The Bull and Bear Show

During this episode, we’ll be taking a close look at annuities to define exactly what they are, how they work, how much they cost and how to determine if they may fit your overall financial strategy. While an annuity may be able to provide lifetime income, there’s plenty of nuance, as well as risks, that you should be aware of.

For many people, going through the legacy planning process can seem overwhelming. But by being proactive, and keeping the process simple, you can ensure that your assets are distributed in the manner that you envision.

Many people have come across financial myths, whether they’re about a current financial situation or something more general like Social Security, Medicare, or retirement. This episode will help listeners cut through the noise and separate myth from reality.

In times of tremendous economic upheaval, you can take steps to tighten your budget and reduce your monthly bills. At the same time, there are also measures you can take right now to better protect your retirement.

Kiplinger and Personal Capital recently teamed up on a poll to see how Americans react to market volatility. How do you stack up?

With millions of Americans currently working from home as the world deals with the coronavirus pandemic, it’s a good time to take control of our finances to better prepare for a strong financial future.

The coronavirus disease has dominated the news cycle for the past few weeks and it’s not going away. Instead of letting that get you down, here are some things you can do to respond and prepare your retirement strategy.

It's a strange new world out there with the Coronavirus threat and in this episode Michael looks at the effect on the markets and how do deal with the volatility.

Tax season is a time of year when everyone is thinking about their finances. You can use it to help you make better decisions, not just this year but into the future.

Kiplinger and Personal Capital recently teamed up on a poll to see how Americans react to market volatility. How do you stack up?

What happens if you leave a job or are considering rolling your 401(k) over? Today we tackle this question and more regarding your 401(k) or 403(b).

A podcast examining the disconnects between workers and employers when it comes to phased retirement options. How long do workers expect to work? Do companies have programs in place to help workers transition into retirement and also avoid internal transitional chaos?

This episode looks at some ways to improve your efficiency and make the most of the time you spend managing your money. Most of us want to be better at managing our money. But it can feel like a time-consuming effort. Budgeting, credit monitoring and more all take time.

It can be a dangerous choice to make assumptions when it comes to money, retirement and investing. This episode looks at some false retirement assumptions as well as some things you may assume you know about what happens when the Federal Reserve cuts interest rates.

Smishing is a new challenge and attack on your financial information. Wishing without action can be a challenge and detriment to your financial future. This episode looks at each of these and provides some potential actions you may take to keep your financial future secure.

In this episode Michael gives us the basics of investing and how to make smart and wise investment decisions based on your personal needs and situation.

401(k) plans are one of the most common retirement products. But what are they really? What are some common mistakes to avoid? And what even is a 403(b) and how is it different?! This episode examines the ins and outs of 401(k)s.

Every project requires the correct tools. When building your financial future, you need the right tools to evaluate and analysis your strategy. This episode examines some potential options.

Not everyone is prepared for retirement. How will you make up the difference? Do you have a plan? This episode looks at potential options, tips and tricks to address being unprepared.

What are some basics of life insurance? Is life insurance something that should be considered as a part of your financial or retirement strategy?

Data breaches are all too common. Capital One, Equifax and even your favorite restaurant may have been hacked. What can you do to protect your important information?

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

How do millennials feel about retirement? What are some of their perceptions? How prepared are they for retirement?

Pensions are disappearing. What can you do to make sure that you have adequate monthly income in retirement? Listen to this podcast to learn more about retirement preparation