How to Retire on Time

“Hey Mike, how can you recommend annuities and call yourself a fiduciary? They are full of fees and make insurance companies rich while you get little, if any, back.” Discover the reality of annuitie…

“Hey Mike, can you define what ‘like-kind’ means when it comes to 1031 exchanges?“ Discover various investment options for those who are trying to get out of their investment real estate but don’t wa…

“Hey Mike, everyone says they do tax planning, but very few people talk about anything beyond IRA to Roth conversions. Is that really all tax planning is?” Discover what you should expect when it com…

“Hey Mike, I’ve had an annuity for a few years, and it hasn’t grown much. What are my options and can I get out of it without paying taxes or a surrender penalty?” Discover why some annuities can’t g…

“Hey Mike, how do you plan for retirement if you have a lifetime pension?” Discover risks around the pension and what you could do about it to help prepare for your lifestyle needs in the future.

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“Hey Mike, are you concerned about the national debt? Also, how will the debt affect the markets?” Discover why that national debt should concern those who are buying annuities for guaranteed income …

“Hey Mike, I am 60 years old and am being told that I should have 60% of my money in bond funds. When I ask why, I don’t feel like I get a straight answer. Do you agree with this proposal?“ Discover …

“Hey Mike, I have always managed my assets on my own. At some point, I know I won’t have the energy or interest to continue to manage my assets. How does someone vet an advisor and then slowly turn t…

“Hey Mike, how do you expect the Fed decreasing rates will affect the markets and economy?” Discover how the market and your investments could be affected by decreasing interest rates. 

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“Hey Mike, I know I am taking too much risk, but I can’t seem to get myself to be OK with anything that is illiquid. Are there other ways I can fund a reservoir without losing my liquidity?” Discover…

“Hey Mike, I am trying to figure out how to generate income in retirement, but everyone I talk to who says they specialize in income planning sells annuities. What other ways are there to plan income…

“Hey Mike, my husband has become very ill and is not expected to live much longer. He has lived a wonderful life and will be missed. Among the many things I am concerned about as a soon-to-be-widow, …

Have you ever received an invitation to a dinner event that will discuss retirement preparation? Have you ever wondered what is really going on? Listen in as Mike exposes why many financial professio…

“Hey Mike, what do you think of long-term care insurance?” Discover why Mike says “If you need it, you probably can’t afford it and if you can afford it, you probably don’t need it.” Learn about alte…

“Hey Mike, if I were to get into one of these DSTs, how would I get out?” Discover the various ways you can get into a DST and your various strategies on transitioning your assets, tax efficiently, t…

Hey Mike, why do you recommend active management for IRAs and Roths and passive management for TOD accounts? Discover why you may want to manage your qualified accounts differently than your non-qual…

“Hey Mike, I just read your Kiplinger Article titled Five Ways to Lower Your Risk in Retirement that was published this morning. I want growth and protection, but I’m concerned about not having enoug…

“Hey Mike, how much do you need to comfortably retire?” Discover the nuance of trying to figure out if you can afford to retire. Hint, it’s more than a dollar amount in your accounts. 

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“Hey Mike, how do you do tax planning with a pension?” Discover an unusual tax minimization strategy for those who have pensions.  

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“Hey Mike, how do you think the election is going to affect the market going forward?” Discover why adjusting your portfolio around election predictions may not be a good idea. 

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