Invest Well Show

Ep 93: Your Ticking Tax Time Bomb 22.06.2021 15:41 ↓

On today's show, Michael dives in to the differences between non-qualified and qualified money, mainly that one may save you more money in the long run. Although this does not substitute for financial consulting, Michael provides a quick break down and general analysis on the benefits and potential dangers of building up qualified money. 

Ep 92: Will the Markets Sell Off this Summer? 15.06.2021 20:21 ↓

In today's episode, special guest Dalton Helvey from U.S. Private Wealth joins Michael to discuss market trends and the likelihood of a sell off this summer. You won't want to miss this exclusive guest episode!

Ep 91: Bringing Clarity to your Investments 08.06.2021 19:17 ↓

Just like walking through clear ocean water, having a clear understanding and lens on your investments brings confidence in your decisions! On today's episode, Michael gives you some questions you should ask yourself to be intentional about your financial decisions with three specific keys to bring clarity to your investments.  

Ep 90: Is the Advice You're Getting Right for You? 01.06.2021 13:24 ↓

In today's episode, Michael encourages investors and individuals to consider their advice from their own specific life circumstances. No matter the advice, it has to come with your current life stage in mind. Michael discusses two main stages - the accumulation and retirement stage - that each have different goals, purposes, and habits, and each require a specific kind of advice and lens when mana...

82: The Financial Transaction Tax 04.03.2021 14:21 ↓

Michael explains a new tax the government is considering introducing. Listen as Michael explains the ins-and-outs of the tax, and some ways to protect your investments if it passes.