How to Retire on Time

"Hey Mike, I have been retired for a number of years now. What are some ways retirees can stay active and engaged in their communities after leaving the workforce?" Discover some non-financial aspect…

Hey Mike, I just retired this month and have an outstanding retirement loan (against my 401k) with a balance of $8,000.00. The payment is $680.00 per month. I’d like to stop paying that. What is the …

“Hey Mike, is AI better than an advisor at making trades and managing a portfolio?” Discover how Wall Street has been using “AI” for decades and how it may not drastically change their abilities. Als…

“Hey Mike, should I be buying and holding stocks, or investing in cheap S&P 500 ETFs like SPY and VOO for the long term?” Discover the difference between buying individual stocks vs buying an index a…

“Hey Mike, what are these “RMDs” I am hearing about, and how do they fit into my retirement income strategy?” Discover the potential tax inefficiencies caused by Required Minimum Distributions and va…

“Hey Mike, I want to retire to Mexico where the cost of living is less and the weather is great year round. What financial considerations do I need to make?” Discover some potential unknown risks ass…

“Hey Mike, I am 60 and plan to retire in five years. My 401(k) is almost entirely equities; what moves should I be making to prepare for retirement?”

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“Hey Mike, how can an annuity offer a guaranteed withdrawal rate of 6.5% when we are told you should only take out 4% from your portfolio?” Discover the risks associated with lifetime income so you c…

“Hey Mike, how much more can the market continue to grow?” Discover why Mike believes the future is bright and full of opportunity.

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“Hey Mike, I don’t like anything locked up for a long term period of time. What are my reservoir options?” Discover how to fund your reservoir/storehouse while maintaining more liquidity overall. The…

“Hey Mike, how do you plan for taking care of your parents during your own retirement?” Discover some of the financial and non-financial conversations you may want to have as you prepare to help a pa…

“Hey Mike, what sectors or stocks do you think are worth investing in right now?” Discover a couple of tricks that can help guide your research when you are looking for companies to potentially inves…

 “Hey Mike, how do you turn your 401k into a retirement plan?” Discover how to create your retirement plan when most of your savings are in a 401k. Learn why Mike believes you should put a general pl…

“Hey Mike, walk me through paying off my credit card debt versus maxing out my IRA contributions.” Discover the difference between good debt and bad debt in general and how it applies to retirement. 

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“Hey Mike, I'm considering delaying my retirement by a few years. What are the potential financial benefits and drawbacks of doing so?” Discover the non-financial reasons why you may want to delay yo…

“Hey Mike, what’s better? Caps, like on a buffered ETF, or participation, like on a structured note?” Discover the different ways you can make money with indexed products, like Buffered ETFs and stru…

“Hey Mike, I am 60 years old with $1,000,000 in my 401k. How much income can I get in retirement if I were to retire today?” Discover why seeking the right withdrawal rate may not be the right questi…

“Hey Mike, can you share any indicators that would give us a heads up that the market is ready to start growing again?” Discover the danger of trading based on indicators, like moving averages, when …

“Hey Mike, how can I avoid or reduce my taxes on RMDs?” Discover ways to prepare for and lower your RMDs so they do not become a tax or income problem later on in retirement. 

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