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.
Does Biden’s Inflation Reduction Act Help Inflation?
Don’t Just "Hang In There" Through The Recession
Consumer Confidence is Down. But How’s Your Retirement Confidence?
Extra Spending & Wall Street Records
Market Opportunities for Millionaires & The Middle Class
The Copper Indicator & Your Retirement Money
Should I go to Cash? And Can I Still Retire This Year?
Dealing with Wall Street & Annuity Slingers
Be a Maverick During Market Mayhem
Recession & Bear Market Concerns
Are Bonds Back
Money Misnomers & Digital Currency
Volatility, Risk and Your Financial Plan
How Russia’s Invasion of Ukraine Impacts Your Investment Accounts
Global Conflicts, Inflation, Bonds & Your Bottom Line
Dealing with a Rocky Market & Rolling Over Accounts
Navigating The Baby Boomer Retirement Surge
How Do You Know if You're Ready to Retire?
The Secret to Having $1 million for Retirement
Navigating Your Future Capital Gains Taxes
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