How to Retire on Time

“Hey Mike, how can you really know if you can afford to retire or not?” Discover how to put together an efficient retirement plan designed to last longer than you®, while recognizing that there are a…

“Hey Mike, what is the best option for your reservoir?” Discover the various ways to fill your reservoir based on the needs of your plan. Understand all the benefits and detriments associated with pr…

“Hey Mike, how do you know what to sell within your portfolio in order to generate income?” Discover how to implement efficient income strategies during retirement so that you know what accounts to d…

“Hey Mike, how do you feel about shorting the market?” Discover the significant risks associated with the trading strategy known as “shorting.” Listen as Mike explains why your investment objective a…

“Hey Mike, how do you get rid of risk in retirement?” Discover the truth behind retirement and the various risks you may experience. There’s no way to completely get rid of risk in retirement or in l…

“Hey Mike, why did mortgage rates go up after the Fed dropped rates?” Discover how the Fed’s rate works and why it is not correlated to mortgage rates, as many would assume.

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“Hey Mike, when do you start doing tax planning?” Discover various tax planning strategies you can implement based on your age and objectives.

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“Hey Mike, is it ever OK to dip into your principal?” Discover various ways to generate income and when it may make sense to dip into your principal. Hint: there are many variables that should be acc…

“Hey Mike, I want to work with a financial advisor, but none of them seem to be able to beat the magnificent seven. If that’s true, why would I ever change what I have in my portfolio?” Discover the …

“Hey Mike, how do people manage their income in retirement? As in, do they get it once a year and have to spread it out? Do people get monthly checks?” Discover the mechanics of pulling income from y…

“Hey Mike, can you break down the four strategies you use when investing in the stock market?” Discover the differences between absolute return models, fundamental analysis, momentum models, and inde…

“Hey Mike, how do people navigate healthcare before they qualify for Medicare?” Discover the ins and outs of your health insurance options before you qualify for Medicare.

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“Hey Mike, how do you feel about Buffered ETFs? Would they work as a part of the reservoir strategy? Discover how buffered ETFs work and when they may make sense to include in your overall portfolio.

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“Hey Mike, what’s something you’ve learned over the years that changed how you invest people’s money?” Listen to Mike share his journey as he continued to challenge ideas and strategies that he was t…

“Hey Mike, is a three year reservoir enough for retirement?” Discover the risks associated with having a smaller reservoir and why you may want to consider putting up to 60% of your assets in investm…

“Hey Mike, what is a good rate of return projection for a retirement plan?” Discover why the past few years of growth may not be the right indicator on how much you should expect in your portfolio gr…

“Hey Mike, do pensions affect when I file for Social Security?” Discover when your pension may cause you to delay your Social Security benefits until full-retirement age or later. 

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“Hey Mike, do you or do you know someone who reviews portfolios for a flat fee?” Discover why it may not make sense to have a flat-fee advisor look over your portfolio for advice on your positions. M…

“Hey Mike, why do people put money in bonds and bond funds when equities do so well?” Discover the often missed risks associated with an equities (stocks) focused portfolio and why you may want to in…

Join Mike, David, and other special guests as they discuss the importance of being charitable in your everyday life. From acts of kindness to monetary help, it all counts. Guests include Tammy Reid, …