The Wealth Puzzle

The politicians are making a lot of promises. Most of them cost a lot of money. Where does that money come from? How is it going to affect your taxes? Do the ideas out their regarding spending plans and taxes make sense? This is what Michael tackles in this episode.

Is there a student loan debt crisis? How can you manage your student loan debt? In this episode we talk about this issue and how to help deal with it.

The Fed has lowered the interest rates again. They're at an all time low. But what does this mean for you? For your finances, your investments and your retirement? We look at the pros and cons and talk about strategies you can use.

There is a lot of economic turmoil on the horizon and in the news. From market volatility to interest rates and inflation. Not to mention the trade wars and politics that affect our investments and savings. In this episode we talk about how these thing can affect your retirement savings and how to best plan for it.

The politicians are making a lot of promises. Most of them cost a lot of money. Where does that money come from? How is it going to affect your taxes? Do the ideas out their regarding spending plans and taxes make sense? This is what Michael tackles in this episode.

Have you ever gotten an invitation in the mail to a "free" Dinner? A seminar or a workshop with a free dinner at a local restaurant or steakhouse? Michael has and he talks about those dinner seminars and what you can expect. Are you just being sold a bill of goods? Or bads? Find out in this episode.

In this episode we discuss several different steps you can take to potentially increase future returns. We discuss each one and talk about how to help you maximize your retirement investments.

Healthcare costs are skyrocketing, especially long-term care. Chances are you or a spouse will need long-term care at some point. With market volatility it's very important to have a plan in place to deal with that cost even when typical investments are down. We discuss various options and solutions to help you better understand and deal with healthcare in retirement.

How are the Trade Wars affecting the economy and impacting your finances? In this episode we dive into this topic to talk about what is really going on and how you can have a plan to protect your money.

The media and experts are warning of a coming recession because of an inverted yield cover. We have also see a lot of volatility in the market. But at the same time, we are being told the economy is better than ever and very low unemployment. So what are we to do or believe? Mike breaks down the noise to get to the heart of the matter to help you better understand how to protect your finances.

In this episode Michael talks about the news, the markets, trade wars and how to deal with all the fear mongering.

Changes are afoot with Social Security. Will it still be here when you need it? There's a new bill in the works to actually improve and increase it. We discuss that and more about Social Security in this episode.

We know we should plan ahead for emergencies, especially financial ones...right? Then why don't we? In this episode we discuss the how and the why to make sure you are prepared for financial emergencies.

In this episode we talk about ways to help make your money last as long as you do. You don't want to run out of income in retirement. We talk about ways to help make sure you have a set amount coming in every month in retirement for as long as you live and beyond for your loved ones.

In this episode Michael gives us an update on what's happening with the markets, tariffs and the economy. We talk about how this affects your money and saving for retirement.

We know you don't want to hear about taxes... boring! But how about paying less in taxes? Also, you have to be ready to deal with a number of tax situations as you head into retirement. Be prepared and save money! In this episode Mike talks about how to be prepared and minimize that tax burden in retirement.

In this episode Michael talks about what is going on with the market and how it is affected by the trade war, as well as what this means to your own personal finances and retirement savings.

Pulled from the headlines, Mike tackles the topic of the Kentucky Derby controversy and the disqualification of Maximum Security. We compare this to paying attention to all the rules of finances and how you can be prepared in order to help you have the income you will need in retirement.

We all take risks in our everyday lives, but many of us are hesitant to take any financial risk. Yet studies show most people have the majority of their savings at risk. In this show we talk about how to achieve the right financial balance for our own personal situations.

Forecasters had predicted a recession in 2020. Now they say there will be no recession. What's going on with the economy, the Fed, the interest rates and most importantly, your retirement accounts? In this episode we dig into the economy and interest rates and what that means to you, as well as tips to be ready for whatever may come.

Even more new tax laws are on their way and they will continue to complicate things. To make sure you are minimizing your tax burden your CPA and Financial Advisor need to be aware of these changes and how they will affect you this year and in the future. A lot of changes are happening that could affect your retirement income as well. In this episode we talk about these changes and what you can do...

When you think of a puzzle what do you think the most important piece is? Listen in to hear what Michael's take on this question is.

Today Michael talks about basic legacy and estate planning. What do you do with your assets? How do you pass them along to your family and loved ones, and what if you are inheriting them? We talk about helpful solutions and strategies for you and your legacy.

In this episode Michael talks about wealth accumulation and income strategies to get you to and through retirement. What do you do with the money you earn, invest and save? It can make a huge difference in your life and your loved ones lives. Listen in for helpful tips to get your finances on track and be prepared for retirement.

What happens as the Baby Boomers start to pass along their wealth? It's important to have a legacy plan in place to make sure your assets and wishes are appropriately transferred. In this episode we talk about what is happening and how to get a legacy plan in place.