If you’re paying a financial advisor a fee to manage your money, what else should they be able to help you with? Mike shares his ✅-list based on the countless questions he’s been asked about investing and retirement in general during the last 2-plus decades as an advisor.
🚨Spoiler alert: Income Planning is simply one component of many that is key.
See omnystudio.com/listener for privacy information.
Managing Market Concerns & Finding Some Fun Along The Way
Handling The Stress of Retiring During a Bizarre Economic Time
Seinfeld Said To NOT Double-Dip a Chip, But Is a Double-Dip Recession Coming?
Is What’s Good For The Environment Good For Your 401(k) Too?
Ex-Pat Retirement Chat
Mike “Silver Lining” Lester’s 2023 Economic Outlook
Why Mike Doesn’t Like Annuities... But Has He EVER Sold One?
What We’re Eying in 2023 Including Changes to RMDs… But NOT Annuities
Christmas Fun & The “Earnings Forecast on the Shelf” for 2023
Being Thankful & Finding Value
When Should You Hire or Fire an Advisor?
What is a Bear Market Portfolio?
I Like My Advisor But Not My Portfolio’s Performance & Are I Bonds a Good Idea?
Managing Market & Medicare Capitulation
Seeking Safety During a Scary Economic Time
Inflation & Your Portfolios Performance
Should You Postpone Retirement Because of Volatile Markets?
Navigating Economic Pullbacks
Doing the Math on Economic Data That Doesn’t Seem to Add Up
Inflation, Interest Rates, Target Date Funds & Your Financial Outlook
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