LeBron’s Secret to Longevity and How it Relates to Your Retirement Plan

Ever wondered how LeBron James maintains peak performance even as he approaches 40? In this episode, Mike dives into the meticulous health regimen that keeps LeBron at the top of his game and how similar principles can be applied to retirement planning. From the benefits of cryotherapy to the impo…

Why Legacy & Estate Planning Should Never Be Overlooked

Mike discusses the legacy of Steve Jobs and draws lessons to why legacy and estate planning is crucial in a retirement plan. He emphasizes the need for a solid estate plan to ensure family harmony and protect beneficiaries, especially in cases involving special needs. The discussion highlights the …

The Essentials of Retirement Planning: Strategies for Financial Freedom

Mike discusses the importance of retirement planning, focusing on budgeting strategies, family financial needs, and creating a comprehensive retirement plan. He emphasizes the significance of balancing discretionary spending with savings and the necessity of adapting financial strategies as one app…

Longevity: The New Retirement Risk

Mike discusses preparing for longevity and the associated financial risks. He highlights the need for a comprehensive retirement plan that addresses income, investments, taxes, and estate planning to ensure financial security throughout retirement. Mike shares insights on the changing landscape of…

Social Security: Timing is Everything

Mike discusses the complexities of retirement planning, focusing on social security benefits. He emphasizes the importance of understanding individual circumstances when deciding when to claim social security, the potential benefits of delaying claims, and the tax implications that can affect retir…

Why You Need a Financial Coach

Mike dives into the disconnect many people have regarding the time spent planning vacations versus planning for retirement. He explains the role of financial advisors and the value of comprehensive financial planning, which includes understanding taxes, estate planning, and income management. Mike…

Year-End Financial Planning Essentials

Mike discusses the importance of year-end financial planning, including portfolio reviews, insurance checks, and charitable giving. He highlights the significance of setting goals for the upcoming year, encouraging listeners to start planning for their future aspirations. Need a second opinion on …

Economic Downturns: What Retirees Need to Know

Mike discusses the implications of recent interest rate cuts by the Federal Reserve. The discussion highlights the importance of understanding economic indicators, preparing for potential market corrections, and creating a secure retirement plan that can withstand economic downturns. Mike emphasiz…

Simplifying Your Retirement and Financial Future

Mike discusses the importance of comprehensive financial planning as individuals approach retirement. He draws parallels between the convenience and holistic approach of Costco and his financial planning services, emphasizing the need for a one-stop solution for income, taxes, estate planning, risk…

Tax Loss Harvesting: A Year-Round Strategy

Mike discusses the importance of having a comprehensive retirement plan beyond just a 401k. He delves into the concept of tax loss harvesting, explaining its relevance throughout the year, not just at year-end. Mike elaborates on the different types of investment accounts and their tax implication…