How to Retire on Time

“Hey Mike, is there one right way to plan for retirement?” Discover different ways you can structure your retirement plan to support your lifestyle and legacy goals while allowing you to live within …

“Hey Mike, how do you plan for retirement if you want to live abroad?” Discover the ins and outs of living abroad in retirement so you can prepare for the retirement you want. Join Mike as he discuss…

“Hey Mike, should you pay off your mortgage before you retire?” Discover the nuance behind debt, investments, and retirement planning so you can determine if it makes sense for you to pay off your mo…

“Hey Mike, can you explain the difference between an index, indexing, and an indexed investment?” Discover why each of these terms matters when you put together your retirement portfolio.

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“Hey Mike, what’s your opinion on the flat-fee advisors vs advisors who charge a percentage for a fee?” Discover the difference between different advisors, their fee structures, and which may be righ…

“Hey Mike, should I rollover my 401(k) into an IRA or just leave it where it is?” Discover what options open up when you roll over your employer-sponsored retirement account to an IRA.

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“Hey Mike, do I need life insurance in retirement?” Discover when life insurance may make sense in retirement and when you should steer clear.

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“Hey Mike, how are you planning for the potential decrease in Social Security benefits?” Discover strategies that can help you take a more proactive approach to potential changes in Social Security.

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“Hey Mike, I’m three years away from when I want to retire. My portfolio is 100% equities. How should my portfolio change as I approach retirement?” Discover what changes retirees may want to make as…

“Hey Mike, do you recommend the 60/40 portfolio for a retiree, or do you follow the rule of 100?” Discover risks associated with traditional portfolio strategies for retirees and why you may want to …

“Hey Mike, how would you plan differently if you had someone with $2 million in an IRA vs someone with $2 million in a brokerage account?” Discover how your retirement plan and strategies can change …

“Hey Mike, what’s the difference between a DST and a REIT?” Discover various investment options that may make sense to have in your retirement portfolio. 

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“Hey Mike, how does someone figure out how much income they need in retirement?” Discover how to break down your pre-retirement expenses and your post-retirement expenses so you can plan for the life…

“Hey Mike, every time I’ve entertained working with an advisor, they recommend funds that I could have gotten on my own. Is there any difference between what advisors can offer and what we can get on…

“Hey Mike, I don’t want to buy Long-Term Care insurance. What other ways could I prepare for future healthcare costs?” Discover the various health risks many miss and how to plan for them.

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“Hey Mike, I’m a landlord who’s stuck with my properties because I don’t want to pay the taxes. Is there any way out?” Discover why some retirees may be overestimating the return on their real estate…

“Hey Mike, what advice do you have for teens and their retirement?” Discover an intuitive concept that may allow you to save enough to pay for the majority of your retirement before you graduate coll…

“Hey Mike, if I can get dividends at around 8% per year, then why would I do anything else?” Discover various risks many miss when it comes to dividend income in retirement.

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“Hey Mike, what’s the best way to deal with a company stock that has a low basis?” Discover what “Net Unrealized Appreciation” is and how it may be a good tax strategy for you when you get ready to r…

“Hey Mike, if I fund my Reservoir, can I afford to take more risk with the other parts of my portfolio?” Discover why having some assets protected, aka the Reservoir, can enable you to take more risk…