EPISODES

Rules to Follow (and Rules to Break) for a Successful Retirement

Rules to Follow (and Rules to Break) for a Successful Retirement

Some financial planning rules should always be followed, but others can be broken under certain circumstances. On this week’s show, Mike helps explain those situations and how to get the help you need. Plus, we discuss what it means to leave a “Smart Legacy” for your...

Managing Taxes and Building Income Streams for Your Future

Managing Taxes and Building Income Streams for Your Future

On this week’s episode, Mike welcomes Eric Allen to the show to discuss how Tranzact Card is helping people fight back against the banks and credit card companies that are getting away with high interest rates by offering disappointing rewards. Plus, Mike shares some...

How to Build a Smart Retirement Plan for Your Future

How to Build a Smart Retirement Plan for Your Future

On this week’s show, Mike breaks down what it means to have a Smart Retirement Plan. Plus, we look at the annual PNC Christmas Price Index (CPI) to illustrate how inflation is affecting your holiday season. Watch our Youtube Channel  Follow Us on Facebook Visit Here...

Take Control of Your Finances for a Better Retirement

Take Control of Your Finances for a Better Retirement

On this week’s show, Mike shares tips for taking control of your finances BEFORE you decide to retire. Having a plan is essential to avoiding major pitfalls later in life. Plus, what is “sequence of returns risk”? Mike explains why it matters and why it’s important to...

Managing Financial Anxiety with Author and Filmmaker Laura Morton

Managing Financial Anxiety with Author and Filmmaker Laura Morton

Feeling stressed? On this week’s show, we welcome Laura Morton, an award-winning author and documentary filmmaker. She speaks with Mike and Matt about the current epidemic status of anxiety in our nation, and how the numbers have been rapidly rising in recent years....

The Frightening Future of Social Security

The Frightening Future of Social Security

New survey results reveal many Americans have no plan for retirement beyond Social Security. With the program’s trust fund set to run out of money, what will you do if the government cuts benefits in the future? We’ll talk about it on this week’s show. Plus, Mike has...

Are You in the Retirement Redzone? How to Protect What You Have Saved

Are You in the Retirement Redzone? How to Protect What You Have Saved

As you get closer to retirement, your financial priorities change. If your golden years are approaching, or if you have recently retired – protecting your hard-earned money from loss is extremely important. More people than ever are worried about outliving their money...

Keeping Money Safe During Scary Times for the Markets

Keeping Money Safe During Scary Times for the Markets

On this week’s show, we take a look at the scary situation on Wall Street. Market turmoil and recent bank failures have many people searching for safety when it comes to where to put their hard-earned money. Bank CDs are one of the most popular types of accounts for...

If You Fail to Plan, You Are Planning to Fail!

If You Fail to Plan, You Are Planning to Fail!

Do you have a retirement income plan in place? When it comes to your financial future, simply hoping is not a proper plan! On this week’s show, we talk about putting a plan in place to start living the retirement life you have always dreamed of. Visit Here to Schedule...