Episodes
Setting Yourself Up for Success by Taking Action NOW!

Setting Yourself Up for Success by Taking Action NOW!

This week, Mike discusses concrete steps you can take to set your self up for retirement success. He walks you through each decade of your retirement planning journey and points out how your priorities – and strategies – must change as you go along. Listen to this...

Are You Lost on the Road to Retirement?

Are You Lost on the Road to Retirement?

This week, Mike helps you discover the importance of setting clear goals, estimating costs accurately, and creating a robust financial roadmap that can help you navigate the complexities of retirement. Dive into common obstacles and creative strategies that can...

Plan Ahead for the Loss of a Spouse

Plan Ahead for the Loss of a Spouse

This week, the show focuses on difficult, but important, discussions. Thinking about life without your spouse is something nobody wants to do, but it’s essential to plan ahead so everyone is taken care of, no matter what happens. Mike discusses the different ways you...

Five Retirement Planning Mistakes to Avoid

Five Retirement Planning Mistakes to Avoid

On this week’s show, Mike runs down five mistakes to avoid when it comes to planning for retirement. He’ll also tell you what to do if you find yourself making those mistakes already. Plus, do you understand the power of compound interest? Einstein calls it the eighth...

Navigating Your Finances in Uncertain Times

Navigating Your Finances in Uncertain Times

With uncertainty in the markets, reducing risk is very important as you approach your retirement years. On this week’s show, Mike discusses some ways you can reduce risk inside your retirement plan and get to the guarantees. We’ll also talk about some ways to deal...

New Ways to Recession-Proof Your Finances

New Ways to Recession-Proof Your Finances

Recent market turmoil has led to the word “recession” creeping into conversations about the economy. Whether a downturn is around the corner or not, Mike wants you to be prepared, not scared. This week, we will discuss some new steps you can take to protect your...

Mid-Year Money Moves to Make Now!

Mid-Year Money Moves to Make Now!

Remember those New Year’s resolutions you made to start 2024? How are they going for you these days? This week, Mike has some things you can do to give yourself a financial checkup as we approach the halfway point of the year. Plus, he has an update on Social Security...