EPISODES

How to Start 2023 on the Right Foot

How to Start 2023 on the Right Foot

On this week’s show, Mike talks about starting 2023 on the right financial footing. We begin with a review of 2022 and discuss ways you can plan for the future in case we experience another significantly down year. Weathering financial storms isn’t as difficult as it...

Start 2023 With a Free Financial Checkup

Start 2023 With a Free Financial Checkup

Mike discusses the importance of starting 2023 with a financial checkup. If you visit the doctor for physicals each year, even if nothing is apparently wrong – why not seek the advice of a financial professional to ensure you are on the right path? This week, Mike...

How to Recover From 2022: Retirement Strategies for the New Year

How to Recover From 2022: Retirement Strategies for the New Year

On this week’s show, Mike has some important financial reminders as we head into 2023. Plus, he talks about an essential component of your financial planning after a rocky 2022. He also explains what to do with your “stray 401(k)” and shares a list of the most...

Your Retirement Checklist for 2023

Your Retirement Checklist for 2023

Mike looks ahead to 2023 with some important end-of-year reminders. Plus, he shares a helpful checklist for you to use as we head into the new year. We also take a look at how inflation is affecting the economy this holiday season. This week, Mike discusses the...

Has Your 401k Disappointed in 2022?

Has Your 401k Disappointed in 2022?

On this week’s Money Matters with Mike, we discuss the importance of checking-in on your 401(k). Did you think your retirement funds couldn’t be moved around without penalty? Think again! Mike explains how it’s done. We also list some questions you should be asking...

Get Back to the Basics for a Winning Retirement Plan

Get Back to the Basics for a Winning Retirement Plan

On this week’s show, Mike talks about the importance of getting back to the basics when it comes to planning your financial future. He also discusses the craziness in the cryptocurrency market and whether or not it’s a safe investment for retirees. This week, Mike...

Decumulation: The Most Overlooked Part of Retirement Planning

Decumulation: The Most Overlooked Part of Retirement Planning

So much time and effort goes into considering how to save and invest for your retirement. But do you know what happens when you call it quits at work? That’s when the “decumulation phase” kicks in. This week, Mike discusses the importance of having a guaranteed income...

How Much More are You Willing to Lose?

How Much More are You Willing to Lose?

On this week’s show, Mike asks the listeners “how much more are you willing to lose?” He takes a close look at how rising interest rates and market volatility are affecting retirement plans today, and explains how he recently helped one couple go from being good...

Tips for Weathering a Financial Storm

Tips for Weathering a Financial Storm

Inflation and rising interest rates may be wreaking havoc on your retirement plan. This week, Mike shares some tips on how you can weather a financial storm. Plus, he takes a look at some Social Security benefits you may not know about. Schedule a no-obligation...