Retireable

In this episode of The Retireable Podcast, Mike Wallace and John Sauger kick things off with spring break in Hilton Head, Tigers opening day, and the kind of family time that reminds you how fast life moves—and how important it is to enjoy it along the way. From there, they dive into a major shift happening in today’s retirement landscape: the rise of the middle-class millionaire. What used to be...

In this episode of The Retireable Podcast, Mike Wallace and John Sauger tackle a big question: what should you actually be doing if you plan to retire in the next 12 months? From lingering winter colds to lingering retirement worries, the conversation walks through the real-life decisions that come up as the countdown begins. They break down the key pillars of retirement readiness—income planning,...

In this episode of The Retireable Podcast, Mike Wallace and John Sauger start with Florida sunshine, roller coasters, marathon runners grabbing coffee 26 miles in, and the clear signal that it’s time to put the glasses on—because things are about to get sophisticated. The main conversation dives into private equity: what it actually is, why fewer companies are going public, and how some of the fas...

In this episode of The Retireable Podcast, Mike Wallace and John Sauger kick things off with some end-of-year chaos: glitchy cameras, snow in the driveway, and the bittersweet news of Mike’s longtime assistant Jackie retiring after 23 years. (Yes—some clients really do like her more than him.) From there, they shift into a practical, listener-friendly breakdown of estate planning. Mike and John ex...

In this episode of The Retireable Podcast, Mike Wallace and John Sauger kick things off with winter weather woes and big company news—FSA earning another Top Workplace award. From there, they dive into a surprisingly entertaining look at today’s economy: AI everywhere, drones delivering packages, cruise-ship-slow economic shifts, and why interest rates, housing shortages, and consumer spending all...

In this episode of The Retireable Podcast, Mike Wallace and John Sauger dig into the wonderfully messy world of what happens after someone passes away — from 67 must-answer questions to why your crypto password might be harder to find than grandma’s secret casserole recipe. They share why preparing your documents, decisions, and “who gets what” list beforehand is one of the greatest gifts you can...

In this episode of The Retireable Podcast, Mike Wallace and John Sauger kick things off with a heartfelt (and humorous) look at John’s whirlwind year—complete with his daughter’s greenhouse wedding, father-of-the-bride moments, and a reminder of how fast kids go from Pistons games to planning their own big day. Then the conversation shifts to one of the most important topics of the year: the newly...

In this episode of The Retireable Podcast, Mike Wallace and John Sauger dive into what it really means to manage wealth once you’ve “made it.” They unpack lessons from John’s recent high net worth forum, exploring how financial planning changes when clients move from needing their money to wanting it to work smarter. Topics include: • What defines “high net worth” today • Why tax management often...

In this Q&A-style episode of The Retireable Podcast, Mike Wallace and John Sauger tackle some of the most common and important questions they hear from pre-retirees and retirees. From “When can I retire?” to “What am I missing?”, they dive into both the financial and emotional sides of retirement planning. Topics include:  • Preparing five years out from retirement  • Why a written income and...

In this episode of The Retireable Podcast, Mike and John kick things off with travel stories, family celebrations, and a surprisingly passionate love for... Tang? But the heart of the conversation is all about indexing - what it is, how it’s evolved, and why it may no longer be the one-size-fits-all solution it once was. They break down: - The difference between traditional and direct indexing - W...

In this heartfelt and insightful episode, Mike Wallace and John Sauger dive deep into a topic many avoid but everyone will face – estate settlement. Beyond the documents and legalities, they explore the emotional and logistical realities families experience when a loved one passes. With over five decades of combined experience helping families through the estate settlement process, Mike and John s...

Special Episode: Market Mayhem & Finding Peace of Mind with Tom Siomades In this timely and impactful episode of the Retirable Podcast, hosts Mike Wallace and John Sauger are joined by Tom Siomades, Chief Market Strategist at AE Wealth Management, for a deep dive into one of the most volatile weeks in recent market history. As tariff headlines shake investor confidence and media noise cranks u...

In this episode of the Retireable Podcast, Mike Wallace and John Sauger dive into two critical - but often misunderstood - concepts in retirement planning: asset allocation and asset location. They break down the difference between what you’re invested in (allocation) and where your investments are held from a tax standpoint (location) - and why both matter for long-term financial health. From div...

In this episode of Retireable Podcast, hosts Mike Wallace and John Sauger dive into one of the most important yet often overlooked aspects of retirement planning: taxes. They break down the different types of retirement accounts—tax-deferred, taxable, and tax-free—and learn ways on how strategic tax planning can help make a significant impact on your financial future. Key topics include: ✅ The di...

In this engaging episode of the Retirable Podcast, hosts Mike Wallace and John Sauger dive into the art of financial analysis, breaking down the essential pillars: risk, fees, and taxes. From understanding investment performance to uncovering hidden fees and navigating complex tax implications, they offer insights to help listeners make more informed decisions about their financial future. John sh...

Welcome to Season 3 of the FSA Podcast, Retireable! In this episode, we’re excited to share updates about our brand-new studio and take you behind the scenes of what happens when you choose to partner with Learn about the steps involved in our client process and the ways we help you navigate your journey toward financial confidence as we work with you to create your comprehensive financial plan de...