls that can lead to financial insecurity in retirement. We'll explore strategies to protect your nest egg and ensure a comfortable retirement, no matter how long it lasts. Tune in to learn how to make your money last a lifetime.

In this episode we continue our discussion on how to prepare for higher taxes, especially when it comes to retirement income planning.

During this show, we’ll discuss the potential fallout if the Tax Cuts and Jobs Act of 2017 is allowed to expire at the end of 2025. We’ll also highlight limiting taxes on retirement withdrawals.

In this episode we interview Nathaniel Justice of the country/gospel quartet MARK209. They will be the featured performer at our client/listener Christmas event!

The full unabridged version of an interview with special guest Mark Riefer on Faith Based Investing.

In this episode we continue our interview with special guest Mark Riefer on Faith Based Investing.

Part 1 of an interview with special guest Mark Riefer on Faith Based Investing

In this episode, we dive deep into the latest financial news and trends that could impact your retirement savings. From tax laws to the markets, we'll provide actionable insights to help you make informed decisions about your financial future.

In this episode, we delve into the crucial topic of retirement planning. We discuss the importance of starting early, understanding different investment strategies, and considering factors like Social Security and healthcare costs. Our goal is to equip you with the knowledge and tools to help you secure your financial future.

In this episode we continue our discussion of the essential steps to ensure a comfortable and financially secure retirement. Discover the key components of a solid retirement plan, including savings strategies, investment options, and essential documents. Join us as we guide you through the process of building a retirement nest egg that will last a lifetime.

During this episode, we’re going to highlight the steps you should take each year as part of your 10-year retirement checklist.