Retirement Talk

In this episode we wrap up our discussion of why you need a tax plan for retirement. We look at how your retirement savings may be a ticking tax time bomb and strategies to deal with this key financial issue.

In this episode we continue our discussion about Ed Slott's book, The Retirement Savings Time Bomb and talk about how you may be looking at excessive taxes in retirement and what you can do to minimize that tax burden in retirement and keep more money in your pocket.

In this episode we continue our discussion about how you may be looking at excessive taxes in retirement and what you can do to minimize that tax burden in retirement and keep more money in your pocket.

In this episode we talk about how you may be looking at excessive taxes in retirement and what you can do to minimize that tax burden in retirement and keep more money in your pocket.

In this episode we do our review of Senator Rand Paul's annual Festivus Report, which draws attention to wasteful government spending. It's outrageous!

This episode demystifies the often-overlooked threat of sequence of return risk, revealing how the order of market ups and downs can significantly impact your retirement savings. Join us as we explore strategies to mitigate this risk and safeguard your financial future, even in volatile markets.

During this show we continue our deep dive into Social Security, highlighting your options, so you can bolster your retirement strategy.

During this episode, we’ll do a deep dive into Social Security, highlighting your options, so you can bolster your retirement strategy.

We continue our discussion with Steve Nieno to help you unpack the essentials of securing your legacy and protecting your loved ones, navigating wills, trusts, and beyond. Join us for clear answers to your biggest financial questions, even the ones you didn't know to ask.

Demystifying death and taxes? Unpack the essentials of securing your legacy and protecting your loved ones, navigating wills, trusts, and beyond. Join us for clear answers to your biggest financial questions, even the ones you didn't know to ask.

In this very special Christmas episode Mike welcomes his grandkids to the show and this one will tug on your heart strings!

We talk about what needs to be done by the end of the year and beginning of next to help minimize your tax burden.

On this episode, we’ll highlight and discuss year-end steps for your financial strategy and taxes.

In this show we talk about decision making, philosophies, and attitudes regarding investment choices and strategies. We have ideas that can be real difference makers as you work toward a solid retirement income plan.

In this episode we continue our discussion on transferring your wealth to your children and the baby boomer generation’s great wealth transfer.

During this show, we’ll discuss transferring your wealth to your children and the baby boomer generation’s great wealth transfer.

We talk about the out of control government spending and the US national debt and how it affects all of us.

In this episode Mike welcomes Jennifer Erickson, the director of Trotter House in Jasper. They discuss the important work the Trotter House does in the community.

In this very special episode we interview Jeff Parker of Jeff Parker and Company, a Bluegrass group that we enjoy. We also play a couple of their songs.

In this show we talk about more retirement expenses that many people fail to adequately prepare for before they retire. We also look at how to possibly solve these issues with wealth planning.

During this show, we’ll look at some of the common retirement expenses that many people fail to adequately prepare for before they retire. We’ll conclude the show by looking at wealth plans.

In this episode we continue our discussion of the most common signs that you’re economically and strategically ready to retire.

During this episode, we’ll discuss some of the most common signs that you’re economically and strategically ready to retire.

During this episode we continue our discussion about annuities, their benefits and drawbacks, and whether they may be a good fit for your financial strategy.

During this episode, we discuss what annuities are, their benefits, drawbacks, and whether they may be a good fit for your financial strategy.