How to Retire on Time

“Hey Mike, how do you believe Trump’s tariffs will affect the economy?” Discover the benefits and detriments associated with using tariffs as a tax on foreign goods and how it may affect your portfol…

"Hey Mike, I’m having a hard time bringing up my estate plan with my kids. I don’t want to create problems when I pass. Any tips?" Discover how to approach difficult estate planning topics with the k…

Hey Mike, if someone wanted a part of their retirement income guaranteed, what should they know as they shop around? Discover the various ways you can take income from an annuity when you retire.

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"Hey Mike, what do I need to do if I turn 65 but still plan to work?" Discover what you need to know about Medicare when you turn 65 years old.

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Hey Mike, if I move out of the country, will I still receive my Social Security benefits? Discover what could happen to your benefits if you were to move outside the country.

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Hey Mike, can you run through different ways you can invest in the market? Discover the benefits and detriments associated with different ways you could invest in the market.

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“Hey Mike, friends keep telling me I need to do IRA to Roth conversions, but my current income is more than the income I want when I retire. Something’s not right. What do you think?” Discover when i…

“Hey Mike, people keep telling me to take Social Security as soon as I can, but the reports I run tell me to file at 70 years old. Which is it?” Discover why your income could be hurting if you take …

“Hey Mike, I heard that the market may not make much money over the next 10 years. Is that true?” Discover unconventional ways to try and grow your assets during a flat-market, which we define as 10 …

“Hey Mike, I’ve got a couple of old 401(k)s that I have neglected over the years because I don’t know what to do with them. Any tips?” Discover all the potential investment options you have if you ro…

“Hey Mike, what are some common risks you believe many retirees do not account for when they retire?” Discover common risks many retirees miss because they don’t know the right questions to ask. 

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“Hey Mike, how do you figure out how much you will spend in retirement?” Discover how to figure out how much you may end up spending when you retire. 

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“Hey Mike, how do I know if I have a good annuity or a bad annuity?” Don’t fall for the growth of the income benefit. Discover why looking at the cash value growth may be more important and what to d…

“Hey Mike, I’m about to sell my business and have no idea how to convert the sale into a retirement plan. What should I do?” Discover a few tax strategies to consider before you put your business up …

“Hey Mike, should I pay off my mortgage before I retire?” Discover when it makes sense to pay off your mortgage when you retire and when it doesn’t make sense. The answer may surprise you.

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“Hey Mike, I’m concerned about the election. Do you have any thoughts?” Discover Mike’s opinion on why the election may affect the economy less than you think. Remember, all businesses will try to gr…

“Hey Mike, I have already signed up for a new Medicare plan but might want to change it. Can you do that and if so, how do you do that?” Discover the in’s and out’s of exploring and adjusting your Se…

“Hey Mike, what strategies can you implement to help prepare for a possible drop in Social Security benefits?” Discover what you can do now in preparation for the potential decrease in Social Securit…

“Hey Mike, can you break down the differences between Social Security, a pension, and an annuity?” Listen to an honest comparison of Social Security, pensions, and annuities, when it makes sense, and…

“Hey Mike, can you explain how picking a Medicare plan can affect my taxes? I don’t believe that’s a true statement.” Discover some commonly missed pitfalls in retirement when it comes to healthcare …