Strategic Planning Podcast

In the complex world of retirement planning, there are countless pitfalls one could fall into. In this episode, we've distilled it down to what we believe are the top 5 mistakes to watch out for. Avoiding these crucial missteps can have a significant impact on the success of your retirement plan. So, join us as we delve into these key issues and learn how to navigate them effectively when it's you...

Social Security is often misunderstood and ill-planned for, costing serious lost opportunity for many Americans. Myths, rumors, and misunderstandings are pervasive in the world of Social Security. In this episode, we will finish up our discussion on 5 common misunderstandings about Social Security.   Show Links & Info: SPC Investing: http://spcinvesting.com/   Schedule A Visit: https://talkstomike...

Social Security is often misunderstood and ill-planned for, costing serious lost opportunity for many Americans. Myths, rumors, and misunderstandings are pervasive in the world of Social Security. In this show, we’ll look to clear up 5 misunderstandings about Social Security.    Show Links & Info: SPC Investing: http://spcinvesting.com/   Schedule A Visit: https://talkstomike.com/

Are you preparing for retirement but feeling confident that you have covered all the expenses? Well, think again... It turns out that many retirees overlook some crucial expenses that can leave them financially vulnerable. In this episode, we explore the retirement expenses that most people tend to forget, including skyrocketing medical bills, unexpected travel costs, taxes, and much more. We'll d...

Do you ever feel like your retirement planning goals are always moving? You're not alone. We’ve found that people often move the goalposts in their own retirement planning, often to their detriment. In this episode, we're diving deep into the psychology of retirement planning and the dangers of moving the goalposts. Show Links & Info: SPC Investing:  http://spcinvesting.com/ Schedule A Visit:  htt...

Are you confused about the four different parts of Medicare and what they each do? Tune in to today’s podcast episode where we'll be breaking down the ins and outs of Medicare and help you understand the basics of this important healthcare program. But don't be fooled, Medicare isn't free and doesn't cover everything you'll need in retirement. From routine eye exams to long-term care, we'll also d...

Retirement can come with a lot of tax questions and concerns. From understanding the tax implications of withdrawing from your retirement accounts to minimizing taxes on investment income, it can be overwhelming. On today’s episode, we’ll break down the top ten tax questions retirees are asking in 2023. Before you file your 2022 taxes and plan ahead for the rest of the year, make sure to listen to...

Another year is upon us and it’s a great time to ask yourself these questions to assess how ready you are for retirement to kick off 2023. If you’re retiring this year, it’s essential to have some concrete answers to these questions. If you’re still a few years from the milestone, tune in so you can start thinking about these critical conversations. Show Links & Info: SPC Investing:  http://spcinv...

Another year is upon us and it’s a great time to ask yourself these questions to assess how ready you are for retirement to kick off 2023. If you’re retiring this year, it’s essential to have some concrete answers to these questions. If you’re still a few years from the milestone, tune in so you can start thinking about these critical conversations. Show Links & Info: SPC Investing:  http://spcinv...

Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore for long periods of time, which often leads to mistakes. We’ll cover at least the top 5 mistakes people make in their 401(k)s Show Links & Info: SPC Investing:  http://spcinvesting.com/ Schedule A Visit:  https://talkstomike.com/

Market volatility became the norm in 2022. Are we in for more of the same in 2023? We’ll talk about the market outlook for the next 12 months, plus share tips on how you can best prepare for potential future volatility. Show Links & Info: SPC Investing:  http://spcinvesting.com/ Schedule A Visit:  https://talkstomike.com/

Getting through retirement can be a lot like running a marathon. Let’s talk about some of the similarities of getting to the finish line in racing and retirement. Show Links & Info: SPC Investing:  http://spcinvesting.com/ Schedule A Visit:  https://talkstomike.com/

We will be discussing October 22's wild market ride, interest rates and some financial terms on today's show. Show Links & Info: SPC Investing:  http://spcinvesting.com/ Schedule A Visit:  https://talkstomike.com/

Too many folks misunderstand bonds, how they work, and what role they play in a proper financial plan. We’ll address some of those bond related issues on today’s show. Show Links & Info: SPC Investing:  http://spcinvesting.com/ Schedule A Visit:  https://talkstomike.com/

There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. On this episode, we’ll explain why these decisions are so important and can’t be undone. Show Links & Info: SPC Investing:  http://spcinvesting.com/ Schedule A Visit:  https://talkstomike.com/

We’re bombarded with ads each day in all forms of media. But have you ever taken a closer look at these messages? If we unpack some of these headlines and ads a little bit more, we’re able to clearly understand what emotions they’re trying to elicit. More importantly, we can figure out what companies are trying to sell us. For this episode, we just perused the internet for a couple of hours and ke...

People have many reasons for procrastinating when it comes to putting a retirement plan together. Let’s explore some of those excuses and why they can be dangerous, and talk about how to overcome them. Show Links & Info: SPC Investing:  http://spcinvesting.com/ Schedule A Visit:  https://talkstomike.com/

You’ve most likely heard plenty of “rules” you’re supposed to follow to retire successfully. Some of these rules are stated so confidently, you’d be crazy not to immediately accept them as fact. But we don’t mind the threat of being called crazy, so let’s dive into some of the most popular retirement “rules of thumb” to see if they truly lead us down the path of good financial guidance or run a ch...

It’s no secret the stock market is in turmoil. We’re in a bear market and the R-word (recession) is getting thrown around daily. So, what can you do to survive bear markets like the one we’re in now? We’ve collected advice from various commentators and “experts” from across the country. Show Links & Info: SPC Investing:  http://spcinvesting.com/ Schedule A Visit:  https://talkstomike.com/

Don’t dread this as much as you hated hearing these words as a kid, but it’s time for a pop quiz! We’re putting retirement planning preparedness under the microscope with 5 critical questions to which you need to know the answers. So sharpen those pencils and let’s see how ready you are for retirement. Show Links & Info: SPC Investing:  http://spcinvesting.com/ Schedule A Visit:  https://talkstomi...

In some ways, retirement planning was easier for past generations. Let’s explore how a good financial advisor helps people overcome the additional challenges of today. Show Links & Info: SPC Investing:  http://spcinvesting.com/ Schedule A Visit:  https://talkstomike.com/ Call: 336-668-4338

A recent Yahoo! Finance article explored the idea of retiring early at the age of 55 to see if it was feasible. We’ll break down some of issues facing folks who want to retire early on this episode, but for some additional fun let’s look at the comment section to see what questions and advice the peanut gallery has for us to consider. Show Links & Info: SPC Investing:  http://spcinvesting.com/ Sch...

What are some important things to know and think about when budgeting as a young family? Also, what is the process for building a house (budgeting, financing, land ownership, etc.)? Show Links & Info: SPC Investing:  http://spcinvesting.com/ Schedule A Visit:  https://talkstomike.com/ Call: 336-668-4338

Housing is a really important topic for a lot of retirees because, for many of us, it’s the biggest asset we’ll ever own or manage. We want to get that part of our financial equation correct, so it’s no surprise it takes up a nice slice of the retirement planning conversation. On this episode, we’ll cover some common housing questions from retirees and hopefully hit on an issue that might also be...

There are certain age milestones where you should really pay attention to your retirement planning progress. On this episode, we’ll look at the most important birthdays as you approach retirement and cover the exact things you should be checking off your to-do list at each age. Show Links & Info: SPC Investing:  http://spcinvesting.com/ Schedule A Visit:  https://talkstomike.com/ Call: 336-668-433...